Alexander Arnold is a financial advisor with HB Wealth who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He previously worked at Truist Advisory Services and SunTrust in various advisory and investment roles. Outside of finance, he is involved as a member of an independent record label focused on the sale of vinyl records. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment process across a range of public and private strategies and offers discretionary portfolio management and outsourced chief investment officer services.

Michael Woocher is a CFP® professional with 25 years of industry experience. He is currently with HB Wealth Management, LLC and previously worked at Sanford C. Bernstein & Co, GFO Advisory Services, LLC, and Truist Investment Services, INC. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm combines quantitative and qualitative due diligence across a range of public and private strategies and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Rebecca Warner is a financial advisor at HB Wealth with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2016 to 2025 before joining her current firm. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with clients’ objectives and risk tolerance, incorporating both quantitative and qualitative due diligence across public and private investment strategies.

Eun Suk Ha is a CFP® professional with five years of industry experience, currently serving as a financial advisor at HB Wealth. Prior to joining HB Wealth, Ha worked at WMS Partners, CoreCap Investments, and Klauenberg Retirement Solutions. Outside of finance, Ha is involved in music production, creating and sharing original music online. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers institutional advisory and outsourced chief investment officer services, managing portfolios with a blend of quantitative and qualitative analysis across a variety of public and private investment strategies.

Timothy Riley is a financial advisor at HB Wealth with three years of industry experience. He holds a Series 65 credential and previously worked at WMS Partners, LLC, The Home Depot, and Virginia Polytechnic Institute & State University. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management and a multi-strategy investment approach, including both public and private assets, as well as outsourced chief investment officer and institutional advisory services.

Danielle Conti is a CFA charterholder with 11 years of experience in the financial industry. She is currently with HB Wealth Management, where she has worked since 2025. Prior to joining HB Wealth, she held positions at Truist Advisory Services, Invesco, First Eagle Investment Management, and Stadion Money Management. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth management, investment management, and financial planning, typically managing accounts on a discretionary basis using a process that combines quantitative and qualitative due diligence across a range of public and private investment strategies.

James Pullen II is a CFP® professional at HB Wealth with four years of industry experience. His work history includes roles at Homrich Berg, Atlanta Financial Associates, and Secure Life Benefits. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary wealth management, investment management, and financial planning, employing a combined quantitative and qualitative approach across a broad range of public and private investment strategies.

Cynthia Wilson is a CFP® professional with 20 years of experience in the financial services industry. She is currently with HB Wealth and has previously worked at firms including Wealth Enhancement Group and Minnesota Life Insurance Company. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies, managing accounts primarily on a discretionary basis.

Thomas Carroll is a CFP® with 25 years of industry experience, currently serving at HB Wealth. His prior roles include positions at Homrich Berg and multiple divisions of SunTrust from 2014 to 2019. Carroll holds board and advisory roles with Emory University, Zoo Atlanta, the Ultra High Net Worth Institute, BYN Pershing Wealth, and Wake Forest University. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a disciplined investment approach combining quantitative and qualitative due diligence across public and private strategies and offers services including wealth management, financial planning, and outsourced chief investment officer (OCIO) solutions.

Joshua Rowe is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He is currently an advisor at HB Wealth, where he has worked since 2025. Prior to that, he spent four years at WMS Partners, LLC, and three years at Orinda Asset Management. Outside of his advisory work, Rowe serves as an adjunct faculty member at Johns Hopkins University, teaching an economics course twice a week. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management with a capital markets-driven approach and incorporates a combination of quantitative and qualitative due diligence across a range of public and private investment strategies.

Diego Rivadeneira is a financial advisor at HB Wealth with a Series 66 credential and one year of industry experience. His prior experience includes roles at Kestra Investment Services, Element Wealth Advisors, and American Savings Bank. Outside of finance, he has worked in manual labor roles with Atlanta Treescapes, supporting outdoor maintenance and landscaping activities. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a discretionary investment approach that integrates quantitative and qualitative due diligence across public and private strategies and offers services including outsourced chief investment officer and institutional advisory.

Andrew Klepchick Jr. is a CFP® with over 10 years of industry experience, currently serving at HB Wealth Management, LLC since 2008. He holds the Series 63 designation and is based in Atlanta, GA. Outside of his financial advisory role, Andrew is the president of Secession Golf Club, a position he will begin in July 2025. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a discretionary investment approach that integrates quantitative and qualitative analysis across a range of public and private strategies.

Kory Gildea is a CFP® professional with four years of industry experience currently with HB Wealth in Atlanta, GA. Prior to joining HB Wealth, he worked at Homrich Berg and spent four years at the University of Georgia. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients. The firm offers wealth management, investment management, and financial planning services, employing a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Anastashia Stella is a CFP® professional with one year of industry experience, currently serving as a financial advisor at HB Wealth. Prior to joining HB Wealth Management, she worked for six years at The Law Offices of T. Andrew Miller. HB Wealth Management is a registered investment adviser offering wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm provides discretionary portfolio management aligned with client objectives and employs a combination of quantitative and qualitative due diligence across a diverse range of public and private investment strategies.

Charlotte Vidal is a CFA charterholder with nine years of industry experience. She has worked at Goldman Sachs & Co. from 2015 to 2022 before joining HB Wealth in 2022, where she currently advises clients. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm combines quantitative and qualitative due diligence across a range of public and private investment strategies and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Jeffrey Rosengarten is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Homrich Berg, now part of HB Wealth, for 15 years. Based in Atlanta, GA, Rosengarten’s career is focused on wealth management and financial planning services. HB Wealth Management serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers a comprehensive investment approach that includes discretionary portfolio management, quantitative and qualitative due diligence across public and private strategies, and provides outsourced chief investment officer (OCIO) services.

Broadus Cleveland III is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Financial Specialist™ (PFS™) with 22 years of industry experience. He currently works at HB Wealth Management, LLC, where he has been since 2023, following a 19-year tenure at Calvary Wealth, LLC. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary wealth management and financial planning, combining quantitative and qualitative due diligence across public and private strategies, and manages portfolios aligned with clients’ objectives and risk tolerance.

Seth Higgins is a financial advisor at HB Wealth with Series 63 and Series 65 credentials and one year of industry experience. Before joining HB Wealth, he worked at Equitable Advisors and Leadline Inc. Outside of his advisory role, he serves as a varsity lacrosse assistant coach at McDonogh School and helps run lacrosse camps and tournaments through Millon Events. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm manages portfolios on a discretionary basis using a combination of quantitative and qualitative due diligence across a range of public and private investment strategies.

Natalie Whelton is a financial advisor at HB Wealth with six years of industry experience. She holds a Series 65 designation and previously worked at WMS Partners, LLC, and PNC Bank, NA. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm uses a combination of quantitative and qualitative due diligence across public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

Margaret Guenther is a CFP® and CFA® with 18 years of industry experience. She is currently with HB Wealth Management, LLC since 2025 and previously worked at Buffington Mohr McNeal for eight years and A. Montag & Associates, Inc. for eleven years. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, financial planning, and outsourced chief investment officer (OCIO) services, utilizing both quantitative and qualitative due diligence across a variety of public and private investment strategies.