Armond Reese is a CFA® charterholder affiliated with HB Wealth in Atlanta, GA. He began his career at Truist Bank, where he worked for 26 years before joining HB Wealth Management in 2026. Reese has also served on various boards during his career. 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, and institutional clients. The firm uses a combined quantitative and qualitative investment approach across public and private strategies and offers discretionary portfolio management aligned with client objectives and risk tolerance.

Amy Jackson is a ChFC® with three years of industry experience. She has worked at HB Wealth Management since 2026 and previously held roles at Chamberlain Financial Advisors and Tim Martin Wealth Strategies. Outside of her advisory work, she owns an LLC formed to hold rental property, which is unrelated to her investment practice. 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 employs a combined quantitative and qualitative investment process across a range of public and private strategies and offers discretionary account management along with outsourced chief investment officer and institutional advisory services.

Bryan Walls is a financial advisor at HB Wealth with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Wealth Enhancement Group, Minnesota Life Insurance Co, Personal Capital Advisors Corporation, and Fidelity Brokerage Services. 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 employs a combined quantitative and qualitative investment process across public and private strategies and offers discretionary portfolio management aligned with client objectives and risk tolerance.

Jonathan Gerrard is a CFP® professional with four years at HB Wealth Management and a total of 12 years of industry experience, including prior roles at Resource Planning Group and Trimont Real Estate Advisors. He is based in Atlanta, GA. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth management, investment management, and financial planning services, combining quantitative and qualitative due diligence across multiple asset classes and managing both discretionary accounts and registered investment companies.

Ian Davis is a financial advisor at HB Wealth with series 63 and 65 licenses and one year of industry experience. His prior roles include positions at Arkadios Capital and Arkadios Wealth Advisors. Before entering finance, he was involved in multiple businesses, including Caddie Services LLC and Tribe Bicycle Co. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across public and private strategies and offers services such as outsourced chief investment officer (OCIO) solutions and institutional advisory.

Onyekachi Okoroafor is a financial advisor at HB Wealth Management with Series 63 and 65 licenses and one year of industry experience. Prior to joining HB Wealth, he worked at Huge Inc., IA Collaborative, and ZS Associates. 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 employs a combined quantitative and qualitative due diligence process across various public and private investment strategies and offers services such as outsourced chief investment officer (OCIO) and institutional advisory solutions.

Rushil Kheraj is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently with HB Wealth Management, where he has worked since 2026. Prior to that, he was employed at Balentine, Truist Bank, SunTrust Robinson Humphrey, and Deutsche Bank. 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 uses a combination of quantitative and qualitative due diligence across public and private strategies and manages accounts primarily on a discretionary basis.

Adam Fuller is a financial advisor with HB Wealth in Atlanta, GA, holding 12 years of industry experience. He has been affiliated with Homrich Berg since 1995. 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, and institutional clients. The firm combines quantitative and qualitative due diligence across various public and private strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.