Thomas Mason is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments, AssuredPartners Investment Advisors, and operated as a self-employed advisor. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Katherine Lidl is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Corient in Atlanta, GA. Her prior experience includes roles at Brightworth and the University of Georgia. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, employing risk management tools and alternative investment options where appropriate.

Michael Zoller is a financial advisor at Corient with five years of industry experience. He holds a Series 65 designation and has worked previously at Hightower Advisors and PNC Bank. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team approach that combines in-house strategies with third-party manager solutions, continuously monitoring portfolios and employing risk management tools to align investments with client objectives.

Annika Cushnie is a CFP® and holds a Series 65 license with 19 years of industry experience. She currently works at Corient, where she has been since 2022, and previously spent 20 years at Ci Brightworth Private Wealth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.

Rhett Mouchet is a CFP® professional with 13 years of industry experience, currently advising at Corient in Atlanta, GA. He has held roles at Corient Services LLC, CIPW Service Company, LLC, and Ci Brightworth Private Wealth. Corient offers investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach utilizing both in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management tools to align investments with client objectives.

Amanda Valenti is a CFP® and holds a Series 66 designation with 13 years of industry experience. She is currently with Corient, where she has worked since 2022, and previously held roles at Ci Brightworth Private Wealth, Lenox Advisors Inc, and Oxford Financial Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, continuously monitoring portfolios using various risk management tools and may include alternative investments and private fund allocations.

Charles Jordan IV is a CFP® and Series 65 professional with 18 years of experience in financial advisory services. He is currently with Corient, where he has worked since 2022, following a 15-year tenure at CI Brightworth Private Wealth. Jordan is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and specialized offerings such as private fund capabilities and affiliated trust services.

Christopher Boland is a CFP® professional based in Atlanta, GA, with 12 years of industry experience. He has worked at Corient and its affiliates since 2016, including CI Brightworth Private Wealth and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options as part of its portfolio management.

Thomas Presley is a financial advisor at Corient in Atlanta, GA, with 13 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. His prior experience includes over a decade at CI Brightworth Private Wealth and roles at CIPW Service Company, LLC, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options tailored to client objectives.

Michael Dewitt is a CFA® charterholder based in Atlanta, GA, with 23 years of industry experience. He currently works at Corient, where he has been employed since 2022. His prior experience includes roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and ongoing portfolio monitoring.

Patricia Sklar is a financial advisor at Corient with 13 years of industry experience. She holds the CFP®, CFA®, and Series 65 designations. Her prior roles include positions at CI Brightworth Private Wealth and BT Wealth Management, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Lisa Brown is a CFP® professional with 20 years of experience in financial advising. She has worked with Ci Brightworth Private Wealth for 18 years before joining Corient and its related entities in 2022. Outside of her advisory role, she serves on the board and mentors students for the Dolphin Green and Gold Fund, owns MoneyAnswerKey LLC where she writes and speaks about personal finance, and is Treasurer on the board of Project Street Vet, a nonprofit providing veterinary care to pets of homeless individuals. Corient offers investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, incorporating risk management and alternative investments when appropriate, and provides specialized offerings through affiliated private funds and trust services.

Kevin Mccall is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Corient, where he has worked since 2022, following prior roles at Valic Financial Advisors and Purshe Kaplan Sterling Investments. He is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies and third-party managers, employing risk management tools and potentially incorporating alternative investments and private funds.

Ryan Halpern is a CFP® and PFS™ with 11 years of industry experience, currently serving as an advisor at Corient. His prior experience includes a decade at CI Brightworth Private Wealth and roles within Corient and its affiliates since 2022. He holds a Series 65 license and is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach utilizing both in-house and third-party strategies, supported by continuous portfolio monitoring and risk management tools.

Matthew Broom is a Series 65-licensed financial advisor with Corient in Atlanta, GA, and has six years of industry experience. His background includes roles at CI Brightworth Private Wealth, Forward Focus Financial Planning, and seven years with Gwinnett County Fire and Emergency Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach, combining in-house strategies with third-party manager solutions and employs risk management tools and alternative investments where appropriate.

Nathaniel Corbitt is a CFP®, CFA®, and Series 65 credentialed advisor with 14 years of industry experience. He currently works at Corient, where he has been since 2022, following a 12-year tenure at CI Brightworth Private Wealth. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Joshua Monroe is a financial advisor at Corient with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Corient and its affiliated entities since 2019, with prior roles at Dwaan Black and Northwestern Mutual Investment Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that utilizes both internal strategies and third-party managers, alongside risk management tools and alternative investment options.