Samuel Wishneff is a CFP® and holds a Series 66 license with 12 years of experience in financial advising. He currently works at M. S. Howells & Co and has previously been with LongView Wealth Management and Cambridge Investment Research, Inc. in Atlanta, GA. In addition to his advisory roles, he is involved in insurance sales, dedicating a small portion of his time to that activity. 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 manages portfolios on a discretionary basis using a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

Nzubechukwu Anunobi is a CFP® professional with HB Wealth in Atlanta, GA. Anunobi joined HB Wealth Management in 2024 and has a background that includes teaching experience at Georgia State University and Lycee Francais Louis Pasteur de Lagos. HB Wealth Management serves individuals, families, institutional clients, and corporate entities, providing wealth management, investment management, and financial planning. The firm employs a disciplined investment process that integrates quantitative and qualitative analysis across a range of public and private strategies.

Trent Arnone is a CFP® at HB Wealth with nine years of industry experience, primarily at Homrich Berg since 2017 and a prior year at Fort Washington Investment Advisors. He is based in Atlanta, GA. 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 serves institutional clients through outsourced chief investment officer (OCIO) and advisory services, employing a combined quantitative and qualitative investment approach across public and private strategies.

David Kochamba is a CFP® professional with 11 years of industry experience. He has been with Homrich Berg since 2012 and is currently with HB Wealth in Atlanta, GA. 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 provides wealth management, investment management, and financial planning, utilizing a combination of quantitative and qualitative due diligence across a broad range of public and private investment strategies.

James Ruff is a CFP® with 17 years of industry experience and has been with Homrich Berg since 1999. He is based in Atlanta, GA, and serves as a Strategic Advisory Board Member for Scouting America’s Atlanta Area Council, a nonprofit organization. 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, and institutional clients. The firm employs a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Nicholas Brink is a CFP® professional at HB Wealth with one year of industry experience. His prior roles include positions at Gratus Capital, Wellspring Associates, and Westrock. He also worked at the University of Tennessee - Knoxville. 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 portfolio management aligned with client objectives and risk tolerance, combining quantitative and qualitative analysis across a variety of public and private investment strategies.

Maurice Martin III is a CFP® professional with six years of industry experience, currently serving as a financial advisor at HB Wealth in Atlanta, GA. He previously worked at JT Stratford, LLC from 2015 to 2021 before joining Homrich Berg in 2021. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to a diverse client base including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combination of quantitative and qualitative due diligence across public and private strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Margaret Evans is a CFP® professional with six years of experience at HB Wealth Management, LLC in Atlanta, GA. She previously worked at the University of Georgia School of Law for three years. 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 employs a combined quantitative and qualitative investment process across public and private strategies and offers outsourced chief investment officer and institutional advisory services.

Patrick McGonigle is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Homrich Berg (now HB Wealth) since 2014. 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 discretionary wealth management and investment management services, employing a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Tricia Mulcare is a CFP® professional with 16 years of experience, currently with HB Wealth in Atlanta, GA. She has been with Homrich Berg since 2003. 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, with an investment approach that combines quantitative and qualitative due diligence across a range of public and private strategies.

Lauren Baccari is a CFP® professional at HB Wealth with three years of industry experience. She has held roles at 49 Wealth Management, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of advisory work, she has been involved with Berry College and educational institutions in various capacities. 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 employs a combined quantitative and qualitative investment approach across public and private strategies, managing accounts on a discretionary basis aligned with clients’ objectives and risk tolerance.

Dalton Roberts is a financial advisor at HB Wealth with a Series 65 designation and eight years of prior experience at Fisher Investments. He has been with HB Wealth since 2026. 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, employing a discretionary investment approach that integrates quantitative and qualitative due diligence across a range of public and private strategies.

Frank Waterson III is a CFP® professional with 14 years of industry experience, currently serving at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2004, totaling 22 years of tenure with the firm. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to a broad range of clients, including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combination of quantitative and qualitative due diligence across public and private strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Jennifer Storey is a CFP® with 16 years of industry experience. She is currently with HB Wealth in Atlanta, GA, and has held roles at Homrich Berg, Antares Wealth Management, LLC, and Lesesne Capital Management, Inc., DBA Oakbridge Partners, Ltd. HB Wealth Management provides wealth and investment management as well as financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm’s investment approach includes discretionary portfolio management aligned with client objectives and risk tolerance, combining quantitative and qualitative due diligence across a range of public and private strategies.

Lydia Knoll is a CFP® professional with two years of experience currently at HB Wealth Management. She has previously worked at AdvizorPro, Wealth Enhancement Group, Cerity Partners, and Lighthouse Investment Partners, and has a background that includes four years at DePaul University. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm offers wealth management, investment management, and financial planning services, employing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Rodney Owen is a CFP® professional at HB Wealth with one year of industry experience. Prior to joining HB Wealth Management in 2024, he worked at Grant Thorton from 2021 to 2023 and was a student from 2016 to 2021. 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 offers outsourced chief investment officer (OCIO) and institutional advisory services, employing a disciplined investment process that integrates quantitative and qualitative due diligence across public and private strategies.

Brittan Fussell is a CFP® with six years of industry experience, currently associated with HB Wealth. His work history includes roles at Wealth Enhancement Advisory Services, Securian Financial Services, and JOYN Advisors, Inc. He serves as a co-trustee on family trusts for the benefit of his children. HB Wealth Management provides wealth management, investment management, and financial planning services to a diverse range of clients, including 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 and offers outsourced chief investment officer and institutional advisory services.

Mitchell Phillips is a CFP® certificant and holds a Series 66 license with four years of industry experience. He is currently with HB Wealth Management, where he has worked since 2022. His prior experience includes roles at Atlanta Financial, BB&T Bank, and Troutman Sanders LLP. 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 provides discretionary wealth management, investment management, and financial planning, utilizing a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Jarrod Freeman is a CFP® professional with six years of industry experience, currently serving at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2016. 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 combined quantitative and qualitative investment approach across a variety of public and private strategies and offers services including outsourced chief investment officer (OCIO) advisory.

Sean Cook is a financial advisor at HB Wealth with 20 years of industry experience. He holds a Series 65 designation and has worked at Homrich Berg since 2018, following a 21-year tenure at Cedar Rowe Partners. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, and institutional clients. The firm employs a disciplined investment process that combines quantitative and qualitative analysis across a range of public and private strategies, and it offers services including discretionary portfolio management, OCIO, and institutional advisory.