Andrew Appleby is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC, the University of Georgia, and other educational and retail organizations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by specialized teams and a range of financial offerings, leveraging integrated resources across the Goldman Sachs network.

Robert Smith is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific Investment Profiles, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions for qualified clients.

Jennifer Pierce is a financial advisor with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Wells Fargo Clearing, UBS Financial Services, and A. G. Edwards & Sons, Inc. She serves as a co-trustee for a family trust. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs and combines proprietary strategies with third-party model portfolios to deliver discretionary and non-discretionary managed solutions.

Anuska Kovalcheck is a CFP® professional with four years of experience in financial advising. She has worked at Mercer Global Advisors Inc. since 2021 and previously held roles at Atlanta Financial Associates and Stonecrafters USA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

David Batka is a Series 65-licensed advisor at HB Wealth in Atlanta, GA, with one year of industry experience. Prior to joining HB Wealth Management, he has experience outside the financial sector, including a role at PGA Superstore and ongoing associations with the Georgia Institute of Technology. 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, and financial planning services, employing a disciplined investment process that integrates quantitative and qualitative analysis across diverse public and private strategies.

Chad Curtis is a financial advisor at Independent Financial Group, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Gradient Securities, LLC, Regulus, LLC, and Park Avenue Securities. Outside of his advisory work, Curtis co-owns a vending machine business serving local restaurants and businesses. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm uses both firm- and third-party investment models and combines strategic asset allocation with multi-manager portfolios across passive and active strategies.

Anthony Greene is a Series 66-licensed financial advisor with Kestra Advisory, where he has worked since 2016. He has 13 years of industry experience and also holds roles with Kestra Investment Services, LLC and Renaissance Benefit Advisers. Greene serves as a board member of the Joy of Learning Collaborative, providing business advice and assisting with fundraising efforts. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm provides services ranging from fiduciary consulting and plan design to employee education and pooled plan solutions.

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.

Chad Cunningham is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding a Series 66 license and nine years of industry experience. He previously spent 27 years at Merrill before joining Truist Advisory Services and Truist Investment Services in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support investment decisions and manager oversight.

Yali Qin is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Focus Partners, Qin worked at The Colony Group, Morgan Stanley, and E*Trade Securities. Outside of finance, Qin has experience working at Mee Sum Pastry. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside tools such as trend-following and options overlay strategies.

Stacie Nguyen is a financial advisor with Transamerica Financial Advisors in Norcross, GA, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and also operates S. Nguyen Health Insurance Agent, assisting clients with health insurance needs. Additionally, she has been affiliated with World Financial Group since 2010. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Wesley Frierson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and over 23 years of industry experience. His background includes roles at Triad Hybrid Solutions, Triad Advisors, Voya Financial Advisors, and ownership positions in Frierson Capital Management and Frierson Financials, LLC. Outside of advisory work, he serves as a board member of the South Carolina Governor's Cup Billfishing Series, an organization promoting marine conservation and tourism. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing fundamental and technical analysis, tactical trading, and structured products, supported by platform relationships and affiliated managers.

Brian Hackett is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Target and Wfgia. Hackett is based in Woodstock, GA, and has been with Transamerica Financial Advisors since 2012. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers through various program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Cynthia Wilson is a CFP® professional with 20 years of experience in financial services. She is currently with HB Wealth and has held prior roles at Homrich Berg, Wealth Enhancement Group, JOYN Advisors, Minnesota Life Insurance Company, and RBC Capital Markets. 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 a range of public and private investment strategies and offers both discretionary management and institutional advisory services.

Melissa Beach is a CFP® professional with 12 years of industry experience. She is currently with Creative Planning and has previously worked at Wiser Wealth Management, Redwood Wealth Management, Modera Wealth Management, and Wipfli Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and emphasizes a financial planning-led investment process with a focus on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Tyler Glassman is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following positions at The Ayco Company, L.P./Mercer Allied, and Crowe Horwath LLP. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management, leveraging proprietary research, strategic allocation models, and a range of investment platforms within the broader Goldman Sachs ecosystem.

Thomas Carroll is a CFP® with 25 years of industry experience. He is currently with HB Wealth in Atlanta, GA, and has previously worked at firms including Homrich Berg, SunTrust Advisory Services, and Truist Investment Services. Outside of his advisory role, Carroll serves on the Board of Visitors at Emory University, participates on the leadership council for Zoo Atlanta, and holds board or advisory positions with several organizations including the Ultra High Net Worth Institute and Wake Forest University’s Athletic Department. 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 and offers outsourced chief investment officer (OCIO) and institutional advisory services, using a combined quantitative and qualitative investment approach across public and private strategies.

Robinson Mertilus is a CFP® professional with eight years of industry experience and is currently affiliated with Hightower Advisors. He previously worked at Facet Wealth and Diversified Trust Company. He is based in Alpharetta, GA. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and diverse portfolio construction techniques.

Chitra Patel is a CFP®-credentialed financial advisor with 22 years of industry experience, currently practicing at NewEdge Advisors. Her prior roles include positions at Wells Fargo Clearing, Truist Investment Services, and PRUCO Securities. She serves as a board member for both TiE Atlanta, a nonprofit supporting entrepreneurs, and the South Asian Working Moms organization. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services and utilizes multiple program structures, combining in-house manager selection with third-party solutions, supported by technology tools and ongoing due diligence.

Douglas Fluke is a CFP® with 28 years of experience in the financial services industry. He is currently with Carson Wealth and has previously worked at firms including Cetera Wealth Services, LPL Financial, and Legg Mason Wood Walker. He serves as a board member of YMCA Camp High Harbor, assisting with fundraising events. He is associated with CWM, LLC, an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored investment solutions supported by custodial and technology partnerships.