Mark Bendinelli is a CFA® charterholder and holds a Series 66 license, with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, having joined the firm following seven years at Merrill. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of advisory and family office services.

Catherine Gordon is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2021. Her prior experience includes positions at The Ayco Company, L.P./Mercer Allied, DiSalle Real Estate Company, and involvement with Swig Restaurant and Catering. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, executives, and institutional clients. The firm offers tailored investment solutions supported by specialized advisory teams and integrates resources across the Goldman Sachs ecosystem to deliver a broad range of wealth management services.

Darrie Schlesinger is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Sandy Springs, GA, holding Series 65 and Series 63 credentials and having 22 years of industry experience. Her prior firms include National Life Group and Equitable Advisors. She is also involved in APOGEE Financial Partners, a business focused on insurance and investment-related activities. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Bonnie Sukenik is a Series 65-licensed financial advisor with NewEdge Advisors. She has one year of experience with NewEdge Advisors and nine years at Fort Harris Consulting. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

Jon Keever is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hornor, Townsend & Kent since 2019. In addition to his advisory role, Keever is involved in insurance brokerage activities, including multi-line insurance sales with Penn Mutual Life Insurance Company and property/casualty insurance through APEX Insurance Advisors, LLC. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting through both advisory and broker-dealer platforms, combining custody, execution, and investment advice with a range of third-party asset management options.

Therese Stockenberg is a financial advisor at Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses with 25 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney LLC and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs that focus on asset allocation, contribution guidance, and retirement planning using proprietary software and model portfolios developed with Morningstar Investment Management.

Ross Bramwell is a CFA® charterholder with 13 years at HB Wealth Management and 8 years of overall industry experience. He is based in Atlanta, GA, and holds the Series 65 license. 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 and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

William Bolen is a CFP® professional based in Atlanta, GA, with eight years of industry experience. He has worked at Homrich Berg for 12 years before joining HB Wealth. 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, employing a combined quantitative and qualitative investment process across a broad range of public and private strategies.

Robert Boeye is a financial advisor at William Blair with three years of industry experience. He holds a Series 66 designation and has been with William Blair since 2020. Prior to his current role, he worked at the University of Notre Dame and Pinecrest Academy. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs active, research-driven strategies across various asset classes and provides access to proprietary models, sub-advisory services, and private investment opportunities.

Maryam Haddad Salleg is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she held roles at Georgia Tech, including work with the Office of Minority Educational Development and the College of Computing. She also has experience in entrepreneurial ventures, having been involved with Lunatica Pajamas Co. from 2017 to 2021. 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 employs strategic and tactical allocation models, manager selections, and a variety of implementation options, while leveraging affiliated Goldman Sachs entities to offer a broad range of services and specialized programs.

Richard Sargent II is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has three years of industry experience and has been associated with various Truist entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, 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.

Joel Allen is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features services such as direct indexing and a tax-overlay service.

James Trimble Jr. is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with HB Wealth in Atlanta, GA, having previously worked at Homrich Berg and Nease Lagana Eden & Culley. 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 with a focus on discretionary portfolio management and a combined quantitative and qualitative investment approach across public and private strategies.

Kristen Plowman is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Truist and its predecessor firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Johnson is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Oakwood Capital Securities, 49 Wealth Management, and PKS Investments. Outside of finance, he works as a delivery driver for Uber on a part-time basis. HB Wealth Management is a registered investment adviser offering wealth and investment management as well as financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a disciplined investment process across public and private strategies and provides outsourced CIO and advisory services.

Stacey Mcculley is a financial advisor at Oppenheimer with 18 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services Inc and Kalos Capital. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Carl Kennedy is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience operating Kennedy & Associates since 1995. Kennedy is also involved with a rental business, Kennedy Rental, since 2007. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Roland Deliniere is a financial advisor with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has been with Benjamin F. Edwards & Company since 2010, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services, utilizing both proprietary strategies and third-party models.

Chris Park is a financial advisor with First Command Advisory Services in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. He has worked across multiple First Command entities since 2022 and is the owner of Park Financial, an investment-related business. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Jayesh Intwala is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at The Ayco Company, L.P., Mercer Allied, and Goldman Sachs Wealth Services since 2008, currently serving at Goldman Sachs Wealth Services in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.