Andrew Robertson is a CFP® professional with two years of industry experience, currently serving at HB Wealth Management, LLC in Atlanta, GA. His prior work includes roles at the University of Georgia, Kennesaw State University, and St. Pius X Catholic High School. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm’s investment approach integrates quantitative and qualitative due diligence across a range of public and private strategies and offers outsourced chief investment officer services.

Brian Sipple is a CFP® professional at HB Wealth with one year of industry experience. He began his career at HB Wealth Management, LLC in 2022 following his education at Virginia Tech University and Cornell University. 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 wealth management, investment management, and financial planning services, employing a combined quantitative and qualitative investment process across public and private strategies.

Jeffrey Robinson is a financial advisor at Creative Planning with 19 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. Prior to joining Creative Planning in 2026, he worked at Morgan Stanley and E*TRADE in various capacities. He was also involved with the Atlanta Marathon Club from 2011 to 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporate entities. The firm follows a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and various institutional and retirement plan services.

Milton Smith Jr. is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with SunTrust Advisory Services and SunTrust Investment Services Inc. since 2016. He is based in Atlanta, GA. 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 offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that utilizes both discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements.

Michael Dudash is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fiber Mortgage, Bank of America, Merrill, and Cobblestone Retail Group. Outside of his advisory work, he has delivered food via DoorDash for additional income. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Stephen Guy is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of finance, he operates a commercial photography business as a sole proprietor. 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 offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary strategies with oversight from its Equity Research and Investment Advisory teams.

Jay Patel is a CFP® with two years of industry experience, currently associated with Park Avenue Securities and Guardian Life Insurance Company. His prior experience includes roles at Peachtree Planning Inc. and managing his own investment business, Jay Kunjan Investments. Outside of financial advising, he has worked in the retail sector for over a decade. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Connie Stein Neff is a financial advisor with OSAIC Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She previously worked at American Portfolios Financial Services, Inc. for 17 years before joining OSAIC in 2024. Outside of her advisory role, she has worked as a sales associate managing clearance merchandise for a retail store. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to meet diverse client needs.

Kimberly Maxwell is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has been with Mercer since 2022 and previously worked at Stewart, Kizzar, and Brockelbank, CPAs. Outside of her financial advisory work, she is involved in theater as an actor. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies, supported by a range of implementation options and additional estate, tax, and private-asset services.

Chad Hermanson is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Rock & Co LLC and Morgan Stanley, including its Private Bank division. Hermanson is the sole proprietor of the Hermanson Family Limited Partnership, managing record keeping and payments related to the partnership. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.

William Cohen is a financial advisor at HB Wealth with 19 years of industry experience. He holds a Series 65 designation and has worked at Homrich Berg, Antares Wealth Management, and Lesesne Capital Management (DBA Oakbridge Partners). 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 manages accounts on a discretionary basis and employs a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Dylan Kase is a CFA® charterholder and holds a Series 65 license, with eight years of experience in the financial services industry. He has worked at Truist Advisory Services since 2018 and was previously with Loomis Sayles & Company from 2015 to 2018. Kase serves on the board of the Georgia Tech Student Foundation Accel, where he mentors undergraduate students preparing for careers in financial services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management strategies supported by third-party platforms and incorporates AI-enabled research tools in its investment process.

Michael Merlin is a CFP® with 27 years of industry experience, currently affiliated with Rockefeller Financial LLC. He has worked at Rockefeller Capital Management and held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Since 2015, he has served as a director for the Atlanta Jewish Foundation. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating with a distinctive Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Ryan Harris is a Series 66-licensed financial advisor with Citigroup Global Markets in Atlanta, GA, where he has worked since 2000. He has 24 years of industry experience. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal oversight and diverse investment vehicles, including exposure to alternative and digital-asset products.

Willard Tuck is a financial advisor at Valic Financial Advisors with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Agia and Limestone Valley RC&D. He serves on the boards of nonprofit organizations focused on community support and disability services. Valic Financial Advisors is a large SEC-registered investment adviser serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a network of over 1,200 advisors, using centralized technology and model-based investment solutions.

Todd Jones is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Gratus Capital LLC for 10 years before joining Focus Partners Wealth in 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Sophia Gerhards is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 registrations and three years of industry experience. Prior to joining TIAA-CREF in 2026, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for four years. Outside of finance, her work history includes roles at several small businesses, including Smoke Shack and SpotHopper LLC. TIAA-CREF provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Harsh Mehra is a financial advisor with Commonwealth Financial Network in Atlanta, GA, holding the ChFC® designation and Series 63 license. He has 27 years of industry experience and has been with Commonwealth and North Point Wealth Management since 2009. Mehra is also the owner of Sahara Consulting, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, while providing technology, compliance, and practice-management resources to affiliated advisors.

Jeffrey Swygert is a CFP® with 32 years of experience in the financial industry. He is currently with Commonwealth Financial Network and Apex Wealth Advisors, having previously worked at Cambridge Investment Research and Fuller & Co. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who manage client portfolios using a variety of securities and insurance products.

Javier Capetillo is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 credential and three years of industry experience. His prior experience includes roles at Bank of America Merrill Lynch and Mariner Wealth Advisors. Outside of his advisory work, he is a managing member of an investment-related rental property holding company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.