Gary Teague is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, he was employed at The Ayco Company, L.P./Mercer Allied and spent five years at Kennesaw State University. Outside of finance, he has experience working in the restaurant industry. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as executive and personal wealth management, retirement plan education, and private family office support within a large integrated financial group.

Kory Gildea is a CFP® professional with four years of industry experience currently with HB Wealth in Atlanta, GA. Prior to joining HB Wealth, he worked at Homrich Berg and spent four years at the University of Georgia. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients. The firm offers wealth management, investment management, and financial planning services, employing a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Jameel Muhammad is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Keystone Advisors and Republic Finance. He is also involved with WSB Flight Team LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services with proprietary and third-party model portfolios, offering both discretionary and non-discretionary investment programs.

Jackson Davis is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, with a brief tenure at Maverick Health in 2021–2022. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored advisory solutions supported by proprietary research and a wide range of affiliated resources within the Goldman Sachs ecosystem.

Tyson Long is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Northwestern Mutual, and MML Investors Services LLC. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jonathan Dewitt is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, with additional experience at Cove.Tool and Luxe Linear Drains. Dewitt is involved in insurance product sales outside of Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple program platforms.

Brian Staples is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at CWM, LLC in Atlanta, GA. His prior experience includes roles at Carson Wealth, Woodbury Financial Services, Inc., and Jon Baker Financial Group. In addition to his advisory work, he is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customized investment tools.

Navin Jayasekar is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management, utilizing model portfolios and customized strategies under a fiduciary standard.

Sarah Cannon is a CFP® professional with eight years of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. She has held multiple roles at Mercer Global Advisors since 2018 and also worked at Resource Planning Group and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Sean Landgren is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA. He has 12 years of industry experience, including eight years with The AYCO Company, L.P./Mercer Allied and five years with Ayco/Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, delivering solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Justin Ryan is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services INC for nine years before joining Rockefeller Financial, where he has been since 2018. Outside of his advisory role, he manages Mascot Holdings LLC, a single-member LLC unrelated to securities trading. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, broker-dealer services, and specializes in integrated investment solutions through its Private Advisor model and consolidated investment platform.

Charlotte Vidal is a CFA charterholder with nine years of industry experience. She has worked at Goldman Sachs & Co. from 2015 to 2022 before joining HB Wealth in 2022, where she currently advises clients. 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 combines quantitative and qualitative due diligence across a range of public and private investment strategies and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Sharon Grannum is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and having 23 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2001. 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 with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment process.

Jeni Cobbs is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Truist Advisory Services and related entities since 2017, with prior experience at GenSpring Family Offices and Regions Investment Management. 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 manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Richard Mundy is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. His prior roles include positions at Kays Financial Advisory Corp and Fidelity, where he worked from 2012 to 2019 in various advisory and brokerage capacities. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, small business owners, and nonprofit organizations. The firm’s investment strategy is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options such as ETFs and separate accounts.

Paige Foster is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Valic Financial Advisors since 1999 and also holds a position as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Julie Copelan is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses. She has 12 years of industry experience and has been with Valic Financial Advisors since 2014. Outside of her advisory role, she is involved in a non-securities insurance business and also engages in reselling preowned clothing on an online marketplace during evenings or weekends. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to serve a substantial client base.

Laren Campbell is a financial advisor with Empower Advisory Group in Brookhaven, GA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Prior to joining Empower, he worked at GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc., among other roles. Outside of finance, he owns and oversees a film production company, Random Specific Productions, LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, with an integrated approach tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base relative to its adviser headcount.

Matthew Williams is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Cresset, he worked at Allied Wealth and Ithaka Hospitality Partners and has also been involved in life insurance and annuity sales through AWM Insurance Services, Inc. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach combining strategic asset allocation, active and passive management, and alternatives across various asset classes, supported by tools such as artificial intelligence and machine learning.

Gregory Fink is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Gratus Capital, HighTower Advisors, Arkadios Capital, ACG Wealth Inc., and Fidelity Investments. He also provides marketplace consulting and answers high-level questions related to the RIA industry through his involvement with Alpha Insights. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.