Nicholas Di Bona is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds the Series 66 designation and has three years of industry experience. His prior work includes positions at Bank of America, Merrill, Parda Credit Union, and Lander University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs, utilizing a combination of discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

Carla Brown is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63, Series 65, and Series 66 designations and bringing 29 years of industry experience. She has been with Suntrust Investment Services, Inc. since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies, supported by AI-enabled research and inter-affiliate integration.

Gary Copeland is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining Integrity Alliance in 2020, he worked at Dempsey Lord Smith, LLC for five years. Outside of his advisory role, Copeland is president of Financial Integrity Group, a company he has led since 1984. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

Joel White Jr. is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 65 credential and has worked with Truist and its affiliated entities since 2018. Prior to that, he was with GenSpring Family Offices from 2016 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Michael Zoller is a financial advisor at Corient with five years of industry experience. He holds a Series 65 designation and has worked previously at Hightower Advisors and PNC Bank. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team approach that combines in-house strategies with third-party manager solutions, continuously monitoring portfolios and employing risk management tools to align investments with client objectives.

Jacob Reid is a CFA® charterholder and Series 65 licensee with two years of industry experience. He currently works at Truist Advisory Services and previously held roles at Bank of America, CAPTrust, TowneBank, and Paragon Bank. Outside of his advisory work, he was involved with The Looma Project for four years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by an Equity Research team using AI-enabled tools and an Investment Advisory Group overseeing manager selection and periodic reviews.

Cory Wade is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Atlanta, GA. He has worked with Charles Schwab, Fidelity Investments, Fidelity Brokerage Services, Georgia State University, and TD Ameritrade. Outside of his advisory role, he owns a short-term rental property listed on Airbnb. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and wealth management education, leaving final trading decisions to clients while conducting at least annual account reviews.

Ashraf Felix is a Series 66-licensed financial advisor with Citigroup Global Markets in Atlanta, GA, bringing seven years of industry experience. He has held multiple roles within Citigroup since 2011 and briefly worked at Coastal Courier Inc and Alcentra. Outside of finance, he operates NyamGuhWay LLC, a Caribbean cuisine and private catering business, serving small events and festivals. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and combines large institutional scale with unique market roles, including derivatives and futures services.

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.

John Steele is a CFP®, CFA®, and Series 66-certified financial advisor with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2020. Prior to this, he held positions at JOYN Advisors, Inc. and BB&T Investment Services, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory AUM and utilizes a diversified investment process that blends passive and active managers, supported by internal portfolio oversight and multiple program options.

Brittan Fussell is a CFP® professional with five years of industry experience, currently affiliated with HB Wealth in Atlanta, GA. His work history includes roles at Wealth Enhancement Advisory Services, Securian Financial Services Inc, and JOYN Advisors, Inc. He serves as a co-trustee on family trusts for his children. 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 utilizes a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers discretionary portfolio management aligned with clients' objectives and risk tolerance.

Timothy Pounds is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 13-year tenure at The AYCO Company, L.P./Mercer Allied. He is based in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of products and services.

Chukwu Emeka Onyia is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, U.S. Bancorp Investments, Fisher Investments, and Amazon. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Yenvy Hoang is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2022, Hoang worked at PNC from 2019 to 2022 and held a position with the University of Georgia from 2015 to 2019. Outside of securities work, Hoang operates a small event decorating service and sells consumer goods through an Amazon store. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles including research, derivatives services, and bespoke lending solutions.

Steven Edwards is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Christopher Pierce is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and its predecessor SunTrust Advisory Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Dennis Davis is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63, 65, and 66 licenses and 29 years of industry experience. His prior roles include positions at LPL Financial and Cuna Brokerage Services, Inc. He is also involved with TruStage Wealth Management Consulting Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Lawrence Quinn is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Citigroup since 2019. Prior to that, he spent a combined 13 years at J.P. Morgan Chase Bank and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Sagar Shah is a financial advisor with Eagle Strategies (New York Life) based in Alpharetta, GA, holding Series 66 and Series 63 credentials. He has six years of industry experience and currently operates Shah Wealth Strategies LLC. Outside of his advisory role, he is the owner of several fast-casual restaurant businesses, including Moe’s Southwest Grill, Subway, and The Great Greek, though he does not actively manage these ventures. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brian Farkas is a financial advisor at OSAIC Advisory Services, LLC with 39 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 21 years. Farkas owns multiple insurance-related businesses, including Baron’s Financial Strategies, Inc. and Dont Blink Insurance.net. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and other related services through various advisory programs using both proprietary and third-party platforms.