Lydia Knoll is a CFP® professional with two years of experience currently at HB Wealth Management. She has previously worked at AdvizorPro, Wealth Enhancement Group, Cerity Partners, and Lighthouse Investment Partners, and has a background that includes four years at DePaul University. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm offers wealth management, investment management, and financial planning services, employing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Jon Paul Roy is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has previously worked at Apogee Financial Partners and Vente Partners LLC, where he was also the owner of a business consulting services firm. He serves as one of ten elected trustees of The St. Martin in the Fields Trust, a voluntary role with a five-year term. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individual, corporate, and nonprofit clients. The firm provides a range of financial planning and investment solutions, including advisor-led discretionary management, model-based strategies, and proprietary as well as third-party advisory programs.

Charles Faires is a financial advisor at Janney Montgomery Scott with 50 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Janney Montgomery Scott in 2025, he worked at Truist Advisory Services and Truist Investment Services from 2021 to 2025, and at BB&T Securities from 2013 to 2021. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Brendan Hungerford is a CFA® charterholder with nine years of industry experience. He is currently with Cresset Asset Management, LLC in Atlanta, GA, where he has worked since 2022. Prior to joining Cresset, he held roles at Merrill Lynch, LCG Associates, and The AYCO Company/Mercer Allied. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves a diverse range of clients including individuals, high-net-worth clients, trusts, and institutional entities, employing a disciplined, risk-aware investment approach that integrates strategic asset allocation, active and passive management, and a broad spectrum of alternative investments.

Wesley Turner is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and UCFA, a Goldman Sachs Company. Concurrent Investment Advisors is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term investment portfolios supported by a broad network of approximately 286 advisors.

Liang Yu Taylor is a financial advisor at Truist Advisory Services with 14 years of industry experience. Taylor holds Series 63 and Series 66 designations and has held positions at several firms including Wells Fargo and CoreCap Investments. Outside of financial advisory roles, Taylor was involved with Alpha Zero Waste Solutions, Inc., an entrepreneurial venture. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering a range of services including asset allocation analysis, fiduciary support, and a manager-selection program. The firm integrates discretionary and non-discretionary strategies and utilizes third-party platforms and AI-enabled tools to support investment decisions.

Nicholas Di Bona is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Parda Credit Union, and Lander University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches supported by third-party platform relationships and uses AI-enabled tools and supervisory oversight for manager selection and reviews.

Carla Brown is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds Series 63, Series 66, and Series 65 licenses and has worked at Suntrust Investment Services, J.P. Morgan Securities, and Merrill. Brown is based in Atlanta, GA. 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, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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® professional with 13 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has held prior roles at Fidelity Investments, TD Ameritrade, and Charles Schwab. Outside of his advisory work, he owns a short-term rental property operated through Airbnb. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to guide investment selection, with trades executed only upon client authorization.

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.

Sean Foote is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Merrill and Morgan Stanley Wealth Management and Private Bank. Outside of advisory work, he owns music publishing and production ventures and serves on the board of the SUNY New Paltz Foundation, where he contributes to investment oversight. Concurrent Investment Advisors is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement advisory services, utilizing primarily long-term portfolios with ETFs, mutual funds, individual securities, and alternative investments.

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® and Series 65-licensed advisor at HB Wealth with six years of industry experience. He previously worked at Wealth Enhancement Group, Securian Financial Services Inc, JOYN Advisors, Inc, and Georgia State University. He serves as co-trustee of family trusts for his children. HB Wealth Management provides wealth management, investment management, and financial planning to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm combines quantitative and qualitative due diligence across public and private 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 in Atlanta, GA, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at Bank of America, Merrill, U.S. Bancorp Investments, Fisher Investments, and Amazon. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios, and acts as advisor to a donor-advised fund while operating within a vertically integrated structure.