Alfredo Mesa is a CFP® with 23 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Mesa Financial Group, Woodbury Financial Services, and Private Client Services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Suhyoung An is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life Insurance Company and NYLife Securities LLC for a decade. His current role includes sales of fixed annuities, life insurance, disability insurance, and long-term care products through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these third parties.

Evan Byers is a CFP® and CFA® with nine years of industry experience. He is currently with HB Wealth in Atlanta, GA, and has previously worked at Homrich Berg, SunTrust Advisory Services, SunTrust Bank, and GenSpring Family Offices. 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 discretionary investment approach that integrates quantitative and qualitative analysis across public and private strategies.

Erin Feist is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Goldman Sachs in 2021, she worked for The AYCO Company, L.P./Mercer Allied from 2009 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

Julien Colon is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. He has one year of industry experience and has held positions at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. Outside of advisory services, he manages a team of agents providing insurance solutions tailored to retirees, including Medicare supplements and long-term care insurance. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Anna Long is a financial advisor with NewEdge Advisors, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at Castle Wealth Partners and various companies in the Marietta, GA area. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, combining in-house manager selection with third-party models and advisor discretion.

Joshua Byrne is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with BK Tool & Design, a metal fabrication and tooling business. Byrne engages in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm employs a model portfolio approach with execution and discretionary authority often held by third-party managers, and it operates an integrated retirement plan ecosystem with affiliated entities.

David Bruno is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has worked with Charles Schwab and its affiliated entities since 2020 and previously held roles at USAA investment and financial planning services from 2011 to 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals from Charles Schwab & Co. The firm uses standard asset-allocation models and internal research tools to offer tailored guidance on asset allocation and investment selection, while client authorization is required for all trades.

Kelly Downs is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. Prior to joining Cresset, he worked for Berman Capital Advisors, LLC for 10 years. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, high-net-worth 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 private fund management activities.

James Smith is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank NA. Outside of his advisory work, he is involved in a land partnership for recreational purposes. 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, to deliver its services.

Holly Duncan is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and its predecessor entities since 2003. Holly also serves as a trustee for a family irrevocable trust created to hold life insurance and real estate. 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, plan sponsor fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies supported by inter-affiliate resources.

John Mcmillen is a CFP® and CFA® credentialed financial advisor with 22 years of industry experience. He has worked at Savant Wealth Management since 2023, following an 18-year tenure at Capital Directions, LLC. Mcmillen is based in Atlanta, GA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blended investment approach featuring evidence-based asset allocation alongside actively managed strategies, supported by in-house legal, accounting, and trust service affiliates.

Christina Andrzejewski is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer since 2017, following previous roles at SunTrust Advisory Services and SunTrust Investment Services. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments and private funds.

Robin Aiken is a CFP® with 16 years of industry experience. He is currently with HB Wealth in Atlanta, GA, and previously spent 16 years at Homrich Berg. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers institutional advisory services, including outsourced chief investment officer solutions, and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

Charles Downs is a CFP® professional with 18 years of industry experience, currently serving at HB Wealth. His prior experience includes roles at Antares Wealth Management, LLC and Lesesne Capital Management, Inc. He serves on the Board of Advisors for Holy Innocents Episcopal School, providing guidance to the K-12 institution. HB Wealth Management is a registered investment adviser that offers wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also provides institutional advisory and outsourced chief investment officer (OCIO) services, employing a combined quantitative and qualitative investment approach across public and private strategies.

Mark Lerner is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining NewEdge Advisors in 2026, he spent 29 years at MassMutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is a partner in Lerner, Rouille and Associates, LLC, a financial services firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services and combines in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and technology tools.

Garrett Brown is a Series 66 licensed financial advisor with Valic Financial Advisors in Atlanta, GA. He joined the firm in 2026 and has a background including service in the United States Marine Corps from 2018 to 2022 and various roles in both education and small business. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports nearly 300,000 clients with a focus on centralized technology and model solutions.

Daniel Frazier is a financial advisor with Eagle Strategies (NY Life) based in Lawrenceville, GA. He holds the ChFC® designation and Series 63 license, and has 27 years of industry experience. Frazier has been with Eagle Strategies and affiliated entities since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with a significant focus on non-discretionary assets and advisory services linked to insurance and annuity products.

Leah Manderson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has held positions at several firms, including Charles Schwab and Voya Financial. Manderson holds life, accident, sickness, and variable products insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with a mix of ETFs, index funds, separate account managers, and private funds, complemented by specialized services and client education programs.

Ralph Merten is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services in Atlanta, GA, where he has worked since 2025, following prior roles at Sarmaya Partners, LLC and Morgan Stanley. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.