Olivia Payne is a CFP® professional with five years of industry experience, currently serving as a financial advisor at CWM, LLC. She has prior experience at firms including Northwestern Mutual Wealth Management Company, Pierson Wealth Management, and Morton Capital Management. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, using model portfolios constructed by an Investment Committee and offering tailored solutions such as custom indexing and access to alternative investments.

Trent Arnone is a CFP® at HB Wealth with nine years of industry experience, primarily at Homrich Berg since 2017 and a prior year at Fort Washington Investment Advisors. He is based in Atlanta, GA. 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 serves institutional clients through outsourced chief investment officer (OCIO) and advisory services, employing a combined quantitative and qualitative investment approach across public and private strategies.

Miranda Stetson is a financial advisor with Truist Advisory Services holding a Series 66 designation and three years of industry experience. Her work history includes roles at Truist Advisory Services Inc., Truist Investment Services Inc., TRUIST Bank, and SunTrust Bank dating back to 2006. 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 combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled tools and an Investment Advisory Group for oversight in manager selection and portfolio reviews.

Lauren Gerling is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for six years before joining Goldman Sachs in 2018. Outside of her advisory role, she serves as a trustee for a family trust in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary strategies.

Amanda Medrow Myers is a CFP® professional with eight years of industry experience, currently affiliated with Janney Montgomery Scott in Atlanta, GA. Her background includes roles with Janney Montgomery Scott and involvement in volleyball organizations, including A5 Volleyball Club and Atlanta Extreme Volleyball Club. She has also worked with Buford City Schools and was associated with PhotographerHack for six years. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, employing both in-house and third-party portfolio management across multiple programs.

Alexander Canani is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His work history includes roles at Truist Investment Services and Truist Advisory Services as well as positions at the University of Miami and BNY Mellon. Outside of finance, he has experience as a Shopify store owner. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm delivers its advice through a combination of discretionary and non-discretionary manager relationships, using third-party platforms and AI-enabled research tools to support its investment process.

David Kochamba is a CFP® with 11 years of industry experience, currently serving as a financial advisor at HB Wealth in Atlanta, GA. He worked at Homrich Berg for nine years prior to joining HB Wealth. HB Wealth Management is a registered investment adviser that provides wealth and investment management, as well as 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 a range of public and private investment strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

James Ruff is a CFP® professional with 17 years of industry experience, currently affiliated with HB Wealth in Atlanta, GA. He previously worked at Homrich Berg for 22 years. Outside of his advisory role, he serves on the Strategic Advisory Board for the Atlanta Area Council of Scouting America, engaging in nonprofit volunteer and philanthropic activities. HB Wealth Management provides wealth management, investment management, and financial planning services to a broad client base, including individuals, families, trusts, retirement plans, corporations, foundations, and family offices, as well as institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and offers services such as discretionary portfolio management and outsourced chief investment officer solutions.

Nicholas Brink is a CFP® professional at HB Wealth with one year of industry experience. His prior roles include positions at Gratus Capital, Wellspring Associates, and Westrock. He also worked at the University of Tennessee - Knoxville. 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 discretionary portfolio management aligned with client objectives and risk tolerance, combining quantitative and qualitative analysis across a variety of public and private investment strategies.

Maurice Martin III is a CFP® professional with six years of industry experience, currently serving as a financial advisor at HB Wealth in Atlanta, GA. He previously worked at JT Stratford, LLC from 2015 to 2021 before joining Homrich Berg in 2021. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to a diverse client base including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combination of quantitative and qualitative due diligence across public and private strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Marco Williams is a CFP® professional with 17 years of industry experience, currently serving at Schwab Wealth Advisory. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as various roles within Charles Schwab entities dating back to 2012. Outside of his advisory work, he is a primary member and registered agent of Third Mainland Holdings, LLC. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach utilizes Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Roger Ward is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has worked at Creative Planning since 2020 and previously spent six years at Truewealth, LLC (FNA Windham Brannon). He is based in Atlanta, GA. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Jia Tong Li is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has one year of industry experience. Prior to joining Goldman Sachs, Jia Tong Li worked at Emory University and St. George's School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs a range of investment strategies and integrates capabilities across the Goldman Sachs ecosystem to offer a broad suite of wealth management and advisory services.

Robert Wright is a CFP® professional with 16 years of industry experience, currently with Schwab Wealth Advisory in Atlanta, GA. His prior roles include positions at Advocacy Wealth Management, E*TRADE, and Fidelity. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Brian Cribbs is a CFP® professional with 19 years of industry experience, currently serving at Schwab Wealth Advisory. His career includes roles at Charles Schwab & Co., Charles Schwab Bank, Bank of America, and Merrill. Outside of his advisory work, he sells personal items on eBay and Mercari. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing proprietary asset-allocation models and internal research tools.

Jay Rowley is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2017. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services, with a notable emphasis on non-discretionary management and maintaining custody of client assets as a qualified custodian.

Elliott Helm is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, E*TRADE Securities LLC, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.

Zachary Hutchings is a Series 66 licensed advisor with 18 years of industry experience, currently with Goldman Sachs Wealth Services in Atlanta, GA. He has been with Ayco/Goldman Sachs & Co. LLC since 2018 and previously worked at The Ayco Company, L.P./Mercer Allied from 2008 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic asset allocation, manager selections, and both discretionary and non-discretionary implementations, leveraging proprietary analytics and access to broader Goldman Sachs capabilities.

John Hannah is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Gratus Capital, Wells Fargo, Fidelity Bank, and US Trust. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Melissa Keiss is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Buckingham Strategic Wealth, NOVA Wealth Management Group, Cetera ADVISORS LLC, and Stewardship Financial Advisors. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management services, and retirement plan consulting. The firm uses 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.