Laura Caceres is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and LPL Financial. Before entering the financial sector, she spent 18 years at United Poultry Corp. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s advice relies on Charles Schwab & Co.’s asset-allocation models and internal research tools, with a focus on client goals and risk tolerance.

Charles Daniels III is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones and New York Life Insurance Company. Daniels is also a Senior Private Wealth Advisor involved in financial dashboard services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers comprehensive fiduciary consulting, plan design, compliance testing, and employee education, supporting a broad range of investment solutions and serving clients such as sovereign wealth funds.

Brandon Hayes is a financial advisor with Kestra Advisory Services, LLC in Atlanta, GA, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including prior roles at Investacorp Advisory Services Inc. Outside of his advisory work, Hayes is involved in several real estate ventures and serves as secretary for a homeowners association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a broad client base including large institutional investors and offers access to multiple management platforms and third-party solutions.

Mallie Scott is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2022, Scott worked at Homrich Berg for a total of three years and held a position at Georgia State University. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Frederick Brown is a financial advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.

Zachary Harrell is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following nine years at The AYCO Company, L.P./Mercer Allied. Based in Atlanta, GA, he provides advisory services within a large integrated financial firm. Goldman Sachs Wealth Services offers financial planning, investment management, and related advisory support to a wide range of clients, including high-net-worth individuals, corporate participants, and charitable organizations. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support.

Margaret Evans is a CFP® professional with six years of experience at HB Wealth Management, LLC in Atlanta, GA. She previously worked at the University of Georgia School of Law for three years. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment process across public and private strategies and offers outsourced chief investment officer and institutional advisory services.

Jamie Wall is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan for seven years before joining Cresset in 2021. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, charitable organizations, and corporations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and offers services such as portfolio management, wealth planning, private fund advisory, and family office services.

Shawn Chando is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 16 years at The AYCO Company, L.P. Goldman Sachs Wealth Services offers 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 a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Shyanne Taylor is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and approximately one year of industry experience. Her prior roles include positions at MetLife Investment Management and the Firmament Group, as well as various engagements with Clark Atlanta University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within a broad integrated Goldman Sachs ecosystem.

Leslie Blanchard is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Creative Planning since 2020. Prior to this, Leslie worked at TrueWealth Management from 2015 to 2020. Leslie holds a 16% membership interest in Lawrence Investment Management, LLC, a separate investment-related business. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by supplemental approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Suhwan Lee is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Cresset, he worked at Configure Partners Securities, LLC, and has experience in academic coaching and education roles at Emory University and North Gwinnett High School. He is also involved with Bare Carbon, LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive investments across public equities, fixed income, and alternatives.

Savannah Andersen is a CFP® with six years of industry experience currently serving as a financial advisor at Cresset Asset Management, LLC. She previously worked at Berman Capital Advisors, LLC, BioShield, LLC, and Deloitte Consulting. Andersen is based in Atlanta, GA. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base 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 and conducts structured due diligence for manager selection and ongoing monitoring.

Patrick Mcgonigle is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. He is currently with HB Wealth in Atlanta, GA, and previously worked at Homrich Berg for seven years, Cjm Wealth Advisers, Ltd. for one year, and SPC Financial Inc for three years. HB Wealth Management serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, financial planning, and outsourced chief investment officer services, employing both quantitative and qualitative due diligence across diverse public and private investment strategies.

Wenyuan Nottebohm is a CFP® certificant with 13 years of industry experience, currently serving at Cresset Asset Management, LLC since 2021. Prior to joining Cresset, Nottebohm worked at Berman Capital Advisors, LLC and Morgan Stanley. Nottebohm holds Series 65 and Series 66 licenses. Cresset Asset Management manages approximately $78.9 billion in client assets, serving a diverse clientele including 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, manager selection, and both active and passive strategies across multiple asset classes.

Tricia Mulcare is a CFP® professional with 16 years of industry experience. She is based in Atlanta, GA, and worked at Homrich Berg for 18 years before joining HB Wealth. 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, financial planning, and outsourced chief investment officer services, employing a combination of quantitative and qualitative due diligence across a diverse range of public and private investment strategies.

Walter Eaves Jr. is a financial advisor with CWM, LLC based in Atlanta, GA. He holds a Series 66 designation and has five years of industry experience. His career includes roles at Ampere Wealth Management and Ameriprise. Outside of advising, he is the sole owner of Mercury Ventures LLC, providing financial literacy and education services to organizations. 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 serves corporate, institutional, and high-net-worth clients using model portfolios overseen by an Investment Committee and offers tailored investment solutions along with comprehensive portfolio oversight and technology integration.

Cameron Starr is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Gratus Capital, LLC, SunTrust Advisory Services, and J.P. Morgan Securities. He serves as trustee of the Starr Irrevocable Trust, overseeing investment management and distributions for the trust. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing a 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 with third-party managers and private funds.

Max Ripans is a financial advisor at Cresset Asset Management, LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cresset, he held roles at Goldman Sachs and has experience in academic settings including Northeastern University. 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, manager selection, and both active and passive management across public equities, fixed income, and alternatives, and utilizes advanced tools such as artificial intelligence and machine learning for research and analysis.

Jennifer De Loach is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at multiple firms such as Veracity Capital, Wealth Enhancement Advisory Services, JOYN Advisors, and Robert Baird & Co. She is based in Decatur, GA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing a variety of program structures supported by centralized due diligence and technology tools.