Connor Carlis is a CFP® professional with six years at HB Wealth Management and four years at Ernst & Young, LLP, totaling a decade of industry experience. He is based in Atlanta, GA. 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 combined quantitative and qualitative investment approach across public and private strategies.

Rocky Francis is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services, combining discretionary and non-discretionary management within a large integrated financial group.

Amanda Valenti is a CFP® and holds a Series 66 designation with 13 years of industry experience. She is currently with Corient, where she has worked since 2022, and previously held roles at Ci Brightworth Private Wealth, Lenox Advisors Inc, and Oxford Financial Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, continuously monitoring portfolios using various risk management tools and may include alternative investments and private fund allocations.

Kristin Pugh is a CFP® professional with 16 years of experience in financial advisory services. She has been with Creative Planning since 2020 and previously worked at Truewealth, LLC from 2014 to 2020. Kristin serves as an advisor to the board of the Financial Planning Association of Georgia and is a board trustee for The Foundation for Financial Planning, both roles involving pro bono work. 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 centered on low-cost indexing and buy-and-hold strategies, supported by an extensive advisory team and integrated investment infrastructure.

Wesley Pritchett is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and JPMorgan Chase Bank NA. Outside of his advisory role, he serves on the finance committee of Holtz Heroes, a charity supporting former Notre Dame football players and their families, and co-hosts a college football podcast called Under the Golden Dome. 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, and institutions, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Cooper Keener is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied and Ohio Valley Wine and Beer. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized executive wealth programs. The firm utilizes strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary research and analytics.

Daniel Crews is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Crews is also involved in his family’s business, Reed Financial Group, where he assists with client services, prospecting, and business operations. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Mary Wafer is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 47 years of industry experience. Her prior roles include positions at Bb&T Securities, Scott & Stringfellow, Morgan Stanley, and Citigroup Global Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Vicki Chriszt is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has prior work experience spanning healthcare and educational institutions, including Northside Hospital and Georgia State University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and charitable organizations. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Charles Jordan IV is a CFP® and Series 65 professional with 18 years of experience in financial advisory services. He is currently with Corient, where he has worked since 2022, following a 15-year tenure at CI Brightworth Private Wealth. Jordan is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and specialized offerings such as private fund capabilities and affiliated trust services.

Sydney Harley is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, bringing two years of industry experience. Prior to joining Goldman Sachs, Harley worked at Lendz Financial and held legal roles at Van Horn Law Group P.A. and Emory University School of Law. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs. The firm integrates multiple advisory teams and proprietary analytics within the broader Goldman Sachs ecosystem to tailor strategies across various fee arrangements and platforms.

Soraya Sartipi is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, she was employed at HDH Advisors LLC and Wells Fargo, and she has a background in education from the College of Charleston. 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 utilizes centralized investment resources and offers tailored wealth management solutions through an integrated financial group structure.

Bryan Kamau is a Series 66 licensed financial advisor at HB Wealth with eight years of industry experience. He previously worked at UBS Financial Services from 2017 to 2023 and holds a degree from the University of Georgia. HB Wealth Management is a registered investment adviser serving individuals, families, institutional clients, and corporate entities with wealth management, investment management, and financial planning services. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies and offers services including outsourced chief investment officer and institutional advisory solutions.

Marcus Roper is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and based in Atlanta, GA. He has been with Goldman Sachs & Co. LLC since 2026 and has prior experience in business advisory and marketing roles. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and a range of fee arrangements while leveraging Goldman Sachs's extensive financial ecosystem.

Christopher Boland is a CFP® professional based in Atlanta, GA, with 12 years of industry experience. He has worked at Corient and its affiliates since 2016, including CI Brightworth Private Wealth and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options as part of its portfolio management.

Thomas Presley is a financial advisor at Corient in Atlanta, GA, with 13 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. His prior experience includes over a decade at CI Brightworth Private Wealth and roles at CIPW Service Company, LLC, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options tailored to client objectives.

James Watt is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at Oppenheimer since 2003 and previously spent 12 years at CIBC World Markets Corp. 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 wide range of programs and advisory services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Glen Duggan is a CFP® with 30 years of industry experience, currently affiliated with Janney Montgomery Scott in Atlanta, GA. His prior roles include positions at Merrill for 20 years, BB&T Securities, and Truist Advisory Services. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of services including brokerage, financial planning, and advisory programs, combining in-house portfolio management with third-party managers.

Telisha Murray is a financial advisor at Empower Advisory Group with a Series 66 designation and over 11 years of industry experience, including a prior role at Wells Fargo. She has been with Empower since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Lauren Lingle is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, she worked at ProForce Personnel Group Inc. and has spent significant time in full-time education. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individuals, executives, plan sponsors, and institutions. The firm’s advisory teams tailor strategies using proprietary allocation models and manager selections, with access to a broad array of affiliated resources across the Goldman Sachs ecosystem.