Kory Gildea is a CFP® professional with four years of industry experience currently with HB Wealth in Atlanta, GA. Prior to joining HB Wealth, he worked at Homrich Berg and spent four years at the University of Georgia. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients. The firm offers wealth management, investment management, and financial planning services, employing a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Brent Reems is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that employs algorithmic risk assessment and third-party-managed investment models using mutual funds and ETFs.

Jackson Davis is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, with a brief tenure at Maverick Health in 2021–2022. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored advisory solutions supported by proprietary research and a wide range of affiliated resources within the Goldman Sachs ecosystem.

Sean Landgren is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA. He has 12 years of industry experience, including eight years with The AYCO Company, L.P./Mercer Allied and five years with Ayco/Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, delivering solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Charlotte Vidal is a CFA charterholder with nine years of industry experience. She has worked at Goldman Sachs & Co. from 2015 to 2022 before joining HB Wealth in 2022, where she currently advises clients. 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 combines quantitative and qualitative due diligence across a range of public and private investment strategies and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Laren Campbell is a financial advisor at Empower Advisory Group with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GWFS Equities, J.P. Morgan Retirement Plan Services, and Fidelity. Outside of finance, he owns and oversees a film production company focused on video and narrative content. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Matthew Williams is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Cresset, he worked at Allied Wealth and Ithaka Hospitality Partners and has also been involved in life insurance and annuity sales through AWM Insurance Services, Inc. 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, active and passive management, and alternatives across various asset classes, supported by tools such as artificial intelligence and machine learning.

Gregory Fink is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Gratus Capital, HighTower Advisors, Arkadios Capital, ACG Wealth Inc., and Fidelity Investments. He also provides marketplace consulting and answers high-level questions related to the RIA industry through his involvement with Alpha Insights. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad 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, third-party managers, and private funds within an enhanced open architecture framework.

Jeffrey Rosengarten is a CFP® professional with 11 years of industry experience, currently advising at HB Wealth in Atlanta, GA. He spent 10 years at Homrich Berg before joining HB Wealth. 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 employs a discretionary investment approach that integrates quantitative and qualitative analysis across public and private strategies while offering consolidated reporting and outsourced chief investment officer (OCIO) services.

Charles Wellborn Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Suntrust Investment Services and CIBC Atlantic Trust Private Wealth Management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Spencer Scott is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Goldman Sachs Ayco and various positions outside the financial sector, such as in transportation and university library services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm leverages strategic allocation models, specialized programs, and access to affiliated Goldman Sachs resources to tailor advice and investment solutions.

Todd Tautfest is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, with six years of industry experience. He previously worked at Wilmington Trust for 11 years. Outside of his advisory role, he is the owner of AXIOM, LLC, an oil and gas mineral company. 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 using a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across various asset classes.

Elizabeth Chandler is a financial advisor at Cresset Asset Management, LLC with 17 years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan for seven years before joining Cresset in 2021. Outside of her advisory role, she serves as Vice Chair of the Board at Zoo Atlanta and is a member of the Board of Trustees at Atlanta International School. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations, using a diversified, asset-allocation-driven approach that combines active and passive strategies with third-party manager allocations.

Camila Giorgi is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Her background includes roles at Goldman Sachs & Co. LLC and involvement with academic and community organizations such as the LSU Center of Economic Business and Policy Research and LSU Admissions. Goldman Sachs Wealth Services serves a diverse client base that includes individuals, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem to provide comprehensive wealth management solutions.

Matthew Ward is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently a Wealth Advisor at Goldman Sachs Wealth Services, where he has worked since 2021. Prior to this, he held roles at The AYCO Company, L.P./Mercer Allied and HSBC Bank USA, N.A., including HSBC Securities (USA) INC. 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 uses centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Kaitlyn Greco is a financial advisor at Cresset Asset Management, LLC with Series 63 and Series 65 designations and two years of industry experience. Prior to joining Cresset in 2024, she held roles at Equitable Advisors, LLC, First Citizens Bank, and Truist Investment Services, Inc. Outside of finance, she has experience working in the hospitality and entertainment industries. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including 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 both active and passive strategies across a wide range of asset classes.

Charles Wellborn is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 registrations and possessing 38 years of industry experience. His career includes roles at Truist Advisory Services and its predecessor entities, such as SunTrust Capital Markets, spanning over two decades. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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, with a focus on integrated, inter-affiliate service arrangements.

Landon Rogers is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2024. He previously worked at Gratus Capital LLC from 2019 to 2024 and Wells Fargo from 2015 to 2019. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Rachel Walsh is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and five years of industry experience. She has worked at Goldman Sachs since 2019, following roles at The Ayco Company and Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm leverages integrated resources across Goldman Sachs affiliates and employs strategic allocation models, tax-aware techniques, and proprietary analytics to tailor investment solutions.

Kevin Mccall is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Corient, where he has worked since 2022, following prior roles at Valic Financial Advisors and Purshe Kaplan Sterling Investments. He is based in Atlanta, GA. 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 uses a goals-based, team investment approach that integrates in-house strategies and third-party managers, employing risk management tools and potentially incorporating alternative investments and private funds.