Scott Rutherford is a CFP® and Series 65-licensed advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Gratus Capital LLC for 10 years. He also manages Rutherford Consulting Group, LLC, which provides tax services to individuals and corporate clients. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Gabriel Lembeck is a CFA® credentialed advisor at HB Wealth with experience dating back to 2014. He previously worked at Balentine for 12 years before joining HB Wealth Management, LLC in 2026. 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 services, using a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Gregory Belatti is a financial advisor at HB Wealth with a Series 65 designation and experience spanning several roles since 2014, including positions at Equicorp Partners, Burr Forman LLP, and Troutman, Pepper, Locke LLP. He has been with HB Wealth since 2025. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management, financial planning, and outsourced chief investment officer services, utilizing a combination of quantitative and qualitative investment analysis across public and private strategies.

Lila Prevost is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. Her prior work includes multiple roles at Goldman Sachs Ayco and experience in event-related roles at the Wells Fargo Championship and The Masters Golf Tournament. 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Anna Davis is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Gratus Capital, LLC for seven years and Fidelity Brokerage Services LLC for three years. Davis also serves as a FINRA arbitrator, a role she has held since 2022. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Finian Kennedy is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA, holding a Series 66 designation with 22 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models and manager selections with proprietary and third-party analytics, offering a variety of fee arrangements and platforms within the broader Goldman Sachs ecosystem.

Tiffany Grooms is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs since 2023. Her prior roles include positions at Liberty University School of Law, LexisNexis, and The Vanguard Group. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management with specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, leveraging proprietary analytics and a range of investment strategies.

Travis Pietrusza is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and integrated strategies across affiliated teams.

William Levine is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Prior to joining HB Wealth in 2023, he worked at SunTrust Advisory Services and related SunTrust entities from 2015 to 2023. Levine serves on the boards of several community organizations, including the Atlanta Board of Councilors for the America Jewish Committee and the Board of Trustees for The Westminster Schools. 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 and offers outsourced chief investment officer and advisory services, employing a disciplined investment process that integrates quantitative and qualitative analysis across multiple asset classes.

Samuel Drake is a financial advisor at Oppenheimer with 33 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at RBC Capital Markets, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Gregory Hutcheson is a financial advisor at Mariner with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Infosys Consulting and PNC Investments. Outside of his advisory role, he is the president and owner of RFS LLC, which manufactures and sells bitters. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolio strategies overseen by an investment committee and integrates in-house research with third-party managers, alongside coordinated tax and CFO services.

Chantel Sainsbury is a financial advisor at Truist Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2017. Prior to her current roles, she had positions at Delaware North Companies, Premier Global Services, and Dantanna's. 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 offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary and non-discretionary manager arrangements supported by AI-enabled research tools and inter-affiliate integration.

Nicole Caron is a CFP® professional with three years of industry experience, currently advising at Focus Partners Wealth, LLC. Her previous roles include positions at Gratus Capital, Mercer Advisors, and Atlanta Financial Associates. Outside of financial advising, she owns and operates a business selling sewing products and is also an author of children’s books. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Joshua Loud is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates. Outside of his advisory work, he serves as an assistant golf coach at The Lovett School, chairs the Cobb Young Professionals committee, and is a board member of The Extension, a nonprofit supporting adults overcoming addiction. 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, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs, with investment advice delivered through both in-house and third-party managers.

Cardell Porter is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Wells Fargo and Suntrust Investment Services. Outside of finance, he owns PORTER WAY LLC, a business focused on photography, sneaker reselling, and travel vlogging. 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 inter-affiliate integration and AI-enabled research tools.

Julian Koeneman is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at The Ayco Company, L.P./Mercer Allied, Bank of America Merrill Lynch, and Core States Inc. He also has experience in academic roles at the University of South Carolina. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management supported by specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, leveraging extensive resources within the broader Goldman Sachs network.

Stacy Lewis is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to joining Creative Planning, she worked at Truewealth, LLC (FNA Windham Brannon) from 2014 to 2020. She is a board member of Catholic Education of North Georgia, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other techniques, and offers integrated retirement plan services and affiliated legal and trust businesses.

William Mckinney is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Gratus Capital, RSM US Wealth Management, Cetera Advisor Networks, and Carroll Financial Associates. He also serves as a FINRA arbitrator. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across public and private investment strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Mark Bendinelli is a CFA® charterholder and holds a Series 66 license, with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, having joined the firm following seven years at Merrill. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, 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 a range of advisory and family office services.

Catherine Gordon is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2019, following roles at The Ayco Company, L.P./Mercer Allied, DiSalle Real Estate Company, and Swig Restaurant and Catering. Goldman Sachs Wealth Services offers financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm uses a range of strategic allocation models, proprietary research tools, and affiliated capabilities across the Goldman Sachs ecosystem to tailor investment solutions.