Melissa Beach is a CFP® professional with 12 years of industry experience. She is currently with Creative Planning and has previously worked at Wiser Wealth Management, Redwood Wealth Management, Modera Wealth Management, and Wipfli Financial Advisors. 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 emphasizes a financial planning-led investment process with a focus on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Robinson Mertilus is a CFP® professional with eight years of industry experience and is currently affiliated with Hightower Advisors. He previously worked at Facet Wealth and Diversified Trust Company. He is based in Alpharetta, GA. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and diverse portfolio construction techniques.

Chitra Patel is a CFP®-credentialed financial advisor with 22 years of industry experience, currently practicing at NewEdge Advisors. Her prior roles include positions at Wells Fargo Clearing, Truist Investment Services, and PRUCO Securities. She serves as a board member for both TiE Atlanta, a nonprofit supporting entrepreneurs, and the South Asian Working Moms organization. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services and utilizes multiple program structures, combining in-house manager selection with third-party solutions, supported by technology tools and ongoing due diligence.

Abduhl Mashhoon is a CFP® with 19 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following nine years at Raymond James & Associates. In addition to his advisory role, he is a licensed insurance agent in Georgia and serves as a notary with no fee charged for that service. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence to support advisors and clients.

Matthew Lubert is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Goldman Sachs Ayco, Berman Capital Advisors, and Forge Partners. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s offerings include asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies supported by AI-enabled research tools.

Charles Costa III is a CFP® professional with 43 years of industry experience, currently serving at Concurrent Investment Advisors, LLC since 2023. His prior experience includes roles at Lumature Wealth Partners, Raymond James Financial Services, Cetera Advisor Networks, Girard Securities, and United Capital. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through a customized, primarily long-term investment approach incorporating ETFs, mutual funds, and other securities.

Robert Henry is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2014. His work focuses on business development, client service, portfolio management, and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary oversight, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a range of investment platforms and third-party managed solutions.

Daniel Dinkins is a financial advisor at PNC Wealth Management with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at WFGIA, Transamerica Financial Advisors, Truist Advisory Services, and Cambridge Investment Research Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invite-only digital discretionary model account that uses algorithm-driven risk assessment and executes investments via approved model strategies managed by PNC or third-party strategists.

Anastashia Stella is a CFP® professional with one year of industry experience, currently serving as a financial advisor at HB Wealth. Prior to joining HB Wealth Management, she worked for six years at The Law Offices of T. Andrew Miller. HB Wealth Management is a registered investment adviser offering 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 provides discretionary portfolio management aligned with client objectives and employs a combination of quantitative and qualitative due diligence across a diverse range of public and private investment strategies.

Jameel Muhammad is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Keystone Advisors and World Financial Group. In addition to his advisory role, he is involved with WSB Flight Team LLC and has engagement in insurance-related businesses. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services with various fee-based and commission-based investment programs, utilizing proprietary and third-party model portfolios.

Todd Gauthier is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes roles at Wells Fargo Clearing and SunTrust Investment Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary manager relationships with non-discretionary consulting and utilizing third-party platform and manager arrangements.

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.

Daniel Moskowitz is a CFP® professional with 25 years of experience in financial advising. He has been with Commonwealth Financial Network since 2018 and also owns A Better Financial Group, which he has operated since 2004. Outside of his advisory work, he is involved in the purchase and sale of sports memorabilia via an online platform. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs and operational support. The firm offers discretionary model portfolios and distinct program structures, supporting advisors with technology, compliance, and investment management resources.

Jonathan Dewitt is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and has worked with both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in offering insurance products independent of Guardian. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning, consulting, and digital advisory solutions tailored to client needs.

Grant Segal is a financial advisor with Guardian Life in Roswell, GA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Guardian Life since 1995 and also works with Peachtree Planning Corporation. Outside of his advisory work, he provides springboard diving lessons to youth through the Atlanta Diving Association. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses, combining advisor-led discretionary management with model-based strategies and a range of proprietary and third-party solutions.

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.

William Inman Jr. is a CFP®, ChFC®, and holds a Series 66 license with 17 years of industry experience. He is associated with Guardian Life and Park Avenue Securities, where he has worked since 2008. Inman serves as a member of the Mount Vernon Campaign Council, a school-related volunteer position. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party solutions, and integrated lending options.

Melissa Mitchell is a financial advisor with Carson Wealth holding a Series 66 designation and four years of industry experience. She has worked at several firms, including Cetera Wealth Services, Woodbury Financial Services, and Main Street FG, LLC. Outside of advisory roles, she has experience supporting client services and operations within investment-related businesses. Carson Wealth is an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, variable annuity sub-account management, and retirement plan services, with investment decisions guided by a dedicated Investment Committee and supported by partnerships with custodians and alternative investment providers.

Robert Jackson is a financial advisor at Centaurus Financial, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with 36 years of industry experience. He has been with Centaurus Financial since 2001. Outside of his advisory role, he has invested in freight services and serves as vice president of a health insurance sales company. Centaurus Financial, Inc. serves a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, with both discretionary and non-discretionary arrangements, employing a combination of fundamental, technical, bottom-up, and top-down analysis.

Justin Gillette is a CFP® professional with six years of industry experience, currently serving as an advisor at Hightower Advisors. His prior experience includes roles at BlueRock Wealth Management, Homrich Berg, and Smith & Howard. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm also manages large pooled and institutional mandates with capabilities in international exposures and tax-managed strategies.