Ross Bramwell is a CFA® charterholder with 13 years at HB Wealth Management and 8 years of overall industry experience. He is based in Atlanta, GA, and holds the Series 65 license. 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 discretionary portfolio management and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

William Bolen is a CFP® professional based in Atlanta, GA, with eight years of industry experience. He has worked at Homrich Berg for 12 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, and financial planning, employing a combined quantitative and qualitative investment process across a broad range of public and private strategies.

Maryam Haddad Salleg is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she held roles at Georgia Tech, including work with the Office of Minority Educational Development and the College of Computing. She also has experience in entrepreneurial ventures, having been involved with Lunatica Pajamas Co. from 2017 to 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a variety of implementation options, while leveraging affiliated Goldman Sachs entities to offer a broad range of services and specialized programs.

James Trimble Jr. is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with HB Wealth in Atlanta, GA, having previously worked at Homrich Berg and Nease Lagana Eden & Culley. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth management, investment management, and financial planning with a focus on discretionary portfolio management and a combined quantitative and qualitative investment approach across public and private strategies.

Kristen Plowman is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Truist and its predecessor firms since 2011. 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, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Johnson is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Oakwood Capital Securities, 49 Wealth Management, and PKS Investments. Outside of finance, he works as a delivery driver for Uber on a part-time basis. HB Wealth Management is a registered investment adviser offering wealth and investment management as well as financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a disciplined investment process across public and private strategies and provides outsourced CIO and advisory services.

Dexter Pierce is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 credentials and three years of industry experience. He has a background that includes work with Cook Pierce Wealth Management and United Financial Freedom. Outside of advising, he volunteers as a financial management instructor for nonprofit adult financial education organizations and serves on the board of a community action committee. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a network of affiliated offices and advisers to deliver tailored advice and portfolio management services.

Stacey Mcculley is a financial advisor at Oppenheimer with 18 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services Inc and Kalos Capital. 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 including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Jayesh Intwala is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at The Ayco Company, L.P., Mercer Allied, and Goldman Sachs Wealth Services since 2008, currently serving at Goldman Sachs Wealth Services in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Sawyer Hyatt is a financial advisor at HB Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Prior to his financial career, he held various roles in the service and catering industries. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning to a diverse client base including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management incorporating a capital markets outlook and uses both quantitative and qualitative due diligence across a range of public and private investment strategies.

Grover Buffington is a CFP® professional with six years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior experience includes roles at Gratus Capital, Buckhead Capital Management, and TrueWealth, LLC. He worked at the University of Georgia for four years before starting his financial advisory career. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with 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, third-party managers, and private funds within an enhanced open architecture framework.

Jackson Merrick is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at Morgan Stanley and its affiliated private bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support its investment processes.

David Thielen is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, where he worked from 2014 to 2023. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Moosah Dowlatabadi is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, Charles Schwab Bank, SmartPath, and E*TRADE Securities. Outside of his advisory work, he coaches youth soccer with the United Futbol Academy Metro Atlanta. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab & Co.’s standard asset-allocation models and internal research, offering tailored recommendations and conducting at-least-annual reviews.

Rohan Jani is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to his current role, he held various positions including multiple engagements at the University of Georgia and a legal firm, Wilson Legal, PC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base ranging from individual investors to institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a range of implementation options, backed by proprietary and third-party analytics, and offers integrated services across the broader Goldman Sachs ecosystem.

Jason Moss is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services since 2022. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2022. Outside of his advisory role, he is the sole proprietor of a clothing business called My Sugar Baby. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with inter-affiliate integration.

Shannon Traylor is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Prior to joining Goldman Sachs AYCO in 2022, Shannon held roles in hospitality and retail, including positions at Georgia Tech Hotel and Conference Center and Athleta. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes proprietary strategic and tactical allocation models, tax-aware techniques, and integrates capabilities across the broader Goldman Sachs network to tailor solutions for client objectives.

Ivy Brooks is a Series 65-licensed financial advisor at Creative Planning with one year of industry experience. Before joining Creative Planning, she worked at Synovus Bank and held roles in educational institutions including Mercer University and the University of Georgia. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Adam Carll is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at Wilbanks Smith and Thomas Asset Management, LLC and NEPC, LLC. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutions. The firm integrates centralized investment resources and multiple management strategies within a large financial group, providing tailored wealth solutions such as private family office support and retirement plan education.

Ryan Walker is a CFA® charterholder with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2021. His prior experience includes roles at Berman Capital Advisors, LLC and Merrill Lynch. 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 with a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across a diverse range of asset classes.