Mary Tucker is a CFP® professional with seven years of industry experience, currently affiliated with HB Wealth in Atlanta, GA. She previously worked at Homrich Berg for 11 years. 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 approach across public and private strategies, including registered investment companies and affiliated private funds.

Johnathan Mitchell is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2018, following prior roles at BB&T Securities and BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager‑selection programs, implementing its advice through a combination of discretionary and non‑discretionary approaches with oversight from dedicated research and advisory teams.

Serina Awadalla is a CFP® professional with seven years of industry experience. She has worked at Cresset Asset Management, LLC since 2021 and previously at Berman Capital Advisors, LLC from 2016 to 2021. Cresset Asset Management is a multi-disciplinary investment adviser managing 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 approach that integrates strategic asset allocation, manager selection, and active and passive strategies across public equities, fixed income, and alternative investments.

Samantha Goldmann is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Her prior roles include positions at Advantage, Alvarez and Marsal, and The Shelby Report. 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 institutions. The firm leverages centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michelle Trivers is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Rockefeller Capital Management, and Berman Capital Advisors. Based in Atlanta, GA, she has been with Cresset since 2021. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in 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 process and a range of advisory services.

Jonathan Bristow is a CFA® charterholder with one year of industry experience. He is currently an advisor at HB Wealth in Atlanta, GA, and previously worked at Balentine, dKiM CAPITAL, and Bank of New York Mellon. 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 and investment management, financial planning, and outsourced chief investment officer services, using a combined quantitative and qualitative investment approach across public and private strategies.

Carson Lake is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has five years of industry experience. He has been with Goldman Sachs Ayco since 2020 and has held positions at Academy Sports and Outdoors, Raymond James, and other firms. 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 uses strategic allocation models and a range of implementation platforms, leveraging capabilities across the broader Goldman Sachs ecosystem.

William Lee is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021. Prior to his financial advisory career, he was employed at Innovative Artists Talent and Literary Agency and the University of Georgia. Outside of his advisory work, William coaches youth lacrosse for a middle school team in Austin, Texas. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships and uses third-party platforms and AI tools to support investment decision-making and oversight.

Benton Rhodan is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and E*TRADE Securities. Outside of finance, he owns Rockin Rhodan Printing Services LLC, a vinyl printing business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail accounts. The firm uses an integrated service model tied to Empower’s recordkeeping platform, focusing on long-term portfolio returns and savings rates.

Julian Davis is a CFP® with eight years of experience in the financial industry. He previously worked at Homrich Berg for six years before joining HB Wealth. He serves as Treasurer and Director of Keep Growing Daily Institute, a nonprofit organization. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm offers discretionary account management and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

Catalina Soto Busch is a financial advisor at Oppenheimer with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005. 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 range of programs including asset management, consulting, and retirement services, with advisory approaches that cover equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

Christiana Webb is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Webb is based in Atlanta, GA. 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.

Jeffrey Burrell is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with tailored recommendations and trades executed only with client authorization.

Marvin Brooks III is a CFP® with eight years of industry experience based in Atlanta, GA. He is currently with HB Wealth and previously worked at Homrich Berg for seven years. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth management, investment management, and financial planning, combining quantitative and qualitative due diligence across public and private strategies while managing accounts primarily on a discretionary basis.

Ryan Halpern is a CFP® and PFS™ with 11 years of industry experience, currently serving as an advisor at Corient. His prior experience includes a decade at CI Brightworth Private Wealth and roles within Corient and its affiliates since 2022. He holds a Series 65 license and is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach utilizing both in-house and third-party strategies, supported by continuous portfolio monitoring and risk management tools.

James Conrod is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with Janney Montgomery Scott LLC, having joined in 2025, and has previous experience at Truist Advisory Services, BB&T Securities, Fidelity, and Charles Schwab. Outside of his advisory work, he is a non-managing member of a family farm, Conrod Farms LLC, in Winfield, Kansas. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a variety of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Greer Henderson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Henderson worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2025, and held positions at Morgan Stanley and E*TRADE Securities from 2020 to 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice relies on Charles Schwab’s asset allocation models and internal research tools, with personalized recommendations and annual reviews tailored to clients’ goals and risk tolerance.

Jasmine Reyes is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and with one year of industry experience. Her work history includes roles at Goldman Sachs & Co. LLC as well as prior positions in education and at the United States Embassy of Sweden. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management through tailored strategies supported by specialized teams and proprietary research, leveraging the broader Goldman Sachs platform and a variety of advisory services.

Kevin Mckane is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior experience includes six years at Raymond James & Associates. He serves on the advisory board of Shepherd Spinal Center and is a member of the Advisor Council for Children's Healthcare of Atlanta, both nonprofit organizations focused on health care. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Stephanie Jackson is a CFP® with 14 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Mccormack Financial Planning Inc., and Dempsey Lord Smith, LLC. 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 using an enhanced open architecture framework that blends active and passive strategies alongside access to private funds and third-party managers.