Max Ripans is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Cresset in 2025, he worked at Goldman Sachs in multiple stints and has experience in academic and retail sectors. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets, serving a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm employs a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive strategies across public equities, fixed income, and alternatives.

Jennifer De Loach is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at multiple firms such as Veracity Capital, Wealth Enhancement Advisory Services, JOYN Advisors, and Robert Baird & Co. She is based in Decatur, GA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Lauren Baccari is a CFP® with three years of industry experience, currently serving as a financial advisor at HB Wealth. She has held positions at several firms, including 49 Wealth Management and Purshe Kaplan Sterling Investments. Outside of finance, she has worked with organizations such as Camp Ozark and Berry College in various capacities. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to a diverse client base, including individuals, families, trusts, retirement plans, foundations, and institutional clients. The firm employs a disciplined investment process incorporating both quantitative and qualitative analysis across a broad range of public and private strategies.

John Evans III is a CFP® with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2022. His prior experience includes 16 years with Resource Planning Group and eight years in the Army National Guard. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments. The firm employs a Modern Portfolio Theory–based approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and specialized investment programs.

Martin Grady is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at BB&T Securities, Invest Financial Corporation, Midsouth Capital, and UBS Financial Services. He has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Byron Rettig is a CFP® professional with 15 years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has been with Charles Schwab in various roles since 2017 and previously worked at Fidelity Brokerage Services LLC. Based in Atlanta, GA, he holds the Series 66 and Series 63 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm employs asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance, while trades require client authorization.

Dalton Roberts is a financial advisor at HB Wealth with a Series 65 designation and eight years of prior experience at Fisher Investments. He has been with HB Wealth since 2026. 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, employing a discretionary investment approach that integrates quantitative and qualitative due diligence across a range of public and private strategies.

Michael Robertson is a CFP® with 29 years of industry experience, currently affiliated with SPC and Sigma Financial Corporation since 2003. He serves as treasurer and board member of My Vision for Refugees, a nonprofit organization based in Woodstock, GA. Additionally, he is involved with Robertson Financial Group, offering accounting, tax, and planning services, as well as Robertson Financial Services, Inc. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services with a range of discretionary and nondiscretionary options.

Adam Billups is a financial advisor at Guardian Life with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2010 to 2023. Guardian Life’s subsidiary, Park Avenue Wealth Management, 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 range of financial planning, consulting, and investment solutions tailored to client needs.

Anthony Owen is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Invesco and Truist Advisory Services. He is based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Robert Bacon is a financial advisor at Goldman Sachs Wealth Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 21-year tenure at The Ayco Company, L.P./Mercer Allied. Based in Atlanta, GA, he provides advisory services within a large enterprise firm. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth solutions, leveraging its integrated financial group structure and affiliated entities.

Felicia Jackson is a financial advisor with VOYA Financial Advisors, Inc. She holds the Series 63 and Series 66 designations and has 28 years of industry experience. Her previous roles include positions at Agia, VALIC Financial Advisors, Merrill, and several other firms spanning over two decades. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology tools to deliver both discretionary and non-discretionary investment solutions across a broad product shelf.

Carolyn Robin is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA and TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies, and also acts as adviser to a donor-advised fund.

Mira Gurock is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has been with Goldman Sachs & Co. LLC since 2026. Her prior work history includes roles at CBRE, JLL, and Emory University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem to provide tailored investment strategies, specialized executive wealth programs, and access to alternative investments.

Christopher Cosenza is a CFP® professional with 29 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has previously worked at LPL Financial and is president of Brookhaven Wealth Management, Inc., a role he has held since 2014. In addition to his advisory work, he provides consulting services outside the investment field. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and supports a range of investment models, emphasizing primarily non-discretionary asset management.

Frank Waterson III is a CFP® professional with 14 years of industry experience, currently with HB Wealth in Atlanta, GA. He previously worked at Homrich Berg for 17 years and Goldman Sachs Wealth Services for one year. HB Wealth Management provides wealth and investment management, financial planning, and advisory services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and offers discretionary portfolio management along with outsourced chief investment officer and institutional advisory services.

Jennifer Storey is a CFP® with 17 years of experience in the financial services industry. She is currently with HB Wealth and has previously worked at Homrich Berg, Antares Wealth Management, and Lesesne Capital Management, including its DBA Oakbridge Partners. 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 employs a combined quantitative and qualitative investment process across a range of public and private strategies, and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Deven Shah is a financial advisor at Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Goldman Sachs, he held academic positions at Emory University, New York University, Brandeis University, and Horace Mann School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic and tactical allocation models, discretionary and non-discretionary implementations, and access to a wide range of affiliated resources across the Goldman Sachs ecosystem.

Amy Merrill is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to this, she worked for Truewealth, LLC (Fna Windham Brannon) from 2014 to 2020. She is a passive owner in a film studio through Target Capital PAS, LLC. 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 offers a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

William Martin Jr. is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Guardian Life and its affiliates since 1997 and also has a longstanding association with Peachtree Planning Corporation. Guardian Life operates Park Avenue® Wealth Management, which serves individuals, corporations, retirement plan sponsors, charitable organizations, and businesses through a combination of advisor-led discretionary management and model-based strategies, offering access to proprietary programs, third-party advisory solutions, and insurance products.