Samuel Wishneff is a CFP® professional with 12 years of experience in the financial services industry. He is currently associated with HB Wealth and has prior experience at firms including M. S. Howells & Co, LongView Wealth Management, Cambridge Investment Research, Inc., and PNC Wealth Management. Outside of his advisory role, he is involved in insurance sales in Atlanta. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

Hudson Good is a financial advisor at Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Goldman Sachs in 2024, he worked at Cerity Partners and held various positions in small businesses including Beezer's Gourmet and Fantes Coffee. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs network to offer specialized wealth programs and access to alternative investments.

Brooke Cantrell is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, she worked at Raymond James Financial Services Advisors, Inc. and Signature FD. Her background also includes work outside of finance at Starbucks. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Timothy Martin is a financial advisor with Eagle Strategies (NY Life) based in Tucker, GA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Mahoney Financial Organization, LLC, and leading his own firms, Tim Martin Wealth Strategies, LLC and Timothy Martin & Associates Wealth Strategies. He serves as President of the DeKalb Library Foundation and holds board roles with the Decatur Rotary Club and Oxford College of Emory University Alumni Board. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant portion of its assets managed on a non-discretionary basis.

Justin Berman is a financial advisor at Cresset Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and previously led Berman Capital Advisors, LLC for 11 years before joining Cresset in 2021. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due diligence program and a range of advisory and family office services.

Stephen Sergan is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at SunTrust Advisory Services, SUNTRUST INVESTMENT SERVICES, Inc., Harrisdirect LLC, Waddell & Reed, RBC Capital Markets, and Merrill. 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 manages a third-party manager selection program through both discretionary and non-discretionary approaches.

James Barnes is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, with prior experience in the food service industry. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic allocation models and both discretionary and non-discretionary implementations, leveraging its integration with various Goldman Sachs affiliates to offer expanded product access and specialized services.

David Mccollum is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 credential and 15 years of industry experience. His previous roles include positions at Modera Wealth and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools in its investment process.

Matthew Cain is a CFA® charterholder with 18 years of industry experience, currently serving at Empower Advisory Group in Atlanta, GA. His career includes roles at GWFS Equities, Inc. and Putnam Investments, where he has worked since 2007. Outside of his advisory work, he serves as Treasurer for a condominium association overseeing budgets for over 100 units. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Michael Mohr is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2020. He previously worked at Wilmington Trust from 2009 to 2020. Outside of his advisory role, Mohr chairs the Investment Committee and serves on the Finance and Advisory Council for the Archdiocese of Atlanta, advising on general business and finance matters. Cresset Asset Management manages approximately $71.9 billion in client assets, offering services to a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and conducts structured due diligence across multiple asset classes.

Erika Constantine is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory. She previously worked at JPMorgan Chase Bank N.A., J.P. Morgan Securities LLC, Wells Fargo, and Bank of America/Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to offer tailored recommendations without exercising discretionary trading authority.

Eric Jackson is a financial advisor with Eagle Strategies (NY Life) based in Austell, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2010 and has affiliations with NYLIFE Securities Inc. and New York Life Insurance Company dating back to 2003. Jackson serves on the Advisory Board of the Tyrone Adam Burroughs School of Business & Entrepreneurship at Benedict College, providing guidance on academic and business programs. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non‑discretionary basis.

Itai Tsur is a CFP® professional with seven years of industry experience, currently serving at Truist Advisory Services. He previously worked at Merrill from 2018 to 2025 and has held leadership roles with several nonprofit organizations, including the Georgia Planned Giving Council and the American Jewish Committee’s Atlanta Chapter. He is also involved with the Children's Healthcare of Atlanta Foundation as a Legacy Advisor. 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, consulting, and AI-enhanced research tools.

Robert New is a CFP® professional based in Atlanta, GA, with 14 years of industry experience. He has been with Rockefeller Financial LLC since 2022, having previously worked at Morgan Stanley in various capacities from 2011 to 2022. Outside of his advisory role, he is involved in estate administration activities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Scotty Hendricks Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Co., and Eagle Strategies LLC. Outside of his advisory work, he is involved in community activities such as serving on multiple nonprofit boards, coaching youth sports, authoring a financial education book, and participating as a Germantown Board of Education commissioner. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified portfolio management through various program platforms, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by affiliated broker-dealer and insurance entities.

Kevin Myers is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Janney Montgomery Scott since 2021. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2021. Outside of his advisory role, Myers serves on the board of a homeowners association in Hilton Head, SC, and participates on the board of a nonprofit organization that coordinates events to thank local first responders. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, and institutional clients. The firm offers a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Edward Jeter is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Rock & Co LLC, and Rockefeller Financial LLC. He is based in Atlanta, GA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering variable insurance products, placement, and investment banking services.

Sara Piekutowski is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to her current role, she held positions at Truist Investment Services, SpotOn, DISYS/Wells Fargo, and JPMorgan Chase. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform partnerships and AI-enabled research tools.

Ayten Asik Elizondo is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at BNY Mellon Securities Corporation and Bank of America. Outside of her advisory role, she serves on the boards of several nonprofit organizations, including Children’s Healthcare of Atlanta and Ian’s Friends Foundation, and is the sole proprietor of RG Creative LLC, an investment vehicle in media projects. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm integrates proprietary research and operates as a swap dealer and futures commission merchant, providing extensive resources for complex advisory solutions.

Nzubechukwu Anunobi is a CFP® professional with HB Wealth in Atlanta, GA. Anunobi joined HB Wealth Management in 2024 and has a background that includes teaching experience at Georgia State University and Lycee Francais Louis Pasteur de Lagos. HB Wealth Management serves individuals, families, institutional clients, and corporate entities, providing wealth management, investment management, and financial planning. The firm employs a disciplined investment process that integrates quantitative and qualitative analysis across a range of public and private strategies.