Lorin Burke is a CFP® with nine years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He previously worked at Merrill for ten years and has been involved with Boosther Inc. as an advisory board member focused on community engagement efforts. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and internal research tools, offering guidance on various investment options while requiring client authorization for trades.

Meghan Hogan is a CFP® professional with six years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at Gratus Capital, Cetera Advisor Networks, The Olivier Group, and The Vanguard Group. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs an investment approach combining active and passive strategies under an enhanced open architecture framework that incorporates fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Gavron Campbell is a CFP® professional with four years of experience at HB Wealth Management, LLC. Prior to his advisory role, he spent time in educational settings and served at Bigwood Boards. Outside of his financial advisory work, he operates Montico, LLC, an office building cleaning service. 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 various investment strategies and offers discretionary portfolio management aligned with clients’ objectives.

Alton Meadows Jr. is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Gratus Capital LLC, Creative Planning, and Fidelity Personal Trust Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. 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.

Serina Shyu is a CFP®-certified financial advisor with 13 years of industry experience, currently with Schwab Wealth Advisory in Atlanta, GA. She has previously worked at firms including LPL Financial LLC, Delta Community Credit Union, and Jon Baker Financial Group. Outside of her advisory work, she manages rental property activities, including tenant sourcing and property maintenance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored annually to each client’s goals and risk tolerance.

Logan Pethel is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, E*TRADE, Morgan Stanley, Fidelity, and Edward Jones. Outside of his advisory role, he operates a small online guitar string retail business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses asset-allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

Jeffrey Schultz is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding a CFP® designation and over 33 years of industry experience. He joined Janney in 2019 after six years at Raymond James & Associates. Outside of his advisory role, he serves on the advisory board of the Atlanta Food Bank and participates on committees for the Atlanta Women's Foundation and the ACG Fast 40 nonprofit. 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 a diverse client base including individuals, families, trusts, and institutional clients through a combination of in-house and third-party portfolio management across multiple wrap programs and advisory platforms.

Aaron Bowring is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 designations and has 10 years of industry experience. His career includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and research tools, with recommendations tailored to each client’s goals and risk tolerance.

James Underwood is a CFP® professional with 11 years of experience in wealth management. He has worked at Focus Partners Wealth, LLC since 2024, following previous roles at Buckingham Strategic Wealth, LLC, NOVA Wealth Management Group, LLC, and Homrich Berg. In addition to his advisory duties, he reviews estate plan documents and assesses how they fit within overall estate plans. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, uses both fundamental and quantitative analysis, and offers access to private funds and affiliated financial products.

Lesley Laws is a Series 66 licensed advisor at HB Wealth with two years of industry experience. Her prior roles include positions at Raymond James & Associates and Morgan Stanley. Outside of financial advisory, she is involved part-time in sales and marketing for a retail and online store in Atlanta. 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 offers discretionary wealth management, investment management, and financial planning, employing a combined quantitative and qualitative due diligence approach across diverse asset classes and investment strategies.

Lars Halverson is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, Lars worked at Salesforce and Reynolds American Inc. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Ryan Davian is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. He has worked at Goldman Sachs since 2021 and spent 17 years at The AYCO Company, L.P./Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Keir Pienaar is a financial advisor at HB Wealth with five years of industry experience. His work history includes roles at LPL Financial LLC, United Planners Financial Services, and GER Loftin Wealth Advisors, LLC. He holds Series 63 and Series 65 licenses. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm manages discretionary portfolios through a combined quantitative and qualitative investment approach across public and private strategies, and offers outsourced chief investment officer and institutional advisory services.

Kyle Harris is a CFA® charterholder with three years of industry experience. He is currently an advisor at HB Wealth in Atlanta, GA and previously worked at LPL Financial and The Intercontinental Exchange. Outside of his financial career, he has experience with the University of Georgia Athletic Association and Party Planners West. 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 offers discretionary portfolio management, financial planning, and institutional advisory services, utilizing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Morten Oftedal is a financial advisor with Sanctuary Advisors, LLC in Covington, GA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Heimdal Forvaltning, Cornerstone Bank, and Fidelity Bank. Outside of his advisory work, he volunteers periodically with his family-owned fuel distribution business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, trusts, and charitable organizations, through a large network of independent advisers. The firm offers portfolio management, retirement plan consulting, and employs various analytical approaches, operating as a fiduciary under written advisory agreements.

Dennis Beard Hammond is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Ameriprise Financial and Charles Schwab Bank, SSB. Outside of finance, he has held positions in educational and nonprofit organizations, including Cornerstone University and Bethany Christian Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations and relying largely on third-party or affiliated money managers for investment management.

Stephen Slewitzke is a financial advisor with Oppenheimer in Atlanta, GA, holding the Series 66 designation and bringing 20 years of industry experience. He joined Oppenheimer in 2009 after three years with Stanford Group Company. 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 wide range of programs and delivers advisory services including equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Christopher Kern is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has 23 years of industry experience, including 19 years at The Ayco Company/Mercer Allied before joining Goldman Sachs in 2021. 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 a range of discretionary and non-discretionary managers, delivering tailored solutions such as executive wealth, personal wealth, and private family office services.

Andrew Crawford is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and two years of industry experience. He has previously worked at Shared Service Solutions and Regional Management Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Gregory Costello is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Wells Fargo Clearing, and Raymond James & Associates. He is currently based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver its solutions.