David Rabinowitz is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Citigroup Global Markets. His current tenure at Truist Advisory Services and Truist Investment Services began in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches with oversight from its Equity Research team and Investment Advisory Group.

Cameron Carty is a CFP®, CFA®, and holds a Series 66 license with 16 years of industry experience. He has been with Creative Planning since 2025, following a ten-year tenure at T. Rowe Price. 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 client assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and a range of retirement plan services.

Temprance Berry is a financial advisor with Fifth Third Securities, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Fifth Third Securities in 2022, Berry worked at Fifth Third Bank starting in 2019 and previously spent eleven years at Bed Bath and Beyond. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and an integrated platform involving National Financial Services and Fidelity Institutional Wealth Adviser.

Katherine Lobe is a CFP® and Series 66-licensed advisor with SPC, where she has worked since 2014. She has 17 years of industry experience, including time at Sigma Financial Corporation. She also operates Lobe Financial Services, LLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability through discretionary and nondiscretionary arrangements.

Wan Yin Tan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Tan's work history includes roles at Transamerica Financial Advisors since 2016, as well as involvement with Prime Horizon Enterprises Inc and NARSSA. Outside of financial advising, Tan participates as a certified member of NARSSA, generating Social Security reports for financial planning purposes, and is engaged in skincare product purchasing through a separate business activity. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by multiple program platforms such as Transamerica ONE and TFA365.

William Mcknight is a CFP® professional with 22 years of experience, currently with Mercer Global Advisors Inc. He previously worked at Kays Financial Advisory Corporation for 21 years. In addition to his advisory role, he serves as an adjunct professor of financial planning at the University of Florida, Southern New Hampshire University, and the University of Maryland Global Campus. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Shafi Q Ahmadi is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial, Georgia Financial Advisors, Crowe LLP, and Emory Alliance Credit Union. 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 that combines discretionary and non-discretionary approaches supported by third-party platforms.

Stephen Welch is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Morgan Stanley Private Bank. Outside of his advisory work, Welch is involved in organizing events for the National Association of Plan Advisors and serves as CEO of an education technology business. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and various other investment vehicles, supported by a network of approximately 286 advisors.

Joy Bell is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2019 and previously held positions at Wells Fargo Clearing Services and Wells Fargo Advisors. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm delivers tailored strategies using proprietary analytics and a range of advisory services within the broader Goldman Sachs ecosystem.

Joseph Stallings is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and was previously with The AYCO Company, L.P./Mercer Allied from 2015 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management, leveraging strategic allocation models and a range of advisory platforms integrated within the broader Goldman Sachs ecosystem.

Austin Ralph Charriez is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has a diverse background including roles at Lululemon Athletica and Nazareth College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored investment solutions through integrated teams and proprietary tools, leveraging the broader Goldman Sachs network for expanded product access and specialized services.

Stephen Roegge Jr. is a CFP® and Series 65 credentialed advisor at Creative Planning with seven years of industry experience. He has worked at Creative Planning since 2021 and previously held roles at Sage Mountain Advisors, Cladding & Component Solutions, and C2 Education. Outside of financial advising, he serves as a financial analyst for his family’s manufacturing business specializing in composite metal panel systems. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing roughly $295.6 billion in client assets.

Connor Carlis is a CFP® professional with six years at HB Wealth Management and four years at Ernst & Young, LLP, totaling a decade of industry experience. He is based in Atlanta, GA. 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, financial planning, and outsourced chief investment officer services, employing a combined quantitative and qualitative investment approach across public and private strategies.

Rocky Francis is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services, combining discretionary and non-discretionary management within a large integrated financial group.

Jeffrey Chasman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Truist Advisory Services and its predecessor firms since 2012. Outside of advisory work, he serves as CFO of Innovative Hitting, LLC, a company that develops and sells baseball and softball batting training aids. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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, with an operating structure integrated across affiliated broker-dealer and banking entities.

Amanda Valenti is a CFP® and holds a Series 66 designation with 13 years of industry experience. She is currently with Corient, where she has worked since 2022, and previously held roles at Ci Brightworth Private Wealth, Lenox Advisors Inc, and Oxford Financial Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, continuously monitoring portfolios using various risk management tools and may include alternative investments and private fund allocations.

Kristin Pugh is a CFP® professional with 16 years of experience in financial advisory services. She has been with Creative Planning since 2020 and previously worked at Truewealth, LLC from 2014 to 2020. Kristin serves as an advisor to the board of the Financial Planning Association of Georgia and is a board trustee for The Foundation for Financial Planning, both roles involving pro bono work. 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 centered on low-cost indexing and buy-and-hold strategies, supported by an extensive advisory team and integrated investment infrastructure.

Wesley Pritchett is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and JPMorgan Chase Bank NA. Outside of his advisory role, he serves on the finance committee of Holtz Heroes, a charity supporting former Notre Dame football players and their families, and co-hosts a college football podcast called Under the Golden Dome. Janney Montgomery Scott LLC is a large 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 institutions, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Cooper Keener is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied and Ohio Valley Wine and Beer. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized executive wealth programs. The firm utilizes strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary research and analytics.

Daniel Crews is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Crews is also involved in his family’s business, Reed Financial Group, where he assists with client services, prospecting, and business operations. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.