Ivan Johnson is a financial advisor with Stratos Wealth Partners, Ltd. based in Atlanta, GA. He holds a Series 66 designation and has 21 years of industry experience. His prior positions include roles at LPL Financial, MassMutual Investors Services, METLIFE Securities, and Ameriprise. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, and offers a range of financial planning and portfolio management services through an open-architecture platform.

Jennifer Ritorto is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her career includes prior roles at SunTrust Advisory Services and Ameriprise. Outside of her advisory work, she teaches dance to children at the North Georgia School of Ballet and serves as chairperson for the 100 Days of Giving fundraising initiative at Garden Hills Elementary School. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Herman Cheung is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA, holding a Series 66 designation with five years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent nearly two decades at The Ayco Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group.

Van Mang is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Prior to joining Goldman Sachs in 2023, he held roles at Uber and several other companies. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

William Smith is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding Series 65 and Series 63 licenses. He has experience working at Regions and PNC before joining Mercer Global Advisors in 2026. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and offers a range of investment strategies through low-cost ETFs, index funds, separate accounts, and private funds.

Danielle Conti is a CFA® charterholder with 11 years of industry experience. She is currently an advisor at HB Wealth, joining the firm in 2025. Her prior roles include positions at Truist Advisory Services, Invesco, First Eagle Investment Management, and Stadion Money Management. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a discretionary investment approach that integrates quantitative and qualitative due diligence across a broad range of public and private strategies.

Andrew Mc Arthur is a financial advisor at TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 designations with four years of industry experience. His prior firms include J.P. Morgan Securities, Morgan Stanley, E*Trade Securities, Thrivent, and Bank of America. 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 a range of advisory services, including model portfolio management and customized portfolios, and serves as adviser to the TIAA Donor Advised Fund.

Otis Smith is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 19 years at The AYCO Company, L.P./Mercer Allied. 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 offers specialized programs and integrates strategic allocation models with proprietary research, leveraging the broader Goldman Sachs network to deliver a range of advisory services.

Andrew Appleby is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC, the University of Georgia, and other educational and retail organizations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by specialized teams and a range of financial offerings, leveraging integrated resources across the Goldman Sachs network.

Anuska Kovalcheck is a CFP® professional with four years of experience in financial advising. She has worked at Mercer Global Advisors Inc. since 2021 and previously held roles at Atlanta Financial Associates and Stonecrafters USA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

David Batka is a Series 65-licensed advisor at HB Wealth in Atlanta, GA, with one year of industry experience. Prior to joining HB Wealth Management, he has experience outside the financial sector, including a role at PGA Superstore and ongoing associations with the Georgia Institute of Technology. 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 services, employing a disciplined investment process that integrates quantitative and qualitative analysis across diverse public and private strategies.

Stacie Nguyen is a financial advisor with Transamerica Financial Advisors in Norcross, GA, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and also operates S. Nguyen Health Insurance Agent, assisting clients with health insurance needs. Additionally, she has been affiliated with World Financial Group since 2010. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Tyler Glassman is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following positions at The Ayco Company, L.P./Mercer Allied, and Crowe Horwath LLP. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management, leveraging proprietary research, strategic allocation models, and a range of investment platforms within the broader Goldman Sachs ecosystem.

Thomas Carroll is a CFP® with 25 years of industry experience. He is currently with HB Wealth in Atlanta, GA, and has previously worked at firms including Homrich Berg, SunTrust Advisory Services, and Truist Investment Services. Outside of his advisory role, Carroll serves on the Board of Visitors at Emory University, participates on the leadership council for Zoo Atlanta, and holds board or advisory positions with several organizations including the Ultra High Net Worth Institute and Wake Forest University’s Athletic Department. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients and offers outsourced chief investment officer (OCIO) and institutional advisory services, using a combined quantitative and qualitative investment approach across public and private strategies.

Douglas Fluke is a CFP® with 28 years of experience in the financial services industry. He is currently with Carson Wealth and has previously worked at firms including Cetera Wealth Services, LPL Financial, and Legg Mason Wood Walker. He serves as a board member of YMCA Camp High Harbor, assisting with fundraising events. He is associated with CWM, LLC, an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored investment solutions supported by custodial and technology partnerships.

Jonathon Lovingood is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding a Series 65 credential with two years of industry experience. His work history includes roles at Shell Capital Management LLC, Potomac, Trademark Capital Management INC, and Relativity Capital Advisors, as well as academic positions at the University of Georgia and University of North Georgia. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, alongside financial, tax, retirement, and estate planning and family office services. The firm follows a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through various investment vehicles and offers educational programming and integrated affiliated service lines.

Abduhl Mashhoon is a CFP® with 19 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following nine years at Raymond James & Associates. In addition to his advisory role, he is a licensed insurance agent in Georgia and serves as a notary with no fee charged for that service. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence to support advisors and clients.

Diego Rivadeneira is a financial advisor at HB Wealth with a Series 66 credential and one year of industry experience. His prior experience includes roles at Kestra Investment Services, Element Wealth Advisors, and American Savings Bank. Outside of finance, he has worked in manual labor roles with Atlanta Treescapes, supporting outdoor maintenance and landscaping activities. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a discretionary investment approach that integrates quantitative and qualitative due diligence across public and private strategies and offers services including outsourced chief investment officer and institutional advisory.

Robert Baxter is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and Westley Contract Services, LLC. 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 offers tailored services such as Executive Wealth and Private Family Office support, integrating capabilities across its affiliated entities.

Todd Phelan is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Cambridge Investment Research Advisors and SunTrust Equitable Securities. Phelan serves as treasurer for the Rotary Club of Auburn, Alabama. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.