Seana Heath is a CFP® professional with 11 years of industry experience currently serving at Truist Advisory Services. She previously worked at Wells Fargo Bank from 2013 to 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis and fiduciary support through a combination of discretionary manager relationships and non-discretionary consulting.

Caitlin Kennedy is a CFP® professional with 13 years of experience in financial advisory roles. She has been with Truist Advisory Services since 2016 and holds a Series 66 license. Her prior work includes a decade at SunTrust Bank and its related investment services entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party manager relationships and AI-enabled research tools.

Lee Vanleuvan is a CFP® professional with 23 years of industry experience, currently serving as an advisor at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2013. HB Wealth Management is a registered investment adviser offering 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 combined quantitative and qualitative due diligence process across a range of public and private investment strategies and provides outsourced chief investment officer (OCIO) and institutional advisory services.

George Lupton III is a financial advisor at Truist Advisory Services with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and affiliated firms since 2013, including BB&T Securities and Scott & Stringfellow. Lupton is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, using third-party platforms and AI-enabled research tools to support its investment approach.

Joseph Campbell is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at SunTrust Advisory Services and related SunTrust entities since 2014. Campbell serves as co-trustee and co-executor for the estate of Joel Katz, working alongside Katz’s daughters on trust and estate matters. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by an Equity Research team that uses AI-enabled tools and maintains inter-affiliate integration with affiliated broker-dealer and bank services.

Zach Senft is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Rockefeller Capital Management, Wells Fargo, and Berman Capital Advisors. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management.

Michael Landsberg is a CFP® professional with 11 years of industry experience, currently serving at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2013. HB Wealth Management is a registered investment adviser that provides wealth and investment management, as well as financial planning services, to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with client objectives and uses a combination of quantitative and qualitative analysis across various public and private investment strategies.

Alva O'Neal is a CFP®-certified financial advisor with Valic Financial Advisors in Decatur, GA, bringing 10 years of industry experience. Prior to joining Valic in 2017, O'Neal worked at Regions Bank, Cetera Investment Services, and Allstate Insurance Company. Outside of advisory work, O'Neal serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Tieleasha Jenkins Holley is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Truist Advisory Services since 2016. Her prior experience includes roles at SunTrust Insurance Group and Truist Investment Services, both since 2008. Outside of advisory work, she is involved in managing rental properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm delivers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary management relationships.

Angus Mayock is a financial advisor at HB Wealth with a Series 65 credential. He has been with HB Wealth Management, LLC since 2025 and previously worked at SEI Investments from 2022 to 2025. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, institutions, and corporate clients. The firm employs a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers discretionary portfolio management aligned with client objectives and risk tolerance.

Paul Range is a financial advisor at Oppenheimer with a Series 66 designation. He has industry experience beginning in 2026, following a 24-year tenure at The Orvis Company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including both discretionary and non-discretionary management, with a notable focus on maintaining custody of client assets.

Jason Hemsley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He previously worked at Gratus Capital, Wells Fargo Clearing Services, Wells Fargo Bank, BB&T, and BB&T Asset Management. Outside of finance, he is a part owner of Whispers of Winder, LLC, a business that offers historic walking tours in Winder, Georgia. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Kathleen Griffis is a financial advisor at HB Wealth with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at HB Wealth Management since 2017. Prior to that, she was affiliated with Raymond James Financial Services Advisors and Jaeger Financial Group. HB Wealth Management is a registered investment adviser providing 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 offers discretionary portfolio management and combines quantitative and qualitative due diligence across public and private strategies, including registered investment companies and affiliated private funds.

Erika Horn is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Goldman Sachs Ayco in 2025, she worked at Advantage xPO and held various roles at Central Michigan University and other organizations. 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 integrates centralized investment resources with a range of tailored offerings, delivering services through both direct and partner channels.

Adam Abramson is a CFP® professional with 19 years of industry experience. He is currently with Rockefeller Financial LLC and Rock & Co LLC, where he has worked since 2020. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. Adam is also a licensed insurance agent with an affiliate of his firm. 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 portfolio management, financial planning, and consulting services while operating as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Harvey Maclin is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving at Equity Services, Inc. since 2020. His prior experience includes roles at Aegis Capital Corp, Investacorp Advisory Services, National Life Group, LPL Financial, and Wealthspan Financial Group. Outside of his advisory duties, Maclin is involved with nonprofit organizations focused on physician support and suicide awareness and holds leadership positions in several business ventures. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers, offering a mix of long-term strategies and specialized instruments, with a business model that includes both advisory and brokerage activities.

Timothy Migliaccio is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Citigroup since 2019 and previously held positions at First Republic Securities Company, First Republic Bank, Unionbanc Investment Services, and Union Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles.

Zuhaib Lassi is a financial advisor at Truist Advisory Services with a Series 65 designation and two years of industry experience. His prior work includes roles at KPMG and Bank of New York Mellon. He is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist’s broker-dealer and bank services.

Brian Horner is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ayco/Goldman Sachs & Co. LLC since 2021, following a 16-year tenure at The AYCO Company, L.P./Mercer Allied. He is based in Atlanta, GA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and combines discretionary and non-discretionary management to deliver tailored wealth solutions across various client needs.

Landon Weeks is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and BB&T Investment Services. He serves as Vice President of his local homeowners association, participating in board meetings and overseeing bylaw enforcement. Janney Montgomery Scott LLC is a dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs supported by in-house and third-party portfolio management.