Joshua Hunter is a CFP® with 13 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Gratus Capital, LLC, Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Cetera Advisors LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Patricia Mack is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with SunTrust entities, including SunTrust Advisory Services and SunTrust Investment Services, since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation analysis, fiduciary support, and a manager-selection program, leveraging a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

April Jackson is a financial advisor at Lincoln Investment with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 1996. In addition to her advisory role, she is co-owner and CFO of an insurance agency and owns a tax preparation business. Jackson also serves as Immediate Past National President on the executive board of the National Women of Achievement, Incorporated. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm utilizes a mix of strategic and tactical investment approaches and offers a range of advisory and brokerage services.

Eryk Watson is a financial advisor at Guardian Life with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, Watson worked at Northwestern Mutual in various capacities and owns E33 Eagles, a non-financial business focused on coaching, scheduling, and budgeting. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life that serves individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.

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.

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.

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.

Anthony Ritter is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at AmericanPortfolios for 17 years before joining Osaic in 2024. Outside of his advisory role, Ritter is involved in the sales of life and long-term care insurance through several agencies. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides a variety of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models with custody primarily through Schwab and Fidelity.

Cynthia Nofi is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. She has worked with SunTrust Advisory Services and its related entities since 2015. 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 and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Wade Roberts is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has previously worked with firms including Wells Fargo Clearing and Triad Advisors. In addition to his advisory role, Roberts provides notary services for clients. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a broad range of investment and advisory services through multiple program models, utilizing both proprietary and third-party platforms, with custody primarily arranged through Schwab and Fidelity.

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.

Richard Cross is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Prior to joining Osaic in 2024, he spent 23 years with American Portfolios Financial Services, Inc. He also serves as a volunteer president of the Lackawaxen Volunteer Ambulance, participating in monthly meetings and community events. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models utilizing proprietary and third-party platforms.

Stephen Northington is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Principal Securities and Principal Life Insurance Co since 2014, alongside roles at Focused Financial Group and KSA Insurance Agency LLC. Outside of advising, he is involved in a family farm growing pecan trees and turmeric, which is part of a study with Auburn University and Alabama A&M, and he offers an online legal document service through Estately that facilitates will preparation and related services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services focus on financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically carried out on a discretionary basis by these managers.

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.

Theophilus Asante is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. He has a background with Truist, having worked across Truist Bank, Truist Investment Services, and Truist Advisory Services since 2016. Outside of his advisory role, he serves as a signer for Lynks Consultium LLC, a hair braiding salon in Villa Rica, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and an Equity Research team using AI-enabled tools.

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.

Darryl Knox Sr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors. His prior experience includes roles at Fidelity Brokerage Services LLC and Allstate Insurance, among others. He also works as an instructor for Securities Training Corporation, providing licensing exam preparation and tutoring on a part-time basis. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models to construct client portfolios and manages approximately $26.4 billion in discretionary assets.