Robinson Mertilus is a CFP® professional with eight years of industry experience and is currently affiliated with Hightower Advisors. He previously worked at Facet Wealth and Diversified Trust Company. He is based in Alpharetta, GA. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and diverse portfolio construction techniques.

Chitra Patel is a CFP® with over 22 years of experience in the financial services industry. She is currently with NewEdge Advisors, where she has worked since 2022, having previously been employed at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of her advisory role, Patel serves on the boards of TiE Atlanta, a nonprofit organization for entrepreneurs, and South Asian Working Moms, a nonprofit that organizes events for South Asian working mothers. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing both in-house and model-based investment strategies supported by technology and centralized due diligence.

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.

Garth Gherardini is a financial advisor with Equity Services, Inc., holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at several firms including MWA Financial Services and Modern Woodmen of America. Outside of finance, he is co-owner of an arcade business, Mission Escape, and serves as Director of Sales at The Assurance Group, focusing on fixed insurance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading.

Matthew Lubert is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Goldman Sachs Ayco, Berman Capital Advisors, and Forge Partners. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s offerings include asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies supported by AI-enabled research tools.

Robert Henry is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2014. His work focuses on business development, client service, portfolio management, and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary oversight, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a range of investment platforms and third-party managed solutions.

Daniel Dinkins is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 28 years of industry experience. Prior to joining PNC in 2025, he worked at WFGIA and Transamerica Financial Advisors, Inc. from 2016 to 2024, and had earlier roles at SunTrust Advisory Services and SunTrust Investment Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online-banking credentials. The firm uses algorithmic questionnaires to recommend risk bands and manages investments via approved model strategies executed with mutual funds and ETFs.

Amy Johnson is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 21 years of industry experience. She previously worked at The Prudential Insurance Company of America and Pruco Securities. 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 offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches with support from third-party platforms and AI-enabled research tools.

Anastashia Stella is a CFP® professional with one year of industry experience, currently serving as a financial advisor at HB Wealth. Prior to joining HB Wealth Management, she worked for six years at The Law Offices of T. Andrew Miller. 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 provides discretionary portfolio management aligned with client objectives and employs a combination of quantitative and qualitative due diligence across a diverse range of public and private investment strategies.

Jameel Muhammad is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including Keystone Advisors and World Financial Group, Inc. Outside of advising, he is involved with WSB Flight Team LLC and LSPN PRO, LLC. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing a range of investment programs with discretionary and non-discretionary options.

Todd Gauthier is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including ten years at SunTrust Advisory Services and 17 years with SunTrust Investment Services, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Daniel Moskowitz is a CFP® professional with 25 years of experience in financial advising. He has been with Commonwealth Financial Network since 2018 and also owns A Better Financial Group, which he has operated since 2004. Outside of his advisory work, he is involved in the purchase and sale of sports memorabilia via an online platform. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs and operational support. The firm offers discretionary model portfolios and distinct program structures, supporting advisors with technology, compliance, and investment management resources.

Jonathan Dewitt is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, with additional experience at Cove.Tool and Luxe Linear Drains. Dewitt is involved in insurance product sales outside of Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple program platforms.

Brian Staples is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at CWM, LLC in Atlanta, GA. His prior experience includes roles at Carson Wealth, Woodbury Financial Services, Inc., and Jon Baker Financial Group. In addition to his advisory work, he is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customized investment tools.

Sarah Cannon is a CFP® professional with eight years of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. She has held multiple roles at Mercer Global Advisors since 2018 and also worked at Resource Planning Group and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Grant Segal is a financial advisor with Primerica Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1999 and also maintains affiliations with Peachtree Planning Corporation and The Guardian Life Insurance Company. Outside of his advisory work, he provides springboard diving lessons to youth through the Atlanta Diving Association. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of proprietary and third-party investment strategies across various account types.

Richard Mundy is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. His prior roles include positions at Kays Financial Advisory Corp and Fidelity, where he worked from 2012 to 2019 in various advisory and brokerage capacities. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, small business owners, and nonprofit organizations. The firm’s investment strategy is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options such as ETFs and separate accounts.

Laren Campbell is a financial advisor with Empower Advisory Group in Brookhaven, GA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Prior to joining Empower, he worked at GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc., among other roles. Outside of finance, he owns and oversees a film production company, Random Specific Productions, LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, with an integrated approach tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base relative to its adviser headcount.

Fuxiao Su is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His background includes roles with multiple health insurance providers, including Ambetter, Humana, Kaiser Permanente, and Blue Cross Blue Shield of Georgia. Outside of financial advising, he is involved in real estate through ownership and operation of All Trust Realty Inc. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with options for discretionary and non-discretionary management.

William Inman Jr. is a financial advisor with Primerica Advisors based in Atlanta, GA, holding CFP®, ChFC®, and Series 66 designations and bringing 17 years of industry experience. He has worked at Park Ave Securities and Guardian since 2008. Inman serves as a member of the Mount Vernon Campaign Council, a school-related volunteer role. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and provides services such as lending solutions and donor-advised fund options.