John Mastrogianakis is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes roles at Truist Investment Services, Cetera Investment Services, Regions Bank, and SunTrust Advisory Services. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver comprehensive investment solutions.

Christopher Boland is a CFP® professional based in Atlanta, GA, with 12 years of industry experience. He has worked at Corient and its affiliates since 2016, including CI Brightworth Private Wealth and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options as part of its portfolio management.

Antwone Harris is a CFP® professional with 23 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. He previously worked at Charles Schwab and Charles Schwab Bank from 2005 to 2017 and has been with Triad Hybrid Solutions, LLC since 2017. Outside of advisory work, he is the CEO of Platinum Bridge Wealth Strategies, a company focused on selling retirement planning books and digital products, and he founded The New Greenwood Ave, which provides investment education. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing various program models and platforms to deliver customized advisory solutions.

Thomas Presley is a financial advisor at Corient in Atlanta, GA, with 13 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. His prior experience includes over a decade at CI Brightworth Private Wealth and roles at CIPW Service Company, LLC, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options tailored to client objectives.

James Gnefkow is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds Series 63, 65, and 66 licenses and has 16 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance, and Jackson National Life Distributors. Outside of advising, he is involved in managing several business entities including Southeast Firm, LLC and Peachtree Planning of Georgia, LLC. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

John Shevlin is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Primerica Advisors since 1999 and has been associated with Peachtree Planning Corporation and Guardian Life Insurance Co of America since the early 1990s. He serves on the board of the Cowart YMCA. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through both brokerage and advisory services, offering a range of proprietary and third-party investment programs and financial planning solutions.

Marquis Chachere is a Series 66 credentialed advisor with three years of industry experience, currently affiliated with AE Wealth Management, LLC. His prior experience includes roles at OneAmerica Securities, American Heritage Financial, and New York Life. In addition to his advisory work, Marquis owns Kingdom Realm, LLC, a ministry, and works as an online travel agent with Inteletravel. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a variety of investment strategies. The firm manages assets for over 127,000 clients through a platform-focused approach that emphasizes standardized models and broad distribution.

Glen Duggan is a CFP® with 30 years of industry experience, currently affiliated with Janney Montgomery Scott in Atlanta, GA. His prior roles include positions at Merrill for 20 years, BB&T Securities, and Truist Advisory Services. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of services including brokerage, financial planning, and advisory programs, combining in-house portfolio management with third-party managers.

Ray Avrett is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at firms including New York Life, Northwestern Mutual, and National Life before joining Principal in 2019. Avrett also maintains an agent role for fixed insurance products such as fixed life, long-term care, disability insurance, annuities, and group health. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm emphasizes financial planning, retirement plan consulting, and access to third-party money manager programs delivered through various advisory and promoter arrangements.

Dara Davis is a financial advisor with Guardian Life and holds a Series 66 designation. She has six years of industry experience and has worked at firms including Park Avenue Securities, Mass Mutual Investors Services, and Mercedes-Benz USA LLC. Outside of her advisory role, she serves as a board member and Treasurer/CFO for The Black Girls Breathing Foundation and participates on the advisory board of Cyber Safety Architects. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services including financial planning and retirement consulting, utilizing both proprietary and third-party investment programs.

Henry Mclarty Jr. is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Gratus Capital LLC and Morgan Stanley DW Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting 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.

John Taylor is a CFP® professional with 13 years of industry experience, currently advising at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2007. 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 manages accounts on a discretionary basis and employs a combination of quantitative and qualitative due diligence across various public and private investment strategies.

William Coffey is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Peachtree Planning Corporation and Primerica Advisors since 1999 and has been associated with Guardian Life Insurance Company since 1984. Outside of his advisory role, he is involved in pension marketing activities. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models and third-party managers, supporting various account types and offering additional services such as securities-based lending and donor-advised funds.

Brian Harhai is a CFP® and CFA® affiliated with Truist Advisory Services, based in Atlanta, GA, with nine years of industry experience. He has worked at Suntrust Advisory Services since 2019 and previously at Suntrust Bank and GenSpring Family Offices. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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.

Michael Dewitt is a CFA® charterholder based in Atlanta, GA, with 23 years of industry experience. He currently works at Corient, where he has been employed since 2022. His prior experience includes roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and ongoing portfolio monitoring.

Jose Ruiz is a CFP® with 18 years of industry experience, currently serving at Rockefeller Financial LLC. He previously held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Ruiz is based in Atlanta, GA. 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary solutions across multiple asset classes.

Scott Schaefer is a CFP® certificant with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, GWFS Equities, Inc, and Prophecy International. He is based in Atlanta, GA. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing both active and passive strategies alongside private funds and third-party managers.

Hallie Hene is a financial advisor with NewEdge Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Co. Hallie also serves as Director of Planning and Operations at Streamline Wealth, an RIA based in Atlanta. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Patricia Sklar is a CFP®, CFA®, and Series 65-registered advisor at Corient with 12 years of industry experience. She has worked at Corient and its affiliates since 2016, including roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Sklar is based in Atlanta, GA. 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 corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools, alternative investments, and private fund solutions.

Michael Binnicker is a CFP®-designated financial advisor at HB Wealth with 11 years of industry experience. He previously worked at Balentine, LLC for nine years and held positions at JPMorgan Chase Bank and J.P. Morgan Securities. HB Wealth Management offers wealth and investment management, as well as financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also provides institutional advisory and outsourced chief investment officer (OCIO) services, utilizing a combination of quantitative and qualitative analysis across public and private investment strategies.