Norman Plotkin is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2000. Outside of his advisory role, he volunteers as a financial planner for Holocaust Survivor Services through Jewish Family & Children Services of Atlanta and is active in local sailing organizations, serving as Vice Commodore of the Barefoot Sailing Club and participating on the audit committee for America’s Boating Club in Atlanta. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning, ongoing consulting, and access to proprietary and third-party investment solutions.

Jackson Merrick is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at Morgan Stanley and its affiliated private bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support its investment processes.

David Thielen is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, where he worked from 2014 to 2023. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Moosah Dowlatabadi is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab, Charles Schwab Bank, SmartPath, and E*TRADE Securities. Outside of his advisory work, he coaches youth soccer with the United Futbol Academy Metro Atlanta. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab & Co.’s standard asset-allocation models and internal research, offering tailored recommendations and conducting at-least-annual reviews.

Austin Ehlinger is a financial advisor with Guardian Life and Park Avenue Securities in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has been associated with Guardian Life and Park Avenue Securities since 2014 and 2015, respectively. Outside of his advisory role, he serves as an executor of his parent's estate and occasionally offers insurance products beyond those provided by Guardian to meet client needs. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, supporting client relationships through tailored financial planning, consulting, and access to proprietary and third-party investment programs.

Rohan Jani is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to his current role, he held various positions including multiple engagements at the University of Georgia and a legal firm, Wilson Legal, PC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base ranging from individual investors to institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a range of implementation options, backed by proprietary and third-party analytics, and offers integrated services across the broader Goldman Sachs ecosystem.

Jason Moss is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services since 2022. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2022. Outside of his advisory role, he is the sole proprietor of a clothing business called My Sugar Baby. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with inter-affiliate integration.

Martin Aspin is a CFP® professional with 13 years of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. His prior roles include positions at Lido Advisors, LLC, Delta Community Credit Union, and LPL Financial, LLC. Aspin holds active life, accident and health, and variable life and annuity insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios using a variety of investment vehicles and provides specialized services such as retirement plan consulting and charitable advisory.

Shannon Traylor is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Prior to joining Goldman Sachs AYCO in 2022, Shannon held roles in hospitality and retail, including positions at Georgia Tech Hotel and Conference Center and Athleta. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes proprietary strategic and tactical allocation models, tax-aware techniques, and integrates capabilities across the broader Goldman Sachs network to tailor solutions for client objectives.

Ashley Weeks is a financial advisor at TD Private Client Wealth LLC in Atlanta, GA, holding a Series 66 designation with five years of industry experience. She has worked at TD Private Client Wealth LLC since 2021 and has been with TD Bank, N.A. since 2016. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investment options from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Ivy Brooks is a Series 65-licensed financial advisor at Creative Planning with one year of industry experience. Before joining Creative Planning, she worked at Synovus Bank and held roles in educational institutions including Mercer University and the University of Georgia. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Adam Carll is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at Wilbanks Smith and Thomas Asset Management, LLC and NEPC, LLC. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutions. The firm integrates centralized investment resources and multiple management strategies within a large financial group, providing tailored wealth solutions such as private family office support and retirement plan education.

Lance Miller is a CFP® and Series 66-licensed financial advisor at Cerity Partners LLC with five years of industry experience. Before joining Cerity Partners in 2026, he worked at Compass Wealth Management, LLC for six years, and has also been employed at Emmanuel University and Edward Jones. Cerity Partners advises a diverse client base that includes individuals, families, trusts, estates, institutions, and business entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services focused on client-specific investment profiles, with capabilities in alternative and private market solutions, as well as affiliated businesses that expand its service offerings.

Joshua Cobb is a CFP® professional with 28 years of experience in the financial services industry. He has been with Guardian Life since 1999 and is based in Atlanta, GA. Outside of his advisory role, he is involved in managing an investment LLC and serves as a trustee of a family trust. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment management solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Ryan Walker is a CFA® charterholder with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2021. His prior experience includes roles at Berman Capital Advisors, LLC and Merrill Lynch. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles with a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across a diverse range of asset classes.

Mary Tucker is a CFP® professional with seven years of industry experience, currently affiliated with HB Wealth in Atlanta, GA. She previously worked at Homrich Berg for 11 years. 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, employing a combined quantitative and qualitative investment approach across public and private strategies, including registered investment companies and affiliated private funds.

Johnathan Mitchell is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2018, following prior roles at BB&T Securities and BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager‑selection programs, implementing its advice through a combination of discretionary and non‑discretionary approaches with oversight from dedicated research and advisory teams.

Serina Awadalla is a CFP® professional with seven years of industry experience. She has worked at Cresset Asset Management, LLC since 2021 and previously at Berman Capital Advisors, LLC from 2016 to 2021. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and active and passive strategies across public equities, fixed income, and alternative investments.

Lisa Pastushok is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Her prior roles include positions at Silicon Valley Capital Partners, L.P. and Scharf Investments. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning solutions.

Samantha Goldmann is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Her prior roles include positions at Advantage, Alvarez and Marsal, and The Shelby Report. 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 institutions. The firm leverages centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.