Michelle Trivers is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Rockefeller Capital Management, and Berman Capital Advisors. Based in Atlanta, GA, she has been with Cresset since 2021. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due diligence process and a range of advisory services.

Jonathan Bristow is a CFA® charterholder with one year of industry experience. He is currently an advisor at HB Wealth in Atlanta, GA, and previously worked at Balentine, dKiM CAPITAL, and Bank of New York Mellon. 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 and investment management, financial planning, and outsourced chief investment officer services, using a combined quantitative and qualitative investment approach across public and private strategies.

Carson Lake is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has five years of industry experience. He has been with Goldman Sachs Ayco since 2020 and has held positions at Academy Sports and Outdoors, Raymond James, and other firms. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm uses strategic allocation models and a range of implementation platforms, leveraging capabilities across the broader Goldman Sachs ecosystem.

William Lee is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021. Prior to his financial advisory career, he was employed at Innovative Artists Talent and Literary Agency and the University of Georgia. Outside of his advisory work, William coaches youth lacrosse for a middle school team in Austin, Texas. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships and uses third-party platforms and AI tools to support investment decision-making and oversight.

Benton Rhodan is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Securities LLC. Outside of advising, he owns Rockin Rhodan Printing Services LLC, a vinyl printing business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s services integrate financial planning and managed account solutions with Empower’s recordkeeping and administrative platforms.

Julian Davis is a CFP® with eight years of experience in the financial industry. He previously worked at Homrich Berg for six years before joining HB Wealth. He serves as Treasurer and Director of Keep Growing Daily Institute, a nonprofit organization. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm offers discretionary account management and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

Catalina Soto Busch is a financial advisor at Oppenheimer with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches that cover equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

Christiana Webb is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Webb is based in Atlanta, GA. 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 AI-enabled research tools and inter-affiliate integration.

Jeffrey Burrell is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with tailored recommendations and trades executed only with client authorization.

William Howard is a CFP® and CFA® credentialed advisor with 11 years of industry experience. He currently works at Mercer Global Advisors Inc. and previously spent a decade at Kays Financial Advisory Corp. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles, strategic factor tilts, and tax management.

Marvin Brooks III is a CFP® with eight years of industry experience based in Atlanta, GA. He is currently with HB Wealth and previously worked at Homrich Berg for seven years. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth management, investment management, and financial planning, combining quantitative and qualitative due diligence across public and private strategies while managing accounts primarily on a discretionary basis.

Ryan Halpern is a CFP® and PFS™ with 11 years of industry experience, currently serving as an advisor at Corient. His prior experience includes a decade at CI Brightworth Private Wealth and roles within Corient and its affiliates since 2022. He holds a Series 65 license and is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach utilizing both in-house and third-party strategies, supported by continuous portfolio monitoring and risk management tools.

James Conrod is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with Janney Montgomery Scott LLC, having joined in 2025, and has previous experience at Truist Advisory Services, BB&T Securities, Fidelity, and Charles Schwab. Outside of his advisory work, he is a non-managing member of a family farm, Conrod Farms LLC, in Winfield, Kansas. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a variety of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Greer Henderson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Henderson worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2025, and held positions at Morgan Stanley and E*TRADE Securities from 2020 to 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice relies on Charles Schwab’s asset allocation models and internal research tools, with personalized recommendations and annual reviews tailored to clients’ goals and risk tolerance.

Jasmine Reyes is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and with one year of industry experience. Her work history includes roles at Goldman Sachs & Co. LLC as well as prior positions in education and at the United States Embassy of Sweden. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management through tailored strategies supported by specialized teams and proprietary research, leveraging the broader Goldman Sachs platform and a variety of advisory services.

Chukwubuikem Nwaesei is a financial advisor at TIAA-CREF with a Series 65 credential and one year of industry experience. Prior to joining TIAA-CREF, he held positions at Columbia University, Commonfund, BlackRock, Northern Trust Wealth Management, and TD Asset Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates standalone planning services from ongoing discretionary portfolio management and offers both model-based and customized investment approaches.

Kevin Mckane is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior experience includes six years at Raymond James & Associates. He serves on the advisory board of Shepherd Spinal Center and is a member of the Advisor Council for Children's Healthcare of Atlanta, both nonprofit organizations focused on health care. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Ryan Jones is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using a variety of investment vehicles and specialized programs.

Amber Eldorrado is a financial advisor at Kestra Advisory with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Sagepoint Financial and Edward Jones. She is based in Atlanta, GA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports various management platforms and third-party solutions.

Lorin Burke is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He previously worked at Merrill for ten years and is an advisory board member of Boosther Inc., a nonprofit focused on community engagement. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, using Charles Schwab & Co.’s asset-allocation models and research tools. The firm offers tailored recommendations with at-least-annual reviews and executes trades only with client authorization.