Ya Ting Yang is a CFP® with two years of industry experience, currently serving as a financial advisor at Henssler Financial since 2026. Prior to joining Henssler, she worked at Ernst & Young and held positions at Sugarloaf Wealth Management and Creative Financial Group. Her background also includes a year of extended travel and various roles outside the financial sector. Henssler Financial is a multi-team registered investment adviser that serves individual clients, including high-net-worth households, as well as other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach and offers customized model portfolios, automated rebalancing, and tax-loss harvesting.

Brett Baker is a financial advisor at Sound Income Strategies, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., and TVA Community Credit Union. In addition to his advisory role, he is involved in fixed insurance sales and client acquisition at Stearns Retirement Group. Sound Income Strategies manages approximately $4 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers a range of services including discretionary asset management, financial planning, and sub-advisory relationships.

Charles Lowe is a CFP® with 15 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2017. His prior roles include positions at SunTrust Advisory Services and Suntrust Investment Services, Inc. He is also part owner and manager of a rental property LLC involved in long-term land lease administration. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients through discretionary portfolio management and integrated financial planning. The firm offers a centralized investment platform with customizable asset-allocation models and access to specialized in-house resources and private investment solutions.

Miller Majors is a CFP® with six years of industry experience, currently serving clients at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Safe-Guard Products International, Regions Securities LLC, Regions Bank, KPMG, and PwC. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform combining asset-allocation models, actively managed sleeves, and ETF-based portfolios, alongside in-house estate and tax planning specialists, to deliver coordinated financial services.

Ellen Rapier is a financial advisor with Kovack Advisors, Inc. in Marietta, GA, holding a Series 66 designation and 19 years of industry experience. She has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of her advisory role, Rapier serves as treasurer for the nonprofit Charis Circle and is active as a musician involved in live performances and songwriting. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.

Ross Wyatt is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Mass Mutual Investors Services, Piedmont Wealth Partners, and operates Wyatt Financial Group. Outside of advisory work, he is involved in individual life and health insurance sales. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, and third-party manager access. The firm’s integrated operating model includes a dedicated portfolio team that supports advisors with diverse investment strategies and portfolio management services.

Thomas Mason is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments, AssuredPartners Investment Advisors, and operated as a self-employed advisor. 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 corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Giovanni Scisci is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously was with The Ayco Company, L.P./Mercer Allied from 2016 to 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with a variety of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Katherine Lidl is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Corient in Atlanta, GA. Her prior experience includes roles at Brightworth and the University of Georgia. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, employing risk management tools and alternative investment options where appropriate.

Camden Ratcliffe is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has four years of industry experience. His career includes roles at Goldman Sachs and Birge and Held, with additional experience at Varsity Properties. 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 utilizes strategic allocation models and a range of implementation platforms while offering access to specialized programs and alternative investments within the broader Goldman Sachs ecosystem.

Donald Stonecipher is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1999. Stonecipher is also involved with Aristoboulos Racing, LLC, a non-investment-related venture. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services, including lending solutions and donor-advised funds.

Darlene Van Beek is a Series 66-licensed financial advisor with 12 years of experience, currently serving at Money Concepts Capital Corp since 2014. She owns Van Beek Advisors, LLC, a non-investment related business, and serves as a board member of the East Cobb Business Association. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion across about 14,700 clients.

John Robb is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that includes affiliated funds.

Alyce Phinney is a Series 66-credentialed financial advisor with six years of industry experience, currently working at OSAIC Advisory Services, LLC. She has held roles at Triad Hybrid Solutions and Argent Bridge Advisors since 2019 and previously worked at Neiman Marcus for twelve years. Outside of her advisory work, she is involved in divorce education as a speaker and owns a pet-sitting business. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, pension plans, corporations, and nonprofits. The firm offers investment management, financial planning, and retirement consulting services through multiple program models, utilizing proprietary and third-party platforms.

Steven Pluhar is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior work includes over two decades at Fidelity Brokerage Services Inc and Fidelity Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michael Shoemaker is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Bankers Life and its affiliated entities since 2005. In addition to his advisory role, Shoemaker works as a unit sales manager and insurance agent, focusing on insurance sales and recruiting within the firm. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and offers both wrap and non-wrap programs.

Samuel Wishneff is a CFP® and holds a Series 66 license with 12 years of experience in financial advising. He currently works at M. S. Howells & Co and has previously been with LongView Wealth Management and Cambridge Investment Research, Inc. in Atlanta, GA. In addition to his advisory roles, he is involved in insurance sales, dedicating a small portion of his time to that activity. 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 manages portfolios on a discretionary basis using a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

Hudson Good is a financial advisor at Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Goldman Sachs, he worked at Cerity Partners and has experience in several other roles outside the financial industry, including positions at Beezer's Gourmet and Fantes Coffee. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary managers within a large integrated financial group.

Brooke Cantrell is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, she worked at Raymond James Financial Services Advisors, Inc. and Signature FD. Her background also includes work outside of finance at Starbucks. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Richard Kidwell is a CFP® with 21 years of experience in the financial services industry. He is currently with First Citizens Investor Services, Inc. in Atlanta, GA, where he has worked since 2020. Prior to this, he held various roles at BB&T and its affiliated entities from 2010 to 2020. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of strategic and tactical asset-allocation approaches and offers both discretionary and non-discretionary management, including model portfolios, separately managed accounts, and an automated Guided Investing platform.