Andrew Crawford is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and two years of industry experience. He has previously worked at Shared Service Solutions and Regional Management Corporation. 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 account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Gregory Costello is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Wells Fargo Clearing, and Raymond James & Associates. He is currently based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver its solutions.

L Wright is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Goldman Sachs for 20 years and Citigroup Global Markets for one year. 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 through wealth management, financial planning, portfolio management, and family office services, using a disciplined, risk-aware approach across public equities, fixed income, and alternatives.

Ashley Barba is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to joining Creative Planning, she worked at Truewealth LLC from 2015 to 2020. Based in Atlanta, GA, she provides financial planning and investment advisory services. Creative Planning offers a comprehensive range of services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. 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, along with affiliated legal, trust, and recordkeeping businesses.

Hunter Bramlett is a financial advisor at NewEdge Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Full Scope Wealth Group, WealthMD, and OneWealth Investment Management. Before entering financial advising, he was involved with North American Tree Service Inc. and Sonny's BBQ, and he also spent five years affiliated with University of North Georgia and Georgia Gwinnett College. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base, including high-net-worth individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Kevin Gennarelli is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021, following a 12-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides 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 utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Alaina Mattix is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at The Vanguard Group, Inc. and REAP Group, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Jesse Li is a Certified Financial Planner® at Creative Planning with one year of industry experience. He has previously worked at Elwood & Goetz Wealth Advisory and PNC Bank. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and access to private market investments, managing approximately $295.6 billion in client assets.

Matthew Broom is a Series 65-licensed financial advisor with Corient in Atlanta, GA, and has six years of industry experience. His background includes roles at CI Brightworth Private Wealth, Forward Focus Financial Planning, and seven years with Gwinnett County Fire and Emergency Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach, combining in-house strategies with third-party manager solutions and employs risk management tools and alternative investments where appropriate.

Mojoyeoluwa Oni is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Prior to this role, Oni worked at JPMorgan Chase & Co., MIO Partners, Inc., and several other firms across finance and consulting sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance emphasizes asset allocation and investment selection based on Schwab’s proprietary research, with client authorization required for all trades.

Nathaniel Corbitt is a CFP®, CFA®, and Series 65 credentialed advisor with 14 years of industry experience. He currently works at Corient, where he has been since 2022, following a 12-year tenure at CI Brightworth Private Wealth. 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 employs continuous portfolio monitoring and risk management tools.

Zachary Cathey is a Series 66-licensed advisor with Truist Advisory Services in Atlanta, GA, and has 11 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities and Invest Financial Corporation. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled research tools alongside traditional methods to support its investment strategies.

Kent Hammond is a CFP® professional with four years of industry experience, currently affiliated with HB Wealth in Atlanta, GA. His prior roles include positions at Homrich Berg, Inlight Wealth Management, and Berman Capital Advisors. 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 services, utilizing a combination of quantitative and qualitative analysis across a broad set of public and private investment strategies.

Christopher Blackmon is a CFP® with 12 years of industry experience currently serving at Mercer Global Advisors Inc. in Atlanta, GA. He previously worked at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Blackmon is also part-owner and manager of Biggers Blackmon LLC, where he provides tax planning and preparation services. Mercer Global Advisors offers investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and provides a range of implementation options including ETFs and separate accounts.

Tyler Gerling is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2018, following six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management alongside specialized services such as Private Family Office programs and Financial Wellness initiatives, utilizing strategic allocation models and a range of fee and platform options.

Joseph Galunas is a CFP®, CFA®, and holds a Series 66 license with 13 years of industry experience. He currently serves as a financial advisor at Creative Planning, joining the firm in 2024. His prior experience includes roles at Capital Group Private Client Services and Capital Bank & Trust Company. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and offers a broad range of retirement plan services supported by affiliated legal, trust, and recordkeeping entities.

Steven Restifo is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Oppenheimer since 2004, with a brief period from 2007 to 2009 at Stanford Group Company. Outside of his advisory role, he owns Hemp Energy, a non-investment business. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse investment programs and combines discretionary and non-discretionary advisory services across various portfolio types, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Emily Bentley is a financial advisor at HB Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities for 15 years. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment process across various public and private strategies and offers discretionary portfolio management and outsourced chief investment officer services.

Steven Miller is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 license and six years of industry experience. His prior roles include positions at Merrill, J.P. Morgan Securities, and Newbridge Financial Services Group. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering 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 tools, with recommendations tailored to individual client goals and risk tolerance.

Steven Napier is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Truist Advisory Services, BB&T Securities, and Morgan Stanley Smith Barney, among others. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of investment advisory and brokerage services.