Maurice Martin III is a CFP® professional with six years of industry experience, currently serving as a financial advisor at HB Wealth in Atlanta, GA. He previously worked at JT Stratford, LLC from 2015 to 2021 before joining Homrich Berg in 2021. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to a diverse client base including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combination of quantitative and qualitative due diligence across public and private strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Adam Simon is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Centaurus Financial since 2016. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Noah Reichert is a CFP® and Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Mercer Global Advisors Inc., having joined in 2023, and previously worked at Delta Community Credit Union, LPL Financial, Mass Mutual Investors Services, and MetLife Securities Inc. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a range of investment vehicles and tax-management strategies.

Marco Williams is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Atlanta, GA. His prior experience includes roles at Charles Schwab, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of advising, he manages Third Mainland Holdings, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, delivering advice via standard asset allocation models and research tools while leaving final trading decisions to clients.

Kathryn Emling is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. Her career includes roles at Triad Hybrid Solutions, Securities America, and SSN Advisory. Outside of her advisory work, she serves as president of the Byrnwyck Community Association homeowners board, organizing local swim, tennis, and social activities. 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 provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, with portfolios managed using a combination of proprietary and third-party platforms.

Roger Ward is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has worked at Creative Planning since 2020 and previously spent six years at Truewealth, LLC (FNA Windham Brannon). He is based in Atlanta, GA. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Jia Tong Li is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has one year of industry experience. Prior to joining Goldman Sachs, Jia Tong Li worked at Emory University and St. George's School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs a range of investment strategies and integrates capabilities across the Goldman Sachs ecosystem to offer a broad suite of wealth management and advisory services.

Chigozie Orieh is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has worked with Valic Financial Advisors since 2014 and is also involved with Black Star Equity Group, LLC, Agia, and EXP Realty, LLC. Outside of his advisory role, Orieh is engaged in entrepreneurial activities including co-owning a clothing brand and reselling items on eBay. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating with a large network of advisors.

Kenneth Smart is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding a Series 65 license and five years of industry experience. He has worked with Bankers Life and its affiliates since 2019 and previously operated a tree service business for 11 years. Kenneth is also a 1099 insurance agent appointed with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life insurance, health, and long-term care products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Robert Wright is a CFP®-certified financial advisor with 15 years of industry experience, currently with Schwab Wealth Advisory in Atlanta, GA. His prior experience includes roles at Advocacy Wealth Management, E*TRADE, and Fidelity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on non-discretionary advice without exercising discretionary trading authority.

Brian Cribbs is a CFP® professional at Schwab Wealth Advisory with 19 years of industry experience. He previously worked at Bank of America, Merrill, and Charles Schwab affiliates. Outside of his advisory role, he sells personal items on eBay and Mercari. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to deliver investment recommendations while clients retain final trading decisions.

Jay Rowley is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Oppenheimer since 2017 and previously worked at Morgan Stanley Private Bank, National Association. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Dane Secoy is a financial advisor with Principal Financial Services based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Dane has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 2000. He also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and trust services. 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 abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tiffany Rosetti is a CFP® professional with 17 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2020. Her prior roles include positions at JOYN Advisors, Inc., Securian Financial Services Inc., and Minnesota Life Insurance Company. She is based in Atlanta, GA. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Zachary Hutchings is a Series 66 licensed advisor with 18 years of industry experience, currently with Goldman Sachs Wealth Services in Atlanta, GA. He has been with Ayco/Goldman Sachs & Co. LLC since 2018 and previously worked at The Ayco Company, L.P./Mercer Allied from 2008 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic asset allocation, manager selections, and both discretionary and non-discretionary implementations, leveraging proprietary analytics and access to broader Goldman Sachs capabilities.

Jerry Curtis Holton Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at SunTrust Advisory Services, Bank of America, and Merrill prior to his current role. Outside of advisory work, he is involved with the Holton Family LLC and Holton Capital LLC, entities engaged in private equity and other investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm’s approach includes discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an inter-affiliate operating structure that integrates broker-dealer services and bank features.

John Hannah is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Gratus Capital, Wells Fargo, Fidelity Bank, and US Trust. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a broad range of wealth management and advisory services supported by an extensive network of affiliated service companies and product relationships.

Christopher Bush is a financial advisor at OSAIC Advisory Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including PFS Investments Inc and Triad Advisors. Outside of his primary advisory role, he owns Christopher W Bush LLC, which manages business expenses, and is involved with Duo Wealth Brokerage LLC, focusing on life insurance and fixed business products. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse advisory programs with custody and execution primarily through Schwab and Fidelity, utilizing both proprietary and third-party investment platforms.

Melissa Keiss is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at Buckingham Strategic Wealth, NOVA Wealth Management Group, Cetera ADVISORS, and Stewardship Financial Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and offers a range of services from investment management to family office and retirement plan fiduciary services.

Laura Caceres is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Atlanta, GA, bringing four years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab in 2025, she worked for JP Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC from 2022 to 2025 and LPL Financial, LLC in 2021–2022. Before entering financial services, she spent 18 years at United Poultry Corp. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm recommends investments but leaves final trading decisions to clients, conducting at least annual account reviews without discretionary trading authority.