Jonathan Galvis Londono is a CFA® charterholder affiliated with SignatureFD, LLC in Atlanta, GA. He has been with SignatureFD since 2018, following five years at Atlantix Global Systems. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.

Philip Mulkey is a financial advisor at Synovus Securities, Inc. in Atlanta, GA, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Synovus Securities since 2013 and also has a separate role as a tax preparer. Additionally, Mulkey serves as a notary public. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including separately managed accounts, mutual fund and ETF portfolios, financial planning, and access to alternative investments, with portfolio management supported by the Envestnet platform and a client risk-tolerance process.

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.

William Mcferren is a financial advisor at SignatureFD, LLC based in Atlanta, GA, with six years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, consulting, and retirement plan management, employing diversified, long-term asset allocation strategies across various investment vehicles.

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.

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.

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.

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.

Justin Berman is a financial advisor at Cresset Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and previously led Berman Capital Advisors, LLC for 11 years before joining Cresset in 2021. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due diligence program and a range of advisory and family office services.

Stephen Sergan is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by a research team using AI-enabled tools.

James Barnes is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, with prior experience in the food service industry. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic allocation models and both discretionary and non-discretionary implementations, leveraging its integration with various Goldman Sachs affiliates to offer expanded product access and specialized services.