Cambria Russell is a financial advisor at HB Wealth with a Series 65 credential and one year of industry experience. Prior to joining HB Wealth, Cambria worked at CIBC, Lincoln Financial Advisors, Ameriprise Financial, and Cherrylion Studios. 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, financial planning, and outsourced chief investment officer services, using a combination of quantitative and qualitative due diligence across public and private investment strategies.

Michelle Wolff is a CFP® professional with nine years of experience in financial advising. She has worked at Homrich Berg from 2018 to 2021 and at Kays Financial Advisory Corp from 2011 to 2018. She is currently with HB Wealth in Atlanta, GA. HB Wealth Management 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 offers outsourced chief investment officer (OCIO) and institutional advisory services, managing accounts on a discretionary basis with a blend of quantitative and qualitative due diligence across a range of public and private investment strategies.

Sarah Markwalter is a CFA® charterholder with three years of industry experience. She has worked at HB Wealth Management, LLC since 2021 and previously spent three years at Brown Advisory. 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 combines quantitative and qualitative due diligence across public and private strategies, managing accounts primarily on a discretionary basis and offering outsourced chief investment officer and institutional advisory services.

Jake Mossing is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Florida State University, Acumen Wealth Advisors, and the Tennessee Department of Environment and Conservation. Outside of finance, he appeared as a participant on the televised game show Family Feud in 2026. 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 programs. The firm integrates strategic allocation models and manager selections with proprietary analytics and benefits from broad capabilities across the Goldman Sachs ecosystem.

Madhulika Nemani is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Guardian Life and Park Avenue Securities since 2017. Outside of her advisory work, she serves as the National Youth Director for VT Seva, a nonprofit organization involved in environmental and educational volunteering activities. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Su Yu is a financial advisor with Transamerica Financial Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Su has worked with World Financial Group since 2004 and has been with Transamerica Financial Advisors since 2012. Outside of advising, Su is involved with the Flying Bear Foundation, a nonprofit organization. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Lauren Moskowitz is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. She has worked at Goldman Sachs since 2022 and has prior experience in educational roles at Georgia College & State University. Outside of her advisory work, she is a seasonal part-time sales associate for Lululemon Athletica Inc. in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Caroline Scisci is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, she was employed at The Ayco Company, L.P./Mercer Allied and Schneider Downs and Co. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging its affiliation with a large integrated financial group.

Dibyendu De is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 16 years of industry experience and has worked with firms including MetLife Securities, MassMutual, and Park Avenue Securities. His activities include broker-related sales and service of life, health, disability, and long-term care insurance. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plans, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

John Bragg IV is a CFA® charterholder and securities licensed financial advisor with six years of industry experience. He is currently with HB Wealth in Atlanta, GA, and previously worked at Truist Investment Services, Truist Advisory Services, Suntrust Advisory Services, and Pine Gate Renewable. His background also includes four years at Wake Forest University. 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 discretionary portfolio management and financial planning, utilizing both quantitative and qualitative due diligence across public and private investment strategies.

Demilade Olatunbosun is a CFP® professional at HB Wealth with two years of industry experience. Prior to joining HB Wealth Management, LLC, Demilade worked at Earn Into Wealth Strategies, LLC and EY. HB Wealth Management 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 approach across public and private strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Rekeithen Miller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at HB Wealth. Prior to joining HB Wealth Management in 2025, Miller spent 18 years at Palisades Hudson Asset Management. HB Wealth Management is a registered investment adviser offering 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 approach across a broad range of public and private strategies and provides outsourced chief investment officer and institutional advisory services.

Armond Reese is a CFA® charterholder affiliated with HB Wealth in Atlanta, GA. He began his career at Truist Bank, where he worked for 26 years before joining HB Wealth Management in 2026. Reese has also served on various boards during his career. 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 uses a combined quantitative and qualitative investment approach across public and private strategies and offers discretionary portfolio management aligned with client objectives and risk tolerance.

Paul Fochler II is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 credentials. He has 12 years of industry experience, including roles at Park Avenue Securities since 2014 and Guardian Life since 2013. Outside of his advisory work, he is an executor of his stepmother's will and sells insurance products not offered by Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

David Bryant is a financial advisor with Brookstone Capital Management LLC in Atlanta, GA, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Brookstone since 2017 and previously spent one year at Patriot Advisory, LLC. Outside of his advisory role, he serves as a partner and managing member of Patriot Capital, LLC, a non-advisory business, and works as an independent insurance agent. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset allocation models, utilizes a range of investment vehicles including ETFs and structured notes, and serves as a sub-advisor to other advisory programs.

Zachary Prescott is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following 15 years at The Ayco Company, L.P./Mercer Allied. Prescott serves on the Investment Committee and Board of Trustees as well as the Executive Committee for High Meadows School, a nonprofit educational institution in Roswell, Georgia. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients, providing financial planning and portfolio management through tailored strategies. The firm integrates resources across Goldman Sachs affiliates to offer a wide range of services, including Private Family Office solutions, Specialized Executive Wealth programs, and access to alternative investments.

Dre'ameerha Walker is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2018, previously employed at The Ayco Company, L.P./Mercer Allied, The Reynolds and Reynolds Company, SDI La Farga, and Indiana Institute of Technology. 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 programs. The firm uses strategic allocation models and proprietary analytics, delivering customized solutions through various fee arrangements and leveraging the broader Goldman Sachs ecosystem.

Amy Jackson is a ChFC® with three years of industry experience. She has worked at HB Wealth Management since 2026 and previously held roles at Chamberlain Financial Advisors and Tim Martin Wealth Strategies. Outside of her advisory work, she owns an LLC formed to hold rental property, which is unrelated to her investment practice. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combined quantitative and qualitative investment process across a range of public and private strategies and offers discretionary account management along with outsourced chief investment officer and institutional advisory services.

Larry Ailes is a CFP® with 23 years of experience in financial services. He is affiliated with SPC and has been involved with Sigma Planning Company, Sigma Financial Corporation, and Larry Ailes & Associates since 2000. His other business activities include working as a life, health, and annuities insurance agent and assisting clients with employee benefits enrollment during open enrollment periods. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers and approximately $5.66 billion in assets under management.

Ronald Purdy is a CFP®-designated financial advisor with over 33 years of industry experience. He is currently with Equity Services, Inc., where he has worked since 2014, and has prior experience at New England Securities and Avantax Advisory Services. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine predominantly long-term strategies with options for shorter-term trading and specialized instruments.