Hudson Good is a financial advisor at Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Goldman Sachs in 2024, he worked at Cerity Partners and held various positions in small businesses including Beezer's Gourmet and Fantes Coffee. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs network to offer specialized wealth programs and access to alternative investments.

Richard Kidwell is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Atlanta, GA. His career includes over a decade with BB&T and its affiliated entities before joining First Citizens, where he has worked since 2020. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a range of investment approaches, including portfolio management, model portfolios, and automated platforms, focusing on IAR-led assessments to determine client needs and risk tolerance.

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. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at SunTrust Advisory Services, SUNTRUST INVESTMENT SERVICES, Inc., Harrisdirect LLC, Waddell & Reed, RBC Capital Markets, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manages a third-party manager selection program through both discretionary and non-discretionary approaches.

James Barnes is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, with prior experience including roles at various hospitality businesses. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored strategies supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem.

Todd Schoonover is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2014. Schoonover serves as a board member of the NAIFA Georgia Chapter. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. 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.

Matthew Cain is a CFA® charterholder with 18 years of industry experience, currently serving at Empower Advisory Group in Atlanta, GA. His career includes roles at GWFS Equities, Inc. and Putnam Investments, where he has worked since 2007. Outside of his advisory work, he serves as Treasurer for a condominium association overseeing budgets for over 100 units. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Max Rabin is a Series 66-licensed financial advisor with Principal Financial Services in Atlanta, GA, with one year of industry experience. He has previously been associated with firms including Cambridge Investment Research Advisors and Principal Life Insurance Company. Outside of finance, he has experience working in the hospitality sector, including roles at Mazzy's Sports Bar and Grill and Outback Steakhouse. 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 U.S. military personnel outside the United States. 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.

Michael Mohr is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2020. He previously worked at Wilmington Trust from 2009 to 2020. Outside of his advisory role, Mohr chairs the Investment Committee and serves on the Finance and Advisory Council for the Archdiocese of Atlanta, advising on general business and finance matters. Cresset Asset Management manages approximately $71.9 billion in client assets, offering services to a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and conducts structured due diligence across multiple asset classes.

Erika Constantine is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory. She previously worked at JPMorgan Chase Bank N.A., J.P. Morgan Securities LLC, Wells Fargo, and Bank of America/Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to offer tailored recommendations without exercising discretionary trading authority.

Joseph Radack is a financial advisor with T. Rowe Price Advisory Services, Inc., holding the CFP® designation and Series 63 license, with 15 years of industry experience. His prior work includes roles at Alight Solutions, FEMA, Pure Financial Advisors, and Alight-Hodges Mace. Outside of advising, he is the sole shareholder of Atlantacare Inc., a health insurance brokerage, and operates Big Cattle Advisors, a residential handyman service; he also works as a ride-share driver. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs.

Eric Jackson is a financial advisor with Eagle Strategies (NY Life) based in Austell, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2010 and has affiliations with NYLIFE Securities Inc. and New York Life Insurance Company dating back to 2003. Jackson serves on the Advisory Board of the Tyrone Adam Burroughs School of Business & Entrepreneurship at Benedict College, providing guidance on academic and business programs. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non‑discretionary basis.

Itai Tsur is a CFP® professional with seven years of industry experience, currently serving at Truist Advisory Services. He previously worked at Merrill from 2018 to 2025 and has held leadership roles with several nonprofit organizations, including the Georgia Planned Giving Council and the American Jewish Committee’s Atlanta Chapter. He is also involved with the Children's Healthcare of Atlanta Foundation as a Legacy Advisor. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships, consulting, and AI-enhanced research tools.

Robert New is a CFP® professional based in Atlanta, GA, with 14 years of industry experience. He has been with Rockefeller Financial LLC since 2022, having previously worked at Morgan Stanley in various capacities from 2011 to 2022. Outside of his advisory role, he is involved in estate administration activities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Scotty Hendricks Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Co., and Eagle Strategies LLC. Outside of his advisory work, he is involved in community activities such as serving on multiple nonprofit boards, coaching youth sports, authoring a financial education book, and participating as a Germantown Board of Education commissioner. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified portfolio management through various program platforms, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by affiliated broker-dealer and insurance entities.

Kevin Myers is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Janney Montgomery Scott since 2021. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2021. Outside of his advisory role, Myers serves on the board of a homeowners association in Hilton Head, SC, and participates on the board of a nonprofit organization that coordinates events to thank local first responders. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, and institutional clients. The firm offers a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Edward Jeter is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Rock & Co LLC, and Rockefeller Financial LLC. He is based in Atlanta, GA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering variable insurance products, placement, and investment banking services.

Sara Piekutowski is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to her current role, she held positions at Truist Investment Services, SpotOn, DISYS/Wells Fargo, and JPMorgan Chase. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform partnerships and AI-enabled research tools.

Vallon Mills is a financial advisor at Truist Advisory Services in Atlanta, GA, holding a Series 66 designation with 10 years of industry experience. His career includes roles at Morgan Stanley and Suntrust Advisory Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches. The firm integrates inter-affiliate resources and employs AI-enabled tools as part of its manager selection and oversight processes.

Eric Ashburn is a CFP® with 12 years of industry experience, currently serving as a financial advisor with Osaic Advisory Services, LLC. His prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. Outside of his primary advisory work, he is involved with Argent Bridge Advisors as a wealth advisor and partner, and he owns Argent Bridge 2 Business Acceleration, providing consulting services for business owners. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, utilizing both fundamental and technical analysis, and provides access to alternative investments and specialized advisory solutions through platform partnerships and affiliated managers.