Patrick McGonigle is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Homrich Berg (now HB Wealth) since 2014. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides discretionary wealth management and investment management services, employing a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Wenyuan Nottebohm is a CFP® professional with 12 years of industry experience, currently advising at Cresset Asset Management, LLC since 2021. Prior to joining Cresset, Nottebohm worked at Berman Capital Advisors, LLC for seven years. He holds Series 65 and Series 66 licenses and is based in Atlanta, GA. Cresset Asset Management manages approximately $78.9 billion in assets and serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations. The firm employs a disciplined, risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes and alternative investments.

Scott Mckenzie is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2013. Outside of his advisory role, he is an agent and manager of a Florida-based LLC that handles rental property affairs. 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, participant advice, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Tricia Mulcare is a CFP® with 15 years of industry experience, currently serving at HB Wealth in Atlanta, GA. She has been with Homrich Berg since 2003, totaling 23 years of tenure with the firm and its affiliates. HB Wealth Management provides wealth management, investment management, and financial planning services to a range of clients including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm manages portfolios on a discretionary basis using both quantitative and qualitative analysis across multiple asset classes and offers specialized services such as outsourced chief investment officer (OCIO) and institutional advisory services.

Walter Eaves Jr. is a financial advisor at CWM, LLC with five years of industry experience and holds a Series 66 designation. Prior to joining CWM, he worked at Yari Capital and Ampere Wealth Management. He is the sole owner of Mercury Ventures LLC, through which he provides financial literacy and education services to organizations. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of retirement-plan and sub-advisory services.

David Rogers is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and previously at J.P. Morgan Securities from 2014 to 2017. He serves as executor and beneficiary of a family trust and is also named executor of a family member’s estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services along with financial planning and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies and platforms.

Cameron Starr is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Gratus Capital, LLC and SunTrust Advisory Services. Cameron serves as trustee of the Starr Irrevocable Trust, overseeing its investment management and distributions. Focus Partners Wealth provides investment management and wealth services to individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach with a diverse range of strategies and integrates a broad network of affiliated service companies and product offerings.

Lowell Russell Jr. is a CFP® professional with 33 years of industry experience, currently serving at Valic Financial Advisors since 1999. He also holds Series 63 and Series 66 designations. In addition to his advisory role, he has an agent position with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with Envestnet’s platform and third-party model managers.

Catherine St. Dizier is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. She has been with Valic Financial Advisors since 2013 and also serves as an agent with Agia, where she is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services through a large network of over 1,200 advisors.

Stephen Rosseel is a financial advisor at Valic Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2002 and at Agia since 2022. Outside of his advisory role, he has been involved in a private mortgage arrangement related to a property sale. Valic Financial Advisors primarily 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 for portfolio construction.

Logan Blackley is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Valic Financial Advisors, he worked at Trinity Wealth Securities, Florida Financial Advisors, and operated Lilian & Logan Financial Coaching LLC. He is also appointed as an agent to sell non-security insurance products for AGIA. Valic Financial Advisors primarily 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Max Ripans is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Cresset, he had brief tenures at Goldman Sachs and Brown Advisory. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets across individuals, high-net-worth clients, and institutional investors. The firm employs a disciplined, risk-aware approach using strategic asset allocation, active and passive management, and a range of alternatives, supported by advanced tools including artificial intelligence and machine learning.

Lauren Baccari is a CFP® with over three years of industry experience, currently serving as a financial advisor at HB Wealth. Her prior roles include positions at 49 Wealth Management, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of finance, she has experience working in educational and athletic settings at Berry College and local schools. 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 public and private strategies and provides discretionary account management aligned with clients’ objectives and risk tolerance.

John Evans III is a CFP® professional with 13 years of industry experience. He currently works at Mercer Global Advisors Inc. and has a background that includes service in the Army National Guard and a long tenure at Resource Planning Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Marcia Seaton is a financial advisor at Empower Advisory Group with 20 years of industry experience. She holds her Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and J.P. Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s approach includes integrated services linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts.

Kevin Turner is a financial advisor with Money Concepts Capital Corp in Roswell, GA, holding a Series 63 designation and 28 years of industry experience. He has worked with Money Concepts Capital Corp since 1997 and with Peak Level Advisors since 2004, where he is involved in business financial consulting. Turner also serves as Treasurer on the Board of Directors for The Gratitude Company, overseeing accounting and fiscal management. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, IAR-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage and rebalance accounts.

Martin Grady is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and related entities since 2016, including BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm implements advice through discretionary and non-discretionary approaches and utilizes third-party platforms and manager arrangements, supported by an Equity Research team that incorporates AI-enabled tools.

Byron Rettig is a CFP® professional with 15 years of experience in the financial services industry, currently affiliated with Schwab Wealth Advisory in Atlanta, GA. He has held positions at Charles Schwab and Fidelity Brokerage Services, with a significant tenure spanning both Schwab Wealth Advisory and Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using standardized asset allocation models and Schwab research tools, while allowing clients to make final trading decisions.

Thomas Murphy is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and one year of industry experience. He has previously worked at Agia and XI Media and serves as Chief Operating Officer of Caribbean Home Sales LLC, a multiple listing service for Caribbean islands. Murphy is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Dalton Roberts is a financial advisor at HB Wealth with a Series 65 designation and eight years of prior experience at Fisher Investments. He has been with HB Wealth since 2026. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth management, investment management, and financial planning, employing a discretionary investment approach that integrates quantitative and qualitative due diligence across a range of public and private strategies.