Lydia Knoll is a CFP® professional at HB Wealth with two years of industry experience. She previously worked at AdvizorPro, Wealth Enhancement Group, Cerity Partners, and Lighthouse Investment Partners, and held a position at DePaul University. HB Wealth Management is a registered investment adviser that serves 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 (OCIO) services, using a combination of quantitative and qualitative due diligence across a broad range of public and private strategies.

Charles Faires is a financial advisor at Janney Montgomery Scott with 50 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Janney Montgomery Scott in 2025, he worked at Truist Advisory Services and Truist Investment Services from 2021 to 2025, and at BB&T Securities from 2013 to 2021. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Brendan Hungerford is a CFA® charterholder with nine years of industry experience. He is currently with Cresset Asset Management, LLC in Atlanta, GA, where he has worked since 2022. Prior to joining Cresset, he held roles at Merrill Lynch, LCG Associates, and The AYCO Company/Mercer Allied. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves a diverse range of clients including individuals, high-net-worth clients, trusts, and institutional entities, employing a disciplined, risk-aware investment approach that integrates strategic asset allocation, active and passive management, and a broad spectrum of alternative investments.

Carla Brown is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63, Series 65, and Series 66 designations and bringing 29 years of industry experience. She has been with Suntrust Investment Services, Inc. since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies, supported by AI-enabled research and inter-affiliate integration.

Gary Copeland is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining Integrity Alliance in 2020, he worked at Dempsey Lord Smith, LLC for five years. Outside of his advisory role, Copeland is president of Financial Integrity Group, a company he has led since 1984. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

Joel White Jr. is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 65 credential and has worked with Truist and its affiliated entities since 2018. Prior to that, he was with GenSpring Family Offices from 2016 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Michael Zoller is a financial advisor at Corient with five years of industry experience. He holds a Series 65 designation and has worked previously at Hightower Advisors and PNC Bank. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team approach that combines in-house strategies with third-party manager solutions, continuously monitoring portfolios and employing risk management tools to align investments with client objectives.

Cory Wade is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Atlanta, GA. He has worked with Charles Schwab, Fidelity Investments, Fidelity Brokerage Services, Georgia State University, and TD Ameritrade. Outside of his advisory role, he owns a short-term rental property listed on Airbnb. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and wealth management education, leaving final trading decisions to clients while conducting at least annual account reviews.

Rodney Owen is a CFP® professional at HB Wealth with one year of industry experience. Prior to joining HB Wealth Management in 2024, he worked at Grant Thorton from 2021 to 2023 and was a student from 2016 to 2021. 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 offers outsourced chief investment officer (OCIO) and institutional advisory services, employing a disciplined investment process that integrates quantitative and qualitative due diligence across public and private strategies.

John Steele is a CFP®, CFA®, and Series 66-certified financial advisor with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2020. Prior to this, he held positions at JOYN Advisors, Inc. and BB&T Investment Services, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory AUM and utilizes a diversified investment process that blends passive and active managers, supported by internal portfolio oversight and multiple program options.

Brittan Fussell is a CFP® professional with five years of industry experience, currently affiliated with HB Wealth in Atlanta, GA. His work history includes roles at Wealth Enhancement Advisory Services, Securian Financial Services Inc, and JOYN Advisors, Inc. He serves as a co-trustee on family trusts for his children. 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 utilizes a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers discretionary portfolio management aligned with clients' objectives and risk tolerance.

Timothy Pounds is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 13-year tenure at The AYCO Company, L.P./Mercer Allied. He is based in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of products and services.

Steven Edwards is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Brian Farkas is a financial advisor at OSAIC Advisory Services, LLC with 39 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 21 years. Farkas owns multiple insurance-related businesses, including Baron’s Financial Strategies, Inc. and Dont Blink Insurance.net. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and other related services through various advisory programs using both proprietary and third-party platforms.

Annika Cushnie is a CFP® and holds a Series 65 license with 19 years of industry experience. She currently works at Corient, where she has been since 2022, and previously spent 20 years at Ci Brightworth Private Wealth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.

Mitchell Phillips is a CFP® with three years of industry experience, currently serving as a financial advisor at HB Wealth in Atlanta, GA. His prior roles include positions at Atlanta Financial, BB&T Bank, and Troutman Sanders LLP. HB Wealth Management is a registered investment adviser providing 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 discretionary investment approach that integrates quantitative and qualitative analysis across public and private strategies, and it offers outsourced chief investment officer (OCIO) and institutional advisory services.

Jacob Banish is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill for two years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and comprehensive retirement plan services.

Gregory Thornton is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., having previously worked at JPMorgan Chase Bank, N.A. and Fidelity Investments. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not act as a discretionary portfolio manager, distinguishing its service model from many enterprise wealth managers.

Jarrod Freeman is a CFP® professional with six years of industry experience, currently serving at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2016. 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 a variety of public and private strategies and offers services including outsourced chief investment officer (OCIO) advisory.

Xavier Felipe is a CFP® with 36 years of industry experience and is currently with OSAIC Advisory Services, LLC. He previously worked at American Portfolios Financial Services Inc. for 18 years. Outside of advisory work, he is involved in life insurance services and owns XF Capital, a life insurance business. He is also engaged in solar panel sales through XFelipe Solar Consultants. OSAIC Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse range of clients including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services through various program models, utilizing proprietary tools and third-party platforms.