Paul Busino is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has been with Berthel Fisher since 2005. Outside of advising, he serves on board positions for local condominium associations and is involved in business consulting, mortgage lending, and insurance activities. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and other institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and employs approximately 100 investment adviser representatives.

Brett Baker is a financial advisor at Sound Income Strategies, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., and TVA Community Credit Union. In addition to his advisory role, he is involved in fixed insurance sales and client acquisition at Stearns Retirement Group. Sound Income Strategies manages approximately $4 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers a range of services including discretionary asset management, financial planning, and sub-advisory relationships.

Charles Lowe is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC since 2017. He previously worked at Truist Advisory Services and Truist Investment Services, INC. Outside of his advisory role, he is part owner and manager of a rental property LLC that handles lease negotiations and administrative duties. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with ETF-based model portfolios tailored to clients’ risk tolerance and goals, integrating financial planning with portfolio management and offering specialized services such as pension consulting, executive compensation analysis, and access to private investments.

Miller Majors is a CFP® professional with six years of experience in the financial services industry. He is currently with Capital Investment Advisors, LLC and has held prior roles at Safe-Guard Products International, Regions Securities, Regions Bank, KPMG, and PwC. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with ETF-based model portfolios, integrates financial planning with portfolio management, and offers specialized services including pension consulting, executive compensation analysis, and access to private investments.

Heather Hoch is a financial advisor at IFG Advisory, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at IFG Advisory since 2021, following roles at OneWealth Investment Management, LLC, One Wealth, LLC, and Jefferson City Schools. Outside of her advisory work, she is involved in insurance sales and client education for accident and sickness and life insurance products. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis.

William Rumble is a financial advisor at Kovack Advisors, Inc. with 18 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining Kovack Advisors in 2014, he worked at Advisory Services Network and Thrivent Investment Management. Outside of his advisory role, he manages a family farm and is involved in a medical revenue reclamation business. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets, serving individuals, institutions, and government clients. The firm offers portfolio management, financial planning, and sub-advisory services, utilizing both internally created models and third-party managers to construct and monitor client portfolios.

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 with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Guardian Life since 1999 and has prior experience at Peachtree Planning Advisors, Inc. Stonecipher is also involved outside of his advisory role as a member of Aristoboulos Racing, LLC. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and nonprofits. The firm combines advisor-led discretionary management and model-based strategies, providing a range of financial planning, consulting, and investment solutions tailored to client needs.

John Robb is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that includes affiliated funds.

Steven Pluhar is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior work includes long tenure at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services tightly with Empower’s recordkeeping and administrative platforms.

Samuel Wishneff is a CFP® professional with 12 years of experience in the financial services industry. He is currently associated with HB Wealth and has prior experience at firms including M. S. Howells & Co, LongView Wealth Management, Cambridge Investment Research, Inc., and PNC Wealth Management. Outside of his advisory role, he is involved in insurance sales in Atlanta. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across a range of 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 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.

Brooke Cantrell is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, she worked at Raymond James Financial Services Advisors, Inc. and Signature FD. Her background also includes work outside of finance at Starbucks. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Timothy Martin is a financial advisor with Eagle Strategies (NY Life) based in Tucker, GA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Mahoney Financial Organization, LLC, and leading his own firms, Tim Martin Wealth Strategies, LLC and Timothy Martin & Associates Wealth Strategies. He serves as President of the DeKalb Library Foundation and holds board roles with the Decatur Rotary Club and Oxford College of Emory University Alumni Board. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant portion of its assets managed on a non-discretionary basis.

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.

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.

Jason Pope is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Primerica Financial Services and other Transamerica affiliates. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing Morningstar Investment Management for portfolio construction and ongoing oversight. The firm operates at scale with a large client base and focuses on asset allocation and retirement guidance without targeting high-net-worth or corporate clients.