Shawn Chando is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 16 years at The AYCO Company, L.P. Goldman Sachs Wealth Services offers 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 a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Suhwan Lee is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Configure Partners Securities, LLC and engagement with Emory University. Outside of his advisory role, he is also involved with Bare Carbon, LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering services including wealth management, portfolio management, and retirement plan consulting with a risk-aware, diversified investment approach.

John Poss is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 37 years of industry experience. He has been with Equity Services, Inc. and National Life Insurance Co. since 1988. In addition to his advisory role, he serves as president of the Edgewater Homeowners Association. 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 combining long-term strategies with options for shorter-term trading and specialized instruments, utilizing both discretionary and non-discretionary management approaches.

James Bolton is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Primerica Advisors. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Coastal States Bank. He serves on the board of directors for The Ivy's Condominium Association in Atlanta. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.

Brentley Jones is a CFP® with 27 years of industry experience, currently serving at Truist Advisory Services in Atlanta, GA. He has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support its manager selection and investment oversight.

Amber Dornell is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley from 2009 to 2020 and Rock & Co LLC starting in 2020. Additionally, she is a licensed insurance agent with RCM Insurance Services LLC, an affiliate of her firm. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and operates as a registered broker-dealer providing securities transactions, alternative investment placement, and integrated trust and insurance services.

Savannah Andersen is a CFP® with six years of industry experience currently serving as a financial advisor at Cresset Asset Management, LLC. She previously worked at Berman Capital Advisors, LLC, BioShield, LLC, and Deloitte Consulting. Andersen is based in Atlanta, GA. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and conducts structured due diligence for manager selection and ongoing monitoring.

John Overton is a financial advisor with Wealth Enhancement Advisory Services, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior roles include positions at Personal Capital, Empower Financial Services, and Northwestern Mutual. 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 assets under management, utilizing a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

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.

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.

Christina Richardson is a Series 66 licensed advisor with 24 years of industry experience. She has been with SunTrust Advisory Services and its affiliates since 2004, currently serving at Truist Advisory Services in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary arrangements, supported by AI-enabled research and inter-affiliate integration.

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.

Mary Pettit is a CFP® and holds a Series 66 license with 14 years of industry experience. She is currently with Truist Advisory Services in Atlanta, GA, where she has worked since 2011 through various SunTrust divisions. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.