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.

Chukwu Emeka Onyia is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, U.S. Bancorp Investments, Fisher Investments, and Amazon. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Yenvy Hoang is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2022, Hoang worked at PNC from 2019 to 2022 and held a position with the University of Georgia from 2015 to 2019. Outside of securities work, Hoang operates a small event decorating service and sells consumer goods through an Amazon store. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles including research, derivatives services, and bespoke lending solutions.

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.

Dennis Davis is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63, 65, and 66 licenses and 29 years of industry experience. His prior roles include positions at LPL Financial and Cuna Brokerage Services, Inc. He is also involved with TruStage Wealth Management Consulting Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Lawrence Quinn is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Citigroup since 2019. Prior to that, he spent a combined 13 years at J.P. Morgan Chase Bank and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Brian Farkas is a financial advisor with Osaic Advisory Services, LLC who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 21 years before joining Osaic in 2024. Outside of advising, he owns and operates Baron’s Financial Strategies, Inc., which focuses on insurance and fixed annuity sales, and has partial ownership in Dont Blink Insurance.net, specializing in life and long-term care insurance. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and related services. The firm utilizes multiple advisory program models and combines proprietary and third-party platforms to build and monitor client portfolios.

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.

Keith Lerner is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Truist Advisory Services. He has held various roles within Truist and its predecessor entities since 2012 and also worked at GenSpring Family Offices. Outside of his advisory work, Lerner serves as a board member of Breakthrough T1D, an organization focused on funding and advancing research for Type 1 diabetes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by third-party platform arrangements.

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.

Jeffrey Dunn is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 66 designation and has worked at BB&T Securities, SunTrust Advisory Services, and SunTrust Bank since 2014. Outside of his advisory role, Dunn serves as Chairman of the Atlanta Sports Council board of directors, where he leads meetings and supports fundraising efforts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program, utilizing a combination of discretionary management and third‑party platforms to implement its advice.

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.

Tony Brown is a financial advisor at PNC Wealth Management in Atlanta, GA, holding a CFA® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including eight years with Advisor Group, Inc. and four years with PNC Investments LLC. In addition to his advisory role, he teaches an online undergraduate finance course as an associate adjunct professor at the University of Maryland Global Campus. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio strategy pilot for employees. The firm utilizes algorithm-driven model selection and delegates portfolio implementation to third-party managers, focusing on mutual funds and ETFs with annual rebalancing.

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, currently serving at Osaic Advisory Services, LLC since 2024. He previously worked for American Portfolios Financial Services Inc. for 18 years. In addition to his advisory role, he is involved in life insurance services through several ventures, including ownership of XF Capital and part-ownership in Dont Blink Insurance.net, and he leads sales at XFelipe Solar Consultants. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and custody arrangements primarily through Schwab and Fidelity.

Herman Scriven II is a financial advisor with TIAA-CREF, holding a Series 66 designation and 21 years of industry experience. He has been with TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm also acts as adviser to the TIAA Donor Advised Fund and offers managed accounts that include model portfolios and customized portfolio management under fiduciary standards.

Terry Dickey is a financial advisor with Osaic Advisory Services, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Osaic in 2024, he worked at Triad Advisors, Inc. and Triad Hybrid Solutions, LLC for eight years. He is also president of Empower Wealth Management, a wealth management firm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and other entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models and utilizes a range of proprietary and third-party platforms to build and monitor client portfolios.

Kiel Upton is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and has worked at Truist Advisory Services since 2025, following roles at Truist Investment Services, BOK Financial, and Edward Jones. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.