Eldon Williams Jr. is a financial advisor at Janney Montgomery Scott in Atlanta, GA, holding a ChFC® designation along with Series 66 and 63 licenses. He has seven years of industry experience and has worked at multiple firms, including Northwestern Mutual and Highland Capital Brokerage. Williams also held a role at Outlier AI, indicating involvement with a technology-focused business. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, utilizing both in-house and third-party portfolio management across several wrap programs and model portfolios.

Robert Schuckmann III is a CFP® professional with nine years of experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Bank since 2014. 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 employs a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.

Jesse Hansford is a CFP® professional with 17 years of experience in the financial services industry. He is currently with OSAIC Advisory Services, LLC and has previously worked at Triad Advisors and Raymond James Financial Services. Outside of his advisory work, Hansford serves as treasurer for Loaves & Fishes, a nonprofit focused on eliminating hunger. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and nonprofit organizations. The firm provides a range of services including investment management, financial planning, retirement consulting, and third-party manager oversight through multiple program models.

Jennifer Birchett is a CFP® and PFS™ credentialed financial advisor with 18 years of industry experience. She has been with Creative Planning since 2020 and previously worked at Truewealth, LLC (FNA Windham Brannon) from 2014 to 2020. She is based in Atlanta, GA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process centered on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Wenyi Wei is a financial advisor with VALIC Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Wei has been with VALIC since 2000 and also works part-time as an accountant at a local CPA firm. Additionally, Wei serves as a registered agent for a family rental property and is involved with Agia as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with 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.

Edmund Fortier is a CFP® with 27 years of experience in the financial services industry, currently serving as an Investment Advisor Representative at Kestra Advisory. He has worked with Kestra and affiliated firms since 2014 and has provided advisory services through his own financial advisory business since 2003. Outside of his advisory roles, Fortier applies the Value Builder System to coach business owners and serves on the stewardship team of Sanctuary Church, contributing to finance, facilities, and personnel oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving some of the largest institutional investors.

Bryan Wulz is a financial advisor with Eagle Strategies (NY Life) based in Marietta, GA. He holds the ChFC® designation and has 41 years of industry experience, having worked with Nylife Securities Inc. and New York Life Insurance Company since 1984. His other business activities include insurance brokering with various outside carriers. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with institutional plan sponsors.

Joshua Hunter is a CFP® professional with 13 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Gratus Capital, LLC, Wells Fargo Clearing, and Wells Fargo Advisors, LLC. Hunter holds Series 63, 65, and 66 licenses and is based in Atlanta, GA. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis, capital market assumptions, and third-party managers across a range of asset classes.

Patricia Mack is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with SunTrust entities, including SunTrust Advisory Services and SunTrust Investment Services, since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation analysis, fiduciary support, and a manager-selection program, leveraging a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Tania Lawrence is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Fulton County Schools and Lansing Central School District. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms.

Eryk Watson is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. He has three years of industry experience, including roles at Guardian Life, Park Avenue Securities, and Northwestern Mutual. Outside of finance, he is the owner of E33 Eagles, a non-financial business focused on coaching, scheduling, and budgeting. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment programs and financial planning solutions, including discretionary and non-discretionary advisory relationships.

Timothy Gelinas is an advisor at TLG Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Estate Settlement Services Inc. and The Leaders Group, Inc. for over two decades. Outside of his advisory work, he teaches classes about unique sites in Israel at various churches, schools, and senior groups. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Geoffrey Nadler is a CFP® and CFA® with 20 years of experience in the financial advisory industry. He is currently with Mercer Global Advisors Inc. and previously worked at Bessemer Investor Services, Inc. for nearly a decade. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options.

Austin Geils is a financial advisor with Oppenheimer in Atlanta, holding Series 63 and Series 65 licenses and having two years of industry experience. Before joining Oppenheimer in 2024, he worked at Spiniolas Inc. and operated Geils Farms from 2020 to 2023. Oppenheimer serves individual, corporate, and institutional clients through a variety of advisory programs, including portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored to different accounts and reported approximately $36.7 billion in assets under management as of December 31, 2025.

Alexis Dudley is a CFP® professional at Mercer Global Advisors Inc. in Atlanta, GA, with one year of industry experience. Her career has been exclusively with Mercer Global Advisors and includes prior academic experience at Virginia Polytechnic Institute and State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory alongside financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and combines low-cost ETFs, index funds, separate account managers, and other investment vehicles to implement tailored portfolios.

Jill Pivato is a CFP®, ChFC®, and Series 65-licensed financial advisor with 19 years of industry experience. She currently works at Creative Planning and previously held roles at Allworth Financial, L.P. and Retirement Advisors of America. Jill is also a Certified Divorce Financial Analyst and provides financial analysis and mediation services for divorcing couples through her separate business, Parting Ways Financial Solutions, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm manages roughly $295.6 billion in client assets and uses a financial-planning-led investment approach that emphasizes low-cost indexing and long-term strategies, supported by a range of specialized services and affiliated professional resources.

Katherine Degiorgi is a CFP® professional with six years of industry experience, currently affiliated with Mercer Global Advisors Inc. in Atlanta, GA. Her prior experience includes roles at Atlanta Financial Associates and Northwestern Mutual. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and planning services.

Benjamin Hardin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services and ARGI Financial Group from 2017 to 2023. He also attended Bellarmine University from 2013 to 2017. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a broad client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments. Cerity emphasizes diversified asset allocation and utilizes both proprietary quantitative screening and third-party managers.

Lee Vanleuvan is a CFP® professional with 23 years of industry experience, currently serving as an advisor at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2013. 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, institutional clients, and investment companies. The firm employs a combined quantitative and qualitative due diligence process across a range of public and private investment strategies and provides outsourced chief investment officer (OCIO) and institutional advisory services.

George Lupton III is a financial advisor at Truist Advisory Services with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and affiliated firms since 2013, including BB&T Securities and Scott & Stringfellow. Lupton is based 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 combines discretionary manager relationships and non-discretionary consulting, using third-party platforms and AI-enabled research tools to support its investment approach.