Kevin Gennarelli is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021, following a 12-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides 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 utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jesse Li is a Certified Financial Planner® at Creative Planning with one year of industry experience. He has previously worked at Elwood & Goetz Wealth Advisory and PNC Bank. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and access to private market investments, managing approximately $295.6 billion in client assets.

Matthew Broom is a Series 65-licensed financial advisor with Corient in Atlanta, GA, and has six years of industry experience. His background includes roles at CI Brightworth Private Wealth, Forward Focus Financial Planning, and seven years with Gwinnett County Fire and Emergency Services. 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, combining in-house strategies with third-party manager solutions and employs risk management tools and alternative investments where appropriate.

Mojoyeoluwa Oni is a CFP® professional with four years of industry experience, currently advising at Schwab Wealth Advisory. Prior to this, Oni worked at JPMorgan Chase & Co., MIO Partners, and Truist Financial, among others. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on proprietary asset-allocation models and internal research, with at-least-annual reviews tailored to clients’ goals and risk tolerances.

Samuel Renken is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 14 years of industry experience, including prior roles at Park Avenue Securities, Mass Mutual Investors Services, and Mutual of Omaha. Outside of his advisory work, he serves as a board member for the Hambidge Center, which offers residencies and workshops in arts and crafts. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a mix of advisor-led discretionary management and model-based strategies, offering tailored client solutions through proprietary programs and third-party platforms.

Kyle Greco is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding a Series 65 credential with approximately 11 years of experience spanning roles at Focus Partners, Truist Bank, Regions Bank, MUFG Union Bank, and the University of Georgia. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Nathaniel Corbitt is a CFP®, CFA®, and Series 65 credentialed advisor with 14 years of industry experience. He currently works at Corient, where he has been since 2022, following a 12-year tenure 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 and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Zachary Cathey is a Series 66-licensed advisor with Truist Advisory Services in Atlanta, GA, and has 11 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities and Invest Financial Corporation. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled research tools alongside traditional methods to support its investment strategies.

Kent Hammond is a CFP® professional with four years of industry experience, currently affiliated with HB Wealth in Atlanta, GA. His prior roles include positions at Homrich Berg, Inlight Wealth Management, and Berman Capital Advisors. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, and financial planning services, utilizing a combination of quantitative and qualitative analysis across a broad set of public and private investment strategies.

Tyler Gerling is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2018, following six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management alongside specialized services such as Private Family Office programs and Financial Wellness initiatives, utilizing strategic allocation models and a range of fee and platform options.

John Margeson Jr. is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guardian Life and Merrill. Since 2016, he has been with Truist and its predecessor entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by proprietary research and third-party platforms.

Joseph Galunas is a CFP®, CFA®, and holds a Series 66 license with 13 years of industry experience. He currently serves as a financial advisor at Creative Planning, joining the firm in 2024. His prior experience includes roles at Capital Group Private Client Services and Capital Bank & Trust Company. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and offers a broad range of retirement plan services supported by affiliated legal, trust, and recordkeeping entities.

Steven Restifo is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Oppenheimer since 2004, with a brief period from 2007 to 2009 at Stanford Group Company. Outside of his advisory role, he owns Hemp Energy, a non-investment business. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse investment programs and combines discretionary and non-discretionary advisory services across various portfolio types, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Emily Bentley is a financial advisor at HB Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities for 15 years. HB Wealth Management is a registered investment adviser that 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 process across various public and private strategies and offers discretionary portfolio management and outsourced chief investment officer services.

Steven Miller is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 license and six years of industry experience. His prior roles include positions at Merrill, J.P. Morgan Securities, and Newbridge Financial Services Group. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to individual client goals and risk tolerance.

Kwabena Leek is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63, 65, and 66 designations and over 21 years of industry experience. His career includes roles at U.S. Bancorp Investments, Nationwide Investment Services, Cambridge Investment Research, Merrill, Harrisdirect, Chase Investment Services, and Truist Investment Services. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a range of consulting and lending solutions.

Steven Napier is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Truist Advisory Services, BB&T Securities, and Morgan Stanley Smith Barney, among others. 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 diverse client base, including individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of investment advisory and brokerage services.

Arthur Rosser is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His work history includes roles at L.M. Kohn & Company, Midsouth Capital, Inc., and Edward Jones prior to joining Wealth Enhancement in 2025. He is also involved in insurance sales and servicing fixed insurance and annuity policies. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment process that integrates both passive and active strategies overseen by an internal Investment Committee.

Taylor Nettis is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Trinity Wealth Securities and Florida Financial Advisors (DBA Georgia Financial). Outside of his advisory roles, Nettis has held positions at the Georgia Museum of Art and Gwinnett Park and Recreation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Paula Rae Stinson is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and GE Capital. Outside of her advisory role, she is the owner of Paula-Rae's Wine Bar LLC, though the business is currently inactive. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by extensive inter-affiliate integration.