Matthew Gaude is a financial advisor at Carson Wealth with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Live Oak Wealth Management, and FSC Securities Corporation. Outside of his advisory work, he provides insurance services to clients through a sole proprietorship. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, retirement plan services, and tailored investment solutions overseen by an Investment Committee.

Venzon Aromin III is a CFP® professional affiliated with Commonwealth Financial Network, with 28 years of industry experience. He has worked at firms including Lion Street Advisors and Csenge Advisory Group. Aromin also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs and back-office support, including investment management, compliance, and technology services. The firm offers multiple program structures and discretionary model portfolios developed by its Investment Management and Research team.

Alexander Sayavongsa is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, SunTrust, and Truist before joining Rockefeller Financial. Outside of his advisory role, he co-owns Entourage Autos LLC, a car rental business. 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 a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.

Irma Montes is a Series 66-licensed financial advisor with Guardian Life in Atlanta, GA, with two years of industry experience. Prior to joining Guardian Life, she worked at The Home Depot for six years. Outside of her advisory role, she provides independent laundry services as a contractor. Guardian Life’s Park Avenue® Wealth Management offers brokerage and advisory services to individuals, businesses, and retirement plan sponsors. The firm delivers tailored investment solutions combining advisor-led discretionary management with model-based strategies and provides access to insurance products and alternative investments.

Michael Carignan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. His prior experience includes roles at Avantax Advisory Services, Avantax Investment Services, Avantax Planning Partners, Paragon Wealth Strategies, and Merrill. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by both in-house research and third-party managers, and offers integrated tax and accounting services uncommon among large advisory enterprises.

David Vicknair is a financial advisor with NewEdge Advisors holding a Series 66 designation. He has one year of industry experience and previously worked at Morgan Stanley and ZZ & Simones. Outside of finance, he has work history in the restaurant and seafood industries. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Rachel Wilder is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding the CFP® and ChFC® designations with 27 years of industry experience. She has worked with New York Life and its affiliated firms since 2005 and currently operates Wilder Wealth Strategies, LLC. Wilder also serves as a member and group leader of ProVisors, a national professional networking organization. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages assets predominantly on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Debasish Hajra is a CFP® professional with 34 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2019. His prior work includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth clients, and corporate entities. The firm offers a range of services such as financial planning, investment management, and retirement plan consulting, utilizing both proprietary strategies and third-party model portfolios.

Mallie Scott is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2022, Scott worked at Homrich Berg for a total of three years and held a position at Georgia State University. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Frederick Brown is a financial advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.

Zachary Harrell is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following nine years at The AYCO Company, L.P./Mercer Allied. Based in Atlanta, GA, he provides advisory services within a large integrated financial firm. Goldman Sachs Wealth Services offers financial planning, investment management, and related advisory support to a wide range of clients, including high-net-worth individuals, corporate participants, and charitable organizations. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support.

Margaret Evans is a CFP® professional with six years of experience at HB Wealth Management, LLC in Atlanta, GA. She previously worked at the University of Georgia School of Law for three years. 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 combined quantitative and qualitative investment process across public and private strategies and offers outsourced chief investment officer and institutional advisory services.

Jack Malandra is a Series 66–licensed advisor at Kestra Advisory with one year of industry experience. Prior to joining Kestra, he worked at Deloitte for two years and held various roles including at Druid Hills Country Club and the University of Georgia. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Kelly Rodriguez is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Goldman Sachs, and United Capital Financial Advisers. Concurrent Investment Advisors is an SEC-registered, multi-team firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Anthony Farrar is a ChFC® credentialed advisor with 15 years of industry experience, currently with Equity Services, Inc. He has worked at Farrar Financial Group since 2000 and joined Equity Services Inc and National Life Group in 2024. Farrar serves as secretary and board member for the AJF Scholarship program, assisting in the selection of scholarship recipients, and works as a benefit counselor for Willis Towers Watson. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, with a combination of long-term strategies and options for shorter-term trading.

Thomas Hall is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent six years at Homrich Berg. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Michael Lamb is a financial advisor at Mercer Global Advisors Inc. based in Roswell, GA, holding a Series 66 designation with 16 years of industry experience. His prior roles include a long tenure at Charles Schwab & Co., Inc. and positions at Cetera and Avantax Investment Services. Outside of his advisory work, he owns a cryotherapy and wellness franchise as well as a short-term rental business. Mercer Global Advisors serves individuals, families, small business owners, and institutional clients, offering comprehensive advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach using low-cost ETFs, index funds, separate account managers, and private funds, supported by educational content and various specialized service lines.

Jamie Wall is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan for seven years before joining Cresset in 2021. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, charitable organizations, and corporations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and offers services such as portfolio management, wealth planning, private fund advisory, and family office services.

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.

Shyanne Taylor is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and approximately one year of industry experience. Her prior roles include positions at MetLife Investment Management and the Firmament Group, as well as various engagements with Clark Atlanta University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within a broad integrated Goldman Sachs ecosystem.