Dibyendu De is a financial advisor with Primerica Advisors based in Johns Creek, GA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with firms including Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, and MetLife Securities. His activities include non-registered broker work related to life, health, disability, and long-term care insurance. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm uses proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised fund options.

Hubert Lyle III is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes ten years at Transamerica Financial Advisors and roles at DLM Holding Group LLC and Harry Ken Properties, LLC. 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 asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager‑selection program that integrates discretionary and non‑discretionary approaches supported by AI-enabled research tools.

John Bragg IV is a CFA charterholder with six years of industry experience, currently advising at HB Wealth in Atlanta, GA. His prior roles include positions at Truist Advisory Services and Suntrust Advisory Services. He also worked with Pine Gate Renewable and has experience linked to Wake Forest University. 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 discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies and provides outsourced chief investment officer and institutional advisory services.

Jacqueline Higgenbotham is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. She holds a Series 66 credential and has previously worked at firms including Gratus Capital, Victory Capital, First Republic, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Casey Byrne is a CFA® charterholder with 11 years of industry experience. He is currently with Truist Advisory Services and has previously worked at Truist Investment Services and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches.

Demilade Olatunbosun is a CFP® professional at HB Wealth with two years of industry experience. Prior to joining HB Wealth Management, LLC, Demilade worked at Earn Into Wealth Strategies, LLC and EY. 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 public and private strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Rekeithen Miller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at HB Wealth. Prior to joining HB Wealth Management in 2025, Miller spent 18 years at Palisades Hudson Asset Management. 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, and institutional clients. The firm employs a combined quantitative and qualitative investment approach across a broad range of public and private strategies and provides outsourced chief investment officer and institutional advisory services.

Armond Reese is a CFA® charterholder affiliated with HB Wealth in Atlanta, GA. He began his career at Truist Bank, where he worked for 26 years before joining HB Wealth Management in 2026. Reese has also served on various boards during his career. 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 uses a combined quantitative and qualitative investment approach across public and private strategies and offers discretionary portfolio management aligned with client objectives and risk tolerance.

Paul Fochler II is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been associated with Guardian Life since 2013 and Park Avenue Securities since 2014. Outside of his advisory role, he is involved in selling insurance products not offered by Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, providing brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Amy Jackson is a ChFC® with three years of industry experience. She has worked at HB Wealth Management since 2026 and previously held roles at Chamberlain Financial Advisors and Tim Martin Wealth Strategies. Outside of her advisory work, she owns an LLC formed to hold rental property, which is unrelated to her investment practice. HB Wealth Management provides 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 investment process across a range of public and private strategies and offers discretionary account management along with outsourced chief investment officer and institutional advisory services.

Terence Tachang is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. and Citizens Bank NA. 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 assets, employing a diversified investment process that blends passive and active strategies overseen by an internal Investment Committee.

Bryan Walls is a financial advisor at HB Wealth with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Wealth Enhancement Group, Minnesota Life Insurance Co, Personal Capital Advisors Corporation, and Fidelity Brokerage Services. HB Wealth Management provides 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 investment process across public and private strategies and offers discretionary portfolio management aligned with client objectives and risk tolerance.

Jonathan Gerrard is a CFP® professional with four years at HB Wealth Management and a total of 12 years of industry experience, including prior roles at Resource Planning Group and Trimont Real Estate Advisors. He is based in Atlanta, GA. 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 wealth management, investment management, and financial planning services, combining quantitative and qualitative due diligence across multiple asset classes and managing both discretionary accounts and registered investment companies.

Parker Smith is a financial advisor with Principal Financial Services based in Atlanta, GA. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at KSA Insurance Agency from 2016 to 2021. Outside of his advisory work, he is the president and founder of Peachtree Professionals, a networking organization that connects professionals across industries. Principal Securities provides brokerage and registered investment advisory services to a varied client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Janet Bentley Ewers is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 designations and 22 years of industry experience. Her prior roles include positions at Prudential Investment Management Services LLC, San Blas Advisory, Inc., and International Financial Solutions, Inc. Outside of her advisory work, she creates video content focused on personal purpose on her YouTube channel "Level Up with Janet E." and serves as a board member of Faith International Church. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Lewis Grace is a financial advisor with Principal Financial Services in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Nationwide Investment Services Corp, Marathon A Subsidiary Of Stadion Money Management, Alps Distributors, Inc, Independent Financial Partners, and LPL Financial. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

William Rhodes is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes positions at Lehman Brothers Inc., Deutsche Bank Securities Inc., Raymond James & Associates, and SunTrust Advisory. Outside of his advisory work, he is involved in real estate investing and management through various family and private entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrates closely with affiliated broker-dealer and bank services.

Ian Davis is a financial advisor at HB Wealth with Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Arkadios Capital, Arkadios Wealth Advisors, and several companies outside finance such as Caddie Services LLC, Tribe Bicycle Co., and Nobletree Coffee. 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 uses a blend of quantitative and qualitative due diligence across a range of public and private strategies and offers discretionary portfolio management aligned with client objectives and risk tolerance.

Jackson Spyke is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, his background includes roles at Wealth Enhancement Group and academic positions at Western Carolina University and Winthrop University. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets through a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee.

Sarah Mc Rae is a financial advisor at Principal Financial Services in Atlanta, GA, holding Series 65 and Series 63 designations. She has one year of industry experience and prior roles include positions at Principal Life Insurance Company and Angus McRae Insurance Brokerage Services Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.