Seana Heath is a CFP® professional with 11 years of industry experience currently serving at Truist Advisory Services. She previously worked at Wells Fargo Bank from 2013 to 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis and fiduciary support through a combination of discretionary manager relationships and non-discretionary consulting.

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.

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.

Caitlin Kennedy is a CFP® professional with 13 years of experience in financial advisory roles. She has been with Truist Advisory Services since 2016 and holds a Series 66 license. Her prior work includes a decade at SunTrust Bank and its related investment services entities. 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 approaches supported by third-party manager relationships and AI-enabled research tools.

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.

Joseph Campbell is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at SunTrust Advisory Services and related SunTrust entities since 2014. Campbell serves as co-trustee and co-executor for the estate of Joel Katz, working alongside Katz’s daughters on trust and estate matters. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by an Equity Research team that uses AI-enabled tools and maintains inter-affiliate integration with affiliated broker-dealer and bank services.

Zach Senft is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Rockefeller Capital Management, Wells Fargo, and Berman Capital Advisors. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management.

Jacob Autry is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Sandy Springs, GA. He holds the Series 66 designation and has been working in the industry since 2026. Prior to joining Equity Services, he has experience with National Life Group and has been involved with Trainwithheater Baseball Academy. Equity Services, Inc. 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 and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Lynn Carter is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with SunTrust Advisory Services and SunTrust Investment Services since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate operations.

Michael Landsberg is a CFP® professional with 11 years of industry experience, currently serving at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2013. HB Wealth Management is a registered investment adviser that provides wealth and investment management, as well as financial planning services, to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with client objectives and uses a combination of quantitative and qualitative analysis across various public and private investment strategies.

Christian Fields is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at T. Rowe Price, MassMutual, and WMS Partners. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning discussions, and investment recommendations based on Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and generally does not exercise discretionary trading authority.

Anthony Ritter is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He was previously with AmericanPortfolios for 17 years before joining OSAIC in 2024. In addition to his advisory role, Ritter is involved in life and long-term care insurance sales through multiple agencies and owns an insurance business operating under The Legendary Group, Inc. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory solutions through various program models and utilizing multiple custodians and third-party platforms.

William Hinson IV is a CFP®, CFA®, and Series 65 credentialed advisor with three years of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at Northern Trust, Truist, and Suntrust Advisory Services. Mercer Global Advisors serves individuals, families, and various institutional clients, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment strategy emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, separate account managers, and specialized programs, supported by educational content and integrated service platforms.

Derrick Martin is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at notable firms including Edward Jones, Merrill, Wells Fargo, and Bank of America. Outside of his advisory role, Martin owns two LLCs involved in basketball training and business research. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio managed with mutual funds and ETFs. The firm’s investment approach relies on algorithmic risk assessment and third-party portfolio implementation.

Wade Roberts is a financial advisor at Osaic Advisory Services, LLC with 30 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Wells Fargo Advisors and Triad Advisors. In addition to his advisory role, Roberts provides notary services for clients. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and municipal entities. The firm offers a range of investment and financial planning services delivered through various program models and utilizes multiple proprietary and third-party platforms to construct and manage client portfolios.

Tieleasha Jenkins Holley is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Truist Advisory Services since 2016. Her prior experience includes roles at SunTrust Insurance Group and Truist Investment Services, both since 2008. Outside of advisory work, she is involved in managing rental properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm delivers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary management relationships.

Richard Cross is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 credentials and 45 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 23 years before joining OSAIC in 2024. Outside of his advisory work, he volunteers as president of the Lackawaxen Volunteer Ambulance. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a variety of investment and financial planning services delivered through multiple program models, utilizing proprietary guidance and third-party platforms.

Stephen Northington is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at Focused Financial Group, KSA Insurance Agency LLC, McDaniels Financial Services, Principal Securities, and Principal Life Insurance Company. Outside of investment advising, he is involved in a family farm growing pecan trees and turmeric in collaboration with Auburn University and Alabama A&M, and he participates in reselling legal service subscriptions related to will preparation and advance directives. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by third-party managers.

Daniel Paley is a financial advisor with PNC Wealth Management in Marietta, GA, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online discretionary model account that uses approved mutual funds and ETFs with annual rebalancing.