Brittney Brinner is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In her role, she works directly with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Brittney provides ongoing advice, adjusting plans as clients' circumstances evolve to help them pursue their personal and family objectives. Her expertise includes assisting clients with a variety of financial priorities, such as purchasing a home, funding education, addressing eldercare considerations, and preparing for healthcare expenses. Brittney holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor's Degree from Grand Valley State University and a Master's Degree from DePaul University.

Michael Dewitt is a CFA® charterholder based in Atlanta, GA, with 23 years of industry experience. He currently works at Corient, where he has been employed since 2022. His prior experience includes roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and ongoing portfolio monitoring.

Christopher Beard is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with OSAIC Advisory Services, LLC and has previously worked at firms including Raymond James Financial and Triad Advisors. Beard contributes to a blog focused on economic and market topics and serves as secretary for the nonprofit Local Boys Do Good. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a combination of proprietary guidance and third-party platforms.

Scott Schaefer is a CFP®-credentialed financial advisor with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC, GWFS Equities, Inc, and Prophecy International. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and offers a broad range of wealth management, financial counseling, and sub-advisory services.

Rupert Hansford is a CFA® charterholder with two years of industry experience. He is currently an advisor at Cresset Asset Management, LLC and has prior experience at Fleetcor Technologies, Schroders, and Sun Life Capital Management. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven approach utilizing both active and passive strategies, supported by a structured due-diligence program and a range of advisory and private fund services.

Hallie Hene is a financial advisor with NewEdge Advisors based in Atlanta, GA. She holds Series 65 and Series 63 licenses and has eight years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. She also serves as Director of Planning and Operations for Streamline Wealth, an RIA focused on customer service and financial planning. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisors, utilizing multiple program structures and technology-driven solutions.

Patricia Sklar is a CFP®, CFA®, and Series 65-registered advisor at Corient with 12 years of industry experience. She has worked at Corient and its affiliates since 2016, including roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Sklar is based in Atlanta, GA. 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 incorporates risk management tools, alternative investments, and private fund solutions.

Michael Binnicker is a CFP®-designated financial advisor at HB Wealth with 11 years of industry experience. He previously worked at Balentine, LLC for nine years and held positions at JPMorgan Chase Bank and J.P. Morgan Securities. HB Wealth Management offers wealth and investment management, as well as financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also provides institutional advisory and outsourced chief investment officer (OCIO) services, utilizing a combination of quantitative and qualitative analysis across public and private investment strategies.

Nicholas Reidich is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, WestRock, and Ernst & Young, LLP. 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.

Joshua Swartz is a CFP® professional with eight years of industry experience. He is currently an advisor at Focus Partners Wealth, LLC, where he has worked since 2025. His prior experience includes roles at The Colony Group, Gratus Capital, LLC, and JPH Advisory Group. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers integrated wealth services along with access to affiliated service companies and diverse investment solutions.

Thomas Gordon Jr. is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, TD Ameritrade, Scottrade, and J.P. Morgan. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing managed account programs, providing both model and customized portfolio options within a vertically integrated structure.

Michael Gaddis Jr. is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and has worked at Janney since 2019. Outside of his advisory role, he co-founded a travel website, Untrodden, Inc., where he served as a silent partner and holds an equity stake. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Philip Clinkscales III is a CFP®, CFA®, and PFS™ credentialed advisor at HB Wealth with 19 years of industry experience. He previously worked at Soundriver Advisors, LLC before joining HB Wealth Management, LLC in 2019. 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 offers discretionary portfolio management and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

Brian Sullivan is a CFP® professional at Mercer Global Advisors Inc. in Atlanta, GA, with 38 years of industry experience. He has been with Mercer Global Advisors in various roles since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Matthew Roher is a CFP® with two years of industry experience, currently serving as a financial advisor at HB Wealth. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and Soliant. Roher has also assisted lead advisors in developing financial plans and preparing client meeting agendas. 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 approach across public and private strategies and manages accounts primarily on a discretionary basis.

Ethan Glickfield is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has four years of industry experience. His prior roles include positions at Ayco Goldman Sachs and Creative Financial Partners, as well as a four-year period at Emory University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models, manager selections, and a variety of implementation approaches, with access to specialized programs and alternative investments.

Nooshin Mckinney is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 credentials and 22 years of industry experience. Her prior roles include positions at BNY Mellon Securities Corporation, BNY Mellon, Bank of America, and Merrill. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory and financial planning services, offering both discretionary and non-discretionary portfolio management solutions.

James Morris is a Series 66 licensed advisor at First Command Advisory Services with 10 years of industry experience. He has been with First Command and its affiliated entities since 2016. Outside of his advisory role, he owns and manages a business unrelated to investments, Atlanta District Advisor Associates LLC. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and approved third-party managers.

Lisa Brown is a CFP® professional with 20 years of experience in financial advising. She has worked with Ci Brightworth Private Wealth for 18 years before joining Corient and its related entities in 2022. Outside of her advisory role, she serves on the board and mentors students for the Dolphin Green and Gold Fund, owns MoneyAnswerKey LLC where she writes and speaks about personal finance, and is Treasurer on the board of Project Street Vet, a nonprofit providing veterinary care to pets of homeless individuals. Corient offers investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, incorporating risk management and alternative investments when appropriate, and provides specialized offerings through affiliated private funds and trust services.

Adam Foster is a CFP® with 17 years of industry experience, currently affiliated with Schwab Wealth Advisory in Atlanta, GA. He has held roles at Charles Schwab and Schwab Wealth Advisory since 2024 and previously worked at TIAA-CREF from 2015 to 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, using Schwab’s standard asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.