Rodney Owen is a CFP® professional at HB Wealth with one year of industry experience. Prior to joining HB Wealth Management in 2024, he worked at Grant Thorton from 2021 to 2023 and was a student from 2016 to 2021. 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 offers outsourced chief investment officer (OCIO) and institutional advisory services, employing a disciplined investment process that integrates quantitative and qualitative due diligence across public and private strategies.

Sean Foote is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Merrill and Morgan Stanley Wealth Management and Private Bank. Outside of advisory work, he owns music publishing and production ventures and serves on the board of the SUNY New Paltz Foundation, where he contributes to investment oversight. Concurrent Investment Advisors is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement advisory services, utilizing primarily long-term portfolios with ETFs, mutual funds, individual securities, and alternative investments.

John Steele is a CFP®, CFA®, and Series 66-certified financial advisor with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2020. Prior to this, he held positions at JOYN Advisors, Inc. and BB&T Investment Services, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory AUM and utilizes a diversified investment process that blends passive and active managers, supported by internal portfolio oversight and multiple program options.

Brittan Fussell is a CFP® and Series 65-licensed advisor at HB Wealth with six years of industry experience. He previously worked at Wealth Enhancement Group, Securian Financial Services Inc, JOYN Advisors, Inc, and Georgia State University. He serves as co-trustee of family trusts for his children. HB Wealth Management provides wealth management, investment management, and financial planning to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm combines quantitative and qualitative due diligence across public and private strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Timothy Pounds is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 13-year tenure at The AYCO Company, L.P./Mercer Allied. He is based in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of products and services.

Yenvy Hoang is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2022, Hoang worked at PNC from 2019 to 2022 and held a position with the University of Georgia from 2015 to 2019. Outside of securities work, Hoang operates a small event decorating service and sells consumer goods through an Amazon store. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles including research, derivatives services, and bespoke lending solutions.

Steven Edwards is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Christopher Pierce is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and its predecessor SunTrust Advisory Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Lawrence Quinn is a financial advisor with Citigroup Global Markets in Atlanta, GA, holding Series 65 and Series 66 licenses and with 22 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Banc One Securities Corporation, Chase Investment Services Corp., and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by extensive internal research and oversight.

Taeook Kwon is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes a year at Alexander Almand & Bangs, LLP, and roles at Tech Gear USA, Inc. and World Financial Group, Inc. He is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party model portfolios.

Sagar Shah is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 66 and Series 63 licenses with six years of industry experience. He has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2019 and 2020, respectively, and operates Shah Wealth Strategies LLC since 2026. Outside of his advisory career, Shah is a passive owner of several fast casual restaurant businesses including Moe's Southwest Grill and The Great Greek. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides a range of advisory services encompassing financial planning, investment management, and retirement-plan consulting, delivering tailored recommendations primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Annika Cushnie is a CFP® and holds a Series 65 license with 19 years of industry experience. She currently works at Corient, where she has been since 2022, and previously spent 20 years 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 plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.

Mitchell Phillips is a CFP® certificant and holds a Series 66 license with four years of industry experience. He is currently with HB Wealth Management, where he has worked since 2022. His prior experience includes roles at Atlanta Financial, BB&T Bank, and Troutman Sanders LLP. 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 provides discretionary wealth management, investment management, and financial planning, utilizing a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Jacob Banish is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill for two years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and comprehensive retirement plan services.

Gregory Thornton is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., and has prior experience at Fidelity Investments and JPMorgan Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to offer guidance on asset allocation and investment selection, with trades executed only upon client authorization.

Jarrod Freeman is a CFP® professional with six years of industry experience currently at HB Wealth in Atlanta, GA. He previously worked for five years at Homrich Berg. 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 offers discretionary account management, combining quantitative and qualitative due diligence across public and private investment strategies, including mutual funds, ETFs, hedge funds, and private funds.

Christina Mumpower is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 11 years of industry experience. Her career includes roles at Veracity Capital LLC, Wealth Enhancement Group, Securian Financial Services, JOYN Advisors, Kestra Financial Services, and Oxygen Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that integrate in-house and third-party manager strategies supported by technology and centralized due diligence.

Herman Scriven II is a financial advisor with TIAA-CREF, holding a Series 66 designation and 21 years of industry experience. He has been with TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm also acts as adviser to the TIAA Donor Advised Fund and offers managed accounts that include model portfolios and customized portfolio management under fiduciary standards.

Sean Cook is a financial advisor at HB Wealth with 20 years of industry experience. He holds a Series 65 credential and previously worked at Cedar Rowe Partners for 21 years and Homrich Berg for one year. 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 offers discretionary portfolio management informed by quantitative and qualitative due diligence across a range of public and private strategies and provides outsourced chief investment officer and institutional advisory services.

Elizabeth Thompson is a financial advisor with Savant Wealth Management in Atlanta, GA, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at AssetMark Financial Holdings, AssetMark Brokerage, RCH Securities, Wells Fargo Clearing Services, TIAA-CREF, and Truliant Federal Credit Union. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.