Gregory Belatti is a financial advisor at HB Wealth with a Series 65 designation and experience spanning several roles since 2014, including positions at Equicorp Partners, Burr Forman LLP, and Troutman, Pepper, Locke LLP. He has been with HB Wealth since 2025. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management, financial planning, and outsourced chief investment officer services, utilizing a combination of quantitative and qualitative investment analysis across public and private strategies.

Diane Schmidt is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at SunTrust Advisory Services since 2016, following seven years at SunTrust Bank. Based in Atlanta, GA, she has been with Truist through its transition from SunTrust. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party manager arrangements, supported by AI-enabled research tools and a team that oversees manager selection and periodic reviews.

Joel Dobbs is a financial advisor at William Blair with 13 years of industry experience and holds a Series 66 designation. He has been with William Blair since 2016. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Lila Prevost is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. Her prior work includes multiple roles at Goldman Sachs Ayco and experience in event-related roles at the Wells Fargo Championship and The Masters Golf Tournament. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Elie Engler is a CFP® and ChFC® with 16 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has worked at Park Avenue Securities since 2010 and has concurrent roles at Guardian Life Insurance Company and Ashford Advisors starting in 2009. Engler serves as a board member and participates in multiple committees for the Jewish Federation of Greater Atlanta. Park Avenue Securities serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various asset classes and account types, supported by a digital advice platform and lending solutions.

Anna Davis is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Gratus Capital, LLC for seven years and Fidelity Brokerage Services LLC for three years. Davis also serves as a FINRA arbitrator, a role she has held since 2022. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Finian Kennedy is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA, holding a Series 66 designation with 22 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models and manager selections with proprietary and third-party analytics, offering a variety of fee arrangements and platforms within the broader Goldman Sachs ecosystem.

Tiffany Grooms is a financial advisor at Goldman Sachs Wealth Services in Atlanta, GA, holding Series 63 and Series 66 designations with four years of industry experience. Her prior roles include positions at Liberty University School of Law, LexisNexis, and The Vanguard Group. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs supported by strategic investment research and a broad range of affiliated resources.

Travis Pietrusza is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and integrated strategies across affiliated teams.

William Levine is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Prior to joining HB Wealth in 2023, he worked at SunTrust Advisory Services and related SunTrust entities from 2015 to 2023. Levine serves on the boards of several community organizations, including the Atlanta Board of Councilors for the America Jewish Committee and the Board of Trustees for The Westminster Schools. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients and offers outsourced chief investment officer and advisory services, employing a disciplined investment process that integrates quantitative and qualitative analysis across multiple asset classes.

Marlin Duncan Jr. is a CFP® professional with 32 years of industry experience, currently serving at Truist Advisory Services since 2019. His career includes prior roles at Merrill and SouthTrust Securities. Outside of his advisory work, he is president of a real estate and farming business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary strategies and uses third-party platforms for manager selection and due diligence, with a distinctive inter-affiliate operating structure.

Samuel Drake is a financial advisor at Oppenheimer with 33 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at RBC Capital Markets, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Michael Athanas is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of his firm. 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 provides both discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Gregory Hutcheson is a financial advisor at Mariner with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Infosys Consulting and PNC Investments. Outside of his advisory role, he is the president and owner of RFS LLC, which manufactures and sells bitters. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolio strategies overseen by an investment committee and integrates in-house research with third-party managers, alongside coordinated tax and CFO services.

Chantel Sainsbury is a financial advisor at Truist Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2017. Prior to her current roles, she had positions at Delaware North Companies, Premier Global Services, and Dantanna's. 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, investment policy analysis, and fiduciary support, implementing advice through discretionary and non-discretionary manager arrangements supported by AI-enabled research tools and inter-affiliate integration.

Kishona Williams is an advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to this, she worked at Uber Eats and has experience at Fifth Third Bank and Kroger. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad client base that includes high-net-worth individuals and various business entities.

Angus McRae is a financial advisor with Principal Financial Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Principal, he operated Angus McRae Insurance Brokerage Services, Inc., focused on group medical insurance, and has held roles at Principal Life Insurance Company and Principal Securities Inc. He also has experience in the insurance sector, including sales of fixed annuities and various insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Samia Rizk is a financial advisor with First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes over a decade at SunTrust Bank and its affiliated investment services before joining First Citizens in 2026. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through advisory and brokerage services. The firm utilizes IAR-led financial assessments and a range of investment strategies including portfolio management, wrap programs, and automated Guided Investing, managing predominantly non-discretionary client assets.

Nicole Caron is a CFP® professional with three years of industry experience, currently advising at Focus Partners Wealth, LLC. Her previous roles include positions at Gratus Capital, Mercer Advisors, and Atlanta Financial Associates. Outside of financial advising, she owns and operates a business selling sewing products and is also an author of children’s books. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Michael Waiters is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Walgreens, Target, CME Group, Amazon, and FSU Campus Recreation. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and affiliated service arrangements.