Michael Landsberg is a CFP® professional with 11 years of experience in the financial services industry. He previously worked for eight years at Homrich Berg before joining HB Wealth 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 offers discretionary wealth and investment management, financial planning, and outsourced chief investment officer services, employing a combination of quantitative and qualitative due diligence across a range of public and private strategies.

Anthony Ritter is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include 17 years at American Portfolios and earlier positions at Morgan Stanley. Outside of advisory work, he is involved in insurance sales activities, focusing on life and long-term care insurance through various agencies and his ownership of The Legendary Group, Inc. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing multiple strategies and platform integrations to support institutional and individual clients.

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.

Cynthia Nofi is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. She has worked with SunTrust Advisory Services and its related entities since 2015. 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 third-party platforms and AI-enabled research tools.

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 with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Wells Fargo Clearing, and Merrill. In addition to his advisory work, he provides notary services for clients. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing various strategies and maintaining platform relationships with Fidelity, Schwab, and others.

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, following prior roles including at SunTrust Insurance Group. Outside of her advisory role, she manages rental property investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations, employing a blend of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Richard Cross is a financial advisor at Osaic Advisory Services, LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 23 years. Outside of his advisory work, he serves as President of the Lackawaxen Volunteer Ambulance, a nonprofit EMS organization. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing both fundamental and technical analysis, and integrates alternative investments and annuity sub-account management through multiple platform relationships.

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. He has worked at Principal Securities and Principal Life Insurance Co since 2014, alongside roles at Focused Financial Group and KSA Insurance Agency LLC. Outside of advising, he is involved in a family farm growing pecan trees and turmeric, which is part of a study with Auburn University and Alabama A&M, and he offers an online legal document service through Estately that facilitates will preparation and related services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services focus on financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically carried out on a discretionary basis by these 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.

Angus Mayock is a financial advisor at HB Wealth with a Series 65 credential. He has been with HB Wealth Management, LLC since 2025 and previously worked at SEI Investments from 2022 to 2025. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, institutions, and corporate clients. The firm employs a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers discretionary portfolio management aligned with client objectives and risk tolerance.

Paul Range is a financial advisor at Oppenheimer with a Series 66 designation. He has industry experience beginning in 2026, following a 24-year tenure at The Orvis Company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including both discretionary and non-discretionary management, with a notable focus on maintaining custody of client assets.

Theophilus Asante is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. He has a background with Truist, having worked across Truist Bank, Truist Investment Services, and Truist Advisory Services since 2016. Outside of his advisory role, he serves as a signer for Lynks Consultium LLC, a hair braiding salon in Villa Rica, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches supported by third-party platforms and an Equity Research team using AI-enabled tools.

Jason Hemsley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He previously worked at Gratus Capital, Wells Fargo Clearing Services, Wells Fargo Bank, BB&T, and BB&T Asset Management. Outside of finance, he is a part owner of Whispers of Winder, LLC, a business that offers historic walking tours in Winder, Georgia. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with 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.

Kathleen Griffis is a financial advisor at HB Wealth with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at HB Wealth Management since 2017. Prior to that, she was affiliated with Raymond James Financial Services Advisors and Jaeger Financial Group. 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, institutional clients, and investment companies. The firm offers discretionary portfolio management and combines quantitative and qualitative due diligence across public and private strategies, including registered investment companies and affiliated private funds.

Savannah Farmer is a financial advisor at Goldman Sachs Wealth Services with Series 65 and Series 63 licenses. She has one year of industry experience and previously worked at Advantage xPO and Robert Trent Jones Golf Trail, among other roles. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth services. The firm utilizes a range of strategic allocation models and proprietary research tools while leveraging resources across the broader Goldman Sachs organization.

Erika Horn is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Goldman Sachs Ayco in 2025, she worked at Advantage xPO and held various roles at Central Michigan University and other organizations. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm integrates centralized investment resources with a range of tailored offerings, delivering services through both direct and partner channels.

Darryl Knox Sr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors. His prior experience includes roles at Fidelity Brokerage Services LLC and Allstate Insurance, among others. He also works as an instructor for Securities Training Corporation, providing licensing exam preparation and tutoring on a part-time basis. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models to construct client portfolios and manages approximately $26.4 billion in discretionary assets.

Darryl Hicks is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including TruOak Financial Partners LLC and Mass Mutual Investors Services. Outside of his advisory role, he serves on multiple nonprofit boards, including chairing the Fayette County Development Authority and participating in community organizations focused on education and criminal justice. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a blend of long-term strategies and options for shorter-term trading, utilizing both discretionary and non-discretionary management approaches.

Bryan Strike is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding the CFP®, CFA®, and PFS™ designations with 20 years of industry experience. Prior to joining Mercer, he worked at Kays Financial Advisory Corp. He is also the owner of Castlemark Designs, LLC, where he creates and sells woodworking products. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using ETFs, index funds, and other investment vehicles, and offers specialized services including retirement plan consulting and charitable advisory.