Stephen Poston is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a mix of model portfolios and manager-driven sleeves, providing both discretionary and non-discretionary investment programs alongside an active broker-dealer distribution model.

Brendan Treanor is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and recent entry into the industry. His prior work experience includes roles at Coastal Caroline National Bank, Carrier Enterprise, and positions during his time at the University of South Carolina. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis alongside a broad network of affiliated service companies and product relationships.

Alfred Robertson is a ChFC® with over 30 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked for the past decade. Robertson is also involved in Multi Life Disability Advising, a non-investment business activity. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Michael Johnson is a financial advisor with Principal Financial Services in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been associated with Principal-related entities since 2016. He is also the owner of Focused Financial Planning, LLC. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Ann Norvell is a financial advisor with Empower Advisory Group in Marietta, GA. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at Fidelity Investments, Brighthouse Financial, and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Adam Rife is a CFP® with three years of industry experience, currently serving as an advisor at Truist Advisory Services in Atlanta, GA. He has held various positions within Truist firms since 2022 and has prior experience at ETrade and multiple other companies. Outside of his advisory work, he is a percussionist who performs locally on weekends. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary management supported by third-party platforms and AI-enhanced research.

Emmitt Smith Jr. is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at Wells Fargo, Fieldpoint Private Bank, LPL Financial, and M&T Bank. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers portfolio management through wrap programs, an automated Guided Investing platform, and tax-aware services, leveraging its affiliation with a bank holding company to provide integrated banking resources and operational advantages.

Wajima Rasoul is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Charles Schwab & Co., M Holdings Securities, Lion Street Financial, PURSHE KAPLAN STERLING INVESTMENTS, Crescent Wealth Advisory, and Ameriprise Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority, distinguishing its approach from many enterprise wealth managers.

Felipe Rivas is a financial advisor at Principal Financial Services with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at ADP, Inc., Capital Analytics Associates, and The Miami Times. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Andrew White is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds Series 66 and Series 63 credentials and has one year of industry experience, including prior work at Morgan Stanley. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its services.

Aria Hattiangadi is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She has held roles at Charles Schwab and Fidelity Investments, as well as experience at PepsiCo and as a self-employed advisor. Outside of advisory work, she is the owner of Arcis, a company involved in product development, marketing, and general management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering investment recommendations and financial planning through standardized asset allocation models and Schwab research tools. The firm serves individual clients enrolled in the Schwab Wealth Advisory program and operates under a cost-and-expense arrangement with Charles Schwab & Co., Inc.

Paul Babaz is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Babaz serves on the boards of the National Rifle Association, Safari Club International, and Shikar Safari Club, all nonprofit organizations focused on advocacy and wildlife conservation. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm uses strategic and tactical asset allocation along with manager selection and various investment vehicles to construct client solutions.

Cindy Hions Dayoub is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Janney since 2021 and previously held roles at Morgan Stanley and Merrill Lynch. Outside of her advisory duties, she serves as a notary public, assisting clients with document notarization. Janney Montgomery Scott is a dually registered 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, and institutions, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Michael Lipsey is a CFP® with 42 years of industry experience, currently affiliated with HB Wealth. He has worked at LongView Wealth Management since 2008 and was associated with Cambridge Investment Research, Inc. from 2008 to 2022. Outside of his advisory role, he has worked as an independent insurance agent for various companies. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm provides wealth management, financial planning, and outsourced chief investment officer services, combining quantitative and qualitative analysis across a range of public and private investment strategies.

Sean Lennox is a CFP®, ChFC®, and Series 66-licensed advisor with 11 years of industry experience. He is currently with HB Wealth and has previously worked at firms including Homrich Berg, Antares Wealth Management, Lesesne Capital Management (DBA Oakbridge Partners), Goodwin Wright Agency, and Northwestern Mutual Wealth Management Company. Outside of financial services, he owns and operates a business providing athletic game operations, such as shot clock and scoreboard management. HB Wealth Management offers 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 investment process across a range of public and private strategies and provides outsourced chief investment officer (OCIO) and institutional advisory services.

Kossandra Mc Duffie is a CFP® professional with seven years of industry experience, currently serving at HB Wealth in Atlanta, GA. She has been with Homrich Berg since 2017 and previously worked at BlueLinx Corporation from 2013 to 2016. 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, institutional clients, and investment companies. The firm employs a combination of quantitative and qualitative due diligence across various public and private strategies and offers discretionary account management aligned with clients’ objectives and risk tolerance.

Sandra Espino is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a 19-year tenure at The AYCO Company, L.P./Mercer Allied. 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 model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Jacob Russell is a financial advisor with Valic Financial Advisors in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Valic, he worked at Revive25 LLC and has experience in roles outside of finance, including at Jimmy Johns and Kennesaw State University. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services through its broker-dealer operations.

Laura Care is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2023. Her prior experience includes roles at Campbell University, the North Carolina General Assembly, YMCA Henderson, and Northern Vance/Vance County High School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic and tactical allocation models and delivers services through a variety of fee arrangements and platforms, leveraging the broader Goldman Sachs ecosystem.

Erica Dunbar is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Sage Point Financial and Questar Capital Corporation. Outside of her advisory role, she serves as a co-leader of a Junior Girl Scout troop and as secretary on a local school PTO board. 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 provides investment management and financial planning through multiple program models, utilizing platforms such as Envestnet and Ladenburg Thalmann Asset Management.