Alexander Arnold is a financial advisor with HB Wealth who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He previously worked at Truist Advisory Services and SunTrust in various advisory and investment roles. Outside of finance, he is involved as a member of an independent record label focused on the sale of vinyl records. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment process across a range of public and private strategies and offers discretionary portfolio management and outsourced chief investment officer services.

Michael Woocher is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with HB Wealth and has worked at Sanford C. Bernstein & Co for 11 years. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to a wide range of clients, including individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers institutional advisory and outsourced chief investment officer services, employing a disciplined investment process that combines quantitative and qualitative analysis across public and private strategies.

John Hachey is a financial advisor at OSAIC Advisory Services, LLC with 24 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Wells Fargo Advisors. He is also involved with Hachey Wealth Management, LLC, where he provides investment advice and financial planning, and occasionally assists clients with fixed life insurance products. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and custodial arrangements primarily with Schwab and Fidelity.

Samuel Adams is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in Atlanta, GA. He has three years of industry experience and has been with CIBC Private Wealth Management since 2014. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to design customized portfolios and managed programs, combining proprietary and external strategies.

Garrett Smith is a financial advisor with Primerica Advisors based in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2007. In addition to his advisory role, he occasionally sells insurance products outside of Guardian. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and offers multiple advisory programs and account-level services.

Catherine Miller is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Atlanta Financial Associates. She is also the principal owner of Prosperity Financial Advisors, a passive entity related to a prior firm acquisition. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Ivan Johnson is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. He is based in Austell, GA. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios across multiple custodians.

Jennifer Ritorto is a CFP® professional with 20 years of experience in the financial services industry. She has been with SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2010. In addition to her advisory role, she teaches dance to children at the North Georgia School of Ballet and serves as Chair of the 100 Days of Giving fundraising initiative for Garden Hills Elementary School. She is affiliated with Truist Advisory Services, which 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 manager selection programs, utilizing a combination of discretionary manager relationships and third-party platform arrangements.

Dennis Young is a financial advisor with First Citizens Investor Services, Inc. based in Atlanta, GA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior work includes roles at Truist Advisory Services and SunTrust Bank. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and business entities. The firm combines risk- and outcomes-based asset allocation with technology-driven portfolio management and tax-aware strategies, supported by its affiliation with a bank holding company that provides integrated banking resources.

Everett Hunter is a CFP® professional with 25 years of industry experience, currently affiliated with Truist Advisory Services in Atlanta, GA. His prior experience includes roles at PNC Investments and various SunTrust and Truist entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies with integrated inter-affiliate resources.

Herman Cheung is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA, holding a Series 66 designation with five years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent nearly two decades at The Ayco Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group.

Van Mang is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Prior to joining Goldman Sachs in 2023, he held roles at Uber and several other companies. 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 integrates strategic allocation models and proprietary research within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

William Smith is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. He holds Series 65 and Series 63 licenses and has prior experience at Regions and PNC totaling ten years in the financial services industry, though his current advisory role began in 2026. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing a range of investment advisory and financial planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, complemented by educational programming and specialized service platforms.

Danielle Conti is a CFA® charterholder based in Atlanta, GA, with 11 years of industry experience. She currently works at HB Wealth Management, LLC, having joined the firm in 2025. Prior to HB Wealth, she was with Truist Advisory Services and Invesco, and she worked at First Eagle Investment Management, LLC from 2014 to 2019. 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 and financial planning services, employing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Andrew Mc Arthur is a financial advisor at TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 designations with four years of industry experience. His prior firms include J.P. Morgan Securities, Morgan Stanley, E*Trade Securities, Thrivent, and Bank of America. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model portfolio management and customized portfolios, and serves as adviser to the TIAA Donor Advised Fund.

Otis Smith is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 19-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides 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 offers tailored solutions through integrated resources and affiliated teams, delivering services such as Executive Wealth, Personal Wealth, Private Family Office support, and retirement plan education.

Anuska Kovalcheck is a CFP® professional based in Atlanta, GA, with three years of industry experience. She has worked at Mercer Global Advisors Inc. since 2021 and previously held roles at Atlanta Financial Associates and Stonecrafters USA. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs an investment approach grounded in Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and tax support services.

Chad Curtis is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Gradient Securities, Regulus, and Park Avenue Securities. Outside of his advisory work, Curtis is involved in insurance management and co-owns a vending company operating novelty machines in local restaurants and businesses. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives and utilizes multiple advisory programs and third-party asset managers.

Anthony Greene is a Series 66-licensed financial advisor with Kestra Advisory, where he has worked since 2016. He has 13 years of industry experience and also holds roles with Kestra Investment Services, LLC and Renaissance Benefit Advisers. Greene serves as a board member of the Joy of Learning Collaborative, providing business advice and assisting with fundraising efforts. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm provides services ranging from fiduciary consulting and plan design to employee education and pooled plan solutions.

Yali Qin is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Focus Partners Wealth, Qin worked at The Colony Group, Morgan Stanley, and E*Trade Securities. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers comprehensive services such as investment management, financial counseling, family office support, and retirement plan fiduciary services, employing a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture.