Robert Patti is a CFP® professional with 28 years of experience in financial advisory, currently serving at Stratos Wealth Partners, Ltd since 2013. He also maintains a registered representative role with LPL Financial, LLC, where he has worked since 2012. Patti provides investment advisory services and sells insurance through Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm’s Strategic Wealth Management platform features an open-architecture approach that aggregates multiple investments into a single account and supports both advisor-managed and model-based portfolios.

Brittney Brinner is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In her role, she works directly with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Brittney provides ongoing advice, adjusting plans as clients' circumstances evolve to help them pursue their personal and family objectives. Her expertise includes assisting clients with a variety of financial priorities, such as purchasing a home, funding education, addressing eldercare considerations, and preparing for healthcare expenses. Brittney holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor's Degree from Grand Valley State University and a Master's Degree from DePaul University.

Michael Dewitt is a CFA® charterholder based in Atlanta, GA, with 23 years of industry experience. He currently works at Corient, where he has been employed since 2022. His prior experience includes roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and ongoing portfolio monitoring.

Christopher Beard is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with OSAIC Advisory Services, LLC and has previously worked at firms including Raymond James Financial and Triad Advisors. Beard contributes to a blog focused on economic and market topics and serves as secretary for the nonprofit Local Boys Do Good. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a combination of proprietary guidance and third-party platforms.

Jose Ruiz is a CFP® with 17 years of experience in financial services. He is currently with Rockefeller Financial LLC and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a comprehensive platform.

Scott Schaefer is a CFP®-credentialed financial advisor with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC, GWFS Equities, Inc, and Prophecy International. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and offers a broad range of wealth management, financial counseling, and sub-advisory services.

Rupert Hansford is a CFA® charterholder with two years of industry experience. He is currently an advisor at Cresset Asset Management, LLC and has prior experience at Fleetcor Technologies, Schroders, and Sun Life Capital Management. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven approach utilizing both active and passive strategies, supported by a structured due-diligence program and a range of advisory and private fund services.

Hallie Hene is a financial advisor with NewEdge Advisors based in Atlanta, GA. She holds Series 65 and Series 63 licenses and has eight years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. She also serves as Director of Planning and Operations for Streamline Wealth, an RIA focused on customer service and financial planning. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisors, utilizing multiple program structures and technology-driven solutions.

Patricia Sklar is a CFP®, CFA®, and Series 65-registered advisor at Corient with 12 years of industry experience. She has worked at Corient and its affiliates since 2016, including roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Sklar is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools, alternative investments, and private fund solutions.

Michael Binnicker is a CFP®-designated financial advisor at HB Wealth with 11 years of industry experience. He previously worked at Balentine, LLC for nine years and held positions at JPMorgan Chase Bank and J.P. Morgan Securities. HB Wealth Management offers wealth and investment management, as well as financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also provides institutional advisory and outsourced chief investment officer (OCIO) services, utilizing a combination of quantitative and qualitative analysis across public and private investment strategies.

Nicholas Reidich is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, WestRock, and Ernst & Young, LLP. 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 a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Joshua Swartz is a CFP® professional with eight years of industry experience. He is currently an advisor at Focus Partners Wealth, LLC, where he has worked since 2025. His prior experience includes roles at The Colony Group, Gratus Capital, LLC, and JPH Advisory Group. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers integrated wealth services along with access to affiliated service companies and diverse investment solutions.

Michael Gaddis Jr. is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and has worked at Janney since 2019. Outside of his advisory role, he co-founded a travel website, Untrodden, Inc., where he served as a silent partner and holds an equity stake. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Kelly Dennis is a financial advisor at Rockefeller Capital Management with 16 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC. Rockefeller Capital Management is an enterprise firm with 157 advisors that provides wealth management and advisory services.

Philip Clinkscales III is a CFP®, CFA®, and PFS™ credentialed advisor at HB Wealth with 19 years of industry experience. He previously worked at Soundriver Advisors, LLC before joining HB Wealth Management, LLC in 2019. 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, and institutional clients. The firm offers discretionary portfolio management and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

William Unrue is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Rock & Co LLC, Rockefeller Financial LLC, Bank of America, N.A., and Merrill. Based in Atlanta, GA, he has been with his current firms since 2019. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

James Thompkins is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and as a self-employed advisor. He serves as a board member of the Valdosta State University Foundation's Alumni Advisory Board for the business school. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment process combining passive and active strategies, supported by an internal Investment Committee and a broad range of implementation tools and affiliated services.

Brian Sullivan is a CFP® professional at Mercer Global Advisors Inc. in Atlanta, GA, with 38 years of industry experience. He has been with Mercer Global Advisors in various roles since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Deborah Barber is a Series 66-licensed financial advisor with 22 years of industry experience. She has worked at Rockefeller Financial LLC since 2021 and previously spent 16 years at UBS Financial Services. Based in Atlanta, GA, she provides advisory services through Rockefeller Financial’s enterprise platform. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including individuals, families, family offices, charities, corporations, and retirement plans. The firm offers comprehensive wealth management and financial planning services, utilizing a range of investment options and integrated trust and insurance capabilities under the Rockefeller Global Family Office platform.

Matthew Roher is a CFP® with two years of industry experience, currently serving as a financial advisor at HB Wealth. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and Soliant. Roher has also assisted lead advisors in developing financial plans and preparing client meeting agendas. 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, and institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and manages accounts primarily on a discretionary basis.