Elizabeth Chandler is a financial advisor at Cresset Asset Management, LLC with 17 years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan for seven years before joining Cresset in 2021. Outside of her advisory role, she serves as Vice Chair of the Board at Zoo Atlanta and is a member of the Board of Trustees at Atlanta International School. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations, using a diversified, asset-allocation-driven approach that combines active and passive strategies with third-party manager allocations.

Samuel Lee is a financial advisor with Primerica Advisors in Cartersville, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at Primerica Advisors since 1999 and Peachtree Planning Corporation and Guardian Life Insurance Co. of America since 1989. Outside of his advisory work, he serves as an executor for family estates and is involved with managing an office building where his business operates. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm employs proprietary and third-party investment strategies and supports a variety of account-level services such as lending solutions and donor-advised fund options.

David Michaux IV is a CFP® professional with 18 years of experience in the financial services industry. He is affiliated with Valic Financial Advisors and has been there since 2008. Additionally, he serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts and centralized technology to manage a large client base through its extensive network of advisors.

Matthew Ward is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently a Wealth Advisor at Goldman Sachs Wealth Services, where he has worked since 2021. Prior to this, he held roles at The AYCO Company, L.P./Mercer Allied and HSBC Bank USA, N.A., including HSBC Securities (USA) INC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Kaitlyn Greco is a financial advisor with Cresset Asset Management, LLC in Atlanta, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior roles include positions at Equitable Advisors, LLC, First Citizens Bank, and Truist Investment Services, Inc. Outside of finance, she has worked in the hospitality and entertainment sectors, including at a restaurant and an indoor trampoline park. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets, serving a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations. The firm employs a disciplined, risk-aware approach combining strategic asset allocation with both active and passive management across various asset classes and uses tools such as artificial intelligence and machine learning for research and analysis.

Nicolas Caradonna is a financial advisor with Principal Financial Services in Atlanta, GA, holding a Series 66 designation and six years of industry experience. He has worked with Focused Financial Group since 2021 and has been associated with Principal Securities Inc and Principal Life Insurance Company since 2019. Outside of his advisory work, he also acts as an insurance agent specializing in life, annuities, disability, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Hussain Hassan is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He previously worked at The Vanguard Group, Inc. and its affiliated entities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private fund platforms.

Charles Wellborn is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. He has worked with SunTrust Advisory Services and its related entities since 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements and AI-enabled research tools.

Landon Rogers is a CFP® with six years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at Gratus Capital LLC and Wells Fargo. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, and institutions, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and maintains an extensive network of affiliated service companies and product relationships.

Rachel Walsh is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and five years of industry experience. She has worked at Goldman Sachs since 2019, following roles at The Ayco Company and Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm leverages integrated resources across Goldman Sachs affiliates and employs strategic allocation models, tax-aware techniques, and proprietary analytics to tailor investment solutions.

Richard Warren is a financial advisor at First Citizens Investor Services, Inc. in Atlanta, GA, holding a Series 66 credential with five years of industry experience. Prior to joining First Citizens in 2020, he worked at Branch Banking and Trust Co. from 2015 to 2020. Outside of his advisory role, Warren is an owner of a family-owned LLC that manages personal assets. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and businesses. The firm employs a client-focused approach through portfolio management, tax-aware services, and access to integrated banking resources as a subsidiary of a bank holding company.

Kevin Mccall is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Corient, where he has worked since 2022, following prior roles at Valic Financial Advisors and Purshe Kaplan Sterling Investments. He 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 corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies and third-party managers, employing risk management tools and potentially incorporating alternative investments and private funds.

Bruce Hermann II is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Inc., and American Financial Management Group. Outside of his advisory work, he serves as Membership Chairperson for the Milford Lions Club, a nonprofit organization. OSAIC Advisory Services, LLC serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, combining proprietary and third-party platforms.

Ernest Dison Jr. is a financial advisor with Principal Financial Services in Marietta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. Outside of his advisory role, he serves as a director for Adam Ministries Inc. and St. Paul COGIC, supporting various church-related community 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 abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions under both adviser and promoter arrangements.

Galen Mayo is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently with VALIC Financial Advisors, Inc. and has previously worked at firms including Fidelity Brokerage Services and Advisory Services Network. Mayo is also appointed as an agent to sell non-securities insurance products for AGIA. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Nadine Virani is a financial advisor with Goldman Sachs Wealth Services in Atlanta, holding a Series 66 designation and 13 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm leverages integrated resources across the Goldman Sachs ecosystem to tailor strategic investment solutions supported by proprietary analytics and various fee arrangements.

Ashaunda Davis is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Northwestern Mutual, and State Farm. She is also the author of "Wealth Over Riches." Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering a range of investment programs and financial planning solutions supported by proprietary and third-party strategies.

John Ellard is a CFP® with 34 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2020. His prior experience includes roles at JOYN Advisors, Inc., Securian Financial Services, Inc., and Veracor Consulting Group. Ellard serves as a board member of the Atlanta Estate Planning Council and is a Legacy Council member of Children’s Legacy Advisors, both nonprofit groups focused on education and collaboration among estate planning professionals. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm emphasizes strategic allocation across risk classes using both passive and active managers, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Michael Washburne is a financial advisor at Savant Wealth Management in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Savant in 2025, he worked for four years at the University of Georgia and six years at Fellowship Christian School. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm uses an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a wide range of in-house capabilities and centralized resources.

Harrison Wiger is a CFP® professional at Creative Planning with one year of industry experience. Prior to joining Creative Planning, he worked at HB Wealth Management, LLC for three years. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a range of affiliated non-investment businesses.