Sherry Boulay is a CFP® with 24 years of industry experience, currently serving at Truist Advisory Services since 2016. She has worked within the Truist organization in various capacities since 2009. Boulay also serves on the board of Families First, Inc., a nonprofit dedicated to supporting youth and families in Georgia through counseling, education, and supportive services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by inter-affiliate integration and third-party platforms.

Tana Gildea is a CFP® and Series 65-registered financial advisor with 19 years of industry experience. She currently practices at HB Wealth and previously worked at Homrich Berg and Compass Financial Consulting, LLC. Outside of advising, she owns Graduate’s Guide, a financial literacy company focused on writing, speaking, and training, and serves on the board of directors for the Georgia Neurodiversity Chamber of Commerce. She also teaches courses in Kennesaw State University's CFP program. HB Wealth Management 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 quantitative and qualitative investment process across a range of public and private strategies and manages accounts primarily on a discretionary basis.

Lauren Gerling is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for six years before joining Goldman Sachs in 2018. Outside of her advisory role, she serves as a trustee for a family trust in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary strategies.

Amanda Medrow Myers is a CFP® professional with eight years of industry experience, currently affiliated with Janney Montgomery Scott in Atlanta, GA. Her background includes roles with Janney Montgomery Scott and involvement in volleyball organizations, including A5 Volleyball Club and Atlanta Extreme Volleyball Club. She has also worked with Buford City Schools and was associated with PhotographerHack for six years. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, employing both in-house and third-party portfolio management across multiple programs.

Alexander Canani is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His work history includes roles at Truist Investment Services and Truist Advisory Services as well as positions at the University of Miami and BNY Mellon. Outside of finance, he has experience as a Shopify store owner. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm delivers its advice through a combination of discretionary and non-discretionary manager relationships, using third-party platforms and AI-enabled research tools to support its investment process.

David Kochamba is a CFP® with 11 years of industry experience, currently serving as a financial advisor at HB Wealth in Atlanta, GA. He worked at Homrich Berg for nine years prior to joining HB Wealth. HB Wealth Management is a registered investment adviser that provides wealth and investment management, as well as financial planning, to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

James Ruff is a CFP® professional with 17 years of industry experience, currently affiliated with HB Wealth in Atlanta, GA. He previously worked at Homrich Berg for 22 years. Outside of his advisory role, he serves on the Strategic Advisory Board for the Atlanta Area Council of Scouting America, engaging in nonprofit volunteer and philanthropic activities. HB Wealth Management provides wealth management, investment management, and financial planning services to a broad client base, including individuals, families, trusts, retirement plans, corporations, foundations, and family offices, as well as institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and offers services such as discretionary portfolio management and outsourced chief investment officer solutions.

Michael Miller is a financial advisor with Guardian Life and holds a Series 66 designation. He has 10 years of industry experience and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of advising, he assists with marketing for his family’s company, MollyTommy, and works as a freelance writer for Successful Farming Publication. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management through advisor-led discretionary and model-based strategies, combining proprietary programs with third-party solutions.

Christopher Johnson is a CFP® with 18 years of experience in financial advising. He has worked at Creative Planning since 2017 and previously held roles at USAA Financial Planning Services, USAA Financial Advisors, TIAA-CREF, and Banc of America Investment Services. He is based in Alpharetta, GA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Lynn Morris is a financial advisor with Planmember Securities Corporation in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. She has been with Planmember Securities Corporation since 2011 and has operated independently as Lynn Morris since 2010. In addition to her advisory role, she is involved in insurance sales, specifically fixed indexed annuities. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services designed for plan sponsors and participants.

Clifford Hitt is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Kaseya, Impact Partnership Wealth, and Investus Advisers LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that includes fiduciary RIA services and manages donor-advised funds while utilizing model portfolios and customized strategies.

Shawn Meade is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Redwood Wealth Management, LLC and Wipfli Financial Advisors, LLC. He is involved with the Cherokee County Educational Foundation as Treasurer and a member of the Executive Committee. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

John Bayiha is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 65 designation and previously worked at Bank of America and Wells Fargo. Outside of his advisory role, Bayiha is the owner of a single-family home rental property. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through customized and model-based managed accounts.

Joseph Ready Jr. is a financial advisor with PNC Wealth Management in Marietta, GA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with PNC Investments since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy available by invitation to employees. The firm utilizes algorithm-driven risk assessment and outsourced implementation of investment models with a focus on mutual funds and ETFs.

Nicholas Brink is a CFP® professional at HB Wealth with one year of industry experience. His prior roles include positions at Gratus Capital, Wellspring Associates, and Westrock. He also worked at the University of Tennessee - Knoxville. 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 offers discretionary portfolio management aligned with client objectives and risk tolerance, combining quantitative and qualitative analysis across a variety of public and private investment strategies.

Maurice Martin III is a CFP® professional with six years of industry experience, currently serving as a financial advisor at HB Wealth in Atlanta, GA. He previously worked at JT Stratford, LLC from 2015 to 2021 before joining Homrich Berg in 2021. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to a diverse client base including 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 public and private strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Manford Laws II is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 12 years of industry experience. His career includes prior roles at LPL Financial, HighTower Advisors and Securities, Wells Fargo Clearing, and Edward Jones. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Adam Simon is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Centaurus Financial since 2016. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Noah Reichert is a CFP® and Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Mercer Global Advisors Inc., having joined in 2023, and previously worked at Delta Community Credit Union, LPL Financial, Mass Mutual Investors Services, and MetLife Securities Inc. 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’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a range of investment vehicles and tax-management strategies.

Marco Williams is a CFP® professional with 17 years of industry experience, currently serving at Schwab Wealth Advisory. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as various roles within Charles Schwab entities dating back to 2012. Outside of his advisory work, he is a primary member and registered agent of Third Mainland Holdings, LLC. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach utilizes Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.