George Lupton III is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, Scott & Stringfellow, UBS Financial Services, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches, utilizes third-party platforms and AI-enabled research tools, and integrates services across its affiliated entities.

Richard O'Donnell Jr. is a CFP® professional with 13 years of experience in financial advising. He has been with Savant Wealth Management since 2023, following nine years at Capital Directions, LLC. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house legal, accounting, and trust service affiliates.

Zach Senft is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Rockefeller Capital Management, Wells Fargo, and Berman Capital Advisors. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management.

Jacob Autry is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Sandy Springs, GA. He holds the Series 66 designation and has been working in the industry since 2026. Prior to joining Equity Services, he has experience with National Life Group and has been involved with Trainwithheater Baseball Academy. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Michael Landsberg is a CFP® professional with 11 years of experience in the financial services industry. He previously worked for eight years at Homrich Berg before joining HB Wealth in Atlanta, GA. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary wealth and investment management, financial planning, and outsourced chief investment officer services, employing a combination of quantitative and qualitative due diligence across a range of public and private strategies.

Ryan Meisemann is a financial advisor at AE Wealth Management, LLC with four years of industry experience and a Series 66 designation. His prior experience includes roles at Raymond James & Associates, Merrill Lynch, and Bank of America. Outside of advisory work, he is also involved in the hospitality industry as a bartender at Proper Hop Taphouse. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and multiple investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

William Hinson IV is a CFP®, CFA®, and Series 65 credentialed advisor with three years of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at Northern Trust, Truist, and Suntrust Advisory Services. Mercer Global Advisors serves individuals, families, and various institutional clients, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment strategy emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, separate account managers, and specialized programs, supported by educational content and integrated service platforms.

Terrence Hartigan is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. Prior to joining Savant, he worked at Capital Directions, LLC for ten years and Warren Averett CPAs and Advisors for four years. He is a member of the board of directors for the Clarence E. Harris Foundation, a private philanthropic organization in Atlanta, GA. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a broad range of affiliated professional services.

Christopher Johnson is a financial advisor at Guardian Life and Park Avenue Securities LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Capital. Outside of advisory services, he is involved in insurance sales in the Atlanta area. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides financial planning, discretionary and non-discretionary management, and access to proprietary and third-party investment solutions.

Brandon White is a financial advisor with TIAA-CREF based in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMORGAN Chase Bank, N.A., Wells Fargo, Morgan Stanley, and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected with TIAA-administered retirement plans, as well as to various trusts, estates, and corporate entities. The firm’s advisory approach separates one-time planning from ongoing portfolio management and includes customized portfolio options overseen by dedicated managers.

Angus Mayock is a financial advisor at HB Wealth with a Series 65 credential. He has been with HB Wealth Management, LLC since 2025 and previously worked at SEI Investments from 2022 to 2025. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, institutions, and corporate clients. The firm employs a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers discretionary portfolio management aligned with client objectives and risk tolerance.

Paul Range is a financial advisor at Oppenheimer with a Series 66 designation. He has industry experience beginning in 2026, following a 24-year tenure at The Orvis Company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including both discretionary and non-discretionary management, with a notable focus on maintaining custody of client assets.

Jason Hemsley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He previously worked at Gratus Capital, Wells Fargo Clearing Services, Wells Fargo Bank, BB&T, and BB&T Asset Management. Outside of finance, he is a part owner of Whispers of Winder, LLC, a business that offers historic walking tours in Winder, Georgia. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Kile Lewis is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds a Series 63 designation and has been with Kestra Advisory since 2016. Lewis is the co-CEO and founder of oXYGen Financial, a firm through which he manages his financial practice. He also serves as Community Service Director and board secretary for the Alpharetta Rotary, participating in local charitable activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan design, compliance testing, fiduciary consulting, and employee education. The firm serves large institutional investors and offers access to multiple management platforms and third-party managed solutions.

Kathleen Griffis is a financial advisor at HB Wealth with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at HB Wealth Management since 2017. Prior to that, she was affiliated with Raymond James Financial Services Advisors and Jaeger Financial Group. 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, institutional clients, and investment companies. The firm offers discretionary portfolio management and combines quantitative and qualitative due diligence across public and private strategies, including registered investment companies and affiliated private funds.

Savannah Farmer is a financial advisor at Goldman Sachs Wealth Services with Series 65 and Series 63 licenses. She has one year of industry experience and previously worked at Advantage xPO and Robert Trent Jones Golf Trail, among other roles. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth services. The firm utilizes a range of strategic allocation models and proprietary research tools while leveraging resources across the broader Goldman Sachs organization.

Erika Horn is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Goldman Sachs Ayco in 2025, she worked at Advantage xPO and held various roles at Central Michigan University and other organizations. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm integrates centralized investment resources with a range of tailored offerings, delivering services through both direct and partner channels.

Darryl Hicks is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including TruOak Financial Partners LLC and Mass Mutual Investors Services. Outside of his advisory role, he serves on multiple nonprofit boards, including chairing the Fayette County Development Authority and participating in community organizations focused on education and criminal justice. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a blend of long-term strategies and options for shorter-term trading, utilizing both discretionary and non-discretionary management approaches.

Bryan Strike is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding the CFP®, CFA®, and PFS™ designations with 20 years of industry experience. Prior to joining Mercer, he worked at Kays Financial Advisory Corp. He is also the owner of Castlemark Designs, LLC, where he creates and sells woodworking products. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using ETFs, index funds, and other investment vehicles, and offers specialized services including retirement plan consulting and charitable advisory.

Paul Ellington is a financial advisor with Guardian Life in Roswell, GA, holding CFP® and ChFC® designations and having 38 years of industry experience. He has worked at Guardian Life since 1999 and has been involved with Peachtree Planning Corporation and GA International since 1986. Outside of his advisory role, he is involved with the Wealth & Wisdom Educational Center and The Doghouse at Lake Oconee, LLC, a non-investment related business. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment programs.