Brian Farkas is a financial advisor at Osaic Advisory Services, LLC with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Osaic in 2024, he spent 21 years at American Portfolios Financial Services, Inc. Farkas owns and operates Baron’s Financial Strategies, Inc., which is involved in insurance and fixed annuity sales, and is also a part-owner of Dont Blink Insurance.net, focusing on life and long-term care insurance. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment and consulting services with access to alternative investments and utilizes platform relationships and affiliated managers to deliver and monitor strategies.

Annika Cushnie is a CFP® and holds a Series 65 license with 19 years of industry experience. She currently works at Corient, where she has been since 2022, and previously spent 20 years at Ci Brightworth Private Wealth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.

Keith Lerner is a CFA® charterholder with 12 years of industry experience, currently serving at Truist Advisory Services. His career includes roles at Truist Advisory Services and GenSpring Family Offices. He is a board member of Breakthrough T1D, an organization dedicated to funding Type 1 diabetes research. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and third-party platforms to deliver its AMC Advantage manager-selection program.

Mitchell Phillips is a CFP® certificant and holds a Series 66 license with four years of industry experience. He is currently with HB Wealth Management, where he has worked since 2022. His prior experience includes roles at Atlanta Financial, BB&T Bank, and Troutman Sanders LLP. 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, investment management, and financial planning, utilizing a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Jeffrey Dunn is a financial advisor at Truist Advisory Services in Atlanta, GA, holding a Series 66 designation with 26 years of industry experience. His prior roles include positions at BB&T Securities, LLC, and SunTrust Advisory Services. He serves as Chairman of the Atlanta Sports Council, where he leads board meetings and supports fundraising efforts involving corporate and municipal leaders. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships and integrates AI-enabled tools in its investment research and manager selection processes.

Jacob Banish is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill for two years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and comprehensive retirement plan services.

Tony Brown is a financial advisor at PNC Wealth Management in Atlanta, GA, holding a CFA® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including eight years with Advisor Group, Inc. and four years with PNC Investments LLC. In addition to his advisory role, he teaches an online undergraduate finance course as an associate adjunct professor at the University of Maryland Global Campus. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio strategy pilot for employees. The firm utilizes algorithm-driven model selection and delegates portfolio implementation to third-party managers, focusing on mutual funds and ETFs with annual rebalancing.

Gregory Thornton is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., and has prior experience at Fidelity Investments and JPMorgan Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to offer guidance on asset allocation and investment selection, with trades executed only upon client authorization.

Jarrod Freeman is a CFP® professional with six years of industry experience currently at HB Wealth in Atlanta, GA. He previously worked for five years at Homrich Berg. HB Wealth Management provides 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 account management, combining quantitative and qualitative due diligence across public and private investment strategies, including mutual funds, ETFs, hedge funds, and private funds.

Xavier Felipe is a CFP®-certified financial advisor with 36 years of industry experience. He currently works at Osaic Advisory Services, LLC and has prior experience at American Portfolios Financial Services and Janney Montgomery Scott. Outside of his advisory role, Felipe is involved in several life insurance businesses and leads a solar panel sales venture. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, using diverse strategies and platform integrations to serve both retail and institutional clients.

Herman Scriven II is a financial advisor with TIAA-CREF, holding a Series 66 designation and 21 years of industry experience. He has been with TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm also acts as adviser to the TIAA Donor Advised Fund and offers managed accounts that include model portfolios and customized portfolio management under fiduciary standards.

Terry Dickey is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked previously at firms including Triad Advisors, Inc., Triad Hybrid Solutions, LLC, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory role, he serves as president of Empower Wealth Management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth fund clients. The firm offers a range of investment solutions such as representative-managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments, employing a mix of fundamental and technical analysis alongside platform integrations for specialized strategies.

Kiel Upton is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and has worked at Truist Advisory Services since 2025, following roles at Truist Investment Services, BOK Financial, and Edward Jones. 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 a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Sean Cook is a financial advisor at HB Wealth with 20 years of industry experience. He holds a Series 65 credential and previously worked at Cedar Rowe Partners for 21 years and Homrich Berg for one year. HB Wealth Management provides 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 informed by quantitative and qualitative due diligence across a range of public and private strategies and provides outsourced chief investment officer and institutional advisory services.

Andrew Berg is a CFP® with 16 years of industry experience, currently with HB Wealth in Atlanta, GA. He previously spent 32 years at Homrich Berg. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporations, foundations, family offices, institutional clients, and investment companies. The firm offers outsourced chief investment officer (OCIO) and institutional advisory services, employing a combination of quantitative and qualitative due diligence across public and private strategies.

Lorenzo West Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2013. Outside of his advisory role, he also works as a food delivery driver. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Sally Kreisler is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Ameriprise. Kreisler has been with Rockefeller Financial since 2019 and is currently associated with Rockefeller Capital Management. 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 portfolio management, financial planning, and consulting services while operating as a registered broker-dealer, providing a range of investment and placement services through a consolidated investment platform.

Jasmine Thomas is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 66 and Series 63 credentials and four years of industry experience. She previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Instacart, E*Trade Securities LLC, Regions Bank, and Sprint. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Melinda Sung is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Oppenheimer. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Outside of her advisory work, she manages a yoga-related business under the name Yogale. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of discretionary and non-discretionary advisory services, utilizing strategic asset allocation, manager selection, and regular portfolio reviews.

Keith Dykes is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Guardian Life and its affiliated entities since 1992, with roles spanning over three decades. Outside of his advisory work, he serves as a committee member for a trustee removal/incapacity committee and is involved as an owner in a commercial office building leasing to his operating company, PPC Wealth Management, Inc. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers 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 provides access to proprietary and third-party advisory solutions, including insurance products and alternative investments.