James Underwood is a CFP® professional with 11 years of experience in wealth management. He has worked at Focus Partners Wealth, LLC since 2024, following previous roles at Buckingham Strategic Wealth, LLC, NOVA Wealth Management Group, LLC, and Homrich Berg. In addition to his advisory duties, he reviews estate plan documents and assesses how they fit within overall estate plans. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, uses both fundamental and quantitative analysis, and offers access to private funds and affiliated financial products.

Mitzie Wilson is a financial advisor at Farther with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Merrill Lynch and Wells Fargo Advisors. Outside of her advisory role, she is an author involved in speaking engagements and book signings. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm implements a Modern Portfolio Theory-based approach using bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

William Whittaker Jr. is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aprio Wealth Management, Aprio Risk Management, Aprio Advisory Group, and John Hancock prior to joining his current firm. Whittaker is also an insurance agent with Aprio Risk Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Lesley Laws is a financial advisor at HB Wealth with a Series 66 credential and one year of industry experience. Before joining HB Wealth Management, she held positions at Raymond James & Associates, Morgan Stanley, and several other firms. Outside of her advisory role, she is involved part-time with Peridot Wesr, a retail and online store based in Atlanta, focusing on sales and marketing. 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 employs a combined quantitative and qualitative investment approach across a range of public and private strategies and offers discretionary account management aligned with clients’ objectives and risk tolerance.

Lars Halverson is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, Lars worked at Salesforce and Reynolds American Inc. Janney Montgomery Scott LLC 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 including individuals, families, trusts, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Ryan Davian is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. He has worked at Goldman Sachs since 2021 and spent 17 years at The AYCO Company, L.P./Mercer Allied prior to that. Goldman Sachs Wealth Services provides 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 combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Keir Pienaar is a financial advisor at HB Wealth with five years of industry experience. His work history includes roles at LPL Financial LLC, United Planners Financial Services, and GER Loftin Wealth Advisors, LLC. He holds Series 63 and Series 65 licenses. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm manages discretionary portfolios through a combined quantitative and qualitative investment approach across public and private strategies, and offers outsourced chief investment officer and institutional advisory services.

Blake Bruce is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. He is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including alternative investment placements.

Kyle Harris is a CFA® charterholder with three years of industry experience. He is currently an advisor at HB Wealth in Atlanta, GA and previously worked at LPL Financial and The Intercontinental Exchange. Outside of his financial career, he has experience with the University of Georgia Athletic Association and Party Planners West. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management, financial planning, and institutional advisory services, utilizing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Dennis Beard Hammond is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Ameriprise Financial and Charles Schwab Bank, SSB. Outside of finance, he has held positions in educational and nonprofit organizations, including Cornerstone University and Bethany Christian Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations and relying largely on third-party or affiliated money managers for investment management.

Stephen Slewitzke is a financial advisor with Oppenheimer in Atlanta, GA, holding the Series 66 designation and bringing 20 years of industry experience. He joined Oppenheimer in 2009 after three years with Stanford Group Company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and delivers advisory services including equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Jason Peacock is a CFP® affiliated with Capital Group Private Client Services, Inc. in Atlanta, GA. He has been with Capital Group since 2023 and has prior experience at Capital One, Relay, Greenix, and Brigham Young University. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager “Capital System” approach and offering access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Matthew Bracewell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Atlanta, GA. He has worked within various units of SunTrust since 2004, including SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting. The firm integrates third-party platforms and manager arrangements to support its AMC Advantage program and incorporates AI-enabled tools in its equity research.

Beth Mayfield is a financial advisor at CIBC Private Wealth Advisors, Inc. in Atlanta, GA, holding a Series 65 credential with eight years at CIBC and a prior four years at Greenberg Traurig. She has three years of industry experience as a financial advisor. Outside of her advisory role, she works as an independent contractor with Isagenix, a nutritional online company. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm provides comprehensive wealth advisory and portfolio management services, employing a combination of proprietary and external strategies overseen by dedicated investment committees.

Joshua Harper is a financial advisor with Principal Financial Services in Atlanta, GA. He holds Series 63 and Series 65 designations and has approximately one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities, Inc., Western & Southern Life, and State Farm. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Christopher Kern is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has 23 years of industry experience, including 19 years at The Ayco Company/Mercer Allied before joining Goldman Sachs in 2021. 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers, delivering tailored solutions such as executive wealth, personal wealth, and private family office services.

Cory Bryson is a CFP® professional with 27 years of industry experience, currently affiliated with Rockefeller Financial LLC. He previously worked at Merrill and Bank of America, N.A. Prior to joining Rockefeller Financial, he spent significant time at Rock & Co LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services and operates as both an investment adviser and registered broker-dealer, providing access to alternative investments, placement services, and integrated trust and insurance capabilities.

Andrew Crawford is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and two years of industry experience. He has previously worked at Shared Service Solutions and Regional Management Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Gregory Costello is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Raymond James & Associates and Wells Fargo Clearing prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Gabrielle Webster is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and three years of industry experience. Her background includes positions at UNC Chapel Hill and the Grassy Creek Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.