Daniel Bergan is a CFP® professional with 15 years of industry experience, currently serving at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial, Paradigm Gilbert, The AYCO Company, L.P./Mercer Allied, and Merrill. Outside of his advisory work, he is involved in functional performance training as a trainer. Integrity Alliance, LLC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Sean Lennox is a CFP®, ChFC®, and Series 66-licensed advisor with 11 years of industry experience. He is currently with HB Wealth and has previously worked at firms including Homrich Berg, Antares Wealth Management, Lesesne Capital Management (DBA Oakbridge Partners), Goodwin Wright Agency, and Northwestern Mutual Wealth Management Company. Outside of financial services, he owns and operates a business providing athletic game operations, such as shot clock and scoreboard management. HB Wealth Management offers 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 process across a range of public and private strategies and provides outsourced chief investment officer (OCIO) and institutional advisory services.

Sierra Ordonez is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Truist Investment Services in 2018, she worked at E*TRADE Securities LLC and AT&T Digital Life. Outside of her advisory role, she is the owner of Cici Cherie Hair LLC, a business providing hair products. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a blend of discretionary and non-discretionary management, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Kossandra Mc Duffie is a CFP® professional with seven years of industry experience, currently serving at HB Wealth in Atlanta, GA. She has been with Homrich Berg since 2017 and previously worked at BlueLinx Corporation from 2013 to 2016. HB Wealth Management is a registered investment adviser that 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 combination of quantitative and qualitative due diligence across various public and private strategies and offers discretionary account management aligned with clients’ objectives and risk tolerance.

Sandra Espino is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a 19-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Christian Beyers is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and with 20 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services for two decades and has been associated with SunTrust Bank since 1988. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a multi-affiliate structure.

Jacob Russell is a financial advisor with Valic Financial Advisors in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Valic, he worked at Revive25 LLC and has experience in roles outside of finance, including at Jimmy Johns and Kennesaw State University. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services through its broker-dealer operations.

Laura Care is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2023. Her prior experience includes roles at Campbell University, the North Carolina General Assembly, YMCA Henderson, and Northern Vance/Vance County High School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic and tactical allocation models and delivers services through a variety of fee arrangements and platforms, leveraging the broader Goldman Sachs ecosystem.

Tamika Reid is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wachovia Bank. Outside of her advisory role, she owns and operates a balloon service business through Latice Designs, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Erica Dunbar is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Sage Point Financial and Questar Capital Corporation. Outside of her advisory role, she serves as a co-leader of a Junior Girl Scout troop and as secretary on a local school PTO board. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management and financial planning through multiple program models, utilizing platforms such as Envestnet and Ladenburg Thalmann Asset Management.

Alexander Arnold is a financial advisor with HB Wealth who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He previously worked at Truist Advisory Services and SunTrust in various advisory and investment roles. Outside of finance, he is involved as a member of an independent record label focused on the sale of vinyl records. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment process across a range of public and private strategies and offers discretionary portfolio management and outsourced chief investment officer services.

Michael Woocher is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with HB Wealth and has worked at Sanford C. Bernstein & Co for 11 years. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to a wide range of clients, including individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers institutional advisory and outsourced chief investment officer services, employing a disciplined investment process that combines quantitative and qualitative analysis across public and private strategies.

John Hachey is a financial advisor at OSAIC Advisory Services, LLC with 24 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Wells Fargo Advisors. He is also involved with Hachey Wealth Management, LLC, where he provides investment advice and financial planning, and occasionally assists clients with fixed life insurance products. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and custodial arrangements primarily with Schwab and Fidelity.

Samuel Adams is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in Atlanta, GA. He has three years of industry experience and has been with CIBC Private Wealth Management since 2014. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to design customized portfolios and managed programs, combining proprietary and external strategies.

Garrett Smith is a financial advisor with Primerica Advisors based in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2007. In addition to his advisory role, he occasionally sells insurance products outside of Guardian. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and offers multiple advisory programs and account-level services.

Jordan Greene is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at JPMorgan Chase, Merrill, and Bank of America. Outside of his advisory work, he is involved in entrepreneurial ventures, owning and managing retail and entertainment businesses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Catherine Miller is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Atlanta Financial Associates. She is also the principal owner of Prosperity Financial Advisors, a passive entity related to a prior firm acquisition. 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 employs a globally diversified investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Lorena Kanani is a Series 66-credentialed financial advisor with two years of industry experience. She currently works at Truist Advisory Services and Truist Investment Services, having previously been with Merrill and Sequent Planning. Kanani is the owner of Infinity M Consulting LLC, an entity established for real estate purchases, although no transactions have yet occurred. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs. The firm uses a combination of discretionary and non-discretionary approaches and integrates affiliate services through broker-dealer and banking relationships.

Jacqueline Smith is a financial advisor with Citigroup Global Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Dennis Young is a financial advisor with First Citizens Investor Services, Inc. based in Atlanta, GA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior work includes roles at Truist Advisory Services and SunTrust Bank. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and business entities. The firm combines risk- and outcomes-based asset allocation with technology-driven portfolio management and tax-aware strategies, supported by its affiliation with a bank holding company that provides integrated banking resources.