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.

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® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Atlanta, GA. His prior experience includes roles at Charles Schwab, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of advising, he manages Third Mainland Holdings, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, delivering advice via standard asset allocation models and research tools while leaving final trading decisions to clients.

Kathryn Emling is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 38 years of industry experience. Her prior roles include positions at Triad Hybrid Solutions, Securities America, and SSN Advisory. She serves as president of the Byrnwyck Community Association homeowners board, organizing committees for local swim, tennis, and social activities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Roger Ward is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has worked at Creative Planning since 2020 and previously spent six years at Truewealth, LLC (FNA Windham Brannon). He is based in Atlanta, GA. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Jia Tong Li is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has one year of industry experience. Prior to joining Goldman Sachs, Jia Tong Li worked at Emory University and St. George's School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs a range of investment strategies and integrates capabilities across the Goldman Sachs ecosystem to offer a broad suite of wealth management and advisory services.

Chigozie Orieh is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has worked with Valic Financial Advisors since 2014 and is also involved with Black Star Equity Group, LLC, Agia, and EXP Realty, LLC. Outside of his advisory role, Orieh is engaged in entrepreneurial activities including co-owning a clothing brand and reselling items on eBay. Valic Financial Advisors 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating with a large network of advisors.

Thomas Stamps is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation with 12 years of industry experience. His career includes roles at UBS Financial Services Inc. and various positions within Rockefeller Financial and Rockefeller Capital Management since 2018. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer, with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Montague Boyd III is a CFP® professional with 48 years of industry experience, currently serving at Independent Advisor Alliance, LLC since 2021. His previous roles include positions at Stephens Inc and LPL Financial, LLC. He is also a member of the investment committee for A.G. Rhodes Community Wellness Care in Atlanta, GA. Independent Advisor Alliance works with a diverse client base, including high-net-worth individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs a network model of advisory representatives and utilizes both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Kenneth Smart is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding a Series 65 license and five years of industry experience. He has worked with Bankers Life and its affiliates since 2019 and previously operated a tree service business for 11 years. Kenneth is also a 1099 insurance agent appointed with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life insurance, health, and long-term care products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Robert Wright is a CFP®-certified financial advisor with 15 years of industry experience, currently with Schwab Wealth Advisory in Atlanta, GA. His prior experience includes roles at Advocacy Wealth Management, E*TRADE, and Fidelity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on non-discretionary advice without exercising discretionary trading authority.

Brian Cribbs is a CFP® professional at Schwab Wealth Advisory with 19 years of industry experience. He previously worked at Bank of America, Merrill, and Charles Schwab affiliates. Outside of his advisory role, he sells personal items on eBay and Mercari. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to deliver investment recommendations while clients retain final trading decisions.

Jay Rowley is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2017. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Citigroup Global Markets. 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 range of investment programs and advisory services, with a notable emphasis on non-discretionary management and maintaining custody of client assets as a qualified custodian.

Nancy Cheney is a CFA® charterholder with 10 years of industry experience. She is currently an advisor at Truist Advisory Services, where she has worked since 2021. Prior to joining Truist, she held roles at JPMorgan Securities LLC and J.P. Morgan Chase Bank NA from 2016 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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 multiple affiliated entities in its service delivery.

Dane Secoy is a financial advisor with Principal Financial Services based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Dane has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 2000. He also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and trust services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Wells III is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has three years of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he performs music with a compensated band. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a variety of proprietary and third-party investment strategies across multiple platforms.

Tiffany Rosetti is a CFP® professional with 17 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2020. Her prior roles include positions at JOYN Advisors, Inc., Securian Financial Services Inc., and Minnesota Life Insurance Company. She is based in Atlanta, GA. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Elliott Helm is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley, E*TRADE Securities LLC, and Wells Fargo. He has also been self-employed since 2016. 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. The firm offers integrated services through Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Dominic Parcels is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Truist Investment Services, LPL Enterprise, Pruco Securities LLC, and 1st Source Bank. He also has experience outside of finance, having worked at Moe's Southwest Grill and the University of Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enhanced research.