Joseph Stallings is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and was previously with The AYCO Company, L.P./Mercer Allied from 2015 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management, leveraging strategic allocation models and a range of advisory platforms integrated within the broader Goldman Sachs ecosystem.

Austin Ralph Charriez is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has a diverse background including roles at Lululemon Athletica and Nazareth College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored investment solutions through integrated teams and proprietary tools, leveraging the broader Goldman Sachs network for expanded product access and specialized services.

Stephen Roegge Jr. is a CFP® and Series 65 credentialed advisor at Creative Planning with seven years of industry experience. He has worked at Creative Planning since 2021 and previously held roles at Sage Mountain Advisors, Cladding & Component Solutions, and C2 Education. Outside of financial advising, he serves as a financial analyst for his family’s manufacturing business specializing in composite metal panel systems. 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing roughly $295.6 billion in client assets.

Connor Carlis is a CFP® professional with six years at HB Wealth Management and four years at Ernst & Young, LLP, totaling a decade of industry experience. He is based in Atlanta, GA. 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 offers wealth management, investment management, financial planning, and outsourced chief investment officer services, employing a combined quantitative and qualitative investment approach across public and private strategies.

Rocky Francis is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services, combining discretionary and non-discretionary management within a large integrated financial group.

Jeffrey Chasman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Truist Advisory Services and its predecessor firms since 2012. Outside of advisory work, he serves as CFO of Innovative Hitting, LLC, a company that develops and sells baseball and softball batting training aids. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools, with an operating structure integrated across affiliated broker-dealer and banking entities.

Wayne Moss is a Certified Financial Planner® (CFP®) with 22 years of industry experience. He is currently with HB Wealth in Alpharetta, GA, and previously worked at Homrich Berg for 13 years, Synovus Securities, Inc. for 2 years, and Creative Financial Group Ltd for 5 years. 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 wealth management, investment management, and financial planning, employing a combined quantitative and qualitative investment process across a broad range of public and private strategies.

Amanda Valenti is a CFP® and holds a Series 66 designation with 13 years of industry experience. She is currently with Corient, where she has worked since 2022, and previously held roles at Ci Brightworth Private Wealth, Lenox Advisors Inc, and Oxford Financial Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, continuously monitoring portfolios using various risk management tools and may include alternative investments and private fund allocations.

John Bochniak is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He is currently with HB Wealth in Alpharetta, GA, and previously worked for Homrich Berg for three years and Compass Financial Consulting, LLC for seventeen years. 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, and institutional clients. The firm manages discretionary portfolios using a combination of quantitative and qualitative due diligence across a range of public and private investment strategies.

Yan Liu is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include work with LSPN Pro, LLC and Next Health Plan. Outside of his advisory work, he is involved with Maxicome, Inc., a cultural exchange company coordinating travel and educational arrangements for students and visitors between China and the U.S. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, catering to a range of investment program preferences.

Kristin Pugh is a CFP® professional with 16 years of experience in financial advisory services. She has been with Creative Planning since 2020 and previously worked at Truewealth, LLC from 2014 to 2020. Kristin serves as an advisor to the board of the Financial Planning Association of Georgia and is a board trustee for The Foundation for Financial Planning, both roles involving pro bono work. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process centered on low-cost indexing and buy-and-hold strategies, supported by an extensive advisory team and integrated investment infrastructure.

Wesley Pritchett is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and JPMorgan Chase Bank NA. Outside of his advisory role, he serves on the finance committee of Holtz Heroes, a charity supporting former Notre Dame football players and their families, and co-hosts a college football podcast called Under the Golden Dome. Janney Montgomery Scott LLC is a large 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 institutions, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

John Puckett is a CFP® with 16 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and has previously worked at Bank of America, Merrill, Fidelity, and Edward Jones. Puckett is co-owner of LifeTime Asset Management and LifeTime Tax Management, LLC, which provides tax preparation and accounting services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a wide range of individual and institutional clients. The firm offers managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Mitchell Mann is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wachovia Bank prior to joining Truist. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, providing asset allocation analysis, fiduciary support, and a manager‑selection program through both discretionary and non‑discretionary approaches.

Cooper Keener is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied and Ohio Valley Wine and Beer. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized executive wealth programs. The firm utilizes strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary research and analytics.

Daniel Crews is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Crews is also involved in his family’s business, Reed Financial Group, where he assists with client services, prospecting, and business operations. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Mary Wafer is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 47 years of industry experience. Her prior roles include positions at Bb&T Securities, Scott & Stringfellow, Morgan Stanley, and Citigroup Global Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Vicki Chriszt is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has prior work experience spanning healthcare and educational institutions, including Northside Hospital and Georgia State University. 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 charitable organizations. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Marcus Clark is a CFP® with nine years of industry experience, currently with Rockefeller Financial LLC since 2020. Prior to joining Rockefeller, he worked at Bank of America, Merrill, and Cole Haan. He holds the Series 66 designation and is based in Atlanta, GA. 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 through a Private Advisor model and a consolidated investment platform, and uniquely operates as a registered broker-dealer providing securities transactions, insurance products, placement, and investment banking services.

Virginia Griffith is a financial advisor at Equity Services, Inc. with seven years of industry experience. She holds the CFP® designation and has worked at firms including TruOak Financial Partners LLC and The Prudential Insurance Company of America. Griffith is also active in her community as a member of the vestry and chair of the planned giving committee at the Episcopal Church of the Holy Family. Equity Services, Inc. offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.