L Wright is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Goldman Sachs for 20 years and Citigroup Global Markets for one year. He is based in Atlanta, GA. Cresset Asset Management manages approximately $78.9 billion in client assets and serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive strategies across public equities, fixed income, and various alternatives.

Ashley Barba is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to joining Creative Planning, she worked at Truewealth LLC from 2015 to 2020. Based in Atlanta, GA, she provides financial planning and investment advisory services. Creative Planning offers a comprehensive range of services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure, along with affiliated legal, trust, and recordkeeping businesses.

Kevin Gennarelli is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021, following a 12-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jesse Li is a Certified Financial Planner® at Creative Planning with one year of industry experience. He has previously worked at Elwood & Goetz Wealth Advisory and PNC Bank. Creative Planning provides wealth management and financial planning 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 featuring low-cost indexing, buy-and-hold strategies, and access to private market investments, managing approximately $295.6 billion in client assets.

Matthew Broom is a Series 65-licensed financial advisor with Corient in Atlanta, GA, and has six years of industry experience. His background includes roles at CI Brightworth Private Wealth, Forward Focus Financial Planning, and seven years with Gwinnett County Fire and Emergency Services. 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, combining in-house strategies with third-party manager solutions and employs risk management tools and alternative investments where appropriate.

Mojoyeoluwa Oni is a CFP® professional with four years of industry experience, currently advising at Schwab Wealth Advisory. Prior to this, Oni worked at JPMorgan Chase & Co., MIO Partners, and Truist Financial, among others. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on proprietary asset-allocation models and internal research, with at-least-annual reviews tailored to clients’ goals and risk tolerances.

Samuel Renken is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2018 and previously held roles at Mass Mutual and Mutual of Omaha. Outside of his advisory work, he is involved as a board member of the Hambidge Center, an organization offering residencies and workshops in the visual and culinary arts. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual, high-net-worth, and institutional clients with brokerage services, financial planning, and investment advisory programs using a range of model portfolios and technology-driven solutions.

Nathaniel Corbitt is a financial advisor at Corient in Atlanta, GA, with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. Prior to his current role at Corient, he worked for CI Brightworth Private Wealth for 12 years. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Zachary Cathey is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Truist Advisory Services and its affiliated firms since 2016, including time at BB&T Securities prior to its integration into Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, leveraging third-party platforms and manager relationships to support its AMC Advantage program and fiduciary services.

Kent Hammond is a CFP® professional with four years of industry experience, currently affiliated with HB Wealth in Atlanta, GA. His prior roles include positions at Homrich Berg, Inlight Wealth Management, and Berman Capital Advisors. 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, and financial planning services, utilizing a combination of quantitative and qualitative analysis across a broad set of public and private investment strategies.

Tyler Gerling is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2018, following six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management alongside specialized services such as Private Family Office programs and Financial Wellness initiatives, utilizing strategic allocation models and a range of fee and platform options.

John Margeson Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and proprietary research tools.

Joseph Galunas is a CFP®, CFA®, and holds a Series 66 license with 13 years of industry experience. He currently serves as a financial advisor at Creative Planning, joining the firm in 2024. His prior experience includes roles at Capital Group Private Client Services and Capital Bank & Trust Company. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and offers a broad range of retirement plan services supported by affiliated legal, trust, and recordkeeping entities.

Steven Restifo is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Oppenheimer since 2004, with a brief period from 2007 to 2009 at Stanford Group Company. Outside of his advisory role, he owns Hemp Energy, a non-investment business. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse investment programs and combines discretionary and non-discretionary advisory services across various portfolio types, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Emily Bentley is a financial advisor at HB Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities for 15 years. 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, and institutional clients. The firm employs a combined quantitative and qualitative investment process across various public and private strategies and offers discretionary portfolio management and outsourced chief investment officer services.

Antony Barber is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes positions at Principal Securities Inc, Principal Life Insurance Company, MML Investors Services LLC, MassMutual Life Insurance Company, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in helping Medicare beneficiaries select health plans and also manages rental properties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Steven Miller is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 license and six years of industry experience. His prior roles include positions at Merrill, J.P. Morgan Securities, and Newbridge Financial Services Group. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to individual client goals and risk tolerance.

Kwabena Leek is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, U.S. Bancorp Investments, Nationwide Investment Services Corp, and Cambridge Investment Research. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes proprietary and third-party investment strategies, offering both discretionary and non-discretionary account management across various investment vehicles.

Steven Napier is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Truist Advisory Services, BB&T Securities, and Morgan Stanley Smith Barney, among others. 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, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of investment advisory and brokerage services.

Arthur Rosser is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His work history includes roles at L.M. Kohn & Company, Midsouth Capital, Inc., and Edward Jones prior to joining Wealth Enhancement in 2025. He is also involved in insurance sales and servicing fixed insurance and annuity policies. 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 regulatory assets under management and employs a diversified, risk-class based investment process that integrates both passive and active strategies overseen by an internal Investment Committee.