Lester Jones is a financial advisor with Osaic Advisory Services, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. His career includes long tenures at Primerica Financial Services and Primerica Advisors, and more recent roles with Triad Advisors and Triad Hybrid Solutions. Outside of his advisory work, he is involved with Duo Wealth Advisors LLC, focusing on investment management and retirement planning. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple advisory program models and a combination of proprietary and third-party platforms.

Brandon Hayes is a CFP® professional with 19 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory Services, LLC since 2016. He is based in Atlanta, GA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in real estate activities, including ownership and management responsibilities with several property-related ventures. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment management, supporting large institutional clients and managing approximately $79.8 billion in assets.

Mallie Scott is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2022, Scott worked at Homrich Berg for a total of three years and held a position at Georgia State University. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Frederick Brown is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Oppenheimer since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and various investment strategies tailored to client objectives.

Zachary Harrell is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following nine years at The AYCO Company, L.P./Mercer Allied. Based in Atlanta, GA, he provides advisory services within a large integrated financial firm. Goldman Sachs Wealth Services offers financial planning, investment management, and related advisory support to a wide range of clients, including high-net-worth individuals, corporate participants, and charitable organizations. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support.

Margaret Evans is a CFP® professional with six years of experience at HB Wealth Management, LLC in Atlanta, GA. She previously worked at the University of Georgia School of Law for three 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 employs a combined quantitative and qualitative investment process across public and private strategies and offers outsourced chief investment officer and institutional advisory services.

Jack Malandra is a Series 66–licensed advisor at Kestra Advisory with one year of industry experience. Prior to joining Kestra, he worked at Deloitte for two years and held various roles including at Druid Hills Country Club and the University of Georgia. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Anthony Farrar is a ChFC® credentialed advisor with 15 years of industry experience, currently with Equity Services, Inc. He has worked at Farrar Financial Group since 2000 and joined Equity Services Inc and National Life Group in 2024. Farrar serves as secretary and board member for the AJF Scholarship program, assisting in the selection of scholarship recipients, and works as a benefit counselor for Willis Towers Watson. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, with a combination of long-term strategies and options for shorter-term trading.

Thomas Heidt is a financial advisor at Valic Financial Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2004. He also has a role with Agia involving non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and employs discretionary unified managed accounts using third-party model managers and technology platforms.

Charles Hoke is a CFA® charterholder and holds Series 63 and 66 licenses. He has 14 years of industry experience and has worked at CIBC Private Wealth Advisors, Inc. since 2014. Based in Atlanta, GA, he is part of a larger team at CIBC Private Wealth Advisors. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to offer customized portfolio management, utilizing both proprietary and external strategies, and manages a notable amount of assets relative to its advisor headcount.

Jamie Wall is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan for seven years before joining Cresset in 2021. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, charitable organizations, and corporations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and offers services such as portfolio management, wealth planning, private fund advisory, and family office services.

Shawn Chando is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 16 years at The AYCO Company, L.P. 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 a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Leslie Blanchard is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Creative Planning since 2020. Prior to this, Leslie worked at TrueWealth Management from 2015 to 2020. Leslie holds a 16% membership interest in Lawrence Investment Management, LLC, a separate investment-related business. 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 focused on low-cost indexing and buy-and-hold strategies, supported by supplemental approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Suhwan Lee is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Configure Partners Securities, LLC and engagement with Emory University. Outside of his advisory role, he is also involved with Bare Carbon, LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering services including wealth management, portfolio management, and retirement plan consulting with a risk-aware, diversified investment approach.

John Poss is a financial advisor with Equity Services, Inc. in Sandy Springs, GA, holding a Series 63 designation and 38 years of industry experience. He has worked at Equity Services and National Life Insurance Co. since 1988. Outside of his advisory role, he serves as president of the Edgewater Homeowners Association. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.

James Bolton is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Primerica Advisors. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Coastal States Bank. He serves on the board of directors for The Ivy's Condominium Association in Atlanta. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.

Brentley Jones is a CFP® with 28 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021. Prior to that, he spent 15 years with SunTrust Investment Services and 5 years with SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Amber Dornell is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and bringing 27 years of industry experience. She previously worked at Morgan Stanley from 2009 to 2020 and has been with Rockefeller Financial LLC and Rock & Co LLC since 2020. In addition to her advisory role, she is a licensed insurance agent with RCM Insurance Services LLC, an affiliate of the firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, providing portfolio management, financial planning, and consulting services. The firm operates uniquely as a registered broker-dealer and offers integrated investment solutions across equities, fixed income, and alternatives through its Private Advisor model and consolidated investment platform.

Savannah Andersen is a CFP® with six years of industry experience currently serving as a financial advisor at Cresset Asset Management, LLC. She previously worked at Berman Capital Advisors, LLC, BioShield, LLC, and Deloitte Consulting. Andersen is based in Atlanta, GA. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and conducts structured due diligence for manager selection and ongoing monitoring.

John Overton is a financial advisor with Wealth Enhancement Advisory Services, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior roles include positions at Personal Capital, Empower Financial Services, and Northwestern Mutual. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, utilizing a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.