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.

John Roughen is a financial advisor at First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 credentials with 20 years of industry experience. His prior roles include positions at Truist Advisory Services, Suntrust Investment Services, and Bison Wealth, LLC. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a range of portfolio management options, automated investing platforms, and financial planning, using a client process that incorporates assessments of financial needs, risk tolerance, and time horizon supported by fundamental, quantitative, and technical analysis.

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.

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.

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.

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.

David Spinks is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at First Citizens Bank for eleven years. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities with advisory and brokerage services. The firm employs a client process focused on financial needs assessment and diversified investment allocation using fundamental, quantitative, and technical analysis.

B Mackie is a CFP®-certified financial advisor at Allworth Financial, L.P. with 23 years of industry experience. Prior to joining Allworth Financial in 2025, he held positions at Mariner Wealth Advisors, The Mather Group, Felton & Peel Wealth Management, Henssler Financial, and Truist Investment Services. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs a combined quantitative and qualitative investment approach, offering customized portfolio strategies and a range of financial planning and consulting services.

Melissa Dresnok is a CFP® professional with five years of experience in financial advising. She is currently with Mercer Global Advisors Inc. and has prior experience at Kays Financial Advisory Corporation and Cathy Stevens & Associates. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory services, financial planning, and family office solutions. The firm applies Modern Portfolio Theory with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, alongside educational content and specialized service offerings.

Edward Freeman is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with SunTrust Advisory Services and SunTrust Investment Services since 2018. Freeman also serves in the GA Army National Guard, with a service record spanning over three decades. Outside of advisory work, he has held a position as a service associate at Kroger since 1983. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and tools, to deliver portfolio management and fiduciary support.

Sydney Harley is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, bringing two years of industry experience. Prior to joining Goldman Sachs, Harley worked at Lendz Financial and held legal roles at Van Horn Law Group P.A. and Emory University School of Law. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs. The firm integrates multiple advisory teams and proprietary analytics within the broader Goldman Sachs ecosystem to tailor strategies across various fee arrangements and platforms.

Garrett Holcombe is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 16 years of industry experience. He has worked at LPL Financial for 10 years and has been with Independent Financial Partners since 2016. Outside of his advisory role, he serves on several nonprofit boards, including a foster care support organization, and is an ordained minister. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Tia Jinks is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She previously worked at Edward Jones and Agia. Outside of her advisory role, she volunteers as a grant writer and reviewer for Redeemed Community Outreach, Inc., a housing re-entry program for homeless women that also teaches sustainable agricultural practices. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kevin Kraus is a CFP® and Series 65 credentialed financial advisor with 25 years of industry experience. He currently works at HB Wealth and previously spent 19 years at Compass Financial Consulting, LLC, followed by three years at Homrich Berg. 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 combination of quantitative and qualitative due diligence across public and private investment strategies.

Joel Harris is an investment advisor representative at NewEdge Advisors with 38 years of industry experience. He previously founded and led Harris Consulting and spent 18 years at Securities Services Network. In addition to his advisory role, he serves as President and CEO of Fort Harris Consulting. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology tools to support advisors and clients.

Timothy Skelton II is a CFP® and holds a Series 66 license with four years of experience in the financial industry. He is currently with Mariner Wealth Advisors and has previously worked at Bank of America, Merrill, and CAPTRUST among other firms. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers and provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities.

Daniel Forbes is a financial advisor at Centaurus Financial, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hornor, Townsend & Kent, LLC, PNC Investments, and Triad Advisors, Inc. Outside of his advisory role, Forbes is involved in several apparel businesses partnering with his spouse and assists in decision-making for these ventures. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment strategies through its CLASSIC Plus platform, offering both discretionary and non-discretionary portfolio management along with specialized consulting and management services.

Jacob Godwin is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Eagle Strategies since 2015 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2008. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.