Robert Jackson is a financial advisor at Centaurus Financial, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with 36 years of industry experience. He has been with Centaurus Financial since 2001. Outside of his advisory role, he has invested in freight services and serves as vice president of a health insurance sales company. Centaurus Financial, Inc. serves a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, with both discretionary and non-discretionary arrangements, employing a combination of fundamental, technical, bottom-up, and top-down analysis.

Landon Rogers is a CFP® with six years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at Gratus Capital LLC and Wells Fargo. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, and institutions, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and maintains an extensive network of affiliated service companies and product relationships.

Angela Mccart is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 36 years of industry experience. She has held various roles in media, marketing, and operational management at firms including WealthWave Media, Heart Media, and Netlaw. Her activities include assisting in the creation and editing of financial literacy education and marketing materials. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers for portfolio implementation and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Justin Gillette is a CFP® professional with five years of industry experience. He has worked at Hightower Advisors since 2021 and previously held roles at BlueRock Wealth Management, Homrich Berg, and Smith & Howard. He is based in Alpharetta, GA. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to various investment vehicles and strategies.

Rachel Walsh is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and five years of industry experience. She has worked at Goldman Sachs since 2019, following roles at The Ayco Company and Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm leverages integrated resources across Goldman Sachs affiliates and employs strategic allocation models, tax-aware techniques, and proprietary analytics to tailor investment solutions.

Kevin Mccall is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Corient, where he has worked since 2022, following prior roles at Valic Financial Advisors and Purshe Kaplan Sterling Investments. He is based in Atlanta, GA. 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 uses a goals-based, team investment approach that integrates in-house strategies and third-party managers, employing risk management tools and potentially incorporating alternative investments and private funds.

Nicole Robinson is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*Trade Securities LLC. Outside of her advisory role, Robinson is the founder and CEO of two small businesses: Cole'd Designs, a clothing brand specializing in hand-sewn garments, and Shea'd LLC, which offers homemade, all-natural skincare products. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches and utilizes third-party platforms and manager arrangements, supplemented by AI-enabled research, to support client portfolios.

Nadine Virani is a financial advisor with Goldman Sachs Wealth Services in Atlanta, holding a Series 66 designation and 13 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm leverages integrated resources across the Goldman Sachs ecosystem to tailor strategic investment solutions supported by proprietary analytics and various fee arrangements.

Ashaunda Davis is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Northwestern Mutual, and State Farm. She is also the author of "Wealth Over Riches." Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering a range of investment programs and financial planning solutions supported by proprietary and third-party strategies.

John Ellard is a CFP® with 34 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2020. His prior experience includes roles at JOYN Advisors, Inc., Securian Financial Services, Inc., and Veracor Consulting Group. Ellard serves as a board member of the Atlanta Estate Planning Council and is a Legacy Council member of Children’s Legacy Advisors, both nonprofit groups focused on education and collaboration among estate planning professionals. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm emphasizes strategic allocation across risk classes using both passive and active managers, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Michael Washburne is a financial advisor at Savant Wealth Management in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Savant in 2025, he worked for four years at the University of Georgia and six years at Fellowship Christian School. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm uses an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a wide range of in-house capabilities and centralized resources.

Harrison Wiger is a CFP® professional at Creative Planning with one year of industry experience. Prior to joining Creative Planning, he worked at HB Wealth Management, LLC for three years. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a range of affiliated non-investment businesses.

Jennifer Hosch is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has nine years of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Wells Fargo Advisors. Outside of financial services, she is the owner of Freemanville Farms Tree Company, LLC, a business focused on selling live trees. Park Avenue Securities LLC serves a wide range of clients, including individual investors, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and consulting, utilizing a combination of proprietary and third-party investment strategies across various asset classes.

Jeffrey Juday is a CFP® and Series 66-registered advisor at Creative Planning with 22 years of industry experience. He has been with Creative Planning since 2014. Outside of his advisory work, he performs as a paid actor and singer in theatre productions and concerts. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm utilizes a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

John Buchanan is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 38 years of experience in the industry, including long tenures at SunTrust Advisory Services and Truist Investment Services. His current role at Truist Advisory Services began in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program, combining discretionary and non-discretionary strategies with third-party platforms and AI-enabled research tools.

Paul Rogers is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent nine years with 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to diverse products and services.

Keith Prybylski is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience and holds a Series 66 designation. His prior experience includes roles at UBS Financial Services, Personal Capital Advisors Corporation, Bank of America, Merrill, TIAA, and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using a variety of investment vehicles including low-cost ETFs, separate accounts, and direct indexing.

Christina Bryant is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Hightower Advisors in Alpharetta, GA. Her prior experience includes roles at Nova Wealth Management Group and At Home With Family. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Margaret Guenther is a CFP® and CFA® with 18 years of industry experience. She is currently with HB Wealth Management, LLC since 2025 and previously worked at Buffington Mohr McNeal for eight years and A. Montag & Associates, Inc. for eleven 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 offers wealth management, investment management, financial planning, and outsourced chief investment officer (OCIO) services, utilizing both quantitative and qualitative due diligence across a variety of public and private investment strategies.

Mei Lin is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Charles Schwab, Regions Bank, Santander Securities, and Wells Fargo. Mei Lin is based in Atlanta, GA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations that utilize Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.