Jacob Reid is a CFA® charterholder and Series 65 licensee with two years of industry experience. He currently works at Truist Advisory Services and previously held roles at Bank of America, CAPTrust, TowneBank, and Paragon Bank. Outside of his advisory work, he was involved with The Looma Project for four years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by an Equity Research team using AI-enabled tools and an Investment Advisory Group overseeing manager selection and periodic reviews.

Cory Wade is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior work includes roles at Fidelity Investments, Fidelity Brokerage Services, TD Ameritrade, and Charles Schwab. Outside of his advisory work, he owns a short-term rental property listed on Airbnb. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses proprietary asset-allocation models and internal research to guide investment selection, with trades made only upon client authorization.

Ashraf Felix is a Series 66-licensed financial advisor with Citigroup Global Markets in Atlanta, GA, bringing seven years of industry experience. He has held multiple roles within Citigroup since 2011 and briefly worked at Coastal Courier Inc and Alcentra. Outside of finance, he operates NyamGuhWay LLC, a Caribbean cuisine and private catering business, serving small events and festivals. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and combines large institutional scale with unique market roles, including derivatives and futures services.

Rodney Owen is a CFP® professional at HB Wealth with one year of industry experience. Prior to joining HB Wealth Management in 2024, he worked at Grant Thorton from 2021 to 2023 and was a student from 2016 to 2021. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers outsourced chief investment officer (OCIO) and institutional advisory services, employing a disciplined investment process that integrates quantitative and qualitative due diligence across public and private strategies.

Sean Foote is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Merrill and Morgan Stanley Wealth Management and Private Bank. Outside of advisory work, he owns music publishing and production ventures and serves on the board of the SUNY New Paltz Foundation, where he contributes to investment oversight. Concurrent Investment Advisors is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement advisory services, utilizing primarily long-term portfolios with ETFs, mutual funds, individual securities, and alternative investments.

John Steele is a CFP®, CFA®, and Series 66-certified financial advisor with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2020. Prior to this, he held positions at JOYN Advisors, Inc. and BB&T Investment Services, Inc. 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 AUM and utilizes a diversified investment process that blends passive and active managers, supported by internal portfolio oversight and multiple program options.

Brittan Fussell is a CFP® with six years of industry experience, currently associated with HB Wealth. His work history includes roles at Wealth Enhancement Advisory Services, Securian Financial Services, and JOYN Advisors, Inc. He serves as a co-trustee on family trusts for the benefit of his children. HB Wealth Management provides wealth management, investment management, and financial planning services to a diverse range of clients, including individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and offers outsourced chief investment officer and institutional advisory services.

Timothy Pounds is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 13-year tenure at The AYCO Company, L.P./Mercer Allied. He is based in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages 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 a broad range of products and services.

Chukwu Emeka Onyia is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, U.S. Bancorp Investments, Fisher Investments, and Amazon. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Yenvy Hoang is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2022, Hoang worked at PNC from 2019 to 2022 and held a position with the University of Georgia from 2015 to 2019. Outside of securities work, Hoang operates a small event decorating service and sells consumer goods through an Amazon store. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles including research, derivatives services, and bespoke lending solutions.

Steven Edwards is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2012. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Dennis Davis is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63, 65, and 66 licenses and 29 years of industry experience. His prior roles include positions at LPL Financial and Cuna Brokerage Services, Inc. He is also involved with TruStage Wealth Management Consulting Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Lawrence Quinn is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Citigroup Global Markets in 2019, he worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2006 to 2019, among other firms. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with extensive in-house research and compliance oversight, operating on a large institutional scale with unique market roles.

Brian Farkas is a financial advisor with Osaic Advisory Services, LLC who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 21 years before joining Osaic in 2024. Outside of advising, he owns and operates Baron’s Financial Strategies, Inc., which focuses on insurance and fixed annuity sales, and has partial ownership in Dont Blink Insurance.net, specializing in life and long-term care insurance. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and related services. The firm utilizes multiple advisory program models and combines proprietary and third-party platforms to build and monitor client portfolios.

Annika Cushnie is a CFP® and holds a Series 65 license with 19 years of industry experience. She currently works at Corient, where she has been since 2022, and previously spent 20 years at Ci Brightworth Private Wealth. 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 that combines in-house strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.

Keith Lerner is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Truist Advisory Services. He has held various roles within Truist and its predecessor entities since 2012 and also worked at GenSpring Family Offices. Outside of his advisory work, Lerner serves as a board member of Breakthrough T1D, an organization focused on funding and advancing research for Type 1 diabetes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by third-party platform arrangements.

Mitchell Phillips is a CFP® certificant and holds a Series 66 license with four years of industry experience. He is currently with HB Wealth Management, where he has worked since 2022. His prior experience includes roles at Atlanta Financial, BB&T Bank, and Troutman Sanders LLP. 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 discretionary wealth management, investment management, and financial planning, utilizing a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Jeffrey Dunn is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 66 designation and has worked at BB&T Securities, SunTrust Advisory Services, and SunTrust Bank since 2014. Outside of his advisory role, Dunn serves as Chairman of the Atlanta Sports Council board of directors, where he leads meetings and supports fundraising efforts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program, utilizing a combination of discretionary management and third‑party platforms to implement its advice.

Jacob Banish is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill for two years. 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 emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and comprehensive retirement plan services.

Tony Brown is a financial advisor at PNC Wealth Management in Atlanta, GA, holding a CFA® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including eight years with Advisor Group, Inc. and four years with PNC Investments LLC. In addition to his advisory role, he teaches an online undergraduate finance course as an associate adjunct professor at the University of Maryland Global Campus. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio strategy pilot for employees. The firm utilizes algorithm-driven model selection and delegates portfolio implementation to third-party managers, focusing on mutual funds and ETFs with annual rebalancing.