Eric Ashburn is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. He has held roles at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. Outside of his primary advisory work, he is involved in consulting and mentoring activities related to business acceleration and divorce financial analysis through Argent Bridge Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models, utilizing both proprietary and third-party platforms.

Shaun Aycock is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Merrill, Bank of America Corporation, and Wells Fargo Bank. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized portfolios under a fiduciary standard.

Nzubechukwu Anunobi is a CFP® professional with HB Wealth in Atlanta, GA. Anunobi joined HB Wealth Management in 2024 and has a background that includes teaching experience at Georgia State University and Lycee Francais Louis Pasteur de Lagos. HB Wealth Management serves individuals, families, institutional clients, and corporate entities, providing wealth management, investment management, and financial planning. The firm employs a disciplined investment process that integrates quantitative and qualitative analysis across a range of public and private strategies.

Melanie Fitzgerald is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. She previously worked at Resource Planning Group and Ronald Blue & Co., LLC, and was involved with Women Renewed, Inc. from 2018 to 2022. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Craig Mackenzie Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Sandy Springs, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Equity Services since 2007. Outside of financial advising, Mackenzie is involved in insurance sales and serves as a board member of the National Association of Insurance & Financial Advisors (NAIFA) Atlanta chapter. He also performs as a freelance professional singer for events including weddings and funerals. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Kimberly Scouller is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 credentials and has 28 years of industry experience. She has worked with multiple firms, including WealthWave Media, LLC and Plan Choice, Inc., and serves as an attorney through her own practice, Jade Law Offices of Kim Scouller. Additionally, she is a board member of the Atlanta Neuroscience Institute and is involved in financial literacy education through How Money Works, LLC and WealthWave Media, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, with regulatory assets under management of approximately $1.7 billion.

Alexander Paslay is a CFP® with nine years of industry experience, currently serving as an advisor at Kestra Advisory. His background includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, along with involvement in mortgage lending through a nonprofit mortgage company. Paslay also holds a volunteer board position with Once Lost Disciples, providing general and ministerial guidance. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Momodou Mbenga is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley, The Strategic Financial Alliance, and E*TRADE Securities. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm uses a range of strategic allocation models and proprietary analytics, leveraging its integration within the broader Goldman Sachs ecosystem to provide expanded product access and tailored wealth management solutions.

Anthony Criscuolo is a CFP® professional with 14 years of industry experience. He has worked at Palisades Hudson Asset Management, L.P. for 16 years before joining Hightower Advisors in 2024. He is currently based in Alpharetta, GA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and registered and private pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions and proprietary research, offering portfolio management, financial planning, and retirement consulting through a network of Advisor Practices.

Nicholas Ravry is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2019, following prior roles at The Ayco Company, Extra Special People, and Happy Can. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm provides financial planning, portfolio management, and specialized programs, utilizing strategic allocation models and both discretionary and non-discretionary implementations to tailor solutions to client objectives.

Michael Smith is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked at Oppenheimer since 2014. Outside of his advisory role, Smith serves as a treasurer and board member of Seniors Helping Seniors-Buckhead, a nonprofit focused on senior non-medical care. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary management and consulting, with a notable share of assets managed on a non-discretionary basis.

Steven Miller is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. His work history includes roles at WealthWave, Assurant Health, and other financial services firms. Miller is also president of his own non-investment related business, Steven A Miller LLC. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program choices.

Michael Gaddis is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with Janney Montgomery Scott since 2007. Gaddis serves as a board member of Peachtree Road Methodist Church, where he reviews investment managers and oversees the allocation of church funds to charitable causes. 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 plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Seda Ly is a financial advisor with Eagle Strategies (NY Life) based in Atlanta, GA, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked with Eagle Strategies since 2021 and has been associated with New York Life and its affiliates since 2017. Outside of her advisory role, Seda owns a photography business. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a majority of its assets on a non-discretionary basis.

Megan Rauch is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has worked at Valic Financial Advisors since 2014, including its predecessor entities, and also spent time with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. 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 discretionary managed-account programs, financial planning, and brokerage services, employing Envestnet-developed UMA models for portfolio construction and management.

Olivia Payne is a CFP® certificant with five years of experience in financial advising. She is currently with CWM, LLC and has previously worked at firms including Northwestern Mutual Wealth Management Company and Pierson Wealth Management. Olivia holds Series 63 and Series 65 licenses. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee, blending fundamental and technical analysis with third-party sub-advisors and customization tools.

Hezekiah Ross is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with Principal Financial Services in Atlanta, GA. His prior experience includes roles at Cambridge Investment Research Advisors, Securities America Advisors, and Investacorp Inc. Outside of his advisory work, Ross is involved with CIRA as an advisory representative. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jermaine Gonsalves is a financial advisor with Bankers Life Advisory Services, Inc. based in Atlanta, GA. He holds a Series 66 designation and has five years of industry experience. Prior to his advisory role, he has been with Bankers Life & Casualty Co. since 2004, where he manages a team of agents focusing on hiring and training and is involved in insurance sales including Medicare Supplement and annuity products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Fritz Dlabik is a financial advisor at TIAA-CREF based in Atlanta, GA, holding a Series 66 designation with 14 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

Trent Arnone is a CFP® at HB Wealth with nine years of industry experience, primarily at Homrich Berg since 2017 and a prior year at Fort Washington Investment Advisors. He is based in Atlanta, GA. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients through outsourced chief investment officer (OCIO) and advisory services, employing a combined quantitative and qualitative investment approach across public and private strategies.