Allison Jolley is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding a Series 65 designation. She has been in the industry since 2023, previously working at Edward Jones for three years. Prior to her advisory career, she was involved with Teaching with Animals and McDonough First United Methodist Church. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jake Mossing is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Florida State University, Acumen Wealth Advisors, and the Tennessee Department of Environment and Conservation. Outside of finance, he appeared as a participant on the televised game show Family Feud in 2026. Goldman Sachs Wealth Services advises a diverse client base—including individual investors, executives, plan sponsors, and institutional clients—offering financial planning, portfolio management, and specialized programs. The firm integrates strategic allocation models and manager selections with proprietary analytics and benefits from broad capabilities across the Goldman Sachs ecosystem.

Lauren Moskowitz is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. She has worked at Goldman Sachs since 2022 and has prior experience in educational roles at Georgia College & State University. Outside of her advisory work, she is a seasonal part-time sales associate for Lululemon Athletica Inc. in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Caroline Scisci is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, she was employed at The Ayco Company, L.P./Mercer Allied and Schneider Downs and Co. 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 institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging its affiliation with a large integrated financial group.

Hubert Lyle III is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes ten years at Transamerica Financial Advisors and roles at DLM Holding Group LLC and Harry Ken Properties, LLC. 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, fiduciary support, participant advice, and a manager‑selection program that integrates discretionary and non‑discretionary approaches supported by AI-enabled research tools.

John Bragg IV is a CFA charterholder with six years of industry experience, currently advising at HB Wealth in Atlanta, GA. His prior roles include positions at Truist Advisory Services and Suntrust Advisory Services. He also worked with Pine Gate Renewable and has experience linked to Wake Forest University. HB Wealth Management is a registered investment adviser offering 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 employs a discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies and provides outsourced chief investment officer and institutional advisory services.

Jacqueline Higgenbotham is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. She holds a Series 66 credential and has previously worked at firms including Gratus Capital, Victory Capital, First Republic, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Casey Byrne is a CFA® charterholder with 11 years of industry experience. He is currently with Truist Advisory Services and has previously worked at Truist Investment Services and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches.

Demilade Olatunbosun is a CFP® professional at HB Wealth with two years of industry experience. Prior to joining HB Wealth Management, LLC, Demilade worked at Earn Into Wealth Strategies, LLC and EY. HB Wealth Management provides 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 approach across public and private strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Rekeithen Miller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at HB Wealth. Prior to joining HB Wealth Management in 2025, Miller spent 18 years at Palisades Hudson Asset Management. HB Wealth Management is a registered investment adviser offering 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 approach across a broad range of public and private strategies and provides outsourced chief investment officer and institutional advisory services.

Armond Reese is a CFA® charterholder affiliated with HB Wealth in Atlanta, GA. He began his career at Truist Bank, where he worked for 26 years before joining HB Wealth Management in 2026. Reese has also served on various boards during his career. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a combined quantitative and qualitative investment approach across public and private strategies and offers discretionary portfolio management aligned with client objectives and risk tolerance.

David Bryant is a financial advisor at Brookstone Capital Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Brookstone since 2017 and previously worked at Patriot Advisory, LLC. Outside of his advisory role, he is a partner and managing member of Patriot Capital, LLC, a non-investment business, and also works as an independent insurance agent involved in non-registered insurance and annuity sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, and offers services such as model portfolios and managed accounts primarily on a discretionary basis.

Zachary Prescott is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following 15 years at The Ayco Company, L.P./Mercer Allied. Prescott serves on the Investment Committee and Board of Trustees as well as the Executive Committee for High Meadows School, a nonprofit educational institution in Roswell, Georgia. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients, providing financial planning and portfolio management through tailored strategies. The firm integrates resources across Goldman Sachs affiliates to offer a wide range of services, including Private Family Office solutions, Specialized Executive Wealth programs, and access to alternative investments.

Dre'ameerha Walker is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2018, previously employed at The Ayco Company, L.P./Mercer Allied, The Reynolds and Reynolds Company, SDI La Farga, and Indiana Institute of Technology. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized programs. The firm uses strategic allocation models and proprietary analytics, delivering customized solutions through various fee arrangements and leveraging the broader Goldman Sachs ecosystem.

Amy Jackson is a ChFC® with three years of industry experience. She has worked at HB Wealth Management since 2026 and previously held roles at Chamberlain Financial Advisors and Tim Martin Wealth Strategies. Outside of her advisory work, she owns an LLC formed to hold rental property, which is unrelated to her investment practice. 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 employs a combined quantitative and qualitative investment process across a range of public and private strategies and offers discretionary account management along with outsourced chief investment officer and institutional advisory services.

Larry Ailes is a CFP® with 23 years of experience in financial services. He is affiliated with SPC and has been involved with Sigma Planning Company, Sigma Financial Corporation, and Larry Ailes & Associates since 2000. His other business activities include working as a life, health, and annuities insurance agent and assisting clients with employee benefits enrollment during open enrollment periods. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers and approximately $5.66 billion in assets under management.

Terence Tachang is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. and Citizens Bank NA. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment process that blends passive and active strategies overseen by an internal Investment Committee.

William Whitaker is a financial advisor at Oppenheimer with 26 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2009, previously working at Stanford Group Company and Wells Fargo Clearing. Whitaker serves as trustee or co-trustee for several family trusts, managing investment and trust administration duties. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory programs and combines discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Bryan Walls is a financial advisor at HB Wealth with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Wealth Enhancement Group, Minnesota Life Insurance Co, Personal Capital Advisors Corporation, and Fidelity Brokerage Services. 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 employs a combined quantitative and qualitative investment process across public and private strategies and offers discretionary portfolio management aligned with client objectives and risk tolerance.

Jonathan Gerrard is a CFP® professional with four years at HB Wealth Management and a total of 12 years of industry experience, including prior roles at Resource Planning Group and Trimont Real Estate Advisors. He is based in Atlanta, GA. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth management, investment management, and financial planning services, combining quantitative and qualitative due diligence across multiple asset classes and managing both discretionary accounts and registered investment companies.