Ross Wyatt is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Mass Mutual Investors Services, Piedmont Wealth Partners, and operates Wyatt Financial Group. Outside of advisory work, he is involved in individual life and health insurance sales. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, and third-party manager access. The firm’s integrated operating model includes a dedicated portfolio team that supports advisors with diverse investment strategies and portfolio management services.

Thomas Mason is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments, AssuredPartners Investment Advisors, and operated as a self-employed advisor. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Giovanni Scisci is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously was with The Ayco Company, L.P./Mercer Allied from 2016 to 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with a variety of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Katherine Lidl is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Corient in Atlanta, GA. Her prior experience includes roles at Brightworth and the University of Georgia. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, employing risk management tools and alternative investment options where appropriate.

Camden Ratcliffe is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has four years of industry experience. His career includes roles at Goldman Sachs and Birge and Held, with additional experience at Varsity Properties. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models and a range of implementation platforms while offering access to specialized programs and alternative investments within the broader Goldman Sachs ecosystem.

Donald Stonecipher is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Guardian Life since 1995 and was previously associated with Peachtree Planning Advisors, Inc. Stonecipher is involved with Aristoboulos Racing, LLC, a non-investment related business. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as both a broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage, financial planning, and investment advisory services.

Darlene Van Beek is a Series 66-credentialed advisor with 13 years of industry experience, currently with Money Concepts Capital Corp since 2014. She previously worked at Equitable Advisors and Edward Jones during the same year. Van Beek is the owner of Van Beek Advisors, LLC and serves as a board member of the East Cobb Business Association. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches, managing approximately $4.07 billion in assets through a large network of advisors and multiple portfolio programs.

John Robb is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that includes affiliated funds.

Alyce Phinney is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. She has prior experience at Triad Hybrid Solutions, Argent Bridge Advisors, and Neiman Marcus. Outside of her advisory role, she is involved in divorce education as a speaker and educator and operates a pet sitting business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to build and monitor portfolios.

Steven Pluhar is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63, 65, and 66 designations. His prior experience includes over two decades at Fidelity Brokerage Services Inc and roles at Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Michael Shoemaker is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with Bankers Life and its related entities since 2005, including roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty Co. Additionally, Shoemaker is involved in insurance sales and training as a unit sales manager and insurance agent. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create customized portfolios aligned with clients' goals and risk tolerances, utilizing both wrap and non-wrap programs with a focus on equities, fixed income, mutual funds, ETFs, and other securities.

Samuel Wishneff is a CFP® professional with 12 years of experience in the financial services industry. He is currently associated with HB Wealth and has prior experience at firms including M. S. Howells & Co, LongView Wealth Management, Cambridge Investment Research, Inc., and PNC Wealth Management. Outside of his advisory role, he is involved in insurance sales in Atlanta. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

Hudson Good is a financial advisor at Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Goldman Sachs in 2024, he worked at Cerity Partners and held various positions in small businesses including Beezer's Gourmet and Fantes Coffee. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs network to offer specialized wealth programs and access to alternative investments.

Brooke Cantrell is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, she worked at Raymond James Financial Services Advisors, Inc. and Signature FD. Her background also includes work outside of finance at Starbucks. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Richard Kidwell is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Atlanta, GA. His career includes over a decade with BB&T and its affiliated entities before joining First Citizens, where he has worked since 2020. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a range of investment approaches, including portfolio management, model portfolios, and automated platforms, focusing on IAR-led assessments to determine client needs and risk tolerance.

Justin Berman is a financial advisor at Cresset Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and previously led Berman Capital Advisors, LLC for 11 years before joining Cresset in 2021. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due diligence program and a range of advisory and family office services.

James Barnes is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, with prior experience in the food service industry. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic allocation models and both discretionary and non-discretionary implementations, leveraging its integration with various Goldman Sachs affiliates to offer expanded product access and specialized services.

Todd Schoonover is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2014. Schoonover serves as a board member of the NAIFA Georgia Chapter. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. 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.

David Mccollum is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 credential and 15 years of industry experience. His previous roles include positions at Modera Wealth and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools in its investment process.

Samantha Mayfield is a Series 66 licensed financial advisor with 16 years of industry experience, currently with Transamerica Retirement Advisors, LLC. Her prior roles include positions at Voya Investments and Cambridge Investment Research, among others. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary portfolio models and third-party expertise to provide tailored asset allocation and retirement guidance to a large client base.