Matthew Ward is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently a Wealth Advisor at Goldman Sachs Wealth Services, where he has worked since 2021. Prior to this, he held roles at The AYCO Company, L.P./Mercer Allied and HSBC Bank USA, N.A., including HSBC Securities (USA) INC. 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 uses centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Eddie Patton Gooch IV is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with SunTrust entities in various roles since 2005. Outside of his advisory work, he is the owner of a rental property in Austell, Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Kaitlyn Greco is a financial advisor with Cresset Asset Management, LLC in Atlanta, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior roles include positions at Equitable Advisors, LLC, First Citizens Bank, and Truist Investment Services, Inc. Outside of finance, she has worked in the hospitality and entertainment sectors, including at a restaurant and an indoor trampoline park. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets, serving a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations. The firm employs a disciplined, risk-aware approach combining strategic asset allocation with both active and passive management across various asset classes and uses tools such as artificial intelligence and machine learning for research and analysis.

Hussain Hassan is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He previously worked at The Vanguard Group, Inc. and its affiliated entities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private fund platforms.

Tula Burch is a financial advisor with Principal Financial Services in Sandy Springs, GA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She has been with Principal Financial Services since 2008. Outside of her advisory role, she is involved in selling long-term care, fixed life insurance, and annuities through Principal Product Network and collaborates on health insurance commissions with a partner. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Charles Wellborn is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 registrations and possessing 38 years of industry experience. His career includes roles at Truist Advisory Services and its predecessor entities, such as SunTrust Capital Markets, spanning over two decades. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated, inter-affiliate service arrangements.

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 serving as a financial advisor at Focus Partners Wealth, LLC since 2024. He previously worked at Gratus Capital LLC from 2019 to 2024 and Wells Fargo from 2015 to 2019. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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.

Robert Null is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Truist Investment Services, BB&T Securities, and SunTrust Advisory Services throughout his career. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, supported by third-party platform arrangements and AI-enabled research tools to assist in manager selection and investment oversight.

Alexandra Emma is a CFP® with six years of industry experience, currently serving as a financial advisor at Hightower Advisors. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and JPMorgan Distribution Services. She also spent four years at the University of Alabama. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that combines affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Aaliyah Boney is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials. She has been in the financial services industry since 2024, with prior experience at firms including Primerica and State Farm. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed accounts within plan lineups selected by sponsors.

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.

Michael Meshad is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Rockefeller Financial, he worked for two years with the U.S. House of Representatives and has a background that includes roles in education at the University of Georgia and North Atlanta High School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Ashaunda Davis is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Park Avenue Securities since 2021 and previously held roles at Northwestern Mutual Wealth Management and Northwestern Mutual Investment Services. Davis is also an author of "Wealth Over Riches." Park Avenue Securities, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and a combination of proprietary and third-party investment programs.

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.

Evan Duncan is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Foreside Fund Services, Angel Oak Capital Advisors, and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Scott Stearsman is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Truist Bank for 11 years before joining Truist Investment Services, Inc. in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program supported by both discretionary and non-discretionary approaches, integrating multiple affiliated entities and advanced research tools.