Anastashia Stella is a CFP® professional with one year of industry experience, currently serving as a financial advisor at HB Wealth. Prior to joining HB Wealth Management, she worked for six years at The Law Offices of T. Andrew Miller. 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 provides discretionary portfolio management aligned with client objectives and employs a combination of quantitative and qualitative due diligence across a diverse range of public and private investment strategies.

Todd Gauthier is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes roles at Wells Fargo Clearing and SunTrust Investment Services prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary manager relationships with non-discretionary consulting and utilizing third-party platform and manager arrangements.

Daniel Moskowitz is a CFP® professional with 25 years of experience in financial advising. He has been with Commonwealth Financial Network since 2018 and also owns A Better Financial Group, which he has operated since 2004. Outside of his advisory work, he is involved in the purchase and sale of sports memorabilia via an online platform. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs and operational support. The firm offers discretionary model portfolios and distinct program structures, supporting advisors with technology, compliance, and investment management resources.

Jackson Davis is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, with a brief tenure at Maverick Health in 2021–2022. 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 offers tailored advisory solutions supported by proprietary research and a wide range of affiliated resources within the Goldman Sachs ecosystem.

Jonathan Dewitt is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and has worked with both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in offering insurance products independent of Guardian. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning, consulting, and digital advisory solutions tailored to client needs.

Brian Staples is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Carson Wealth and has held positions at several firms, including CWM, LLC, Woodbury Financial Services, and Jon Baker Financial Group. In addition to his advisory role, he is licensed as an insurance agent and sells life, health, disability, annuities, and long-term care insurance. CWM, LLC operates as an SEC-registered investment adviser with over 650 advisors managing approximately $50.6 billion across a network of partner offices. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and providing access to customized portfolios and alternative investments.

Sarah Cannon is a CFP® professional with eight years of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. She has held multiple roles at Mercer Global Advisors since 2018 and also worked at Resource Planning Group and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Sean Landgren is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA. He has 12 years of industry experience, including eight years with The AYCO Company, L.P./Mercer Allied and five years with Ayco/Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, delivering solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Grant Segal is a financial advisor with Guardian Life in Roswell, GA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Guardian Life since 1995 and also works with Peachtree Planning Corporation. Outside of his advisory work, he provides springboard diving lessons to youth through the Atlanta Diving Association. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses, combining advisor-led discretionary management with model-based strategies and a range of proprietary and third-party solutions.

Richard Mundy is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. His prior roles include positions at Kays Financial Advisory Corp and Fidelity, where he worked from 2012 to 2019 in various advisory and brokerage capacities. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, small business owners, and nonprofit organizations. The firm’s investment strategy is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options such as ETFs and separate accounts.

Paige Foster is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Valic Financial Advisors since 1999 and also holds a position as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Julie Copelan is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses. She has 12 years of industry experience and has been with Valic Financial Advisors since 2014. Outside of her advisory role, she is involved in a non-securities insurance business and also engages in reselling preowned clothing on an online marketplace during evenings or weekends. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to serve a substantial client base.

Laren Campbell is a financial advisor at Empower Advisory Group with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GWFS Equities, J.P. Morgan Retirement Plan Services, and Fidelity. Outside of finance, he owns and oversees a film production company focused on video and narrative content. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Gregory Fink is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Gratus Capital, HighTower Advisors, Arkadios Capital, ACG Wealth Inc., and Fidelity Investments. He also provides marketplace consulting and answers high-level questions related to the RIA industry through his involvement with Alpha Insights. Focus Partners Wealth serves individuals, high-net-worth families, family offices, 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, third-party managers, and private funds within an enhanced open architecture framework.

Charles Wellborn Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Suntrust Investment Services and CIBC Atlantic Trust Private Wealth Management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

William Inman Jr. is a CFP®, ChFC®, and holds a Series 66 license with 17 years of industry experience. He is associated with Guardian Life and Park Avenue Securities, where he has worked since 2008. Inman serves as a member of the Mount Vernon Campaign Council, a school-related volunteer position. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party solutions, and integrated lending options.

Melissa Mitchell is a financial advisor with Carson Wealth holding a Series 66 designation and four years of industry experience. She has worked at several firms, including Cetera Wealth Services, Woodbury Financial Services, and Main Street FG, LLC. Outside of advisory roles, she has experience supporting client services and operations within investment-related businesses. Carson Wealth is an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, variable annuity sub-account management, and retirement plan services, with investment decisions guided by a dedicated Investment Committee and supported by partnerships with custodians and alternative investment providers.

Spencer Scott is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Goldman Sachs Ayco and various positions outside the financial sector, such as in transportation and university library services. 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 strategic allocation models, specialized programs, and access to affiliated Goldman Sachs resources to tailor advice and investment solutions.

Voselyn Williams Barnes is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Securian Financial Services. Barnes is also involved with Crownmark Wealth Advisors as a portfolio associate. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by extensive sub-advisory and platform integration arrangements.

Camila Giorgi is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Her background includes roles at Goldman Sachs & Co. LLC and involvement with academic and community organizations such as the LSU Center of Economic Business and Policy Research and LSU Admissions. Goldman Sachs Wealth Services serves a diverse client base that includes individuals, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem to provide comprehensive wealth management solutions.