Shawn Chando is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 16 years at The AYCO Company, L.P. Goldman Sachs Wealth Services offers 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 a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Leslie Blanchard is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Creative Planning since 2020. Prior to this, Leslie worked at TrueWealth Management from 2015 to 2020. Leslie holds a 16% membership interest in Lawrence Investment Management, LLC, a separate investment-related business. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by supplemental approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Suhwan Lee is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Configure Partners Securities, LLC and engagement with Emory University. Outside of his advisory role, he is also involved with Bare Carbon, LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering services including wealth management, portfolio management, and retirement plan consulting with a risk-aware, diversified investment approach.

John Poss is a financial advisor with Equity Services, Inc. in Sandy Springs, GA, holding a Series 63 designation and 38 years of industry experience. He has worked at Equity Services and National Life Insurance Co. since 1988. Outside of his advisory role, he serves as president of the Edgewater Homeowners Association. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.

James Bolton is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Primerica Advisors. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Coastal States Bank. He serves on the board of directors for The Ivy's Condominium Association in Atlanta. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.

Brentley Jones is a CFP® with 28 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021. Prior to that, he spent 15 years with SunTrust Investment Services and 5 years with SunTrust Advisory Services. 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, plan sponsor fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Robert Butler is a CFP® with 12 years of industry experience, currently advising at Mariner. His prior roles include positions at Cedar Rowe Partners and The AYCO Company, L.P./Mercer Allied. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with a notable emphasis on integrated tax and accounting services.

Amber Dornell is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and bringing 27 years of industry experience. She previously worked at Morgan Stanley from 2009 to 2020 and has been with Rockefeller Financial LLC and Rock & Co LLC since 2020. In addition to her advisory role, she is a licensed insurance agent with RCM Insurance Services LLC, an affiliate of the firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, providing portfolio management, financial planning, and consulting services. The firm operates uniquely as a registered broker-dealer and offers integrated investment solutions across equities, fixed income, and alternatives through its Private Advisor model and consolidated investment platform.

Savannah Andersen is a CFP® with six years of industry experience currently serving as a financial advisor at Cresset Asset Management, LLC. She previously worked at Berman Capital Advisors, LLC, BioShield, LLC, and Deloitte Consulting. Andersen is based in Atlanta, GA. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and conducts structured due diligence for manager selection and ongoing monitoring.

John Overton is a financial advisor with Wealth Enhancement Advisory Services, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior roles include positions at Personal Capital, Empower Financial Services, and Northwestern Mutual. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, utilizing a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Patrick McGonigle is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Homrich Berg (now HB Wealth) since 2014. 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 discretionary wealth management and investment management services, employing a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Wenyuan Nottebohm is a CFP® professional with 12 years of industry experience, currently advising at Cresset Asset Management, LLC since 2021. Prior to joining Cresset, Nottebohm worked at Berman Capital Advisors, LLC for seven years. He holds Series 65 and Series 66 licenses and is based in Atlanta, GA. Cresset Asset Management manages approximately $78.9 billion in assets and serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations. The firm employs a disciplined, risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes and alternative investments.

Scott Mckenzie is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2013. Outside of his advisory role, he is an agent and manager of a Florida-based LLC that handles rental property affairs. 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, participant advice, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Tricia Mulcare is a CFP® with 15 years of industry experience, currently serving at HB Wealth in Atlanta, GA. She has been with Homrich Berg since 2003, totaling 23 years of tenure with the firm and its affiliates. HB Wealth Management provides wealth management, investment management, and financial planning services to a range of clients including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm manages portfolios on a discretionary basis using both quantitative and qualitative analysis across multiple asset classes and offers specialized services such as outsourced chief investment officer (OCIO) and institutional advisory services.

Walter Eaves Jr. is a financial advisor at CWM, LLC with five years of industry experience and holds a Series 66 designation. Prior to joining CWM, he worked at Yari Capital and Ampere Wealth Management. He is the sole owner of Mercury Ventures LLC, through which he provides financial literacy and education services to organizations. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of retirement-plan and sub-advisory services.

David Rogers is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and previously at J.P. Morgan Securities from 2014 to 2017. He serves as executor and beneficiary of a family trust and is also named executor of a family member’s estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services along with financial planning and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies and platforms.

Cameron Starr is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Gratus Capital, LLC and SunTrust Advisory Services. Cameron serves as trustee of the Starr Irrevocable Trust, overseeing its investment management and distributions. Focus Partners Wealth provides investment management and wealth services to individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach with a diverse range of strategies and integrates a broad network of affiliated service companies and product offerings.

Lowell Russell Jr. is a CFP® professional with 33 years of industry experience, currently serving at Valic Financial Advisors since 1999. He also holds Series 63 and Series 66 designations. In addition to his advisory role, he has an agent position with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with Envestnet’s platform and third-party model managers.

Christina Richardson is a Series 66 licensed advisor with 24 years of industry experience. She has been with SunTrust Advisory Services and its affiliates since 2004, currently serving at Truist Advisory Services in Atlanta, GA. 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 a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary arrangements, supported by AI-enabled research and inter-affiliate integration.

Catherine St. Dizier is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. She has been with Valic Financial Advisors since 2013 and also serves as an agent with Agia, where she is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services through a large network of over 1,200 advisors.