David Michaux IV is a CFP® professional with 18 years of experience in the financial services industry. He is affiliated with Valic Financial Advisors and has been there since 2008. Additionally, he serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts and centralized technology to manage a large client base through its extensive network of advisors.

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.

Nicolas Caradonna is a financial advisor with Principal Financial Services in Atlanta, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Focused Financial Group and has been affiliated with Principal Securities Inc and Principal Life Insurance Company since 2019. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under different advisory and promoter arrangements.

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.

Justin Gillette is a CFP® professional with six years of industry experience, currently serving as an advisor at Hightower Advisors. His prior experience includes roles at BlueRock Wealth Management, Homrich Berg, and Smith & Howard. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm also manages large pooled and institutional mandates with capabilities in international exposures and tax-managed strategies.

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.

Richard Warren is a Series 66-credentialed financial advisor with six years at First Citizens Investor Services, Inc. and First Citizens Bank combined, and five years of industry experience overall. Prior to joining First Citizens in 2020, he worked at Branch Banking and Trust Co. from 2015 to 2020. Outside of his advisory role, he is the owner of a family-owned LLC that manages personal family assets. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, automated Guided Investing, tax-aware services, and financial planning, utilizing a client process focused on assessments of financial needs and risk tolerance.

Nicole Robinson is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*Trade Securities LLC. Outside of her advisory role, Robinson is the founder and CEO of two small businesses: Cole'd Designs, a clothing brand specializing in hand-sewn garments, and Shea'd LLC, which offers homemade, all-natural skincare products. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches and utilizes third-party platforms and manager arrangements, supplemented by AI-enabled research, to support client portfolios.

Bruce Hermann II is a financial advisor at Osaic Advisory Services, LLC with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Hybrid Solutions, Triad Advisors, Inc., and American Financial Management Group. He is also president of Hermann Financial Services, an insurance brokerage providing life, health, long-term care, and disability coverage. Additionally, Hermann serves as Membership Chairperson for the Milford Lions Club. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth fund clients. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments through platform partnerships and affiliated managers.

Ernest Dison Jr. is a financial advisor with Principal Financial Services in Marietta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. Outside of his advisory role, he serves as a director for Adam Ministries Inc. and St. Paul COGIC, supporting various church-related community services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions under both adviser and promoter arrangements.

Galen Mayo is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently with VALIC Financial Advisors, Inc. and has previously worked at firms including Fidelity Brokerage Services and Advisory Services Network. Mayo is also appointed as an agent to sell non-securities insurance products for AGIA. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

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.

John Ellard is a CFP® professional with 34 years of experience in the financial services industry, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2020. His prior roles include positions at JOYN Atlanta, Securian Financial Services, and Veracor Consulting Group. He is a board member of the Atlanta Estate Planning Council and 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 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 and employs a diversified investment approach combining passive and active managers with analysis overseen by an internal Investment Committee.

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.

Harrison Wiger is a CFP® professional at Creative Planning with one year of industry experience. Prior to joining Creative Planning, he worked at HB Wealth Management, LLC for three years. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a range of affiliated non-investment businesses.

Jennifer Hosch is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience, including roles at Park Avenue Securities and Wells Fargo Advisors. Outside of finance, she is the owner of Freemanville Farms Tree Company, a tree growing and selling business. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies and includes access to proprietary and third-party investment programs.