Todd Phelan is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Cambridge Investment Research Advisors and SunTrust Equitable Securities. Phelan serves as treasurer for the Rotary Club of Auburn, Alabama. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Walton Lee is a financial advisor at Truist Advisory Services with 37 years of industry experience. He holds a Series 63 designation and has worked at various Truist affiliates since 2002, including SunTrust Capital Markets and Truist Investment Services. Outside of his advisory role, he is involved in several private investment ventures, including ownership and partnership interests in real estate and private investment LLCs. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform relationships.

Mark Walter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets before joining Truist-related firms in 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its manager selection and investment processes.

Andrew Klepchick Jr. is a CFP® with over 10 years of industry experience, currently serving at HB Wealth Management, LLC since 2008. He holds the Series 63 designation and is based in Atlanta, GA. Outside of his financial advisory role, Andrew is the president of Secession Golf Club, a position he will begin in July 2025. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a discretionary investment approach that integrates quantitative and qualitative analysis across a range of public and private strategies.

James Tanksley is a financial advisor with TLG Advisors, Inc. based in Atlanta, GA, holding the Series 66 designation and five years of industry experience. His previous roles include positions at Merrill, Bank of America, and American Advisors Group, among others. He also serves as Vice President of Annuity Sales at Tarkenton Financial. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Anthony Shilcoski IV is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has previously worked at Stephens Inc., Henssler Financial, and Genspring Family Offices. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Bradley Phillips is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Oppenheimer & Co. Inc since 2019 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary investment strategies.

Matthew Hooper is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 credential and 22 years of industry experience. He has worked with Goldman Sachs & Co. LLC since 2021 and was previously employed at The AYCO Company, L.P./Mercer Allied for 13 years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing both strategic and tactical investment models alongside proprietary research and analytics within the broader Goldman Sachs ecosystem.

Garth Gherardini is a financial advisor with Equity Services, Inc., holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at several firms including MWA Financial Services and Modern Woodmen of America. Outside of finance, he is co-owner of an arcade business, Mission Escape, and serves as Director of Sales at The Assurance Group, focusing on fixed insurance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading.

Lacey Schoenbachler is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. She holds a Series 65 credential and has worked at Cresset since 2021, following prior roles at Berman Capital Advisors, LLC and Edge Capital Partners LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies and utilizing third-party managers as appropriate.

Matthew Lubert is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Goldman Sachs Ayco, Berman Capital Advisors, and Forge Partners. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s offerings include asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies supported by AI-enabled research tools.

Charles Costa III is a CFP® professional with 43 years of industry experience, currently serving at Concurrent Investment Advisors, LLC since 2023. His prior experience includes roles at Lumature Wealth Partners, Raymond James Financial Services, Cetera Advisor Networks, Girard Securities, and United Capital. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through a customized, primarily long-term investment approach incorporating ETFs, mutual funds, and other securities.

Robert Henry is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2014. His work focuses on business development, client service, portfolio management, and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary oversight, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a range of investment platforms and third-party managed solutions.

Michael Morais is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and no prior industry experience. He has worked at Goldman Sachs & Co. LLC since 2026. His background includes roles at Auburn University, The Sea Pines Resort, and educational institutions. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management through strategic allocation models and specialized programs, leveraging resources across the broader Goldman Sachs network.

Daniel Dinkins is a financial advisor at PNC Wealth Management with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at WFGIA, Transamerica Financial Advisors, Truist Advisory Services, and Cambridge Investment Research Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invite-only digital discretionary model account that uses algorithm-driven risk assessment and executes investments via approved model strategies managed by PNC or third-party strategists.

Richard Ballou is a financial advisor at Janney Montgomery Scott in Atlanta, GA, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2017, with a brief period at Venture24 Capital Partners. Outside of advising, he is involved in several business activities, including founding a consulting firm, co-founding a family e-commerce business, serving on the board and investing in a regional hoagie franchise, and managing investments for a nonprofit foundation. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients and offers brokerage services, financial planning, consulting, and advisory programs, combining in-house and third-party portfolio management.

Gary Teague is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, he was employed at The Ayco Company, L.P./Mercer Allied and spent five years at Kennesaw State University. Outside of finance, he has experience working in the restaurant industry. Goldman Sachs Wealth Services provides 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 offers tailored services such as executive and personal wealth management, retirement plan education, and private family office support within a large integrated financial group.

Kory Gildea is a CFP® professional with four years of industry experience currently with HB Wealth in Atlanta, GA. Prior to joining HB Wealth, he worked at Homrich Berg and spent four years at the University of Georgia. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients. The firm offers wealth management, investment management, and financial planning services, employing a combination of quantitative and qualitative due diligence across various public and private investment strategies.

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.

Jameel Muhammad is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Keystone Advisors and World Financial Group. In addition to his advisory role, he is involved with WSB Flight Team LLC and has engagement in insurance-related businesses. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services with various fee-based and commission-based investment programs, utilizing proprietary and third-party model portfolios.