Kelly Downs is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. Prior to joining Cresset, he worked for Berman Capital Advisors, LLC for 10 years. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, 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, supported by a structured due-diligence program and private fund management activities.

Peter Quackenbush Jr. is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation and having 22 years of industry experience. He has worked at Rockefeller Capital Management, Bank of America, and Merrill. In addition to his advisory role, he owns Quackenbush Holdings LLC, a company involved in real estate and shares of a privately held beverage company. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating as both a registered investment advisor and a broker-dealer with a consolidated investment platform delivering a range of discretionary and non-discretionary solutions.

Robin Aiken is a CFP® with 16 years of industry experience. He is currently with HB Wealth in Atlanta, GA, and previously spent 16 years at Homrich Berg. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers institutional advisory services, including outsourced chief investment officer solutions, and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

Charles Downs is a CFP® professional with 18 years of industry experience, currently serving at HB Wealth. His prior experience includes roles at Antares Wealth Management, LLC and Lesesne Capital Management, Inc. He serves on the Board of Advisors for Holy Innocents Episcopal School, providing guidance to the K-12 institution. HB Wealth Management is a registered investment adviser that offers wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also provides institutional advisory and outsourced chief investment officer (OCIO) services, employing a combined quantitative and qualitative investment approach across public and private strategies.

Mark Lerner is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining NewEdge Advisors in 2026, he spent 29 years at MassMutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is a partner in Lerner, Rouille and Associates, LLC, a financial services firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services and combines in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and technology tools.

Garrett Brown is a Series 66 licensed financial advisor with Valic Financial Advisors in Atlanta, GA. He joined the firm in 2026 and has a background including service in the United States Marine Corps from 2018 to 2022 and various roles in both education and small business. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports nearly 300,000 clients with a focus on centralized technology and model solutions.

Leah Manderson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has held positions at several firms, including Charles Schwab and Voya Financial. Manderson holds life, accident, sickness, and variable products insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with a mix of ETFs, index funds, separate account managers, and private funds, complemented by specialized services and client education programs.

Ralph Merten is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the CFP® and CFA® designations, along with Series 63 and Series 66 licenses. His prior experience includes roles at Morgan Stanley and Sarmaya Partners, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary manager relationships supported by advanced research tools and supervisory oversight.

Michael Skordeles is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 65 and Series 66 licenses and 15 years of industry experience. His career includes roles at SunTrust Advisory Services since 2016, SunTrust Bank since 2012, Morgan Keegan & Company from 2007 to 2012, and KeyBanc Capital Markets in 2007. He serves on the board of One Cumberland, a nonprofit foundation focused on community and environmental initiatives in the Cumberland area. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Berkley Bryan is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 designations and five years of industry experience. Prior to joining Rockefeller Financial in 2022, Bryan held positions at The Welch Group, Regions Bank, Highland Associates, and Samford University. Bryan serves as a volunteer board member for the Sheridan Parc Homeowners Association, where responsibilities include enforcing community rules and maintaining common areas. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm provides a range of portfolio management and financial planning services through a Private Advisor model and offers access to equities, fixed income, and alternative investments via an integrated investment platform and affiliated capabilities.

Joshua Burns is a financial advisor at HB Wealth with a Series 65 designation. He began his advisory role in 2026 and has no prior industry experience. His background includes several years in education prior to joining HB Wealth. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a discretionary investment approach that combines quantitative and qualitative due diligence across public and private strategies and offers a range of services including outsourced CIO and institutional advisory.

David Hudson is a financial advisor at Osaic Advisory Services, LLC with 23 years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked with Money Concepts Capital Corp and Triad Advisors. Outside of his advisory role, Hudson is involved in nonprofit education as a board member of the Curious Edge Foundation and provides CFO consulting services through his own firm. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm employs a range of investment strategies and offers services such as third-party manager programs, retirement plan consulting, and access to alternative investments.

Wendell Lofton Jr. is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and bringing 16 years of industry experience. His prior work includes roles at E*Trade Capital Management LLC and E*Trade Securities LLC. Outside of his advisory role, he is also an agent involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Jonathan Kolodkin is a financial advisor at Oppenheimer with 39 years of industry experience. He has held positions at Morgan Stanley and its affiliated entities prior to joining Oppenheimer in 2011. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a focus on strategic asset allocation, manager selection, and comprehensive consulting and retirement services.

Ryan Badger is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Aldridge Private Wealth Management Group and Wells Fargo Advisors. He is involved with Families First, a non-profit organization providing support services to families and adolescents, where he serves on the Finance Committee and chairs the Endowment Committee. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other strategies.

Shayon Moore is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at various SunTrust entities since 2015, including SunTrust Investment Services and SunTrust Advisory Services. Outside of his advisory role, Moore is involved in managing two party and event equipment rental businesses specializing in inflatables, concessions, and photo booths. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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, supported by AI-enabled research and supervisory oversight.

Karen Powell is a CFP® with 40 years of experience in the financial industry. She is currently with TLG Advisors, Inc. and has held roles at Orion Financial Associates and Concourse Financial Group Securities Inc. Outside of her advisory work, she manages cash flow strategies and coaches business owners through a separate business venture. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of investment supervisory services, comprehensive planning, and a direct-to-consumer program called Starlight Portfolios.

Lukas Foley is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and has prior experience at MML Investors Services, MassMutual Life Insurance, and Live Nation. Outside of his advisory role, he is also licensed as an insurance broker selling life, disability, and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers diverse investment programs combining in-house and third-party management, supported by centralized due diligence and advanced technology tools.

Cole Arendsen is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Oakworth Capital Bank and Omnimax International. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm leverages integrated resources across Goldman Sachs affiliates to deliver tailored strategies, employing advanced analytics and a range of fee structures.

Scott Rutherford is a CFP® and Series 65-licensed advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Gratus Capital LLC for 10 years. He also manages Rutherford Consulting Group, LLC, which provides tax services to individuals and corporate clients. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.