Richard O'Donnell Jr. is a CFP® professional with 13 years of experience in financial advising. He has been with Savant Wealth Management since 2023, following nine years at Capital Directions, LLC. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house legal, accounting, and trust service affiliates.

Joseph Campbell is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at SunTrust Advisory Services and related SunTrust entities since 2014. Campbell serves as co-trustee and co-executor for the estate of Joel Katz, working alongside Katz’s daughters on trust and estate matters. 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, supported by an Equity Research team that uses AI-enabled tools and maintains inter-affiliate integration with affiliated broker-dealer and bank services.

Zach Senft is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Rockefeller Capital Management, Wells Fargo, and Berman Capital Advisors. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management.

Jacob Autry is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Sandy Springs, GA. He holds the Series 66 designation and has been working in the industry since 2026. Prior to joining Equity Services, he has experience with National Life Group and has been involved with Trainwithheater Baseball Academy. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Lynn Carter is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked with Truist and its predecessor firms since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support client investment decisions.

Michael Landsberg is a CFP® professional with 11 years of experience in the financial services industry. He previously worked for eight years at Homrich Berg before joining HB Wealth in Atlanta, GA. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary wealth and investment management, financial planning, and outsourced chief investment officer services, employing a combination of quantitative and qualitative due diligence across a range of public and private strategies.

Anthony Ritter is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include 17 years at American Portfolios and earlier positions at Morgan Stanley. Outside of advisory work, he is involved in insurance sales activities, focusing on life and long-term care insurance through various agencies and his ownership of The Legendary Group, Inc. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing multiple strategies and platform integrations to support institutional and individual clients.

William Hinson IV is a CFP®, CFA®, and Series 65 credentialed advisor with three years of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at Northern Trust, Truist, and Suntrust Advisory Services. Mercer Global Advisors serves individuals, families, and various institutional clients, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment strategy emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, separate account managers, and specialized programs, supported by educational content and integrated service platforms.

Cynthia Nofi is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. She has worked with SunTrust Advisory Services and its related entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Terrence Hartigan is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. Prior to joining Savant, he worked at Capital Directions, LLC for ten years and Warren Averett CPAs and Advisors for four years. He is a member of the board of directors for the Clarence E. Harris Foundation, a private philanthropic organization in Atlanta, GA. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a broad range of affiliated professional services.

Derrick Martin is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at notable firms including Edward Jones, Merrill, Wells Fargo, and Bank of America. Outside of his advisory role, Martin owns two LLCs involved in basketball training and business research. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio managed with mutual funds and ETFs. The firm’s investment approach relies on algorithmic risk assessment and third-party portfolio implementation.

Wade Roberts is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Wells Fargo Clearing, and Merrill. In addition to his advisory work, he provides notary services for clients. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing various strategies and maintaining platform relationships with Fidelity, Schwab, and others.

Tieleasha Jenkins Holley is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Truist Advisory Services since 2016, following prior roles including at SunTrust Insurance Group. Outside of her advisory role, she manages rental property investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations, employing a blend of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Christopher Johnson is a financial advisor at Guardian Life and Park Avenue Securities LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Capital. Outside of advisory services, he is involved in insurance sales in the Atlanta area. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides financial planning, discretionary and non-discretionary management, and access to proprietary and third-party investment solutions.

Richard Cross is a financial advisor at Osaic Advisory Services, LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 23 years. Outside of his advisory work, he serves as President of the Lackawaxen Volunteer Ambulance, a nonprofit EMS organization. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing both fundamental and technical analysis, and integrates alternative investments and annuity sub-account management through multiple platform relationships.

Dylan Williams is a financial advisor at Allworth Financial, L.P. in Kennesaw, GA, holding a Series 65 credential with two years of industry experience. Prior to joining Allworth Financial in 2023, he worked at Young Harris College from 2019 to 2023. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Stephen Northington is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Principal Securities and Principal Life Insurance Co since 2014, alongside roles at Focused Financial Group and KSA Insurance Agency LLC. Outside of advising, he is involved in a family farm growing pecan trees and turmeric, which is part of a study with Auburn University and Alabama A&M, and he offers an online legal document service through Estately that facilitates will preparation and related 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. The firm’s advisory services focus on financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically carried out on a discretionary basis by these managers.

Daniel Paley is a financial advisor with PNC Wealth Management in Marietta, GA, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online discretionary model account that uses approved mutual funds and ETFs with annual rebalancing.

Christina Lane is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Truist and its predecessor firms since 2013. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm combines discretionary and non-discretionary investment approaches and utilizes affiliated broker-dealer relationships and AI-enabled research tools as part of its integrated advisory platform.

Nicholas Marrano is a financial advisor with Independent Financial Partners in Woodstock, GA, holding a Series 66 designation and nine years of industry experience. He has worked with Independent Financial Partners since 2017 and was previously affiliated with LPL Financial from 2014 to 2019. Marrano is also involved in Horizon Planning Group, a related investment advisory business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with both individualized and centralized investment management options and is noted for its retirement-plan advisory and pension consulting capabilities.