Charlotte Vidal is a CFA charterholder with nine years of industry experience. She has worked at Goldman Sachs & Co. from 2015 to 2022 before joining HB Wealth in 2022, where she currently advises clients. 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 combines quantitative and qualitative due diligence across a range of public and private investment strategies and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Grant Segal is a financial advisor with Guardian Life in Roswell, GA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Guardian Life since 1995 and also works with Peachtree Planning Corporation. Outside of his advisory work, he provides springboard diving lessons to youth through the Atlanta Diving Association. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses, combining advisor-led discretionary management with model-based strategies and a range of proprietary and third-party solutions.

Richard Mundy is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. His prior roles include positions at Kays Financial Advisory Corp and Fidelity, where he worked from 2012 to 2019 in various advisory and brokerage capacities. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, small business owners, and nonprofit organizations. The firm’s investment strategy is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options such as ETFs and separate accounts.

Laren Campbell is a financial advisor at Empower Advisory Group with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GWFS Equities, J.P. Morgan Retirement Plan Services, and Fidelity. Outside of finance, he owns and oversees a film production company focused on video and narrative content. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Matthew Williams is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Cresset, he worked at Allied Wealth and Ithaka Hospitality Partners and has also been involved in life insurance and annuity sales through AWM Insurance Services, Inc. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach combining strategic asset allocation, active and passive management, and alternatives across various asset classes, supported by tools such as artificial intelligence and machine learning.

Gregory Fink is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Gratus Capital, HighTower Advisors, Arkadios Capital, ACG Wealth Inc., and Fidelity Investments. He also provides marketplace consulting and answers high-level questions related to the RIA industry through his involvement with Alpha Insights. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Fuxiao Su is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His background includes roles with multiple health insurance providers, including Ambetter, Humana, Kaiser Permanente, and Blue Cross Blue Shield of Georgia. Outside of financial advising, he is involved in real estate through ownership and operation of All Trust Realty Inc. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with options for discretionary and non-discretionary management.

Colton Myers is a CFP® with one year of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior work history includes roles at Rockefeller Capital Management, Emory University, and Lord Abbett. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer that also provides placement and investment banking services through a consolidated investment platform.

Jeffrey Rosengarten is a CFP® professional with 11 years of industry experience, currently advising at HB Wealth in Atlanta, GA. He spent 10 years at Homrich Berg before joining HB Wealth. HB Wealth Management provides 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 employs a discretionary investment approach that integrates quantitative and qualitative analysis across public and private strategies while offering consolidated reporting and outsourced chief investment officer (OCIO) services.

Charles Wellborn Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Suntrust Investment Services and CIBC Atlantic Trust Private Wealth Management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

William Inman Jr. is a CFP®, ChFC®, and holds a Series 66 license with 17 years of industry experience. He is associated with Guardian Life and Park Avenue Securities, where he has worked since 2008. Inman serves as a member of the Mount Vernon Campaign Council, a school-related volunteer position. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party solutions, and integrated lending options.

Melissa Mitchell is a financial advisor with Carson Wealth holding a Series 66 designation and four years of industry experience. She has worked at several firms, including Cetera Wealth Services, Woodbury Financial Services, and Main Street FG, LLC. Outside of advisory roles, she has experience supporting client services and operations within investment-related businesses. Carson Wealth is an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, variable annuity sub-account management, and retirement plan services, with investment decisions guided by a dedicated Investment Committee and supported by partnerships with custodians and alternative investment providers.

Spencer Scott is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Goldman Sachs Ayco and various positions outside the financial sector, such as in transportation and university library services. 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 strategic allocation models, specialized programs, and access to affiliated Goldman Sachs resources to tailor advice and investment solutions.

Todd Tautfest is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, with six years of industry experience. He previously worked at Wilmington Trust for 11 years. Outside of his advisory role, he is the owner of AXIOM, LLC, an oil and gas mineral company. 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 using a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across various asset classes.

Voselyn Williams Barnes is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Securian Financial Services. Barnes is also involved with Crownmark Wealth Advisors as a portfolio associate. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by extensive sub-advisory and platform integration arrangements.

Elizabeth Chandler is a financial advisor at Cresset Asset Management, LLC with 17 years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan for seven years before joining Cresset in 2021. Outside of her advisory role, she serves as Vice Chair of the Board at Zoo Atlanta and is a member of the Board of Trustees at Atlanta International School. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations, using a diversified, asset-allocation-driven approach that combines active and passive strategies with third-party manager allocations.

Camila Giorgi is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Her background includes roles at Goldman Sachs & Co. LLC and involvement with academic and community organizations such as the LSU Center of Economic Business and Policy Research and LSU Admissions. Goldman Sachs Wealth Services serves a diverse client base that includes individuals, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem to provide comprehensive wealth management solutions.

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.

Kaitlyn Greco is a financial advisor at Cresset Asset Management, LLC with Series 63 and Series 65 designations and two years of industry experience. Prior to joining Cresset in 2024, she held roles at Equitable Advisors, LLC, First Citizens Bank, and Truist Investment Services, Inc. Outside of finance, she has experience working in the hospitality and entertainment industries. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across a wide range of asset classes.

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.