Kishona Williams is an advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to this, she worked at Uber Eats and has experience at Fifth Third Bank and Kroger. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad client base that includes high-net-worth individuals and various business entities.

Angus McRae is a financial advisor with Principal Financial Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Principal, he operated Angus McRae Insurance Brokerage Services, Inc., focused on group medical insurance, and has held roles at Principal Life Insurance Company and Principal Securities Inc. He also has experience in the insurance sector, including sales of fixed annuities and various insurance products. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Nicole Caron is a CFP® professional with three years of industry experience, currently advising at Focus Partners Wealth, LLC. Her prior roles include positions at Gratus Capital, Mercer Advisors, and Atlanta Financial Associates. Outside of financial advising, she owns and operates two small businesses: a sewing products company and a children’s book publishing venture. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering services such as investment management, financial counseling, and tax and business management. The firm employs a long-term, tax- and fee-sensitive investment approach with a broad range of asset strategies and maintains an extensive network of affiliated service companies and product relationships.

Sharon Snyder is a CFP® with 14 years of industry experience, currently serving as a financial advisor at HB Wealth Management since 2015. She holds the Series 63 designation and is based in Atlanta, GA. 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, and institutional clients. The firm employs a disciplined investment process that incorporates both 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.

Carolyn Burgin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Sandy Springs, GA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has previously worked at TruOak Financial Partners LLC, Apogee Financial Partners, MML Investors Services LLC, MassMutual Life Insurance Co, and AXA Advisors LLC. Outside of advising, she is involved with CRT Legacy Treasures LLC, a venture focused on locating unclaimed assets in Georgia and surrounding states. Equity Services, Inc. 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 employs third-party asset managers and model portfolios, and features both discretionary and non-discretionary client programs.

Michael Waiters is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Walgreens, Target, CME Group, Amazon, and FSU Campus Recreation. 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 AI-enabled research tools and affiliated service arrangements.

Jameson Spillers is a financial advisor with Empower Advisory Group in Smyrna, GA. He holds Series 63 and Series 65 licenses and has been with Empower since 2026. Prior to joining Empower, he worked with Florida Financial Advisors DBA Georgia Financial Advisors and has varied experience including roles outside the financial industry. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and manages a large participant base relative to its advisor headcount.

Blake Winters is a CFP® and CFA® with 17 years of experience in the financial industry. He is currently with Truist Advisory Services and has held various roles within the Truist organization since 1996. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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.

Joshua Loud is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Raymond James and Associates for five years before joining Janney Montgomery Scott. Outside of his advisory role, Loud serves as an assistant golf coach at The Lovett School, chairs the Cobb Young Professionals group within the Cobb County Chamber of Commerce, and is a board member of The Extension, an organization helping adults recovering from addiction. 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 with brokerage, financial planning, and advisory services, utilizing a combination of in-house portfolio management and third-party managers across multiple wrap programs and model portfolios.

Julian Koeneman is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at The Ayco Company, L.P./Mercer Allied, Bank of America Merrill Lynch, and Core States Inc. He also has experience in academic roles at the University of South Carolina. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management supported by specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, leveraging extensive resources within the broader Goldman Sachs network.

Paul Dean is a financial advisor at Equity Services, Inc. with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Equity Services, he worked at TruOak Financial Partners LLC, Apogee Financial Partners, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, Dean serves as the music director for the Pleasant Hill Presbyterian Church choir in Duluth, GA. Equity Services, Inc., also known 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 and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Neil Holmes is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rockefeller & Co LLC and SunTrust Robinson Humphrey. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and emphasizes a comprehensive approach that includes access to alternative investments and private funds.

William Mckinney is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Gratus Capital, RSM US Wealth Management, Cetera Advisor Networks, and Carroll Financial Associates. He also serves as a FINRA arbitrator. 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 combines quantitative and qualitative due diligence across public and private investment strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Jaron Grounds is a financial advisor at William Blair with six years of industry experience. He holds a Series 66 designation and has been with William Blair since 2018. Prior to joining William Blair, he worked at DICK's Sporting Goods and Overtime Athletics, and was also affiliated with Kennesaw State University. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Tosha Alexander is a financial advisor with Empower Advisory Group in Douglasville, GA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Valic Financial Advisors, and New York Life Insurance Company. Outside of advisory work, she owns Victoria's Vintage Design, a business focused on estate sales and design solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders, delivering services through an integrated platform linked to Empower’s recordkeeping and administrative systems.

Dylan Schefske is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2024. His prior work includes roles at MassMutual Life Insurance and Mass Mutual Investors Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, with an emphasis on inter-affiliate integration and oversight.

Mark Bendinelli is a CFA® charterholder and holds a Series 66 license, with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, having joined the firm following seven years at Merrill. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, 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 a range of advisory and family office services.

Catherine Gordon is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at The Ayco Company, L.P./Mercer Allied, DiSalle Real Estate Company, Swig Restaurant and Catering, and Miami University of Ohio. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models and offers services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Darrie Schlesinger is a financial advisor at Equity Services, Inc. with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including National Life Group, Equitable Advisors, and Axa Advisors. Schlesinger is also involved with Apogee Financial Partners, a business focused on insurance and investment-related activities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Lemond Ponton is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior experience includes roles at Merrill Lynch, AXA Advisors, Northwestern Mutual, MassMutual Life Insurance, and MML Investors Services. He is co-founder and owner of Cardinal Mays Advisors & Associates LLC and Cardinal Mays LLC, entities involved in financial services and insurance agent development. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of representatives. The firm operates at scale, managing approximately $29.2 billion and serving close to 300,000 clients.