Gabriel Lembeck is a CFA® credentialed advisor at HB Wealth with experience dating back to 2014. He previously worked at Balentine for 12 years before joining HB Wealth Management, LLC in 2026. 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 offers wealth management, investment management, and financial planning services, using a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Gregory Belatti is a financial advisor at HB Wealth with a Series 65 designation and experience spanning several roles since 2014, including positions at Equicorp Partners, Burr Forman LLP, and Troutman, Pepper, Locke LLP. He has been with HB Wealth since 2025. 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 portfolio management, financial planning, and outsourced chief investment officer services, utilizing a combination of quantitative and qualitative investment analysis across public and private strategies.

Diane Schmidt is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She previously worked at Virtus Capital Advisers, LLC for four years before joining SunTrust Advisory Services, now part of Truist, where she has served for ten years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships supported by advanced research tools and inter-affiliate integration for implementing its investment programs.

Joel Dobbs is a financial advisor at William Blair with 13 years of industry experience and holds a Series 66 designation. He has been with William Blair since 2016. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Lila Prevost is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. Her prior work includes multiple roles at Goldman Sachs Ayco and experience in event-related roles at the Wells Fargo Championship and The Masters Golf Tournament. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Elie Engler is a CFP®, ChFC®, and Series 66 licensed advisor with Guardian Life and Park Avenue Securities, bringing 16 years of industry experience. He has worked at Park Avenue Securities since 2010 and has also been affiliated with Guardian Life and Ashford Advisors since 2009. Engler serves on the board and multiple committees of the Jewish Federation of Greater Atlanta. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Anna Davis is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Gratus Capital, LLC for seven years and Fidelity Brokerage Services LLC for three years. Davis also serves as a FINRA arbitrator, a role she has held since 2022. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Finian Kennedy is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA, holding a Series 66 designation with 22 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models and manager selections with proprietary and third-party analytics, offering a variety of fee arrangements and platforms within the broader Goldman Sachs ecosystem.

Tiffany Grooms is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds the Series 66 and Series 63 licenses. Her prior experience includes roles at The Vanguard Group and LexisNexis, as well as academic positions at Liberty University School of Law. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management with customized allocation models and access to alternative investments, leveraging the broader Goldman Sachs ecosystem to deliver integrated wealth management solutions.

Travis Pietrusza is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and integrated strategies across affiliated teams.

Tyler Mc Afee is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior work experience includes positions at Vonage Communications, Deferit, OxBlue, and self-employment. Centaurus Financial, Inc. provides advisory and brokerage services to a broad mix of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

William Levine is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Prior to joining HB Wealth in 2023, he worked at SunTrust Advisory Services and related SunTrust entities from 2015 to 2023. Levine serves on the boards of several community organizations, including the Atlanta Board of Councilors for the America Jewish Committee and the Board of Trustees for The Westminster Schools. 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 serves institutional clients and offers outsourced chief investment officer and advisory services, employing a disciplined investment process that integrates quantitative and qualitative analysis across multiple asset classes.

Marlin Duncan Jr. is a CFP® professional with 32 years of industry experience, currently serving at Truist Advisory Services since 2019. His career includes prior roles at Merrill and SouthTrust Securities. Outside of his advisory work, he is president of a real estate and farming business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary strategies and uses third-party platforms for manager selection and due diligence, with a distinctive inter-affiliate operating structure.

Camryn Norman is a CFP® with one year of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. Prior to this role, Camryn held positions at Ronald Blue Trust and Cannon Financial Strategists, Inc., and has also been involved with the ASPIRE Clinic at the University of Georgia. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, and provides specialized services including retirement plan consulting and charitable advisory.

Daniel Caldwell is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at VALIC Financial Advisors since 2016 and currently serves as President of Harbor Ministries, Inc., a nonprofit organization. VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes centralized technology and model-driven solutions.

Samuel Drake is a financial advisor at Oppenheimer with 33 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at RBC Capital Markets, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Michael Athanas is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of his firm. 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 provides both discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

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.

Samia Rizk is a financial advisor with First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes over a decade at SunTrust Bank and its affiliated investment services before joining First Citizens in 2026. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through advisory and brokerage services. The firm utilizes IAR-led financial assessments and a range of investment strategies including portfolio management, wrap programs, and automated Guided Investing, managing predominantly non-discretionary client assets.