Glen Duggan is a CFP® with 30 years of industry experience, currently affiliated with Janney Montgomery Scott in Atlanta, GA. His prior roles include positions at Merrill for 20 years, BB&T Securities, and Truist Advisory Services. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of services including brokerage, financial planning, and advisory programs, combining in-house portfolio management with third-party managers.

Lauren Lingle is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, she worked at ProForce Personnel Group Inc. and has spent significant time in full-time education. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individuals, executives, plan sponsors, and institutions. The firm’s advisory teams tailor strategies using proprietary allocation models and manager selections, with access to a broad array of affiliated resources across the Goldman Sachs ecosystem.

Dara Davis is a Series 66 licensed financial advisor with five years of industry experience, currently with Primerica Advisors in Atlanta, GA. Her career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Mass Mutual Investors Services. Outside of her advisory work, she serves as Treasurer/CFO on the board of The Black Girls Breathing Foundation, participates on the advisory board for Cyber Safety Architects, and provides independent coaching focused on goal setting and decision making. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary accounts.

Henry Mclarty Jr. is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Gratus Capital LLC for ten years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, retirement plan fiduciary services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated service companies beyond typical custody or manager platforms.

John Taylor is a CFP® professional with 13 years of industry experience, currently advising at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2007. 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, institutional clients, and investment companies. The firm manages accounts on a discretionary basis and employs a combination of quantitative and qualitative due diligence across various public and private investment strategies.

William Coffey is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Peachtree Planning Corporation and Primerica Advisors since 1999 and has been associated with Guardian Life Insurance Company since 1984. Outside of his advisory role, he is involved in pension marketing activities. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models and third-party managers, supporting various account types and offering additional services such as securities-based lending and donor-advised funds.

Curtis Hearn is a CFP® with 14 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2023, following prior roles at Gratus Capital and JPH Advisory Group. Outside of his advisory work, he oversees operations for a short-term rental property through Rivertree Hospitality LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisor and client needs.

Michael Jacobs is a CFP®-certified financial advisor with six years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2022, following six years at Homrich Berg. Jacobs holds Series 63 and Series 65 licenses and is based in Alpharetta, GA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies and integrates a range of affiliated non-investment businesses such as legal, trust, and recordkeeping services.

Thomas Lamb is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding Series 66 and Series 63 credentials and one year of industry experience. His career includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB, as well as a background as a full-time student. Outside of his advisory work, he occasionally works as a DoorDash driver. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools, with final trading decisions left to clients.

Robert Patti is a CFP® professional with 28 years of experience in financial advisory, currently serving at Stratos Wealth Partners, Ltd since 2013. He also maintains a registered representative role with LPL Financial, LLC, where he has worked since 2012. Patti provides investment advisory services and sells insurance through Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm’s Strategic Wealth Management platform features an open-architecture approach that aggregates multiple investments into a single account and supports both advisor-managed and model-based portfolios.

Rhonda Lamb is a Series 66 credentialed advisor at Hightower Advisors with 29 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2013. Outside of her advisory role, she serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, employing affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Brittney Brinner is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In her role, she works directly with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Brittney provides ongoing advice, adjusting plans as clients' circumstances evolve to help them pursue their personal and family objectives. Her expertise includes assisting clients with a variety of financial priorities, such as purchasing a home, funding education, addressing eldercare considerations, and preparing for healthcare expenses. Brittney holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor's Degree from Grand Valley State University and a Master's Degree from DePaul University.

Michael Dewitt is a CFA® charterholder based in Atlanta, GA, with 23 years of industry experience. He currently works at Corient, where he has been employed since 2022. His prior experience includes roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and ongoing portfolio monitoring.

Jose Ruiz is a CFP® with 17 years of experience in financial services. He is currently with Rockefeller Financial LLC and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. 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 integrates wealth, trust, and insurance services and offers access to alternative and private investments through a comprehensive platform.

Scott Schaefer is a CFP®-credentialed financial advisor with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC, GWFS Equities, Inc, and Prophecy International. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and offers a broad range of wealth management, financial counseling, and sub-advisory services.

Rupert Hansford is a CFA® charterholder with two years of industry experience. He is currently an advisor at Cresset Asset Management, LLC and has prior experience at Fleetcor Technologies, Schroders, and Sun Life Capital Management. 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 institutions. The firm employs a diversified, asset-allocation-driven approach utilizing both active and passive strategies, supported by a structured due-diligence program and a range of advisory and private fund services.

Hallie Hene is a financial advisor with NewEdge Advisors based in Atlanta, GA. She holds Series 65 and Series 63 licenses and has eight years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. She also serves as Director of Planning and Operations for Streamline Wealth, an RIA focused on customer service and financial planning. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisors, utilizing multiple program structures and technology-driven solutions.

Patricia Sklar is a CFP®, CFA®, and Series 65-registered advisor at Corient with 12 years of industry experience. She has worked at Corient and its affiliates since 2016, including roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Sklar is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools, alternative investments, and private fund solutions.

William Francis is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds a Series 66 designation and has two years of industry experience, with prior roles at Guardian Life Insurance, Park Avenue Securities, and Ashford Advisors. In addition to his advisory work, he maintains an insurance business outside of Guardian. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party models, supporting both discretionary and non-discretionary accounts with various investment products and lending solutions.

Michael Binnicker is a CFP®-designated financial advisor at HB Wealth with 11 years of industry experience. He previously worked at Balentine, LLC for nine years and held positions at JPMorgan Chase Bank and J.P. Morgan Securities. HB Wealth Management offers wealth and investment management, as well as 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, utilizing a combination of quantitative and qualitative analysis across public and private investment strategies.