Dennis Davis is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63, 65, and 66 licenses and 29 years of industry experience. His prior roles include positions at LPL Financial and Cuna Brokerage Services, Inc. He is also involved with TruStage Wealth Management Consulting Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Lawrence Quinn is a financial advisor with Citigroup Global Markets in Atlanta, GA, holding Series 65 and Series 66 licenses and with 22 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Banc One Securities Corporation, Chase Investment Services Corp., and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by extensive internal research and oversight.

Brian Farkas is a financial advisor at Osaic Advisory Services, LLC with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Osaic in 2024, he spent 21 years at American Portfolios Financial Services, Inc. Farkas owns and operates Baron’s Financial Strategies, Inc., which is involved in insurance and fixed annuity sales, and is also a part-owner of Dont Blink Insurance.net, focusing on life and long-term care insurance. Osaic Advisory Services, LLC is an SEC-registered enterprise firm 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 variety of investment and consulting services with access to alternative investments and utilizes platform relationships and affiliated managers to deliver and monitor strategies.

Annika Cushnie is a CFP® and holds a Series 65 license with 19 years of industry experience. She currently works at Corient, where she has been since 2022, and previously spent 20 years at Ci Brightworth Private Wealth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.

Keith Lerner is a CFA® charterholder with 12 years of industry experience, currently serving at Truist Advisory Services. His career includes roles at Truist Advisory Services and GenSpring Family Offices. He is a board member of Breakthrough T1D, an organization dedicated to funding Type 1 diabetes research. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and third-party platforms to deliver its AMC Advantage manager-selection program.

Mitchell Phillips is a CFP® certificant and holds a Series 66 license with four years of industry experience. He is currently with HB Wealth Management, where he has worked since 2022. His prior experience includes roles at Atlanta Financial, BB&T Bank, and Troutman Sanders LLP. 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 provides discretionary wealth management, investment management, and financial planning, utilizing a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Jeffrey Dunn is a financial advisor at Truist Advisory Services in Atlanta, GA, holding a Series 66 designation with 26 years of industry experience. His prior roles include positions at BB&T Securities, LLC, and SunTrust Advisory Services. He serves as Chairman of the Atlanta Sports Council, where he leads board meetings and supports fundraising efforts involving corporate and municipal leaders. 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 manager relationships and integrates AI-enabled tools in its investment research and manager selection processes.

Jacob Banish is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill for two years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and comprehensive retirement plan services.

Tony Brown is a financial advisor at PNC Wealth Management in Atlanta, GA, holding a CFA® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including eight years with Advisor Group, Inc. and four years with PNC Investments LLC. In addition to his advisory role, he teaches an online undergraduate finance course as an associate adjunct professor at the University of Maryland Global Campus. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio strategy pilot for employees. The firm utilizes algorithm-driven model selection and delegates portfolio implementation to third-party managers, focusing on mutual funds and ETFs with annual rebalancing.

Gregory Thornton is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., and has prior experience at Fidelity Investments and JPMorgan Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to offer guidance on asset allocation and investment selection, with trades executed only upon client authorization.

Jarrod Freeman is a CFP® professional with six years of industry experience currently at HB Wealth in Atlanta, GA. He previously worked for five years at Homrich Berg. 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 offers discretionary account management, combining quantitative and qualitative due diligence across public and private investment strategies, including mutual funds, ETFs, hedge funds, and private funds.

Xavier Felipe is a CFP®-certified financial advisor with 36 years of industry experience. He currently works at Osaic Advisory Services, LLC and has prior experience at American Portfolios Financial Services and Janney Montgomery Scott. Outside of his advisory role, Felipe is involved in several life insurance businesses and leads a solar panel sales venture. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, using diverse strategies and platform integrations to serve both retail and institutional clients.

Christina Mumpower is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 11 years of industry experience. Her career includes roles at Veracity Capital LLC, Wealth Enhancement Group, Securian Financial Services, JOYN Advisors, Kestra Financial Services, and Oxygen Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that integrate in-house and third-party manager strategies supported by technology and centralized due diligence.

Herman Scriven II is a financial advisor with TIAA-CREF, holding a Series 66 designation and 21 years of industry experience. He has been with TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm also acts as adviser to the TIAA Donor Advised Fund and offers managed accounts that include model portfolios and customized portfolio management under fiduciary standards.

Terry Dickey is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked previously at firms including Triad Advisors, Inc., Triad Hybrid Solutions, LLC, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory role, he serves as president of Empower Wealth Management. 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 fund clients. The firm offers a range of investment solutions such as representative-managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments, employing a mix of fundamental and technical analysis alongside platform integrations for specialized strategies.

Kiel Upton is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and has worked at Truist Advisory Services since 2025, following roles at Truist Investment Services, BOK Financial, and Edward Jones. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Sean Cook is a financial advisor at HB Wealth with 20 years of industry experience. He holds a Series 65 credential and previously worked at Cedar Rowe Partners for 21 years and Homrich Berg for one year. 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 offers discretionary portfolio management informed by quantitative and qualitative due diligence across a range of public and private strategies and provides outsourced chief investment officer and institutional advisory services.

Elizabeth Thompson is a financial advisor with Savant Wealth Management in Atlanta, GA, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at AssetMark Financial Holdings, AssetMark Brokerage, RCH Securities, Wells Fargo Clearing Services, TIAA-CREF, and Truliant Federal Credit Union. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Andrew Berg is a CFP® with 16 years of industry experience, currently with HB Wealth in Atlanta, GA. He previously spent 32 years at Homrich Berg. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporations, foundations, family offices, institutional clients, and investment companies. The firm offers outsourced chief investment officer (OCIO) and institutional advisory services, employing a combination of quantitative and qualitative due diligence across public and private strategies.

Lorenzo West Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2013. Outside of his advisory role, he also works as a food delivery driver. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.