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 seven years of industry experience. He holds the Series 66 designation and has worked at William Blair since 2018. Prior to joining William Blair, he was employed at DICK's Sporting Goods and Overtime Athletics, and he also spent time at 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 employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

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.

Ross Bramwell is a CFA® charterholder with 13 years at HB Wealth Management and 8 years of overall industry experience. He is based in Atlanta, GA, and holds the Series 65 license. 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 discretionary portfolio management and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

William Bolen is a CFP® professional with eight years of industry experience. He has been with Homrich Berg since 2009 and is based in Atlanta, GA. HB Wealth Management is a registered investment adviser that 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 combined quantitative and qualitative investment process across public and private strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Robert Boeye is a financial advisor at William Blair with three years of industry experience. He holds a Series 66 designation and has been with William Blair since 2020. Prior to his current role, he worked at the University of Notre Dame and Pinecrest Academy. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs active, research-driven strategies across various asset classes and provides access to proprietary models, sub-advisory services, and private investment opportunities.

Maryam Haddad Salleg is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she held roles at Georgia Tech, including work with the Office of Minority Educational Development and the College of Computing. She also has experience in entrepreneurial ventures, having been involved with Lunatica Pajamas Co. from 2017 to 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a variety of implementation options, while leveraging affiliated Goldman Sachs entities to offer a broad range of services and specialized programs.

Patience Watson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Truist Advisory Services in 2023, she worked at SunTrust Bank and SunTrust Investment Services from 2015 to 2022. Outside of her advisory role, she owns a business importing African fashion, organic makeup, and travel services, supporting charitable efforts for homeless children in Zimbabwe. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plans, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research.

James Trimble Jr. is a CFP® with 12 years of industry experience, currently serving as a financial advisor at HB Wealth in Atlanta, GA. He previously worked at Nease Lagana Eden & Culley and M Holdings Securities, Inc. from 2014 to 2019. 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, offering discretionary portfolio management and a combination of quantitative and qualitative investment analysis across a range of public and private strategies.

Kristen Plowman is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Truist and its predecessor firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Johnson is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Oakwood Capital Securities, 49 Wealth Management, and PKS Investments. Outside of finance, he works as a delivery driver for Uber on a part-time basis. HB Wealth Management is a registered investment adviser offering wealth and investment management as well as financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a disciplined investment process across public and private strategies and provides outsourced CIO and advisory services.

Margaret Robinson is a CFA® charterholder with 14 years of industry experience. She is currently with Truist Advisory Services in Atlanta, GA, where she has worked since 2019 following three years at Goldman Sachs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools alongside traditional methods as part of its manager selection and oversight processes.

Keith Eason is a CFP®-credentialed financial advisor with 18 years of industry experience. He is currently with Valic Financial Advisors in Atlanta, GA, where he has worked since 2014, and also holds a role with Agia involving non-securities insurance products. Prior to Valic, he was associated with Pro Labor Services starting in 2013. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Stacey Mcculley is a financial advisor at Oppenheimer with 18 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services Inc and Kalos Capital. 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 including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Jayesh Intwala is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at The Ayco Company, L.P., Mercer Allied, and Goldman Sachs Wealth Services since 2008, currently serving at Goldman Sachs Wealth Services in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Christopher Conrod is a financial advisor at Truist Advisory Services with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Truist Investment Advisory Services, Truist Investment Services, Truist Bank, Orchestrate Experience LLC, and the University of Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.