Nicholas Reidich is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, WestRock, and Ernst & Young, LLP. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Joshua Swartz is a CFP® professional with eight years of industry experience. He is currently an advisor at Focus Partners Wealth, LLC, where he has worked since 2025. His prior experience includes roles at The Colony Group, Gratus Capital, LLC, and JPH Advisory Group. Focus Partners Wealth serves a wide range of clients 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 using enhanced open architecture and offers integrated wealth services along with access to affiliated service companies and diverse investment solutions.

Thomas Gordon Jr. is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, TD Ameritrade, Scottrade, and J.P. Morgan. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing managed account programs, providing both model and customized portfolio options within a vertically integrated structure.

Michael Gaddis Jr. is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and has worked at Janney since 2019. Outside of his advisory role, he co-founded a travel website, Untrodden, Inc., where he served as a silent partner and holds an equity stake. 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, offering brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Alexis Maafoh is a CFP® professional with six years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, Nova Wealth Management Group, and Genspring/Sun Trust Private Wealth. Maafoh holds a Series 65 license and is based in Atlanta, GA. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporate and retirement plan clients, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, multiple investment strategies, and a broad network of affiliated service companies and product relationships.

Robert Harris is an investment advisor representative at NewEdge Advisors with five years of industry experience. He previously worked at Fort Harris Consulting, where he held a leadership role. Harris also serves as Vice President of Fort Harris Consulting, an advisory business he is involved with alongside his role at NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a range of clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers diverse investment solutions through multiple program structures, combining in-house manager selection with third-party model portfolios, supported by technology tools and centralized manager oversight.

Kelly Dennis is a financial advisor at Rockefeller Capital Management with 16 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC. Rockefeller Capital Management is an enterprise firm with 157 advisors that provides wealth management and advisory services.

Philip Clinkscales III is a CFP®, CFA®, and PFS™ credentialed advisor at HB Wealth with 19 years of industry experience. He previously worked at Soundriver Advisors, LLC before joining HB Wealth Management, LLC in 2019. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

William Unrue is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Rock & Co LLC, Rockefeller Financial LLC, Bank of America, N.A., and Merrill. Based in Atlanta, GA, he has been with his current firms since 2019. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

James Thompkins is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and as a self-employed advisor. He serves as a board member of the Valdosta State University Foundation's Alumni Advisory Board for the business school. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment process combining passive and active strategies, supported by an internal Investment Committee and a broad range of implementation tools and affiliated services.

Brian Sullivan is a CFP® professional at Mercer Global Advisors Inc. in Atlanta, GA, with 38 years of industry experience. He has been with Mercer Global Advisors in various roles since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Deborah Barber is a Series 66-licensed financial advisor with 22 years of industry experience. She has worked at Rockefeller Financial LLC since 2021 and previously spent 16 years at UBS Financial Services. Based in Atlanta, GA, she provides advisory services through Rockefeller Financial’s enterprise platform. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including individuals, families, family offices, charities, corporations, and retirement plans. The firm offers comprehensive wealth management and financial planning services, utilizing a range of investment options and integrated trust and insurance capabilities under the Rockefeller Global Family Office platform.

Matthew Roher is a CFP® with two years of industry experience, currently serving as a financial advisor at HB Wealth. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and Soliant. Roher has also assisted lead advisors in developing financial plans and preparing client meeting agendas. 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, and institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and manages accounts primarily on a discretionary basis.

Ethan Glickfield is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has four years of industry experience. His prior roles include positions at Ayco Goldman Sachs and Creative Financial Partners, as well as a four-year period at Emory University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models, manager selections, and a variety of implementation approaches, with access to specialized programs and alternative investments.

Cam Levitan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His background includes roles at Keller Williams and managing his own entities such as Cam Fin LLC and Transformation Financial LLC. Outside of advisory work, he is active as a real estate agent, consulting on property management in Alpharetta, GA. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers across multiple program platforms.

Lisa Brown is a CFP® professional with 20 years of experience in financial advising. She has worked with Ci Brightworth Private Wealth for 18 years before joining Corient and its related entities in 2022. Outside of her advisory role, she serves on the board and mentors students for the Dolphin Green and Gold Fund, owns MoneyAnswerKey LLC where she writes and speaks about personal finance, and is Treasurer on the board of Project Street Vet, a nonprofit providing veterinary care to pets of homeless individuals. Corient offers investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, incorporating risk management and alternative investments when appropriate, and provides specialized offerings through affiliated private funds and trust services.

Palmer Curry is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of his advisory role, he serves as a co-executor on his mother’s will. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary advisory relationships utilizing in-house and third-party model portfolios, along with a hybrid digital advisory solution called VestWise™.

Adam Foster is a CFP® with 17 years of industry experience, currently affiliated with Schwab Wealth Advisory in Atlanta, GA. He has held roles at Charles Schwab and Schwab Wealth Advisory since 2024 and previously worked at TIAA-CREF from 2015 to 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, using Schwab’s standard asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Arash Assadzadeh is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2014. 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 AI-enabled research tools.

Brendan Treanor is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and recent entry into the industry. His prior work experience includes roles at Coastal Caroline National Bank, Carrier Enterprise, and positions during his time at the University of South Carolina. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis alongside a broad network of affiliated service companies and product relationships.