Sandra Espino is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a 19-year tenure at The AYCO Company, L.P./Mercer Allied. 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 model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Christian Beyers is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and with 20 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services for two decades and has been associated with SunTrust Bank since 1988. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a multi-affiliate structure.

Jacob Russell is a financial advisor with Valic Financial Advisors in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Valic, he worked at Revive25 LLC and has experience in roles outside of finance, including at Jimmy Johns and Kennesaw State University. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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, wrap programs, financial planning, and brokerage services through its broker-dealer operations.

Laura Care is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2023. Her prior experience includes roles at Campbell University, the North Carolina General Assembly, YMCA Henderson, and Northern Vance/Vance County High School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic and tactical allocation models and delivers services through a variety of fee arrangements and platforms, leveraging the broader Goldman Sachs ecosystem.

Tamika Reid is a financial advisor at Empower Advisory Group with 20 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wachovia Bank. Outside of her advisory work, she owns and operates a balloon service business through LATICE DESIGNS, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through integrated platforms that include point-in-time financial plans and optional managed account solutions.

Erica Dunbar is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Sage Point Financial, Questar Capital Corporation, and Integrity Alliance, LLC. Outside of her advisory work, she serves as a co-leader of a Girl Scouts Junior troop and is secretary of the PTO board at Sandhills Theater Arts & Renaissance School. Osaic Advisory Services is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporations, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, combining fundamental and technical analysis with platform integrations to support a broad set of strategies.

Alexander Arnold is a financial advisor with HB Wealth who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He previously worked at Truist Advisory Services and SunTrust in various advisory and investment roles. Outside of finance, he is involved as a member of an independent record label focused on the sale of vinyl records. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment process across a range of public and private strategies and offers discretionary portfolio management and outsourced chief investment officer services.

Michael Woocher is a CFP® professional with 25 years of industry experience, currently serving as an advisor at HB Wealth. His prior roles include positions at Sanford C. Bernstein & Co and GFO Advisory Services, among others. He holds Series 66 and Series 63 licenses and is based in Atlanta, GA. HB Wealth Management is a registered investment adviser that serves 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, utilizing a combined quantitative and qualitative investment process across various public and private strategies.

John Hachey is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Wells Fargo Clearing, Santander Securities LLC, and LPL Financial. He also operates Hachey Wealth Management, LLC, and occasionally assists clients with fixed life insurance options. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of programs and services utilizing fundamental and technical analysis, tactical trading, and access to alternative investments, supported by platform relationships and affiliated managers.

Samuel Adams is a Series 65-licensed financial advisor with CIBC Private Wealth Advisors, Inc. in Atlanta, GA. He has three years of industry experience and has been with CIBC Private Wealth Management since 2014. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to design customized portfolios and managed programs, combining proprietary and external strategies.

Garrett Smith is a financial advisor with Guardian Life and holds a Series 66 designation. He has 21 years of industry experience, including 19 years at Park Avenue Securities and Guardian Life Insurance Company of America. He occasionally sells insurance products outside of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Jordan Greene is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at JPMorgan Chase, Merrill, and Bank of America. Outside of his advisory work, he is involved in entrepreneurial ventures, owning and managing retail and entertainment businesses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Catherine Miller is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Atlanta Financial Associates. She is also the principal owner of Prosperity Financial Advisors, a passive entity related to a prior firm acquisition. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Ivan Johnson is a financial advisor with Stratos Wealth Partners, Ltd. based in Atlanta, GA. He holds a Series 66 designation and has 21 years of industry experience. His prior positions include roles at LPL Financial, MassMutual Investors Services, METLIFE Securities, and Ameriprise. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, and offers a range of financial planning and portfolio management services through an open-architecture platform.

Lorena Kanani is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Merrill and Sequent Planning, LLC. Outside of her advisory work, she is the owner of INFINITY M CONSULTING LLC, an LLC established for real estate investment purposes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate services.

Jacqueline Smith is a financial advisor with Citigroup Global Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Jennifer Ritorto is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her career includes prior roles at SunTrust Advisory Services and Ameriprise. Outside of her advisory work, she teaches dance to children at the North Georgia School of Ballet and serves as chairperson for the 100 Days of Giving fundraising initiative at Garden Hills Elementary School. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Dennis Young is a financial advisor at First Citizens Investor Services, Inc. based in Atlanta, GA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Truist Advisory Services and SunTrust Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a client process focused on assessing financial needs and risk tolerance, using fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Brett Mendenhall is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC, United Capital Financial Advisers, and Girard Securities. 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 portfolio management, financial planning, and consulting services, operates as a registered broker-dealer, and provides access to both traditional and alternative investment solutions through its integrated investment platform.

Everett Hunter is a CFP® professional with 25 years of industry experience, currently affiliated with Truist Advisory Services in Atlanta, GA. His prior experience includes roles at PNC Investments and various SunTrust and Truist entities. 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, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies with integrated inter-affiliate resources.