Darshankumar Patel is a Series 65-licensed financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, with 6 years of industry experience and over 11 years at Bankers Life. He manages a team of agents, overseeing hiring and training, and is involved in insurance sales including Medicare, annuities, and life insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

Ivy Brooks is a Series 65-licensed financial advisor at Creative Planning with one year of industry experience. Before joining Creative Planning, she worked at Synovus Bank and held roles in educational institutions including Mercer University and the University of Georgia. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Adam Carll is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at Wilbanks Smith and Thomas Asset Management, LLC and NEPC, LLC. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutions. The firm integrates centralized investment resources and multiple management strategies within a large financial group, providing tailored wealth solutions such as private family office support and retirement plan education.

Joshua Cobb is a CFP® professional with 27 years of experience in the financial services industry. He has been with Primerica Advisors, Guardian Life Insurance Co. of America, and Peachtree Planning Corporation since the late 1990s. Outside of advising, he serves as a trustee for the Ryan Patman Means Trust and manages an investment LLC, Josh Cobb Ventures, LLC. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers proprietary and third-party investment strategies and a range of financial planning and consulting services.

Ryan Walker is a CFA® charterholder with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2021. His prior experience includes roles at Berman Capital Advisors, LLC and Merrill Lynch. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles with a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across a diverse range of asset classes.

Daria Stan is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for three years. 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, operating both as an investment adviser and registered broker-dealer with a consolidated investment platform delivering a range of discretionary and non-discretionary solutions.

Mary Tucker is a CFP® professional with seven years of industry experience, currently serving at HB Wealth in Atlanta, GA. She has been with Homrich Berg since 2010, accumulating sixteen years of experience at the firm. 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, and family offices. The firm also provides services to institutional clients and investment companies, including OCIO and institutional advisory services, employing a comprehensive investment process that integrates quantitative and qualitative analysis across a broad range of public and private strategies.

Jordan Weems is a financial advisor at Truist Advisory Services with Series 65 and Series 63 credentials and four years of industry experience. He previously worked at Truist Securities and JPMorgan Chase & Co. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Daniel Head is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has worked with Triad Hybrid Solutions, LLC and Triad Advisors, Inc. and is managing partner of Head Investment Partners LLC. Outside of his advisory work, he is involved with Shadesavers, a consumer product business where he oversees administrative, legal, and accounting relationships. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of investment and financial planning services through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

Johnathan Mitchell is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2018, following prior roles at BB&T Securities and BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager‑selection programs, implementing its advice through a combination of discretionary and non‑discretionary approaches with oversight from dedicated research and advisory teams.

Serina Awadalla is a CFP® professional with seven years of industry experience. She has worked at Cresset Asset Management, LLC since 2021 and previously at Berman Capital Advisors, LLC from 2016 to 2021. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and active and passive strategies across public equities, fixed income, and alternative investments.

Lisa Pastushok is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Her prior roles include positions at Silicon Valley Capital Partners, L.P. and Scharf Investments. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning solutions.

Samantha Goldmann is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Her prior roles include positions at Advantage, Alvarez and Marsal, and The Shelby Report. 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 institutions. The firm leverages centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michelle Trivers is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Rockefeller Capital Management, and Berman Capital Advisors. Based in Atlanta, GA, she has been with Cresset since 2021. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in 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 process and a range of advisory services.

Jonathan Bristow is a CFA® charterholder with one year of industry experience. He is currently an advisor at HB Wealth in Atlanta, GA, and previously worked at Balentine, dKiM CAPITAL, and Bank of New York Mellon. 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 wealth and investment management, financial planning, and outsourced chief investment officer services, using a combined quantitative and qualitative investment approach across public and private strategies.

Carson Lake is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs Ayco since 2020. His prior roles include positions at Raymond James, Academy Sports and Outdoors, and several other firms. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, external manager selections, and proprietary analytics to tailor solutions and leverages capabilities across the broader Goldman Sachs ecosystem.

William Lee is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021. Prior to his financial advisory career, he was employed at Innovative Artists Talent and Literary Agency and the University of Georgia. Outside of his advisory work, William coaches youth lacrosse for a middle school team in Austin, Texas. 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 uses third-party platforms and AI tools to support investment decision-making and oversight.

Benton Rhodan is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Morgan Stanley and E*TRADE Securities LLC. Outside of his advisory role, he owns Rockin Rhodan Printing Services LLC, a vinyl printing business based in Lithonia, Georgia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in their financial planning approach.

Julian Davis is a CFP® professional with eight years of industry experience, currently serving at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2015. Outside of his advisory role, he is Treasurer and Director of Keep Growing Daily Institute, a nonprofit organization. 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 various public and private strategies and offers discretionary account management aligned with client objectives and risk tolerance.

Olivia Marks is a Series 66-licensed financial advisor at Truist Advisory Services with 18 years of industry experience. She previously worked at Merrill Lynch for 11 years before joining SunTrust Advisory Services and SunTrust Investment Services, both of which are part of her current role at Truist. 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 offers a range of services including asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting.