Alfred Robertson is a ChFC® with over 30 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked for the past decade. Robertson is also involved in Multi Life Disability Advising, a non-investment business activity. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Audrey Watson Atkinson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Truist Investment Services and SunTrust Advisory Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies with oversight from an Equity Research team utilizing AI-enabled tools.

Gregory Williams is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, Tapfin/EY, and Starbucks. 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 unique market roles, including in-house research and operating as a swap dealer and futures commission merchant.

Donna Brown is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2018, following five years at LPL Financial. 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 uses a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements, to implement its investment advice.

Adam Rife is a CFP® with three years of industry experience, currently serving as an advisor at Truist Advisory Services in Atlanta, GA. He has held various positions within Truist firms since 2022 and has prior experience at ETrade and multiple other companies. Outside of his advisory work, he is a percussionist who performs locally on weekends. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary management supported by third-party platforms and AI-enhanced research.

Wajima Rasoul is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Charles Schwab & Co., M Holdings Securities, Lion Street Financial, PURSHE KAPLAN STERLING INVESTMENTS, Crescent Wealth Advisory, and Ameriprise Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority, distinguishing its approach from many enterprise wealth managers.

Andrew White is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior experience includes time at Morgan Stanley and several roles connected to the University of Alabama and Mercedes-Benz US International. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Aria Hattiangadi is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She has held roles at Charles Schwab and Fidelity Investments, as well as experience at PepsiCo and as a self-employed advisor. Outside of advisory work, she is the owner of Arcis, a company involved in product development, marketing, and general management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering investment recommendations and financial planning through standardized asset allocation models and Schwab research tools. The firm serves individual clients enrolled in the Schwab Wealth Advisory program and operates under a cost-and-expense arrangement with Charles Schwab & Co., Inc.

Robin Marx is a CFP® and CFA® with six years of industry experience currently serving as an advisor at Truist Advisory Services since 2022. Prior to joining Truist, Marx worked at SignatureFD and SunTrust Bank. 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 integrates third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Nana Yaa Akakpo is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Her prior work includes roles at Truist Investment Services, Truist Bank, Texas Tech University, and United Bank for Africa Ghana Limited. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, leveraging both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Paul Babaz is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Babaz serves on the boards of the National Rifle Association, Safari Club International, and Shikar Safari Club, all nonprofit organizations focused on advocacy and wildlife conservation. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm uses strategic and tactical asset allocation along with manager selection and various investment vehicles to construct client solutions.

Mitchell Melan is a financial advisor with Lincoln Investment in Dunwoody, GA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. Outside of advisory work, he is involved in fixed annuities and life insurance sales through Melan Financial. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of investment programs using both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets.

Fiji George is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2020. In addition to his advisory role, he provides pharmaceutical services as a pharmacist at Eastside Medical Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations, offering a range of fee-based and commission-based investment programs alongside access to third-party money managers.

Cindy Hions Dayoub is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Merrill Lynch. In addition to her advisory role, she is a licensed notary public. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services through in-house and third-party asset managers.

Michael Lipsey is a CFP® with 42 years of industry experience, currently affiliated with HB Wealth. He has worked at LongView Wealth Management since 2008 and was associated with Cambridge Investment Research, Inc. from 2008 to 2022. Outside of his advisory role, he has worked as an independent insurance agent for various companies. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm provides wealth management, financial planning, and outsourced chief investment officer services, combining quantitative and qualitative analysis across a range of public and private investment strategies.

Wyan Yarbrough is a CFA® charterholder and registered with Series 63 and Series 66 licenses. He is currently with Citigroup Global Markets, where he has worked since 2026. His prior experience includes roles at the Georgia Retirement System, Next Round Capital Partners, BlackRock, and Artisan Partners. He also spent time affiliated with the University of Chicago Booth School of Business. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm’s scale and market activities include in-house research, derivatives services, and bespoke solutions for large clients.

Daniel Bergan is a CFP® professional with 15 years of industry experience, currently serving at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial, Paradigm Gilbert, The AYCO Company, L.P./Mercer Allied, and Merrill. Outside of his advisory work, he is involved in functional performance training as a trainer. Integrity Alliance, LLC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Sean Lennox is a CFP®, ChFC®, and Series 66-licensed advisor with 11 years of industry experience. He is currently with HB Wealth and has previously worked at firms including Homrich Berg, Antares Wealth Management, Lesesne Capital Management (DBA Oakbridge Partners), Goodwin Wright Agency, and Northwestern Mutual Wealth Management Company. Outside of financial services, he owns and operates a business providing athletic game operations, such as shot clock and scoreboard management. HB Wealth Management offers 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 a range of public and private strategies and provides outsourced chief investment officer (OCIO) and institutional advisory services.

Sierra Ordonez is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Truist Investment Services in 2018, she worked at E*TRADE Securities LLC and AT&T Digital Life. Outside of her advisory role, she is the owner of Cici Cherie Hair LLC, a business providing hair products. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a blend of discretionary and non-discretionary management, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Kossandra Mc Duffie 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 2017 and previously worked at BlueLinx Corporation from 2013 to 2016. 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 combination of quantitative and qualitative due diligence across various public and private strategies and offers discretionary account management aligned with clients’ objectives and risk tolerance.