Zachary Hutchings is a Series 66 licensed advisor with 18 years of industry experience, currently with Goldman Sachs Wealth Services in Atlanta, GA. He has been with Ayco/Goldman Sachs & Co. LLC since 2018 and previously worked at The Ayco Company, L.P./Mercer Allied from 2008 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic asset allocation, manager selections, and both discretionary and non-discretionary implementations, leveraging proprietary analytics and access to broader Goldman Sachs capabilities.

Jerry Curtis Holton Jr. is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and SunTrust Advisory Services. Outside of his advisor role, he is a partner in Holton Capital LLC, which invests in private placements, and he is involved with the Holton Family LLC, an entity that manages real estate and private equity interests. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources, to deliver its AMC Advantage manager-selection program and other investment solutions.

John Hannah is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Gratus Capital, Wells Fargo, Fidelity Bank, and US Trust. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Barrett Cornelius is a financial advisor at Citigroup Global Markets with 10 years of industry experience and a Series 66 designation. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. He is based in Atlanta, GA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs along with broker-dealer execution and custody services. The firm integrates large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Christopher Bush is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at PFS Investments Inc and Primerica Financial Services. He is also the owner of Christopher W Bush LLC, an entity used for managing his business expenses and operations. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services delivered through multiple program models with custody primarily arranged through Schwab and Fidelity.

Melissa Keiss is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Buckingham Strategic Wealth, NOVA Wealth Management Group, Cetera ADVISORS LLC, and Stewardship Financial Advisors. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management services, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Laura Caceres is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Atlanta, GA, bringing four years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab in 2025, she worked for JP Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC from 2022 to 2025 and LPL Financial, LLC in 2021–2022. Before entering financial services, she spent 18 years at United Poultry Corp. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm recommends investments but leaves final trading decisions to clients, conducting at least annual account reviews without discretionary trading authority.

Matthew Gaude is a financial advisor at CWM, LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at Carson Wealth, American Portfolios Financial Services Inc., and Live Oak Wealth Management, LLC. He also operates a sole proprietorship providing insurance services and products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management and retirement-plan solutions.

Venzon Aromin III is a CFP® professional affiliated with Commonwealth Financial Network, with 28 years of industry experience. He has worked at firms including Lion Street Advisors and Csenge Advisory Group. Aromin also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs and back-office support, including investment management, compliance, and technology services. The firm offers multiple program structures and discretionary model portfolios developed by its Investment Management and Research team.

Alexander Sayavongsa is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has 11 years of industry experience. His career includes roles at Truist Advisory Services and Truist Investment Services since 2026, nearly a decade at SunTrust Advisory Services and SunTrust Investment Services, and earlier positions at Bank of America and Merrill. Outside his advisory work, he co-owns a car rental company, Entourage Autos LLC, where he manages the vehicle fleet and accounting. 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 integrated inter-affiliate operations, to deliver investment solutions.

Irma Montes is a Series 66 licensed financial advisor with Primerica Advisors in Atlanta, GA, having two years of industry experience. She previously worked at Guardian Life Insurance Company and The Home Depot. Outside of her advisory role, she operates an independent laundry service as a contractor. Primerica Advisors serves a broad retail client base and offers a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs various investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Michael Carignan is a CFP® with 19 years of industry experience, currently serving at Mariner Wealth Advisors since 2023. Prior to joining Mariner, he held various roles at Avantax Planning Partners, Inc., Avantax Investment Services, Inc., and Avantax Advisory Services between 2013 and 2023. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies across equity, fixed income, alternatives, and digital assets, alongside tax, accounting, and family office services.

Lester Jones is a financial advisor with Osaic Advisory Services, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. His career includes long tenures at Primerica Financial Services and Primerica Advisors, and more recent roles with Triad Advisors and Triad Hybrid Solutions. Outside of his advisory work, he is involved with Duo Wealth Advisors LLC, focusing on investment management and retirement planning. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple advisory program models and a combination of proprietary and third-party platforms.

Mallie Scott is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2022, Scott worked at Homrich Berg for a total of three years and held a position at Georgia State University. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Frederick Brown is a financial advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.

Zachary Harrell is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following nine years at The AYCO Company, L.P./Mercer Allied. Based in Atlanta, GA, he provides advisory services within a large integrated financial firm. Goldman Sachs Wealth Services offers financial planning, investment management, and related advisory support to a wide range of clients, including high-net-worth individuals, corporate participants, and charitable organizations. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support.

Margaret Evans is a CFP® professional with six years of experience at HB Wealth Management, LLC in Atlanta, GA. She previously worked at the University of Georgia School of Law for three years. 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 employs a combined quantitative and qualitative investment process across public and private strategies and offers outsourced chief investment officer and institutional advisory services.

Anthony Farrar is a ChFC® credentialed advisor with 15 years of industry experience, currently with Equity Services, Inc. He has worked at Farrar Financial Group since 2000 and joined Equity Services Inc and National Life Group in 2024. Farrar serves as secretary and board member for the AJF Scholarship program, assisting in the selection of scholarship recipients, and works as a benefit counselor for Willis Towers Watson. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, with a combination of long-term strategies and options for shorter-term trading.

Thomas Hall is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent six years at Homrich Berg. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Michael Lamb is a financial advisor at Mercer Global Advisors Inc. based in Roswell, GA, holding a Series 66 designation with 16 years of industry experience. His prior roles include a long tenure at Charles Schwab & Co., Inc. and positions at Cetera and Avantax Investment Services. Outside of his advisory work, he owns a cryotherapy and wellness franchise as well as a short-term rental business. Mercer Global Advisors serves individuals, families, small business owners, and institutional clients, offering comprehensive advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach using low-cost ETFs, index funds, separate account managers, and private funds, supported by educational content and various specialized service lines.