Jeffrey Schultz is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding a CFP® designation and over 33 years of industry experience. He joined Janney in 2019 after six years at Raymond James & Associates. Outside of his advisory role, he serves on the advisory board of the Atlanta Food Bank and participates on committees for the Atlanta Women's Foundation and the ACG Fast 40 nonprofit. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients through a combination of in-house and third-party portfolio management across multiple wrap programs and advisory platforms.

Curt Spinney is a CFP®-designated financial advisor with Equity Services, Inc., bringing 15 years of industry experience. He has worked with National Life of Vermont and National Financial Services Group since 2010. Outside of his advisory role, Spinney is involved as a crew leader maintaining trails and providing historical information for the Kennesaw Mountain Trail Club and serves as a board member for the Wallis Farm Community Association. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes multiple advisory platforms, including third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Aaron Bowring is a financial advisor with Schwab Wealth Advisory Inc. in Atlanta, GA, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2016, including roles at Charles Schwab Bank SSB prior to joining Schwab Wealth Advisory in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and research, delivering tailored recommendations without exercising discretionary trading authority.

Tanni Gibson is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 15 years of industry experience. Her career includes roles at J.P. Morgan Securities and JP Morgan Chase prior to joining Transamerica. She is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers, with a regulatory AUM of approximately $1.7 billion.

James Underwood is a CFP® professional with 11 years of experience in wealth management. He has worked at Focus Partners Wealth, LLC since 2024, following previous roles at Buckingham Strategic Wealth, LLC, NOVA Wealth Management Group, LLC, and Homrich Berg. In addition to his advisory duties, he reviews estate plan documents and assesses how they fit within overall estate plans. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, uses both fundamental and quantitative analysis, and offers access to private funds and affiliated financial products.

Ramon Brown is a financial advisor at Guardian Life with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at US Consulting Group, Inc., AGI Inc., and Park Avenue Securities. Outside of his advisory role, Ramon is involved in real property appraisal. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party advisory solutions.

Wei Jian is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms including Bolt Insurance Agency, Dayone Enterprise, Atlantic Plus Inc, and Fortune Four Holdings LLC. Outside of his advisory role, Jian manages office operations for World Financial Group through Dayone Enterprise, Inc., and is involved in health insurance sales with Kaiser Permanente. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by an integrated retirement plan ecosystem and affiliated product offerings.

Natalie Perdomo is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Hightower Advisors since 2017 and previously at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Brooks Gregory is a financial advisor at Guardian Life with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Gregory has worked with Guardian Life and its affiliates since 1993 and has been associated with Peachtree Planning Corporation since 2000. He serves as a voluntary board member for YMCA Camp High Harbour and participates in the Staff Parish Relations Committee. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of advisory solutions including advisor-led discretionary management, model-based strategies, and a digital advisory platform, while leveraging proprietary and third-party programs to tailor client relationships.

Richard Austin is a financial advisor with Truist Advisory Services in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior experience includes roles at Merrill and multiple SunTrust 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, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies supported by AI-enabled research and inter-affiliate resources.

Lesley Laws is a Series 66 licensed advisor at HB Wealth with two years of industry experience. Her prior roles include positions at Raymond James & Associates and Morgan Stanley. Outside of financial advisory, she is involved part-time in sales and marketing for a retail and online store in Atlanta. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary wealth management, investment management, and financial planning, employing a combined quantitative and qualitative due diligence approach across diverse asset classes and investment strategies.

Lars Halverson is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Janney Montgomery Scott, Lars worked at Salesforce and Reynolds American Inc. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of financial planning, brokerage, and advisory services.

Ryan Davian is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. He has worked at Goldman Sachs since 2021 and spent 17 years at The AYCO Company, L.P./Mercer Allied prior to that. Goldman Sachs Wealth Services provides 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 combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Keir Pienaar is a financial advisor at HB Wealth with five years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at LPL Financial LLC and United Planners Financial Services. His background also includes roles at Georgia State University and GER Loftin Wealth Advisors, LLC. 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 employs a discretionary investment approach that integrates quantitative and qualitative research across a range of public and private strategies and offers services including outsourced chief investment officer (OCIO) solutions.

Kyle Harris is a CFA® charterholder with three years of industry experience. He is currently an advisor at HB Wealth in Atlanta, GA and previously worked at LPL Financial and The Intercontinental Exchange. Outside of his financial career, he has experience with the University of Georgia Athletic Association and Party Planners West. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management, financial planning, and institutional advisory services, utilizing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Samuel Davis is a financial advisor at Brookstone Capital Management LLC in Alpharetta, GA, holding a Series 65 designation with two years of industry experience. His prior work experience includes roles at AmeriLife, Salem Media Group, Orlando Magic, and Kansas Athletics. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and a range of investment strategies, including ETFs, mutual funds, individual securities, options-enhanced strategies, and proprietary funds, while also serving as a sub-advisor to other advisory programs.

Dennis Beard Hammond is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Ameriprise Financial and Charles Schwab Bank, SSB. Outside of finance, he has held positions in educational and nonprofit organizations, including Cornerstone University and Bethany Christian Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations and relying largely on third-party or affiliated money managers for investment management.

Stephen Slewitzke is a financial advisor with Oppenheimer in Atlanta, GA, holding the Series 66 designation and bringing 20 years of industry experience. He joined Oppenheimer in 2009 after three years with Stanford Group Company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and delivers advisory services including equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Shu Wang is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA, holding the ChFC® designation and Series 63 license. He has 18 years of industry experience and has been affiliated with New York Life Insurance Co. and Nylife Securities, Inc. since 2006. Wang also acts as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Christopher Whetten is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with firms including World Financial Group, Wealthwave, Unicity International Inc., and Net Law, where he acts as a referral agent for estate planning services. Outside of financial advising, he is involved in sales of health supplements and refers clients to estate planning resources. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.