John Shevlin is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Primerica Advisors since 1999 and has been associated with Peachtree Planning Corporation and Guardian Life Insurance Co of America since the early 1990s. He serves on the board of the Cowart YMCA. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through both brokerage and advisory services, offering a range of proprietary and third-party investment programs and financial planning solutions.

Glen Duggan is a CFP® with 30 years of industry experience, currently affiliated with Janney Montgomery Scott in Atlanta, GA. His prior roles include positions at Merrill for 20 years, BB&T Securities, and Truist Advisory Services. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of services including brokerage, financial planning, and advisory programs, combining in-house portfolio management with third-party managers.

Lauren Lingle is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, she worked at ProForce Personnel Group Inc. and has spent significant time in full-time education. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individuals, executives, plan sponsors, and institutions. The firm’s advisory teams tailor strategies using proprietary allocation models and manager selections, with access to a broad array of affiliated resources across the Goldman Sachs ecosystem.

Ray Avrett is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at firms including New York Life, Northwestern Mutual, and National Life before joining Principal in 2019. Avrett also maintains an agent role for fixed insurance products such as fixed life, long-term care, disability insurance, annuities, and group health. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm emphasizes financial planning, retirement plan consulting, and access to third-party money manager programs delivered through various advisory and promoter arrangements.

Dara Davis is a financial advisor with Guardian Life and holds a Series 66 designation. She has six years of industry experience and has worked at firms including Park Avenue Securities, Mass Mutual Investors Services, and Mercedes-Benz USA LLC. Outside of her advisory role, she serves as a board member and Treasurer/CFO for The Black Girls Breathing Foundation and participates on the advisory board of Cyber Safety Architects. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services including financial planning and retirement consulting, utilizing both proprietary and third-party investment programs.

Henry Mclarty Jr. is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Gratus Capital LLC and Morgan Stanley DW Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

John Taylor is a CFP® professional with 13 years of industry experience, currently advising at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2007. 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, family offices, institutional clients, and investment companies. The firm manages accounts on a discretionary basis and employs a combination of quantitative and qualitative due diligence across various public and private investment strategies.

William Coffey is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Peachtree Planning Corporation and Primerica Advisors since 1999 and has been associated with Guardian Life Insurance Company since 1984. Outside of his advisory role, he is involved in pension marketing activities. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models and third-party managers, supporting various account types and offering additional services such as securities-based lending and donor-advised funds.

Curtis Hearn is a CFP® professional with 14 years of industry experience. He is currently with NewEdge Advisors, having joined in 2023, and previously worked at Gratus Capital and JPH Advisory Group. Outside of advisory work, he oversees operations for a short-term rental property through Rivertree Hospitality LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence, along with technology tools to support advisors and clients.

Michael Jacobs is a CFP®-certified financial advisor with six years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2022, following six years at Homrich Berg. Jacobs holds Series 63 and Series 65 licenses and is based in Alpharetta, GA. 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 that combines low-cost indexing with supplemental strategies and integrates a range of affiliated non-investment businesses such as legal, trust, and recordkeeping services.

Thomas Lamb is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding Series 66 and Series 63 credentials and one year of industry experience. His career includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB, as well as a background as a full-time student. Outside of his advisory work, he occasionally works as a DoorDash driver. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools, with final trading decisions left to clients.

Brian Harhai is a CFP® and CFA® affiliated with Truist Advisory Services, based in Atlanta, GA, with nine years of industry experience. He has worked at Suntrust Advisory Services since 2019 and previously at Suntrust Bank and GenSpring Family Offices. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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.

Robert Patti is a CFP® with 29 years of industry experience, currently serving at Stratos Wealth Partners, Ltd since 2013. His prior roles include positions at LPL Financial, Zacks Investment Management, FSC Securities Corporation, and Raymond James Financial Services. Patti maintains dual roles at Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners serves individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting a broad range of client needs from high-net-worth individuals to charitable organizations and corporations.

Brittney Brinner is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In her role, she works directly with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Brittney provides ongoing advice, adjusting plans as clients' circumstances evolve to help them pursue their personal and family objectives. Her expertise includes assisting clients with a variety of financial priorities, such as purchasing a home, funding education, addressing eldercare considerations, and preparing for healthcare expenses. Brittney holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor's Degree from Grand Valley State University and a Master's Degree from DePaul University.

Michael Dewitt is a CFA® charterholder based in Atlanta, GA, with 23 years of industry experience. He currently works at Corient, where he has been employed since 2022. His prior experience includes roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and ongoing portfolio monitoring.

Jose Ruiz is a CFP® with 18 years of industry experience, currently serving at Rockefeller Financial LLC. He previously held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Ruiz is based in Atlanta, GA. 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary solutions across multiple asset classes.

Scott Schaefer is a CFP® certificant with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, GWFS Equities, Inc, and Prophecy International. He is based in Atlanta, GA. Focus Partners serves individuals, high-net-worth 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 utilizing both active and passive strategies alongside private funds and third-party managers.

Rupert Hansford is a CFA® charterholder with two years of industry experience. He is currently an advisor at Cresset Asset Management, LLC and has prior experience at Fleetcor Technologies, Schroders, and Sun Life Capital Management. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven approach utilizing both active and passive strategies, supported by a structured due-diligence program and a range of advisory and private fund services.

Hallie Hene is a financial advisor with NewEdge Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Co. Hallie also serves as Director of Planning and Operations at Streamline Wealth, an RIA based in Atlanta. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Patricia Sklar is a CFP®, CFA®, and Series 65-registered advisor at Corient with 12 years of industry experience. She has worked at Corient and its affiliates since 2016, including roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Sklar is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools, alternative investments, and private fund solutions.