Felipe Rivas is a financial advisor at Principal Financial Services with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at ADP, Inc., Capital Analytics Associates, and The Miami Times. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Andrew White is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Truist, he worked at Morgan Stanley and has a background that includes time at the University of Alabama and Mercedes-Benz US International. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, supports fiduciary responsibilities, and employs AI-enabled tools within its Equity Research team to assist in manager selection and investment oversight.

Aria Hattiangadi is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. Prior to joining Schwab, she held roles at Fidelity Investments and was self-employed for three years. Outside of advisory work, she is involved in product development and general management as owner of Arcis. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, focusing on asset allocation and investment selection through a model-driven, client-authorized process.

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 33 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Babaz serves on the boards of several nonprofit organizations, including the National Rifle Association, Safari Club International, and Shikar Safari Club, focusing on advocacy and wildlife conservation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment management and consulting services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary approaches.

Fiji George is a financial advisor at Transamerica Financial Advisors with six years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2020. In addition to her advisory role, she has been a pharmacist at Eastside Medical Center since 2004. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

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 serving at HB Wealth. His prior experience includes roles at Longview Wealth Management, Cambridge Investment Research, Inc., Creative Financial Group Ltd, and Synovus Securities, Inc. He is also an independent insurance agent for various companies. HB Wealth Management 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 offers discretionary account management and employs a combination of quantitative and qualitative due diligence 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 as an advisor at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial, Paradigm Gilbert, The Ayco Company, and Lincoln Financial Distributors. Outside of advising, he works as a functional performance trainer. Integrity Alliance provides advisory and brokerage services to a wide client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers, delivering investment advice through discretionary accounts, model portfolios, and sub-advisers.

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 at HB Wealth with seven years of industry experience. She previously worked at Homrich Berg for four years and BlueLinx Corporation for three years. HB Wealth Management 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’s investment process combines quantitative and qualitative due diligence across public and private strategies and includes advisory roles with registered investment companies and affiliated private funds.

Sandra Espino is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a 19-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Charles Outlaw III is a financial advisor with Rockefeller Financial LLC in Atlanta, GA. He holds Series 63 and Series 65 licenses and has been in the industry since 2026, with prior roles at Truist Advisory Services, Truist Investment Services, and Truist Bank. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Christian Beyers is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and with 20 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services for two decades and has been associated with SunTrust Bank since 1988. 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 a multi-affiliate structure.

Jacob Russell is a financial advisor with Valic Financial Advisors in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Valic, he worked at Revive25 LLC and has experience in roles outside of finance, including at Jimmy Johns and Kennesaw State University. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services through its broker-dealer operations.

Laura Care is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2023. Her prior experience includes roles at Campbell University, the North Carolina General Assembly, YMCA Henderson, and Northern Vance/Vance County High School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic and tactical allocation models and delivers services through a variety of fee arrangements and platforms, leveraging the broader Goldman Sachs ecosystem.

Tamika Reid is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wachovia Bank. Outside of her advisory role, she owns and operates a balloon service business through Latice Designs, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.