William Levine is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Prior to joining HB Wealth in 2023, he worked at SunTrust Advisory Services and related SunTrust entities from 2015 to 2023. Levine serves on the boards of several community organizations, including the Atlanta Board of Councilors for the America Jewish Committee and the Board of Trustees for The Westminster Schools. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients and offers outsourced chief investment officer and advisory services, employing a disciplined investment process that integrates quantitative and qualitative analysis across multiple asset classes.

Marlin Duncan Jr. is a CFP® professional with 32 years of industry experience, currently serving at Truist Advisory Services since 2019. His career includes prior roles at Merrill and SouthTrust Securities. Outside of his advisory work, he is president of a real estate and farming business. 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 strategies and uses third-party platforms for manager selection and due diligence, with a distinctive inter-affiliate operating structure.

Camryn Norman is a CFP® with one year of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. Prior to this role, Camryn held positions at Ronald Blue Trust and Cannon Financial Strategists, Inc., and has also been involved with the ASPIRE Clinic at the University of Georgia. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, and provides specialized services including retirement plan consulting and charitable advisory.

Wen Hui Ma is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. Ma holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2018. Outside of financial advising, Ma is a manager of network services at Sage Software, where they have worked since 2002. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment model portfolios with discretionary and non-discretionary management options.

Evan Goldfuss is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Savant Wealth Management and previously was with Capital Directions, LLC and New York Life Insurance Company. He also has a background working at the University of Alabama. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Samuel Drake is a financial advisor at Oppenheimer with 33 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at RBC Capital Markets, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Michael Athanas is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of his firm. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Gregory Hutcheson is a financial advisor at Mariner with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Infosys Consulting and PNC Investments. Outside of his advisory role, he is the president and owner of RFS LLC, which manufactures and sells bitters. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolio strategies overseen by an investment committee and integrates in-house research with third-party managers, alongside coordinated tax and CFO services.

Chantel Sainsbury is a financial advisor at Truist Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2017. Prior to her current roles, she had positions at Delaware North Companies, Premier Global Services, and Dantanna's. 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 offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary and non-discretionary manager arrangements supported by AI-enabled research tools and inter-affiliate integration.

Nicole Caron is a CFP® professional with three years of industry experience, currently advising at Focus Partners Wealth, LLC. Her previous roles include positions at Gratus Capital, Mercer Advisors, and Atlanta Financial Associates. Outside of financial advising, she owns and operates a business selling sewing products and is also an author of children’s books. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Carolyn Burgin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Sandy Springs, GA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has previously worked at TruOak Financial Partners LLC, Apogee Financial Partners, MML Investors Services LLC, MassMutual Life Insurance Co, and AXA Advisors LLC. Outside of advising, she is involved with CRT Legacy Treasures LLC, a venture focused on locating unclaimed assets in Georgia and surrounding states. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers and model portfolios, and features both discretionary and non-discretionary client programs.

Blake Winters is a CFP® and CFA® with 17 years of experience in the financial industry. He is currently with Truist Advisory Services and has held various roles within the Truist organization since 1996. 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.

Joshua Loud is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Raymond James and Associates for five years before joining Janney Montgomery Scott. Outside of his advisory role, Loud serves as an assistant golf coach at The Lovett School, chairs the Cobb Young Professionals group within the Cobb County Chamber of Commerce, and is a board member of The Extension, an organization helping adults recovering from addiction. 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 with brokerage, financial planning, and advisory services, utilizing a combination of in-house portfolio management and third-party managers across multiple wrap programs and model portfolios.

Kisha Madison is a Series 66-licensed financial advisor with Stratos Wealth Partners, Ltd in Atlanta, GA, bringing 18 years of industry experience. She has worked with firms including LPL Financial LLC, Invest Financial Corporation, and Waddell & Reed. In addition to her advisory role, Madison is employed as a registered respiratory therapist at Emory. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base—including individuals, retirement plans, corporations, nonprofits, and institutional clients—offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Cardell Porter is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Wells Fargo and Suntrust Investment Services. Outside of finance, he owns PORTER WAY LLC, a business focused on photography, sneaker reselling, and travel vlogging. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by inter-affiliate integration and AI-enabled research tools.

Julian Koeneman is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at The Ayco Company, L.P./Mercer Allied, Bank of America Merrill Lynch, and Core States Inc. He also has experience in academic roles at the University of South Carolina. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management supported by specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, leveraging extensive resources within the broader Goldman Sachs network.

Paul Dean is a financial advisor at Equity Services, Inc. with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Equity Services, he worked at TruOak Financial Partners LLC, Apogee Financial Partners, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, Dean serves as the music director for the Pleasant Hill Presbyterian Church choir in Duluth, GA. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Michael Walls is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2012. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through various model portfolios and utilizes an in-house Investment Management & Research team alongside third-party managers.

Tiaudra Shaw is a CFP® professional with 25 years of experience in financial advisory roles. She is currently with Schwab Wealth Advisory, where she has worked since 2026, and has previous experience at Charles Schwab & Co., USAA Financial Advisors, and Truist Investment Services. She is the Chapter President of the Greater Metropolitan Atlanta chapter of Jack and Jill of America, Inc., a nonprofit organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach includes asset allocation guidance based on proprietary research tools and annual reviews tailored to clients’ goals and risk tolerance.

Dillon Pollack is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. for seven years before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model and customized portfolio options.