Christopher Kern is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has 23 years of industry experience, including 19 years at The Ayco Company/Mercer Allied before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, delivering tailored solutions such as executive wealth, personal wealth, and private family office services.

Puneet Seth is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with New York Life and affiliated firms since 2000. Outside of his advisory role, Seth is involved in managing several rental properties and passive investments in real estate and startup ventures. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored advice delivered through various program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Fadette Colin is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 14 years of industry experience. In addition to her advisory role, she is actively involved in artistic endeavors, launching a recording career under the name Ms.Wololoy and operating a print-on-demand retail store. She also manages real estate activities through her companies Compile LLC and Compile GA LLC. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm uses model portfolios and third-party managers to implement investment strategies, offering multiple advisory programs and an integrated retirement plan ecosystem.

Andrew Crawford is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and two years of industry experience. He has previously worked at Shared Service Solutions and Regional Management Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Gregory Costello is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Wells Fargo Clearing, and Raymond James & Associates. He is currently based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver its solutions.

L Wright is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Goldman Sachs for 20 years and Citigroup Global Markets for one year. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through wealth management, financial planning, portfolio management, and family office services, using a disciplined, risk-aware approach across public equities, fixed income, and alternatives.

Ashley Barba is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to joining Creative Planning, she worked at Truewealth LLC from 2015 to 2020. Based in Atlanta, GA, she provides financial planning and investment advisory services. Creative Planning offers a comprehensive range of services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure, along with affiliated legal, trust, and recordkeeping businesses.

Dennis Covington is a CFP® with 23 years of industry experience. He joined Savant Wealth Management in 2023 after spending over two decades at Capital Directions. He holds Series 63 and Series 65 licenses and is based in Atlanta, GA. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers comprehensive wealth management, financial planning, and family office services.

Hunter Bramlett is a financial advisor at NewEdge Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Full Scope Wealth Group, WealthMD, and OneWealth Investment Management. Before entering financial advising, he was involved with North American Tree Service Inc. and Sonny's BBQ, and he also spent five years affiliated with University of North Georgia and Georgia Gwinnett College. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base, including high-net-worth individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Kevin Gennarelli is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021, following a 12-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Alaina Mattix is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at The Vanguard Group, Inc. and REAP Group, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Adam Tolliver is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life entities since 2016. Tolliver serves as a board member for the proposed Atlanta SMART Academy, a charter school for middle school students. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, including fee-based hourly advice, co-advisory relationships, and advisory services connected to insurance and annuity products.

Alok Kataria is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. He has been with Transamerica and Wfgia since 2025 and has no prior industry experience. Outside of his advisory role, he is the CEO of Georgia Camps LLC, a kids' summer camp business he has managed since 2018. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm uses model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem through affiliated entities.

Sarojakanta Panda is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and eight years of industry experience. His career background includes roles in health insurance, property and casualty insurance, and telecommunications, including positions at AT&T Inc. and ownership of KPTech LLC. He is also involved in insurance sales and technical consultancy outside his advisory work. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides a range of investment programs through proprietary and third-party models, with discretionary and non-discretionary options tailored to client needs.

Jesse Li is a Certified Financial Planner® at Creative Planning with one year of industry experience. He has previously worked at Elwood & Goetz Wealth Advisory and PNC Bank. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and access to private market investments, managing approximately $295.6 billion in client assets.

Willie Caldwell Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 35 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously held roles at Aflac and Assurance Health. Outside of his advisory work, Caldwell serves as a pastor at Zion Missionary Baptist Church. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various investment programs and access to third-party money managers.

Joseph Sicchitano is a CFP® professional with 31 years of industry experience, currently serving at Principal Financial Services. His prior roles include positions at Morgan Stanley, SunTrust, TIAA-CREF, and Equitable Advisors. He has been a board member of Kingdom Global Ministries, a nonprofit focused on equipping pastors worldwide, for over a decade. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Matthew Broom is a Series 65-licensed financial advisor with Corient in Atlanta, GA, and has six years of industry experience. His background includes roles at CI Brightworth Private Wealth, Forward Focus Financial Planning, and seven years with Gwinnett County Fire and Emergency Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach, combining in-house strategies with third-party manager solutions and employs risk management tools and alternative investments where appropriate.

Mojoyeoluwa Oni is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Prior to this role, Oni worked at JPMorgan Chase & Co., MIO Partners, Inc., and several other firms across finance and consulting sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance emphasizes asset allocation and investment selection based on Schwab’s proprietary research, with client authorization required for all trades.

Samuel Renken is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 14 years of industry experience, including prior roles at Park Avenue Securities, Mass Mutual Investors Services, and Mutual of Omaha. Outside of his advisory work, he serves as a board member for the Hambidge Center, which offers residencies and workshops in arts and crafts. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a mix of advisor-led discretionary management and model-based strategies, offering tailored client solutions through proprietary programs and third-party platforms.