Marcus Theriault is a CFP® with 14 years of industry experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services since 2019 and SunTrust Bank since 2017, with prior experience at Genspring Family Offices from 2013 to 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Duncan Edwards is a CFP® professional with 4 years of industry experience based in Atlanta, GA. He has worked at CIBC Private Wealth Advisors, Inc. for 19 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolios, utilizing both proprietary and external strategies, and manages approximately $67.8 billion in assets.

James Tanksley is a financial advisor with TLG Advisors, Inc. based in Atlanta, GA, holding the Series 66 designation and five years of industry experience. His previous roles include positions at Merrill, Bank of America, and American Advisors Group, among others. He also serves as Vice President of Annuity Sales at Tarkenton Financial. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Julian Foster is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 65 and Series 63 licenses and has prior experience with the University of Florida and the Heavener School of Business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies supported by AI-enabled research tools and inter-affiliate integration.

Anthony Shilcoski IV is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He has held previous roles at Stephens Inc., Henssler Financial, and Genspring Family Offices. He holds Series 65 and Series 63 designations. 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 portfolio management, financial planning, and consulting services within a Private Advisor model and operates as a registered broker-dealer with a consolidated investment platform delivering equity, fixed income, and alternative investment solutions.

Bradley Phillips is a CFA® charterholder with 13 years of industry experience. He has been with Oppenheimer & Co. Inc since 2019 and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2019. He holds a Series 66 license and is based in Suwanee, GA. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm utilizes strategic and tactical asset allocation, manager selection, and various investment strategies, with client objectives documented in investment policy statements and periodic account reviews.

Matthew Hooper is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 credential and 22 years of industry experience. He has worked with Goldman Sachs & Co. LLC since 2021 and was previously employed at The AYCO Company, L.P./Mercer Allied for 13 years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing both strategic and tactical investment models alongside proprietary research and analytics within the broader Goldman Sachs ecosystem.

Garth Gherardini is a financial advisor with Equity Services, Inc., holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at several firms including MWA Financial Services and Modern Woodmen of America. Outside of finance, he is co-owner of an arcade business, Mission Escape, and serves as Director of Sales at The Assurance Group, focusing on fixed insurance. Equity Services, Inc., operating 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, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading.

Lacey Schoenbachler is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. She holds a Series 65 credential and has worked at Cresset since 2021, following prior roles at Berman Capital Advisors, LLC and Edge Capital Partners LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies and utilizing third-party managers as appropriate.

Michael Morais is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and no prior industry experience. He has worked at Goldman Sachs & Co. LLC since 2026. His background includes roles at Auburn University, The Sea Pines Resort, and educational institutions. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management through strategic allocation models and specialized programs, leveraging resources across the broader Goldman Sachs network.

Richard Ballou is a financial advisor at Janney Montgomery Scott in Atlanta, GA, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2017, with a brief period at Venture24 Capital Partners. Outside of advising, he is involved in several business activities, including founding a consulting firm, co-founding a family e-commerce business, serving on the board and investing in a regional hoagie franchise, and managing investments for a nonprofit foundation. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients and offers brokerage services, financial planning, consulting, and advisory programs, combining in-house and third-party portfolio management.

Gary Teague is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, he was employed at The Ayco Company, L.P./Mercer Allied and spent five years at Kennesaw State University. Outside of finance, he has experience working in the restaurant industry. 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 offers tailored services such as executive and personal wealth management, retirement plan education, and private family office support within a large integrated financial group.

Kory Gildea is a CFP® professional with four years of industry experience currently with HB Wealth in Atlanta, GA. Prior to joining HB Wealth, he worked at Homrich Berg and spent four years at the University of Georgia. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients. The firm offers wealth management, investment management, and financial planning services, employing a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Jameel Muhammad is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including Keystone Advisors and World Financial Group, Inc. Outside of advising, he is involved with WSB Flight Team LLC and LSPN PRO, LLC. 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. The firm operates as both a registered broker-dealer and registered investment adviser, providing a range of investment programs with discretionary and non-discretionary options.

Jackson Davis is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, with a brief tenure at Maverick Health in 2021–2022. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored advisory solutions supported by proprietary research and a wide range of affiliated resources within the Goldman Sachs ecosystem.

Tyson Long is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Northwestern Mutual, and MML Investors Services LLC. In addition to his advisory work, he is 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jonathan Dewitt is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, with additional experience at Cove.Tool and Luxe Linear Drains. Dewitt is involved in insurance product sales outside of Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple program platforms.

Brian Staples is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at CWM, LLC in Atlanta, GA. His prior experience includes roles at Carson Wealth, Woodbury Financial Services, Inc., and Jon Baker Financial Group. In addition to his advisory work, he is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customized investment tools.

Navin Jayasekar is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management, utilizing model portfolios and customized strategies under a fiduciary standard.

Sarah Cannon is a CFP® professional with eight years of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. She has held multiple roles at Mercer Global Advisors since 2018 and also worked at Resource Planning Group and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other investment vehicles.