John Mastrogianakis is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes roles at Truist Investment Services, Cetera Investment Services, Regions Bank, and SunTrust Advisory Services. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver comprehensive investment solutions.

Christopher Boland is a CFP® professional based in Atlanta, GA, with 12 years of industry experience. He has worked at Corient and its affiliates since 2016, including 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, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options as part of its portfolio management.

Jesse Allen is a CFP® with 18 years of industry experience, currently serving at Integrity Alliance, LLC. His career includes roles at Vinings Corporation, Concurrent Holdco LLC, KW Commercial/KW City View, Lockton Financial Advisors, and other firms. Integrity Alliance is a large advisor network providing advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets and offers portfolio management, financial planning, and third-party manager referrals through various investment platforms.

Antwone Harris is a CFP® and Series 66-licensed advisor with 23 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Hybrid Solutions, Charles Schwab Bank, Charles Schwab, and Equitable Advisors. Outside of his advisory work, he is the CEO of Platinum Bridge Wealth Strategies, a business that sells retirement planning books and digital products, and he founded The New Greenwood Ave, which provides investment education. Osaic Advisory Services, LLC is an enterprise SEC-registered advisory firm serving a broad client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of services including representative-managed programs, third-party manager and wrap programs, retirement plan consulting, financial planning, and access to alternative investments, distinguished by its platform integrations and institutional client access.

Hsiu Ching Chiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with several firms throughout her career, including World Financial Group and multiple health insurance providers. Her other business activities involve sales of insurance and non-insurance products across various health and travel insurance companies. Transamerica Financial Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary options.

Thomas Presley is a financial advisor at Corient in Atlanta, GA, with 13 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. His prior experience includes over a decade at CI Brightworth Private Wealth and roles at CIPW Service Company, LLC, and Corient Services 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 combining in-house strategies with third-party managers and employs risk management tools and alternative investment options tailored to client objectives.

James Watt is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at Oppenheimer since 2003 and previously spent 12 years at CIBC World Markets Corp. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

James Gnefkow is a financial advisor at Guardian Life with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Park Avenue Securities, LLC since 2018. His prior roles include positions at Jackson National Life Distributors and Guardian Life Insurance Co of America. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

John Shevlin is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 credentials with 36 years of industry experience. He has worked at Guardian Life since 1999 and also at Peachtree Planning Corporation since 1990. He serves on the board of the Cowart YMCA. Guardian Life’s Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and insurance products.

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.

William Puryear is a financial advisor with Rockefeller Financial LLC in Atlanta, GA. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Rockefeller Financial, he worked at Fisher Investments and has experience in education with the University of Georgia and Hall County School Systems. 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 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.

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 Series 66-licensed financial advisor with six years of industry experience, currently with Guardian Life and Park Avenue Securities. She has held roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, as well as prior experience at Mercedes-Benz USA LLC. Outside of her advisory work, she serves on the board of The Black Girls Breathing Foundation as Treasurer/CFO and participates on the advisory board for Cyber Safety Architects. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment management solutions, including advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory platforms.

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® practitioner with 13 years of experience in the financial advisory industry. He previously worked for 14 years at Homrich Berg before joining HB Wealth, where he currently practices. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm offers wealth management, investment management, and financial planning services, utilizing a combination of quantitative and qualitative due diligence across a broad range of public and private investment strategies.

William Coffey is a financial advisor at Guardian Life with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Guardian Life and its affiliates since 1984. Outside of his advisory role, he is involved in pension marketing activities. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

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, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Schwab Wealth Advisory, he has held roles within various Charles Schwab entities and worked briefly at Amazon. Outside of his advisory work, he occasionally works as a DoorDash driver. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s recommendations are based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with client authorization required for all trades.