John Hannah is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Gratus Capital, Wells Fargo, Fidelity Bank, and US Trust. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a broad range of wealth management and advisory services supported by an extensive network of affiliated service companies and product relationships.

Barrett Cornelius is a financial advisor at Citigroup Global Markets with 10 years of industry experience and a Series 66 designation. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. He is based in Atlanta, GA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs along with broker-dealer execution and custody services. The firm integrates large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Christopher Bush is a financial advisor at OSAIC Advisory Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including PFS Investments Inc and Triad Advisors. Outside of his primary advisory role, he owns Christopher W Bush LLC, which manages business expenses, and is involved with Duo Wealth Brokerage LLC, focusing on life insurance and fixed business products. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse advisory programs with custody and execution primarily through Schwab and Fidelity, utilizing both proprietary and third-party investment platforms.

Melissa Keiss is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at Buckingham Strategic Wealth, NOVA Wealth Management Group, Cetera ADVISORS, and Stewardship Financial Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and offers a range of services from investment management to family office and retirement plan fiduciary services.

Laura Caceres is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Atlanta, GA, bringing four years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab in 2025, she worked for JP Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC from 2022 to 2025 and LPL Financial, LLC in 2021–2022. Before entering financial services, she spent 18 years at United Poultry Corp. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm recommends investments but leaves final trading decisions to clients, conducting at least annual account reviews without discretionary trading authority.

Venzon Aromin III is a CFP® professional affiliated with Commonwealth Financial Network, with 28 years of industry experience. He has worked at firms including Lion Street Advisors and Csenge Advisory Group. Aromin also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs and back-office support, including investment management, compliance, and technology services. The firm offers multiple program structures and discretionary model portfolios developed by its Investment Management and Research team.

Charles Daniels III is a financial advisor with Kestra Advisory, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His career includes prior roles at Edward Jones and New York Life. He is currently a Senior Private Wealth Advisor involved in financial dashboard service production and administration. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including large plan sponsors. The firm offers fiduciary services, plan design, compliance support, and various investment solutions, serving a broad client base that includes sovereign wealth funds.

Alexander Sayavongsa is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has 11 years of industry experience. His career includes roles at Truist Advisory Services and Truist Investment Services since 2026, nearly a decade at SunTrust Advisory Services and SunTrust Investment Services, and earlier positions at Bank of America and Merrill. Outside his advisory work, he co-owns a car rental company, Entourage Autos LLC, where he manages the vehicle fleet and accounting. 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 integrated inter-affiliate operations, to deliver investment solutions.

Irma Montes is a Series 66 licensed financial advisor with Primerica Advisors in Atlanta, GA, having two years of industry experience. She previously worked at Guardian Life Insurance Company and The Home Depot. Outside of her advisory role, she operates an independent laundry service as a contractor. Primerica Advisors serves a broad retail client base and offers a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs various investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Roderick Liggins is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity, Morgan Stanley, and E*TRADE Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, and is notable for its integrated inter-affiliate operating model.

Michael Carignan is a CFP® with 19 years of industry experience, currently serving at Mariner Wealth Advisors since 2023. Prior to joining Mariner, he held various roles at Avantax Planning Partners, Inc., Avantax Investment Services, Inc., and Avantax Advisory Services between 2013 and 2023. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies across equity, fixed income, alternatives, and digital assets, alongside tax, accounting, and family office services.

Lester Jones is a financial advisor with OSAIC Advisory Services, LLC based in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes over two decades at Primerica Financial Services and Primerica Advisors, along with roles at Triad Hybrid Solutions and Triad Advisors. Outside of his advisory work, he is involved with Duo Wealth Advisors LLC, focusing on investment management and retirement planning. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting through multiple program models, utilizing both proprietary and third-party platforms.

Rachel Wilder is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding the CFP® and ChFC® designations with 27 years of industry experience. She has worked with New York Life and its affiliated firms since 2005 and currently operates Wilder Wealth Strategies, LLC. Wilder also serves as a member and group leader of ProVisors, a national professional networking organization. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages assets predominantly on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Brandon Hayes is a CFP® professional with 19 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory Services, LLC since 2016. He is based in Atlanta, GA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in real estate activities, including ownership and management responsibilities with several property-related ventures. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment management, supporting large institutional clients and managing approximately $79.8 billion in assets.

Mallie Scott is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2022, Scott worked at Homrich Berg for a total of three years and held a position at Georgia State University. 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 focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Frederick Brown is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Oppenheimer since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and various investment strategies tailored to client objectives.

Zachary Harrell is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following nine years at The AYCO Company, L.P./Mercer Allied. Based in Atlanta, GA, he provides advisory services within a large integrated financial firm. Goldman Sachs Wealth Services offers financial planning, investment management, and related advisory support to a wide range of clients, including high-net-worth individuals, corporate participants, and charitable organizations. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support.

Margaret Evans is a CFP® professional with six years of experience at HB Wealth Management, LLC in Atlanta, GA. She previously worked at the University of Georgia School of Law for three years. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment process across public and private strategies and offers outsourced chief investment officer and institutional advisory services.

Jack Malandra is a Series 66–licensed advisor at Kestra Advisory with one year of industry experience. Prior to joining Kestra, he worked at Deloitte for two years and held various roles including at Druid Hills Country Club and the University of Georgia. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Thomas Hall is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent six years at Homrich Berg. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.