Kristin Pugh is a CFP® professional with 16 years of experience in financial advisory services. She has been with Creative Planning since 2020 and previously worked at Truewealth, LLC from 2014 to 2020. Kristin serves as an advisor to the board of the Financial Planning Association of Georgia and is a board trustee for The Foundation for Financial Planning, both roles involving pro bono work. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process centered on low-cost indexing and buy-and-hold strategies, supported by an extensive advisory team and integrated investment infrastructure.

Wesley Pritchett is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and JPMorgan Chase Bank NA. Outside of his advisory role, he serves on the finance committee of Holtz Heroes, a charity supporting former Notre Dame football players and their families, and co-hosts a college football podcast called Under the Golden Dome. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutions, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Cooper Keener is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied and Ohio Valley Wine and Beer. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized executive wealth programs. The firm utilizes strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary research and analytics.

Mark Dicristina is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Truist Advisory Services and Truist Investment Services, holding roles since 2013 and 2016 respectively. Outside of his advisory work, he serves as Treasurer for the Pro Bono Partnership of Atlanta, an organization that provides business legal services to nonprofits. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm implements its advice through a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and an equity research team that uses AI-enabled tools.

Lateefah Donadelle is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 14 years before joining Truist in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Mary Wafer is a financial advisor at Truist Advisory Services with 47 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Truist Advisory Services and related entities since 2013, including Bb&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and the AMC Advantage manager-selection program. The firm utilizes a combination of discretionary and non-discretionary management, supported by third-party platforms and AI-enabled research tools.

Vicki Chriszt is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has prior work experience spanning healthcare and educational institutions, including Northside Hospital and Georgia State University. 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 charitable organizations. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Marcus Clark is a CFP® with nine years of industry experience, currently with Rockefeller Financial LLC since 2020. Prior to joining Rockefeller, he worked at Bank of America, Merrill, and Cole Haan. He holds the Series 66 designation and is based in Atlanta, GA. 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 through a Private Advisor model and a consolidated investment platform, and uniquely operates as a registered broker-dealer providing securities transactions, insurance products, placement, and investment banking services.

Virginia Griffith is a financial advisor at Equity Services, Inc. with seven years of industry experience. She holds the CFP® designation and has worked at firms including TruOak Financial Partners LLC and The Prudential Insurance Company of America. Griffith is also active in her community as a member of the vestry and chair of the planned giving committee at the Episcopal Church of the Holy Family. Equity Services, Inc. offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Charles Jordan IV is a CFP® and Series 65 professional with 18 years of experience in financial advisory services. He is currently with Corient, where he has worked since 2022, following a 15-year tenure at CI Brightworth Private Wealth. Jordan is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and specialized offerings such as private fund capabilities and affiliated trust services.

Melissa Dresnok is a CFP® professional with five years of experience in financial advising. She is currently with Mercer Global Advisors Inc. and has prior experience at Kays Financial Advisory Corporation and Cathy Stevens & Associates. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory services, financial planning, and family office solutions. The firm applies Modern Portfolio Theory with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, alongside educational content and specialized service offerings.

Sydney Harley is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, bringing two years of industry experience. Prior to joining Goldman Sachs, Harley worked at Lendz Financial and held legal roles at Van Horn Law Group P.A. and Emory University School of Law. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs. The firm integrates multiple advisory teams and proprietary analytics within the broader Goldman Sachs ecosystem to tailor strategies across various fee arrangements and platforms.

Tyler Wachtel is a Series 66-licensed financial advisor based in Atlanta, GA, with five years of industry experience. He has worked at Rockefeller Capital Management since 2020 and previously held roles at AgSouth Farm Credit, W Advisors, and BTG Pactual Timberland Investment Group. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services, operating with a unique combination of investment advisory and broker-dealer capabilities.

Austin Clark is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Ameriprise, LPL Financial, and Jackson National Life Distributors. Outside of his advisory work, he serves as an officer of a homeowners association. 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 third-party platforms and AI-enabled research tools.

Matthew Yonak is a CFP® with 21 years of experience at Capital Group Private Client Services, Inc. in Atlanta, GA. He has been with the firm since 2005. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the Capital System. The firm offers access to separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Tia Jinks is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She previously worked at Edward Jones and Agia. Outside of her advisory role, she volunteers as a grant writer and reviewer for Redeemed Community Outreach, Inc., a housing re-entry program for homeless women that also teaches sustainable agricultural practices. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Soraya Sartipi is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, she was employed at HDH Advisors LLC and Wells Fargo, and she has a background in education from the College of Charleston. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth management solutions through an integrated financial group structure.

Bryan Kamau is a Series 66 licensed financial advisor at HB Wealth with eight years of industry experience. He previously worked at UBS Financial Services from 2017 to 2023 and holds a degree from the University of Georgia. HB Wealth Management is a registered investment adviser serving individuals, families, institutional clients, and corporate entities with wealth management, investment management, and financial planning services. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies and offers services including outsourced chief investment officer and institutional advisory solutions.

Daniel Forbes is a financial advisor at Centaurus Financial, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hornor, Townsend & Kent, LLC, PNC Investments, and Triad Advisors, Inc. Outside of his advisory role, Forbes is involved in several apparel businesses partnering with his spouse and assists in decision-making for these ventures. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment strategies through its CLASSIC Plus platform, offering both discretionary and non-discretionary portfolio management along with specialized consulting and management services.

Gerald Nackers is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and bringing 36 years of industry experience. Prior to joining Osaic in 2024, he worked for Triad Advisors, Inc. for 12 years and has been affiliated with Oarsman Capital Inc. since 2008. He is also the owner of Investment Designers, a business through which he offers insurance products to clients as needed, and serves as a notary public. 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 provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, with portfolios constructed using proprietary guidance and third-party platforms.