Joseph Galunas is a CFP®, CFA®, and holds a Series 66 license with 13 years of industry experience. He currently serves as a financial advisor at Creative Planning, joining the firm in 2024. His prior experience includes roles at Capital Group Private Client Services and Capital Bank & Trust Company. Creative Planning provides investment advisory and financial planning 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, supplemented by various tactical approaches and offers a broad range of retirement plan services supported by affiliated legal, trust, and recordkeeping entities.

Steven Restifo is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2009. Outside of his advisory work, he is the owner of Hemp Energy, a non-investment-related business. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of December 31, 2025.

Emily Bentley is a financial advisor at HB Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities for 15 years. HB Wealth Management is a registered investment adviser that provides 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 various public and private strategies and offers discretionary portfolio management and outsourced chief investment officer services.

Steven Miller is a Series 66-licensed financial advisor at Schwab Wealth Advisory with six years of industry experience. He has worked at Charles Schwab & Co., Inc., Merrill, and J.P. Morgan Securities LLC. Outside of finance, he has held roles in diverse fields including food service and business systems. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering investment recommendations and annual financial reviews while leaving final trading decisions to clients.

Steven Napier is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Truist Advisory Services, BB&T Securities, and Morgan Stanley Smith Barney, among others. Janney Montgomery Scott LLC is a large, dually registered 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, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of investment advisory and brokerage services.

Peter Truong is a financial advisor at Equity Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and MWA Financial Services Inc. He also serves as a general agent for Apogee Financial Partners. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base, utilizing multiple advisory platforms and third-party asset managers with both discretionary and non-discretionary management options.

Taylor Nettis is a financial advisor with Focus Partners Wealth, LLC in Atlanta, GA, holding Series 65 and Series 63 credentials and having two years of industry experience. Prior to joining Focus Partners Wealth, he worked at Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory roles, he has experience with the Georgia Museum of Art and Gwinnett Park and Recreation. Focus Partners Wealth serves a diverse clientele including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with third-party managers and various investment strategies.

Harry Oldham III is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches with third-party platform partnerships and AI-enabled research tools.

Kumar Bhandari is a financial advisor with Transamerica Financial Advisors holding the PFS™ credential. He has recently entered the financial services industry and has experience with firms including WFGIA and Avantax. His background also includes accounting and consulting roles, and he has been involved with Brenau University and several accounting and tax service businesses. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, serving both discretionary and non-discretionary accounts.

Avery Rodts is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Janney Montgomery Scott since 2020, following six years with Gratus Capital LLC. Janney Montgomery Scott LLC is a large, dually registered 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Luis Kim is a financial advisor with Truist Advisory Services in Buford, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. for eight years before joining Truist in 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches. The firm integrates affiliated broker-dealer and banking services and employs AI-enabled tools alongside traditional research in its investment processes.

Adam Lee is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2020. Prior to joining Mercer, he worked at Kays Financial Advisory Corp and TD Ameritrade, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, and estate-planning coordination.

Jared Kale is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner. He worked at Wells Fargo Advisors Financial Network LLC for 14 years before joining Mariner in 2023. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Evan Harbot is a CFP® with 22 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Russell Investments and CNL Securities Corp. His background includes roles at Fs2 Capital Partners, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans, through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Chelsea Nalley is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. She previously worked at Truewealth, LLC (FNA Windham Brannon) from 2014 to 2020. 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 focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Dana Merritt is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has been with SunTrust Advisory Services and its affiliated entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary solutions supported by third-party platforms and manager arrangements.

Alan Kasser is a financial advisor at J. W. Cole Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J. W. Cole Advisors and affiliated firms since 2013. Outside of his advisory role, he is involved with Kasser Investment Advisors, LLC, which focuses on brokerage and mutual fund insurance products. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisor representatives. The firm provides portfolio management, financial planning, access to third-party managers, and a variety of managed account solutions.

Alexander Herman is a financial advisor at TIAA-CREF with nine years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, J.P. Morgan Bank, and Edward Jones. In addition to his advisory role, he is active as a real estate agent, assisting other real estate professionals with their transactions. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and institutional clients, often serving those connected to TIAA-administered retirement plans. The firm offers discretionary portfolio management and financial planning services with a fiduciary standard, operating within a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.

Jill Asrael is a financial advisor at Cresset Asset Management, LLC with 10 years of industry experience. She holds a Series 65 designation and previously worked at Berman Capital Advisors, LLC and Grapevine Partners, LLC. She serves as President of the Epstein Foundation, which supports the Epstein School in Atlanta, GA. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management across various asset classes.

Susan Lewis is a CFP® professional with 29 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment advisory and brokerage services through fee-based wrap programs, financial planning, and consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.