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.

Michael Lamb is a financial advisor at Mercer Global Advisors Inc. based in Roswell, GA, holding a Series 66 designation with 16 years of industry experience. His prior roles include a long tenure at Charles Schwab & Co., Inc. and positions at Cetera and Avantax Investment Services. Outside of his advisory work, he owns a cryotherapy and wellness franchise as well as a short-term rental business. Mercer Global Advisors serves individuals, families, small business owners, and institutional clients, offering comprehensive advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach using low-cost ETFs, index funds, separate account managers, and private funds, supported by educational content and various specialized service lines.

Thomas Heidt is a financial advisor at Valic Financial Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2004. He also has a role with Agia involving non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and employs discretionary unified managed accounts using third-party model managers and technology platforms.

Charles Hoke is a CFA® charterholder and holds Series 63 and 66 licenses. He has 14 years of industry experience and has worked at CIBC Private Wealth Advisors, Inc. since 2014. Based in Atlanta, GA, he is part of a larger team at CIBC Private Wealth Advisors. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to offer customized portfolio management, utilizing both proprietary and external strategies, and manages a notable amount of assets relative to its advisor headcount.

Jamie Wall is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan for seven years before joining Cresset in 2021. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, charitable organizations, and corporations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and offers services such as portfolio management, wealth planning, private fund advisory, and family office services.

Shawn Chando is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 16 years at The AYCO Company, L.P. Goldman Sachs Wealth Services offers 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 a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Shyanne Taylor is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and approximately one year of industry experience. Her prior roles include positions at MetLife Investment Management and the Firmament Group, as well as various engagements with Clark Atlanta University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within a broad integrated Goldman Sachs ecosystem.

Leslie Blanchard is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Creative Planning since 2020. Prior to this, Leslie worked at TrueWealth Management from 2015 to 2020. Leslie holds a 16% membership interest in Lawrence Investment Management, LLC, a separate investment-related business. 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 supplemental approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Suhwan Lee is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Cresset, he worked at Configure Partners Securities, LLC, and has experience in academic coaching and education roles at Emory University and North Gwinnett High School. He is also involved with Bare Carbon, LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive investments across public equities, fixed income, and alternatives.

John Poss is a financial advisor with Equity Services, Inc. in Sandy Springs, GA, holding a Series 63 designation and 38 years of industry experience. He has worked at Equity Services and National Life Insurance Co. since 1988. Outside of his advisory role, he serves as president of the Edgewater Homeowners Association. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.

James Bolton is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has worked previously at Coastal States Bank and Guardian Life Insurance Company. He serves on the board of The Ivy's Condominium Association in Atlanta. James Bolton is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America that provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside a range of financial planning and consulting services.

Brentley Jones is a CFP® with 28 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021. Prior to that, he spent 15 years with SunTrust Investment Services and 5 years with 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Robert Butler is a CFP® with 12 years of industry experience, currently serving at Mariner Wealth Advisors since 2020. His prior roles include positions at Cedar Rowe Partners and Goldman Sachs Wealth Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, and specialized services such as coordinated tax services and Core Family Office solutions. The firm employs a discretionary investment approach supported by in-house research and third-party managers, with capabilities spanning traditional and alternative asset classes as well as integrated tax and administrative services.

Amber Dornell is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and bringing 27 years of industry experience. She previously worked at Morgan Stanley from 2009 to 2020 and has been with Rockefeller Financial LLC and Rock & Co LLC since 2020. In addition to her advisory role, she is a licensed insurance agent with RCM Insurance Services LLC, an affiliate of the firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, providing portfolio management, financial planning, and consulting services. The firm operates uniquely as a registered broker-dealer and offers integrated investment solutions across equities, fixed income, and alternatives through its Private Advisor model and consolidated investment platform.

Savannah Andersen is a CFP® with six years of industry experience currently serving as a financial advisor at Cresset Asset Management, LLC. She previously worked at Berman Capital Advisors, LLC, BioShield, LLC, and Deloitte Consulting. Andersen is based in Atlanta, GA. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and conducts structured due diligence for manager selection and ongoing monitoring.

John Overton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Personal Capital and Northwestern Mutual. Outside of his advisory work, he is a registered agent and co-owner of a real estate investment entity. Wealth Enhancement Advisory Services provides financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active managers with quantitative and fundamental analysis.

Patrick Mcgonigle is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. He is currently with HB Wealth in Atlanta, GA, and previously worked at Homrich Berg for seven years, Cjm Wealth Advisers, Ltd. for one year, and SPC Financial Inc for three years. HB Wealth Management serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, financial planning, and outsourced chief investment officer services, employing both quantitative and qualitative due diligence across diverse public and private investment strategies.

Wenyuan Nottebohm is a CFP®-certified financial advisor with 13 years of industry experience, currently with Cresset Asset Management, LLC since 2021. Prior to joining Cresset, Nottebohm worked at Berman Capital Advisors, LLC and Morgan Stanley. He holds Series 66 and Series 65 licenses. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles with services ranging from wealth management and financial planning to discretionary portfolio management and family office services. Their approach integrates strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and alternatives.

Scott Mckenzie is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses with 24 years of industry experience. His career includes roles at Merrill, Wells Fargo Clearing, and SunTrust Advisory Services before joining Truist Advisory Services in 2016. Outside of his advisory work, he is involved in managing a rental property through a Florida-based LLC. 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 platform arrangements and AI-enhanced equity research tools.

Tricia Mulcare is a CFP® professional with 16 years of industry experience. She is based in Atlanta, GA, and worked at Homrich Berg for 18 years before joining HB Wealth. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, financial planning, and outsourced chief investment officer services, employing a combination of quantitative and qualitative due diligence across a diverse range of public and private investment strategies.