Mary Murtaugh is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has been with Truist in various capacities since 2016. 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 equity research and inter-affiliate integration across Truist’s financial entities.

Douglas Fluke is a CFP® with 28 years of industry experience, currently affiliated with CWM, LLC in Atlanta, GA. His prior roles include positions at Carson Wealth, Cetera Wealth Services, LLC, DSF Wealth Management, LLC, and LPL Financial, LLC. Outside of advisory services, he serves on the board of YMCA Camp High Harbor, where he assists with fundraising events. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers a range of portfolio management and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Jonathon Lovingood is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding a Series 65 credential with two years of industry experience. His work history includes roles at Shell Capital Management LLC, Potomac, Trademark Capital Management INC, and Relativity Capital Advisors, as well as academic positions at the University of Georgia and University of North Georgia. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, alongside financial, tax, retirement, and estate planning and family office services. The firm follows a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through various investment vehicles and offers educational programming and integrated affiliated service lines.

Abduhl Mashhoon is a CFP® with 18 years of industry experience and is currently affiliated with NewEdge Advisors, where he has worked since 2024. Prior to joining NewEdge Advisors, he spent nine years at Raymond James & Associates. He is also a licensed insurance agent in Georgia and serves as a notary, providing these services on a limited basis. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and employs a range of analytic approaches with regular portfolio reviews.

Diego Rivadeneira is a financial advisor with HB Wealth in Atlanta, GA, holding a Series 66 designation. He has one year of industry experience, with prior roles at Kestra Investment Services, LLC and Element Wealth Advisors. Outside of finance, he has worked in manual labor and landscaping with Atlanta Treescapes. HB Wealth Management 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 approach across diverse strategies and offers discretionary account management and institutional advisory services.

Robert Baxter is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and Westley Contract Services, LLC. 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 institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, integrating capabilities across its affiliated entities.

Todd Phelan is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Cambridge Investment Research Advisors and SunTrust Equitable Securities. Phelan serves as treasurer for the Rotary Club of Auburn, Alabama. Janney Montgomery Scott 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Walton Lee is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 37 years of industry experience. He has been with SunTrust Advisory Services since 2016 and has worked across several SunTrust affiliated entities since 2002. Outside of advisory work, he is involved in several real estate investments and LLC ventures related to property acquisition and management. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its services.

Mark Walter is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Truist Advisory Services since 2016 and with Truist Investment Services since 2013. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured approach to manager selection and oversight.

Andrew Klepchick Jr. is a CFP® with over 10 years of industry experience, currently serving at HB Wealth Management, LLC since 2008. He holds the Series 63 designation and is based in Atlanta, GA. Outside of his financial advisory role, Andrew is the president of Secession Golf Club, a position he will begin in July 2025. HB Wealth Management 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 discretionary investment approach that integrates quantitative and qualitative analysis across a range of public and private strategies.

James Tanksley is a financial advisor with TLG Advisors, Inc. based in Atlanta, GA, holding the Series 66 designation and five years of industry experience. His previous roles include positions at Merrill, Bank of America, and American Advisors Group, among others. He also serves as Vice President of Annuity Sales at Tarkenton Financial. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Julian Foster is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 65 and Series 63 licenses and has prior experience with the University of Florida and the Heavener School of Business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies supported by AI-enabled research tools and inter-affiliate integration.

Anthony Shilcoski IV is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and 13 years of industry experience. His prior roles include positions at Stephens Inc., Henssler Financial, and Genspring Family Offices. 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 operates with a Private Advisor model and an integrated investment platform offering discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage and placement services.

Bradley Phillips is a CFA® charterholder with 13 years of industry experience. He has been with Oppenheimer & Co. Inc since 2019 and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2019. He holds a Series 66 license and is based in Suwanee, GA. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm utilizes strategic and tactical asset allocation, manager selection, and various investment strategies, with client objectives documented in investment policy statements and periodic account reviews.

Matthew Hooper is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 credential and 22 years of industry experience. He has worked with Goldman Sachs & Co. LLC since 2021 and was previously employed at The AYCO Company, L.P./Mercer Allied for 13 years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing both strategic and tactical investment models alongside proprietary research and analytics within the broader Goldman Sachs ecosystem.

Garth Gherardini is a financial advisor with Equity Services, Inc., holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at several firms including MWA Financial Services and Modern Woodmen of America. Outside of finance, he is co-owner of an arcade business, Mission Escape, and serves as Director of Sales at The Assurance Group, focusing on fixed insurance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading.

Lacey Schoenbachler is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. She holds a Series 65 credential and has worked at Cresset since 2021, following prior roles at Berman Capital Advisors, LLC and Edge Capital Partners LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies and utilizing third-party managers as appropriate.

Matthew Lubert is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Goldman Sachs Ayco, Berman Capital Advisors, and Forge Partners. 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, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its services.

Robert Henry is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2014. His work focuses on business development, client service, portfolio management, and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary oversight, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a range of investment platforms and third-party managed solutions.

Bryan Keenan is a CFP® with seven years of industry experience, currently serving at Equity Services, Inc. He has held roles at TruOak Financial Partners LLC, Apogee Financial Partners, and Guardian Life Insurance Company, among others. Keenan is involved with Covenant Presbyterian Church’s administration committee, assisting with budgeting and business decisions, and he also owns a rare and antiquarian book sales and restoration business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a mix of long-term and shorter-term strategies.