Kelly Downs is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. Prior to joining Cresset, he worked for Berman Capital Advisors, LLC for 10 years. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, 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, supported by a structured due-diligence program and private fund management activities.

Peter Quackenbush Jr. is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation and having 22 years of industry experience. He has worked at Rockefeller Capital Management, Bank of America, and Merrill. In addition to his advisory role, he owns Quackenbush Holdings LLC, a company involved in real estate and shares of a privately held beverage company. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating as both a registered investment advisor and a broker-dealer with a consolidated investment platform delivering a range of discretionary and non-discretionary solutions.

Holly Duncan is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and its predecessor entities since 2003. Holly also serves as a trustee for a family irrevocable trust created to hold life insurance and real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies supported by inter-affiliate resources.

John Mcmillen is a CFP® and CFA® credentialed advisor with 23 years of industry experience. He currently works at Savant Wealth Management and has previously held roles at Capital Directions, Wells Fargo Clearing, and Charles Schwab. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by a robust platform including accounting, legal, and trust services.

Christina Andrzejewski is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer since 2017, following previous roles at SunTrust Advisory Services and SunTrust Investment Services. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments and private funds.

Robin Aiken is a CFP® with 16 years of industry experience. He is currently with HB Wealth in Atlanta, GA, and previously spent 16 years at Homrich Berg. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers institutional advisory services, including outsourced chief investment officer solutions, and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

Charles Downs is a CFP® professional with 18 years of industry experience, currently serving at HB Wealth. His prior experience includes roles at Antares Wealth Management, LLC and Lesesne Capital Management, Inc. He serves on the Board of Advisors for Holy Innocents Episcopal School, providing guidance to the K-12 institution. HB Wealth Management is a registered investment adviser that offers wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also provides institutional advisory and outsourced chief investment officer (OCIO) services, employing a combined quantitative and qualitative investment approach across public and private strategies.

Mark Lerner is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining NewEdge Advisors in 2026, he spent 29 years at MassMutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is a partner in Lerner, Rouille and Associates, LLC, a financial services firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services and combines in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and technology tools.

Daniel Frazier is a financial advisor with Eagle Strategies (NY Life) based in Lawrenceville, GA. He holds the ChFC® designation and Series 63 license, and has 27 years of industry experience. Frazier has been with Eagle Strategies and affiliated entities since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with a significant focus on non-discretionary assets and advisory services linked to insurance and annuity products.

Leah Manderson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has held positions at several firms, including Charles Schwab and Voya Financial. Manderson holds life, accident, sickness, and variable products insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with a mix of ETFs, index funds, separate account managers, and private funds, complemented by specialized services and client education programs.

Berkley Bryan is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 designations and five years of industry experience. Prior to joining Rockefeller Financial in 2022, Bryan held positions at The Welch Group, Regions Bank, Highland Associates, and Samford University. Bryan serves as a volunteer board member for the Sheridan Parc Homeowners Association, where responsibilities include enforcing community rules and maintaining common areas. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm provides a range of portfolio management and financial planning services through a Private Advisor model and offers access to equities, fixed income, and alternative investments via an integrated investment platform and affiliated capabilities.

Joshua Burns is a financial advisor at HB Wealth with a Series 65 designation. He began his advisory role in 2026 and has no prior industry experience. His background includes several years in education prior to 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 employs a discretionary investment approach that combines quantitative and qualitative due diligence across public and private strategies and offers a range of services including outsourced CIO and institutional advisory.

Kevin Saylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Felix Gumina Jr. is a financial advisor at Commonwealth Financial Network with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Commonwealth, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Felix also spends part of his time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and serves hundreds of thousands of individual and institutional clients. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jonathan Kolodkin is a financial advisor at Oppenheimer with 39 years of industry experience. He has held positions at Morgan Stanley and its affiliated entities prior to joining Oppenheimer in 2011. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a focus on strategic asset allocation, manager selection, and comprehensive consulting and retirement services.

Ryan Badger is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Aldridge Private Wealth Management Group and Wells Fargo Advisors. He is involved with Families First, a non-profit organization providing support services to families and adolescents, where he serves on the Finance Committee and chairs the Endowment Committee. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other strategies.

Colin Clarkson is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Inc. Clarkson has also been affiliated with Lumature Wealth Partners. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing primarily long-term, customized portfolios with ETFs, mutual funds, and various other investment options.

Samuel Cohen is a Series 66-licensed financial advisor at Truist Advisory Services with two years of industry experience. His prior roles include positions at Morgan Stanley and Primerica Financial Services. Before entering the financial sector, he spent eight years in full-time education and has worked in the food and beverage industry. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary management and third-party platforms.

Lukas Foley is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and has prior experience at MML Investors Services, MassMutual Life Insurance, and Live Nation. Outside of his advisory role, he is also licensed as an insurance broker selling life, disability, and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers diverse investment programs combining in-house and third-party management, supported by centralized due diligence and advanced technology tools.

Cole Arendsen is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Oakworth Capital Bank and Omnimax International. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm leverages integrated resources across Goldman Sachs affiliates to deliver tailored strategies, employing advanced analytics and a range of fee structures.