Kyle Harris is a CFA® charterholder with three years of industry experience. He is currently an advisor at HB Wealth in Atlanta, GA and previously worked at LPL Financial and The Intercontinental Exchange. Outside of his financial career, he has experience with the University of Georgia Athletic Association and Party Planners West. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management, financial planning, and institutional advisory services, utilizing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Dennis Beard Hammond is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds a Series 66 designation and has worked at Schwab Wealth Advisory, Charles Schwab & Co., and Ameriprise Financial. His background also includes roles in education and nonprofit services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Stephen Slewitzke is a financial advisor with Oppenheimer in Atlanta, GA, holding the Series 66 designation and bringing 20 years of industry experience. He joined Oppenheimer in 2009 after three years with Stanford Group Company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and delivers advisory services including equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Jason Peacock is a CFP® affiliated with Capital Group Private Client Services, Inc. in Atlanta, GA. He has been with Capital Group since 2023 and has prior experience at Capital One, Relay, Greenix, and Brigham Young University. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager “Capital System” approach and offering access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Matthew Bracewell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Atlanta, GA. He has worked within various units of SunTrust since 2004, including SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting. The firm integrates third-party platforms and manager arrangements to support its AMC Advantage program and incorporates AI-enabled tools in its equity research.

Beth Mayfield is a financial advisor at CIBC Private Wealth Advisors, Inc. in Atlanta, GA, holding a Series 65 credential with eight years at CIBC and a prior four years at Greenberg Traurig. She has three years of industry experience as a financial advisor. Outside of her advisory role, she works as an independent contractor with Isagenix, a nutritional online company. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm provides comprehensive wealth advisory and portfolio management services, employing a combination of proprietary and external strategies overseen by dedicated investment committees.

Joshua Harper is a financial advisor with Principal Financial Services in Atlanta, GA. He holds Series 63 and Series 65 designations and has approximately one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities, Inc., Western & Southern Life, and State Farm. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Christopher Kern is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has 23 years of industry experience, including 19 years at The Ayco Company/Mercer Allied before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, delivering tailored solutions such as executive wealth, personal wealth, and private family office services.

Cory Bryson is a CFP® professional with 27 years of industry experience, currently affiliated with Rockefeller Financial LLC. He previously worked at Merrill and Bank of America, N.A. Prior to joining Rockefeller Financial, he spent significant time at Rock & Co LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services and operates as both an investment adviser and registered broker-dealer, providing access to alternative investments, placement services, and integrated trust and insurance capabilities.

Andrew Crawford is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and two years of industry experience. He has previously worked at Shared Service Solutions and Regional Management Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Gregory Costello is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Raymond James & Associates and Wells Fargo Clearing prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Gabrielle Webster is a financial advisor at Truist Advisory Services with Series 63 and Series 65 licenses and three years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2023 and previously held roles at the University of North Carolina at Chapel Hill and the Grassy Creek Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches while utilizing third-party platforms and AI-assisted research tools.

L Wright is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs for 20 years before joining Cresset in 2025. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes, including alternatives, and integrates tools such as artificial intelligence and machine learning.

Ashley Barba is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to joining Creative Planning, she worked at Truewealth LLC from 2015 to 2020. Based in Atlanta, GA, she provides financial planning and investment advisory services. Creative Planning offers a comprehensive range of 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, supported by a large advisory team and centralized investment infrastructure, along with affiliated legal, trust, and recordkeeping businesses.

Kevin Gennarelli is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021, following a 12-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and 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 within a large integrated financial group.

Jesse Li is a CFP® professional at Creative Planning with experience beginning in 2022. Prior to joining Creative Planning, he worked at Elwood & Goetz Wealth Advisory and PNC Bank. He has an academic background from the University of Georgia and South Forsyth High School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, 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.

Matthew Broom is a Series 65-licensed financial advisor with Corient in Atlanta, GA, and has six years of industry experience. His background includes roles at CI Brightworth Private Wealth, Forward Focus Financial Planning, and seven years with Gwinnett County Fire and Emergency Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach, combining in-house strategies with third-party manager solutions and employs risk management tools and alternative investments where appropriate.

Mojoyeoluwa Oni is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Prior to this role, Oni held positions at JPMorgan Chase & Co., MIO Partners, and Ernst & Young LLP. Oni is based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on financial planning, investment recommendations, and annual account reviews without exercising discretionary trading authority. The firm operates as an internal advisory unit within the Schwab ecosystem and serves individual clients through standardized asset allocation models and Schwab research tools.

Frederick Dais is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining First Command, he worked at Allstate Insurance Co and The Days Group from 2017 to 2025, and at PwC from 2011 to 2017. He is based in Marietta, GA. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.

Samuel Renken is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2018 and previously held roles at Mass Mutual and Mutual of Omaha. Outside of his advisory work, he is involved as a board member of the Hambidge Center, an organization offering residencies and workshops in the visual and culinary arts. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual, high-net-worth, and institutional clients with brokerage services, financial planning, and investment advisory programs using a range of model portfolios and technology-driven solutions.