Brian Harhai is a CFP® and CFA® affiliated with Truist Advisory Services, based in Atlanta, GA, with nine years of industry experience. He has worked at Suntrust Advisory Services since 2019 and previously at Suntrust Bank and GenSpring Family Offices. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Robert Patti is a CFP® professional with 28 years of experience in financial advisory, currently serving at Stratos Wealth Partners, Ltd since 2013. He also maintains a registered representative role with LPL Financial, LLC, where he has worked since 2012. Patti provides investment advisory services and sells insurance through Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm’s Strategic Wealth Management platform features an open-architecture approach that aggregates multiple investments into a single account and supports both advisor-managed and model-based portfolios.

Brittney Brinner is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In her role, she works directly with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Brittney provides ongoing advice, adjusting plans as clients' circumstances evolve to help them pursue their personal and family objectives. Her expertise includes assisting clients with a variety of financial priorities, such as purchasing a home, funding education, addressing eldercare considerations, and preparing for healthcare expenses. Brittney holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor's Degree from Grand Valley State University and a Master's Degree from DePaul University.

Michael Dewitt is a CFA® charterholder based in Atlanta, GA, with 23 years of industry experience. He currently works at Corient, where he has been employed since 2022. His prior experience includes roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and ongoing portfolio monitoring.

Christopher Beard is a CFP® certified financial advisor with over 31 years of industry experience. He currently serves with Osaic Advisory Services, LLC, joining the firm in 2024, and has held positions at Triad Hybrid Solutions, Raymond James Financial, and Gateway Wealth Strategies during his career. Beard is involved in nonprofit work as the secretary of Local Boys Do Good and contributes to the economic and market discussion blog "Random Gleanings." Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Jose Ruiz is a CFP® with 18 years of industry experience, currently serving at Rockefeller Financial LLC. He previously held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Ruiz is based in Atlanta, GA. 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary solutions across multiple asset classes.

Scott Schaefer is a CFP®-credentialed financial advisor with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC, GWFS Equities, Inc, and Prophecy International. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and offers a broad range of wealth management, financial counseling, and sub-advisory services.

Rupert Hansford is a CFA® charterholder with two years of industry experience. He is currently an advisor at Cresset Asset Management, LLC and has prior experience at Fleetcor Technologies, Schroders, and Sun Life Capital Management. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven approach utilizing both active and passive strategies, supported by a structured due-diligence program and a range of advisory and private fund services.

Hallie Hene is a financial advisor with NewEdge Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Co. Hallie also serves as Director of Planning and Operations at Streamline Wealth, an RIA based in Atlanta. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Patricia Sklar is a CFP®, CFA®, and Series 65-registered advisor at Corient with 12 years of industry experience. She has worked at Corient and its affiliates since 2016, including roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Sklar is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools, alternative investments, and private fund solutions.

William Francis is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds a Series 66 designation and has two years of industry experience, with prior roles at Guardian Life Insurance, Park Avenue Securities, and Ashford Advisors. In addition to his advisory work, he maintains an insurance business outside of Guardian. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party models, supporting both discretionary and non-discretionary accounts with various investment products and lending solutions.

Michael Binnicker is a CFP®-designated financial advisor at HB Wealth with 11 years of industry experience. He previously worked at Balentine, LLC for nine years and held positions at JPMorgan Chase Bank and J.P. Morgan Securities. HB Wealth Management offers wealth and investment management, as well as 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, utilizing a combination of quantitative and qualitative analysis across public and private investment strategies.

Nicholas Reidich is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, WestRock, and Ernst & Young, LLP. 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.

Joshua Swartz is a CFP® professional with eight years of industry experience. He is currently an advisor at Focus Partners Wealth, LLC, where he has worked since 2025. His prior experience includes roles at The Colony Group, Gratus Capital, LLC, and JPH Advisory Group. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers integrated wealth services along with access to affiliated service companies and diverse investment solutions.

Thomas Gordon Jr. is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, TD Ameritrade, Scottrade, and J.P. Morgan. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing managed account programs, providing both model and customized portfolio options within a vertically integrated structure.

Michael Gaddis Jr. is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and has worked at Janney since 2019. Outside of his advisory role, he co-founded a travel website, Untrodden, Inc., where he served as a silent partner and holds an equity stake. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Alexis Maafoh is a CFP® professional with six years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, Nova Wealth Management Group, and Genspring/Sun Trust Private Wealth. Maafoh holds a Series 65 license and is based in Atlanta, GA. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporate and retirement plan clients, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, multiple investment strategies, and a broad network of affiliated service companies and product relationships.

Kelly Dennis is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2013 to 2022 before joining Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

Philip Clinkscales III is a CFP®, CFA®, and PFS™ credentialed advisor at HB Wealth with 19 years of industry experience. He previously worked at Soundriver Advisors, LLC before joining HB Wealth Management, LLC in 2019. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

William Unrue is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Rock & Co LLC, Bank of America, N.A., and Merrill. 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 provides portfolio management, financial planning, and consulting services through a Private Advisor model and offers a consolidated investment platform with access to equities, fixed income, alternatives, and various managed account solutions.