Stephen Poston is a financial advisor at VOYA Financial Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with VOYA since 2014. In addition to his advisory role, he operates as an independent insurance agent and is owner and president of Poston & Associates. VOYA Financial Advisors serves a diverse range of clients, including individual investors, institutional clients, and retirement plan sponsors. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary recommendations and utilizing multiple program structures including wrap programs and third-party money manager access.

Brendan Treanor is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and recent entry into the industry. His prior work experience includes roles at Coastal Caroline National Bank, Carrier Enterprise, and positions during his time at the University of South Carolina. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis alongside a broad network of affiliated service companies and product relationships.

Alfred Robertson is a ChFC® with over 30 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked for the past decade. Robertson is also involved in Multi Life Disability Advising, a non-investment business activity. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Audrey Watson Atkinson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Truist Investment Services and SunTrust Advisory Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies with oversight from an Equity Research team utilizing AI-enabled tools.

Michael Johnson is a financial advisor with Principal Financial Services in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been associated with Principal-related entities since 2016. He is also the owner of Focused Financial Planning, LLC. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Adam Rife is a CFP® with three years of industry experience, currently serving as an advisor at Truist Advisory Services in Atlanta, GA. He has held various positions within Truist firms since 2022 and has prior experience at ETrade and multiple other companies. Outside of his advisory work, he is a percussionist who performs locally on weekends. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary management supported by third-party platforms and AI-enhanced research.

Emmitt Smith Jr. is a Series 66 credentialed financial advisor with 12 years of industry experience. He is currently with First Citizens Investor Services, Inc. in Atlanta, GA, having held previous roles at Wells Fargo, Fieldpoint Private Bank, LPL Financial, and M&T Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage diversified portfolios.

Wajima Rasoul is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Charles Schwab & Co., M Holdings Securities, Lion Street Financial, PURSHE KAPLAN STERLING INVESTMENTS, Crescent Wealth Advisory, and Ameriprise Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority, distinguishing its approach from many enterprise wealth managers.

Felipe Rivas is a financial advisor at Principal Financial Services with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at ADP, Inc., Capital Analytics Associates, and The Miami Times. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Andrew White is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior experience includes time at Morgan Stanley and several roles connected to the University of Alabama and Mercedes-Benz US International. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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.

Aria Hattiangadi is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She has held roles at Charles Schwab and Fidelity Investments, as well as experience at PepsiCo and as a self-employed advisor. Outside of advisory work, she is the owner of Arcis, a company involved in product development, marketing, and general management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering investment recommendations and financial planning through standardized asset allocation models and Schwab research tools. The firm serves individual clients enrolled in the Schwab Wealth Advisory program and operates under a cost-and-expense arrangement with Charles Schwab & Co., Inc.

Paul Babaz is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Babaz serves on the boards of the National Rifle Association, Safari Club International, and Shikar Safari Club, all nonprofit organizations focused on advocacy and wildlife conservation. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm uses strategic and tactical asset allocation along with manager selection and various investment vehicles to construct client solutions.

Kaiya Burton is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 credential and has one year of industry experience. Prior to her current role, she worked at NFM Lending dba Element Funding for seven years. In addition to her advisory work, she is an insurance agent educating clients on supplemental Medicare health insurance options. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment process.

Fiji George is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2020. In addition to his advisory role, he provides pharmaceutical services as a pharmacist at Eastside Medical Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations, offering a range of fee-based and commission-based investment programs alongside access to third-party money managers.

Cindy Hions Dayoub is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Merrill Lynch. In addition to her advisory role, she is a licensed notary public. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services through in-house and third-party asset managers.

Tyler Weyenberg is a CFP® professional with four years of industry experience, currently affiliated with Primerica Advisors. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, Ashford Advisors, and RAM Partners LLC. Outside of financial advising, he provides private baseball lessons on a one-on-one basis. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Michael Lipsey is a CFP® with 42 years of industry experience, currently affiliated with HB Wealth. He has worked at LongView Wealth Management since 2008 and was associated with Cambridge Investment Research, Inc. from 2008 to 2022. Outside of his advisory role, he has worked as an independent insurance agent for various companies. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm provides wealth management, financial planning, and outsourced chief investment officer services, combining quantitative and qualitative analysis across a range of public and private investment strategies.

Sean Lennox is a CFP®, ChFC®, and Series 66-licensed advisor with 11 years of industry experience. He is currently with HB Wealth and has previously worked at firms including Homrich Berg, Antares Wealth Management, Lesesne Capital Management (DBA Oakbridge Partners), Goodwin Wright Agency, and Northwestern Mutual Wealth Management Company. Outside of financial services, he owns and operates a business providing athletic game operations, such as shot clock and scoreboard management. HB Wealth Management offers wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combined quantitative and qualitative investment process across a range of public and private strategies and provides outsourced chief investment officer (OCIO) and institutional advisory services.

Kossandra Mc Duffie is a CFP® professional with seven years of industry experience, currently serving at HB Wealth in Atlanta, GA. She has been with Homrich Berg since 2017 and previously worked at BlueLinx Corporation from 2013 to 2016. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combination of quantitative and qualitative due diligence across various public and private strategies and offers discretionary account management aligned with clients’ objectives and risk tolerance.

Sandra Espino is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a 19-year tenure at The AYCO Company, L.P./Mercer Allied. 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 model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.