Jason Moss is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services since 2022. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2022. Outside of his advisory role, he is the sole proprietor of a clothing business called My Sugar Baby. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with inter-affiliate integration.

Austin Downum is a CFP® with four years of industry experience, currently affiliated with AE Wealth Management, LLC. He has previously worked at several firms, including Three Bridges Wealth Management and Incompass Financial Partner, LLC. Downum is also involved with Three Bridges Financial Group, where he advises clients on personal finance and insurance-related matters. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Jason Iannantuono is a CFP® with 31 years of industry experience, currently serving as an advisor at Osaic Advisory Services, LLC. His career includes roles at Triad Advisors, Inc., Cetera Wealth Services, LLC, Walnut Street Securities, Inc., and American Financial Management Group, Ltd. Outside of his advisory work, he serves as treasurer for the Maskenozha Rod & Gun Club. Osaic Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing both fundamental and technical strategies, with custody primarily through Fidelity and Schwab.

Martin Aspin is a CFP® professional with 13 years of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. His prior roles include positions at Lido Advisors, LLC, Delta Community Credit Union, and LPL Financial, LLC. Aspin holds active life, accident and health, and variable life and annuity insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios using a variety of investment vehicles and provides specialized services such as retirement plan consulting and charitable advisory.

Shannon Traylor is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Prior to joining Goldman Sachs AYCO in 2022, Shannon held roles in hospitality and retail, including positions at Georgia Tech Hotel and Conference Center and Athleta. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes proprietary strategic and tactical allocation models, tax-aware techniques, and integrates capabilities across the broader Goldman Sachs network to tailor solutions for client objectives.

Simone Jones is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing and Morgan Stanley. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with investment advisory, financial planning, pension consulting, and managed account programs.

Darshankumar Patel is a Series 65-licensed financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, with 6 years of industry experience and over 11 years at Bankers Life. He manages a team of agents, overseeing hiring and training, and is involved in insurance sales including Medicare, annuities, and life insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

Ashley Weeks is a financial advisor at TD Private Client Wealth LLC in Atlanta, GA, holding a Series 66 designation with five years of industry experience. She has worked at TD Private Client Wealth LLC since 2021 and has been with TD Bank, N.A. since 2016. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investment options from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Ivy Brooks is a Series 65-licensed financial advisor at Creative Planning with one year of industry experience. Before joining Creative Planning, she worked at Synovus Bank and held roles in educational institutions including Mercer University and the University of Georgia. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. 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.

Adam Carll is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at Wilbanks Smith and Thomas Asset Management, LLC and NEPC, LLC. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutions. The firm integrates centralized investment resources and multiple management strategies within a large financial group, providing tailored wealth solutions such as private family office support and retirement plan education.

Lance Miller is a CFP® and Series 66-licensed financial advisor at Cerity Partners LLC with five years of industry experience. Before joining Cerity Partners in 2026, he worked at Compass Wealth Management, LLC for six years, and has also been employed at Emmanuel University and Edward Jones. Cerity Partners advises a diverse client base that includes individuals, families, trusts, estates, institutions, and business entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services focused on client-specific investment profiles, with capabilities in alternative and private market solutions, as well as affiliated businesses that expand its service offerings.

Joshua Cobb is a CFP® professional with 28 years of experience in the financial services industry. He has been with Guardian Life since 1999 and is based in Atlanta, GA. Outside of his advisory role, he is involved in managing an investment LLC and serves as a trustee of a family trust. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment management solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Jordan Weems is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Truist Securities and JPMorgan Chase & Co. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary manager relationships and non-discretionary consulting, supported by inter-affiliate integration and AI-enabled research tools.

Daniel Head is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. His prior roles include positions at Triad Advisors, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he is the managing partner of Head Investment Partners LLC and an owner/investor in Shadesavers, a consumer product business. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing a mix of fundamental and technical analysis, tactical trading, and alternative investment access within an integrated platform ecosystem.

Johnathan Mitchell is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2018, following prior roles at BB&T Securities and BB&T Investment Services. 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 manager‑selection programs, implementing its advice through a combination of discretionary and non‑discretionary approaches with oversight from dedicated research and advisory teams.

Lisa Pastushok is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Her prior roles include positions at Silicon Valley Capital Partners, L.P. and Scharf Investments. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning solutions.

Samantha Goldmann is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Her prior roles include positions at Advantage, Alvarez and Marsal, and The Shelby Report. 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 institutions. The firm leverages centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Lekesha Hall is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at SunTrust Advisory Services and SunTrust Investment Services. Hall is also a member of Hall2Hall, LLC, an investment-related business based in Atlanta, GA. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and financial wellness tools.

Carson Lake is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has five years of industry experience. He has been with Goldman Sachs Ayco since 2020 and has held positions at Academy Sports and Outdoors, Raymond James, and other firms. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm uses strategic allocation models and a range of implementation platforms, leveraging capabilities across the broader Goldman Sachs ecosystem.

George Lewis III is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Carson Wealth and CWM, LLC, where he serves as a senior wealth advisor. His prior experience includes ten years at Woodbury Financial Services, Inc. Outside of advisory roles, Lewis is the owner of a transportation business providing limousine services and serves as co-sponsorship chair for a fundraising event called Shamrockin' for a Cure. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee and delivering tailored investment solutions.