Scott Rutherford is a CFP® and Series 65-licensed advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Gratus Capital LLC for 10 years. He also manages Rutherford Consulting Group, LLC, which provides tax services to individuals and corporate clients. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Gabriel Lembeck is a CFA® credentialed advisor at HB Wealth with experience dating back to 2014. He previously worked at Balentine for 12 years before joining HB Wealth Management, LLC in 2026. 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 offers wealth management, investment management, and financial planning services, using a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Gregory Belatti is a financial advisor at HB Wealth with a Series 65 designation and experience spanning several roles since 2014, including positions at Equicorp Partners, Burr Forman LLP, and Troutman, Pepper, Locke LLP. He has been with HB Wealth since 2025. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management, financial planning, and outsourced chief investment officer services, utilizing a combination of quantitative and qualitative investment analysis across public and private strategies.

Joel Dobbs is a financial advisor at William Blair with 13 years of industry experience and holds a Series 66 designation. He has been with William Blair since 2016. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Lila Prevost is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. Her prior work includes multiple roles at Goldman Sachs Ayco and experience in event-related roles at the Wells Fargo Championship and The Masters Golf Tournament. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Anna Davis is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Gratus Capital, LLC for seven years and Fidelity Brokerage Services LLC for three years. Davis also serves as a FINRA arbitrator, a role she has held since 2022. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Finian Kennedy is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA, holding a Series 66 designation with 22 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 14 years at The AYCO Company, L.P./Mercer Allied. 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 integrates strategic allocation models and manager selections with proprietary and third-party analytics, offering a variety of fee arrangements and platforms within the broader Goldman Sachs ecosystem.

Tiffany Grooms is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds the Series 66 and Series 63 licenses. Her prior experience includes roles at The Vanguard Group and LexisNexis, as well as academic positions at Liberty University School of Law. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management with customized allocation models and access to alternative investments, leveraging the broader Goldman Sachs ecosystem to deliver integrated wealth management solutions.

Travis Pietrusza is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with 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 high-net-worth individuals, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and integrated strategies across affiliated teams.

Rebecca Jones is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Wells Fargo Clearing and Wells Fargo, NA for 14 years. Jones is based in Atlanta, GA, and has been with TIAA-CREF since 2021. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing portfolio management and serves as adviser to the TIAA Donor Advised Fund within a vertically integrated structure.

Tyler Mc Afee is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior work experience includes positions at Vonage Communications, Deferit, OxBlue, and self-employment. Centaurus Financial, Inc. provides advisory and brokerage services to a broad mix of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

William Levine is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Prior to joining HB Wealth in 2023, he worked at SunTrust Advisory Services and related SunTrust entities from 2015 to 2023. Levine serves on the boards of several community organizations, including the Atlanta Board of Councilors for the America Jewish Committee and the Board of Trustees for The Westminster Schools. 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 serves institutional clients and offers outsourced chief investment officer and advisory services, employing a disciplined investment process that integrates quantitative and qualitative analysis across multiple asset classes.

Camryn Norman is a CFP® with one year of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. Prior to this role, Camryn held positions at Ronald Blue Trust and Cannon Financial Strategists, Inc., and has also been involved with the ASPIRE Clinic at the University of Georgia. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, and provides specialized services including retirement plan consulting and charitable advisory.

Wen Hui Ma is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. Ma holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2018. Outside of financial advising, Ma is a manager of network services at Sage Software, where they have worked since 2002. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment model portfolios with discretionary and non-discretionary management options.

Evan Goldfuss is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Savant Wealth Management and previously was with Capital Directions, LLC and New York Life Insurance Company. He also has a background working at the University of Alabama. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Andrew Matthieson is a financial advisor at Guardian Life with 12 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he writes guest articles on topics including football, golf, finance, and menswear, and serves on the Board of Governors for The Manor Golf and Country Club. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment solutions through both advisor-led discretionary management and model-based strategies, with access to proprietary and third-party programs.

Samuel Drake is a financial advisor at Oppenheimer with 33 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at RBC Capital Markets, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Michael Athanas is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of his firm. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Robert Jones III is a CFP® with 26 years of industry experience, currently serving at Private Advisor Group, LLC since 2018. His prior experience includes tenure at LPL Financial, INVEST Financial Corporation, Raymond James Financial Services, and Wells Fargo Clearing. Outside of his advisory role, he is an owner of Fairmont Woods Unit Owners Association Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a range of advisory programs. The firm operates a fiduciary-based model that incorporates technology platforms and diverse investment strategies while utilizing third-party managers and turnkey asset management programs.

Perry Neuman is a financial advisor with Hightower Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Hightower Securities, LLC and Hightower Advisors since 2013. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and customized indexing.