Alexis Dudley is a CFP® professional at Mercer Global Advisors Inc. in Atlanta, GA, with one year of industry experience. Her career has been exclusively with Mercer Global Advisors and includes prior academic experience at Virginia Polytechnic Institute and State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory alongside financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and combines low-cost ETFs, index funds, separate account managers, and other investment vehicles to implement tailored portfolios.

Katherine Degiorgi is a CFP® professional with six years of industry experience, currently affiliated with Mercer Global Advisors Inc. in Atlanta, GA. Her prior experience includes roles at Atlanta Financial Associates and Northwestern Mutual. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and planning services.

Caitlin Kennedy is a CFP® professional with 13 years of experience in financial advisory roles. She has been with Truist Advisory Services since 2016 and holds a Series 66 license. Her prior work includes a decade at SunTrust Bank and its related investment services entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party manager relationships and AI-enabled research tools.

Brett Godwin is a financial advisor with Guardian Life and holds a Series 66 designation. He began his career in the financial industry in 2025, with prior experience at Ashford Advisors and Park Avenue Securities. Outside of his advisory role, he is involved in private soccer training in Alpharetta, GA. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs.

Lee Vanleuvan is a CFP® professional with 23 years of industry experience, currently serving as an advisor at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2013. HB Wealth Management is a registered investment adviser offering 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 due diligence process across a range of public and private investment strategies and provides outsourced chief investment officer (OCIO) and institutional advisory services.

George Lupton III is a financial advisor at Truist Advisory Services with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and affiliated firms since 2013, including BB&T Securities and Scott & Stringfellow. Lupton is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, using third-party platforms and AI-enabled research tools to support its investment approach.

Richard O'Donnell Jr. is a CFP® professional with 13 years of experience in financial advising. He has been with Savant Wealth Management since 2023, following nine years at Capital Directions, LLC. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house legal, accounting, and trust service affiliates.

Joseph Campbell is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at SunTrust Advisory Services and related SunTrust entities since 2014. Campbell serves as co-trustee and co-executor for the estate of Joel Katz, working alongside Katz’s daughters on trust and estate matters. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by an Equity Research team that uses AI-enabled tools and maintains inter-affiliate integration with affiliated broker-dealer and bank services.

Zach Senft is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Rockefeller Capital Management, Wells Fargo, and Berman Capital Advisors. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management.

Jacob Autry is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Sandy Springs, GA. He holds the Series 66 designation and has been working in the industry since 2026. Prior to joining Equity Services, he has experience with National Life Group and has been involved with Trainwithheater Baseball Academy. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Lynn Carter is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked with Truist and its predecessor firms since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support client investment decisions.

Michael Landsberg is a CFP® professional with 11 years of industry experience, currently serving at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2013. HB Wealth Management is a registered investment adviser that provides wealth and investment management, as well as financial planning services, to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with client objectives and uses a combination of quantitative and qualitative analysis across various public and private investment strategies.

Christian Fields is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at T. Rowe Price, MassMutual, and WMS Partners. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning discussions, and investment recommendations based on Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and generally does not exercise discretionary trading authority.

Alva O'Neal is a CFP®-certified financial advisor with Valic Financial Advisors in Decatur, GA, bringing 10 years of industry experience. Prior to joining Valic in 2017, O'Neal worked at Regions Bank, Cetera Investment Services, and Allstate Insurance Company. Outside of advisory work, O'Neal serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Anthony Ritter is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at AmericanPortfolios for 17 years before joining Osaic in 2024. Outside of his advisory role, Ritter is involved in the sales of life and long-term care insurance through several agencies. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides a variety of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models with custody primarily through Schwab and Fidelity.

William Hinson IV is a CFP®, CFA®, and Series 65 credentialed advisor with three years of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at Northern Trust, Truist, and Suntrust Advisory Services. Mercer Global Advisors serves individuals, families, and various institutional clients, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment strategy emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, separate account managers, and specialized programs, supported by educational content and integrated service platforms.

Cynthia Nofi is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. She has worked with SunTrust Advisory Services and its related entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

Terrence Hartigan is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. Prior to joining Savant, he worked at Capital Directions, LLC for ten years and Warren Averett CPAs and Advisors for four years. He is a member of the board of directors for the Clarence E. Harris Foundation, a private philanthropic organization in Atlanta, GA. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a broad range of affiliated professional services.

Derrick Martin is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at notable firms including Edward Jones, Merrill, Wells Fargo, and Bank of America. Outside of his advisory role, Martin owns two LLCs involved in basketball training and business research. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio managed with mutual funds and ETFs. The firm’s investment approach relies on algorithmic risk assessment and third-party portfolio implementation.

Wade Roberts is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has previously worked with firms including Wells Fargo Clearing and Triad Advisors. In addition to his advisory role, Roberts provides notary services for clients. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a broad range of investment and advisory services through multiple program models, utilizing both proprietary and third-party platforms, with custody primarily arranged through Schwab and Fidelity.