Kathleen Griffis is a financial advisor at HB Wealth with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at HB Wealth Management since 2017. Prior to that, she was affiliated with Raymond James Financial Services Advisors and Jaeger Financial Group. 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, institutional clients, and investment companies. The firm offers discretionary portfolio management and combines quantitative and qualitative due diligence across public and private strategies, including registered investment companies and affiliated private funds.

Erika Horn is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Goldman Sachs Ayco in 2025, she worked at Advantage xPO and held various roles at Central Michigan University and other organizations. 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 institutional clients. The firm integrates centralized investment resources with a range of tailored offerings, delivering services through both direct and partner channels.

Darryl Knox Sr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors. His prior experience includes roles at Fidelity Brokerage Services LLC and Allstate Insurance, among others. He also works as an instructor for Securities Training Corporation, providing licensing exam preparation and tutoring on a part-time basis. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models to construct client portfolios and manages approximately $26.4 billion in discretionary assets.

Darryl Hicks is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including TruOak Financial Partners LLC and Mass Mutual Investors Services. Outside of his advisory role, he serves on multiple nonprofit boards, including chairing the Fayette County Development Authority and participating in community organizations focused on education and criminal justice. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a blend of long-term strategies and options for shorter-term trading, utilizing both discretionary and non-discretionary management approaches.

Bryan Strike is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding the CFP®, CFA®, and PFS™ designations with 20 years of industry experience. Prior to joining Mercer, he worked at Kays Financial Advisory Corp. He is also the owner of Castlemark Designs, LLC, where he creates and sells woodworking products. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using ETFs, index funds, and other investment vehicles, and offers specialized services including retirement plan consulting and charitable advisory.

Paul Ellington is a CFP® and ChFC® with 37 years of industry experience. He has been with Primerica Advisors since 1999 and has held roles at Peachtree Planning Corporation and Guardian Life Insurance Company since the late 1980s. He is involved with the Wealth & Wisdom Educational Center, which focuses on topics such as home mortgage details, government debt issues, taxation, and interest rate trends. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and a digital advice platform to implement a variety of investment strategies.

Harvey Maclin is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving at Equity Services, Inc. since 2020. His prior experience includes roles at Aegis Capital Corp, Investacorp Advisory Services, National Life Group, LPL Financial, and Wealthspan Financial Group. Outside of his advisory duties, Maclin is involved with nonprofit organizations focused on physician support and suicide awareness and holds leadership positions in several business ventures. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers, offering a mix of long-term strategies and specialized instruments, with a business model that includes both advisory and brokerage activities.

Robert Strickland is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at Hightower Securities since 2018, following prior roles at SunTrust Advisory Services and SunTrust Bank. Outside of his advisory work, he provides consultative advice to the CEO of Advanced Combustion Energy Systems Inc., a company in which he holds an equity interest. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, supported by proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Tomas Parks is a ChFC® with 26 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has been associated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2010. Outside of his advisory role, Parks serves as a managing partner of multiple multi-line insurance brokerage firms, teaches as an adjunct professor, participates as a trustee of a family foundation, and holds a board officer position with Atlanta Youth Rugby. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Kevin Arculeo is a financial advisor with Commonwealth Financial Network in Alpharetta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Commonwealth and North Point Wealth Management since 2009. Outside of his advisory work, he owns and operates Arculeo's Action Fly's & Guide Service, LLC, which provides fly fishing products and guide services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Edwin Martinez is a financial advisor at Bankers Life Advisory Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked with the Bankers Life group since 2016. In addition to his advisory role, he serves as an Agency Director managing a team of agents responsible for hiring and training within the insurance sector. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Brian Horner is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ayco/Goldman Sachs & Co. LLC since 2021, following a 16-year tenure at The AYCO Company, L.P./Mercer Allied. He is based in Atlanta, GA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and combines discretionary and non-discretionary management to deliver tailored wealth solutions across various client needs.

Juliana Bilo is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Truist Bank for seven years and at Macy’s for two years. 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 supported by third-party platforms and ongoing oversight.

Nisha Musani is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Truist Advisory Services, TRUIST Investment Services, and BB&T-affiliated firms dating back to 2006. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Landon Weeks is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and BB&T Investment Services. He serves as Vice President of his local homeowners association, participating in board meetings and overseeing bylaw enforcement. Janney Montgomery Scott LLC is a dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs supported by in-house and third-party portfolio management.

Hung Lai is a financial advisor with Eagle Strategies (NY Life) in Atlanta, GA, holding the ChFC® and Series 63 designations. He has 27 years of industry experience, including longstanding roles with New York Life Insurance Company and Nylife Securities LLC since 1998, and has been with Eagle Strategies since 2014. Outside of finance, he is involved with Arbys-RTM. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of advisory programs tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

John Donohue III is a CFA® charterholder with three years of industry experience. He is currently with HB Wealth in Atlanta, GA, and has previously worked at Homrich Berg since 2014. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combination of quantitative and qualitative due diligence across a range of public and private investment strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Chase Kulczak is a Series 66-licensed financial advisor with Valic Financial Advisors in Atlanta, GA, bringing 10 years of industry experience. He has been with Valic Financial Advisors since 2015 and holds a concurrent position with Agia involving non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet's UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across a large advisor network.

Andrew Cameron is a financial advisor with Valic Financial Advisors in Atlanta, GA. He holds the Series 66 credential and has one year of experience in the financial services industry. Prior to joining Valic Financial Advisors, he worked in logistics and freight services for several years. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes centralized technology and unified managed account platforms to support its clients.

Susan Trass is a financial advisor with Kestra Advisory in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services since 2023, with prior roles at Ameriprise, PNC Investments, Chelsea Financial Services, and Fountainhead Capital Management. Outside of her advisory duties, she serves as a client service specialist supporting financial planning and asset management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.