Craig Gorden is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory in Atlanta, GA. His prior roles include positions at TIAA-CREF, JP Morgan Securities, Merrill Lynch/Bank of America, Morgan Stanley, and E*Trade Securities. Outside of advisory work, he owns E-Clearance LLC, a wholesale trade business utilizing Amazon's FBA platform. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with investment recommendations tailored to client goals and risk tolerance but executed only with client authorization.

Sarah Holder is a CFP® professional with three years of industry experience, currently serving as a financial advisor at HB Wealth Management. Her prior work includes roles at Oakbridge Partners, SunTrust Robinson Humphrey, and Polay + Clark & Co. 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, combining quantitative and qualitative due diligence across a range of public and private investment strategies, and is notable for advising registered investment companies and launching affiliated private funds.

Crystal Brown is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. Her prior work includes roles at Bank of America and Merrill. She is also an insurance agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

Riley Groves is a CFP® professional at HB Wealth with two years of industry experience. He previously worked at Global Financial Atlantic Group and has an academic background that includes time at Boston College and The Lawrenceville School. 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, financial planning, and investment management with a disciplined investment process that includes both public and private strategies.

Robert Mason is a Series 65-licensed advisor with Allworth Financial, L.P., based in Kennesaw, GA. He has 13 years of experience in the financial industry and has been with Allworth Financial since 2020. In addition to his advisory role, Mason is a pilot for Delta Airlines. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education services, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

James Garman is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, and Scottrade. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

Shane McMahon is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 19 years with The AYCO Company, L.P./Mercer Allied. Based in Atlanta, GA, McMahon’s career spans both advisory and wealth management roles. Goldman Sachs Wealth Services provides 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 leverages centralized investment resources, integrated affiliate services, and tailored programs such as Executive Wealth and Private Family Office support.

David Young is a financial advisor with Money Concepts Capital Corp in Kennesaw, GA, holding a Series 66 designation and 11 years of industry experience. His prior experience includes six years at Edward Jones and a 20-year tenure with the Army National Guard. Outside of his advisory role, he serves as a director for the Georgia Military Institute Alumni Association and is involved in teaching and coaching through Untamed Media Group. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, adviser-designed portfolios, and third-party sub-advisers.

George Beck is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and also maintains a long-term affiliation with Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in life insurance brokerage and recruitment through Strategic Planning Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a mix of discretionary and non-discretionary account options.

Ali Mahbod is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Truist Advisory Services and Truist Investment Services and has previously worked at SunTrust Advisory Services, E*Trade Capital Management, and other firms. Outside of his advisory work, he has been a licensed Grade 07 soccer referee with the United States Soccer Federation since 2004 and volunteers with a nonprofit focused on education through sports. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a mix of discretionary and non-discretionary approaches, supported by third-party platforms and manager arrangements, with an emphasis on inter-affiliate integration and supervisory oversight.

Amanda Lorch is a CFP® professional with 16 years of experience in the financial services industry. She currently works at Schwab Wealth Advisory, Inc., having previously been employed by Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade. Outside of her advisory work, she owns and operates a small business specializing in the sale and installation of yard signs near her home. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s investment guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Eldon Williams Jr. is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the ChFC® designation along with Series 63 and 66 licenses. His prior work includes roles at firms such as Northwestern Mutual and Highland Capital Brokerage, as well as involvement with Outlier AI. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional clients. The firm offers a range of services including brokerage, financial planning, and advisory programs through both in-house and third-party portfolio management.

Robert Schuckmann III is a CFP® professional with nine years of experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Bank since 2014. 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 employs a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.

Travis Scarbrough is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Morgan Stanley and its affiliated entities from 2013 to 2022. 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 offers both discretionary and non-discretionary portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Jellana Anderson is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and has worked at related Truist entities and predecessor firms since 2016. Outside of her advisory role, she operates an in-home dog daycare, boarding, and grooming service in Tucker, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Jennifer Birchett is a CFP® and PFS™ credentialed financial advisor with 18 years of industry experience. She has been with Creative Planning since 2020 and previously worked at Truewealth, LLC (FNA Windham Brannon) from 2014 to 2020. She is based in Atlanta, GA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process centered on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Wenyi Wei is a financial advisor with VALIC Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Wei has been with VALIC since 2000 and also works part-time as an accountant at a local CPA firm. Additionally, Wei serves as a registered agent for a family rental property and is involved with Agia as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Edmund Fortier is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently an advisor with Kestra Advisory and has held roles at Kestra Investment Services, MassMutual Life Insurance Company, and Principal Financial Services among others. Outside of his advisory work, Fortier provides consulting services using the Value Builder System for business owners, serves as a trustee for a testamentary trust, and participates on the stewardship team of his local church. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides comprehensive fiduciary services and access to multiple management platforms and third-party solutions, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Jennifer Marsh is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2022. She previously worked at Morgan Stanley between 2009 and 2016, returned there from 2020 to 2022, and spent four years outside the industry. 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 operates a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services including securities transactions, variable insurance products, and investment banking.

Bryan Wulz is a financial advisor with Eagle Strategies (NY Life) based in Marietta, GA. He holds the ChFC® designation and has 41 years of industry experience, having worked with Nylife Securities Inc. and New York Life Insurance Company since 1984. His other business activities include insurance brokering with various outside carriers. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with institutional plan sponsors.