Craig Hemenway is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Polaris Investment Partners, Inc and Apollon Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad 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, third-party managers, and private funds.

Jason Connolly is a financial advisor at Prime Capital Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sugarloaf Wealth Management, LLC, Triad Advisors, Inc., OSAIC, and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, and family office solutions, employing a variety of investment strategies and providing tax and financial administration services through an affiliated accounting subsidiary.

Nicholas Campbell is a financial advisor at Mercer Global Advisors Inc. with 15 years of industry experience. He holds the CFP®, PFS™, and Series 66 credentials. His prior work includes positions at Ameriprise Financial Services, Inc. and Ernst & Young Investment Advisers LLP. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and employs globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds.

Edward Dunphy is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. He holds a Series 66 credential and has 25 years of industry experience, including 21 years with The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs. Outside of finance, he owns and operates Dunphy Racing LLC, an automobile racing and parts shop, and is involved as an actor and purchaser of car parts for a racing-related reality TV show. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm integrates strategic and tactical investment models with access to various specialized programs and affiliated Goldman Sachs entities to serve client objectives through multiple platforms and fee arrangements.

Noelle Kim is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at multiple firms including Mpowering America, Netlaw, Elleon Consulting LLC, WealthWave, and Assurant Health. Outside of her advisory role, she serves as president of Elleon Consulting LLC, an insurance business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide client base including individuals, trusts, and employer-sponsored plans. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple platforms such as Transamerica ONE and TFA365.

Matthew Reed is a CFP® certificant with seven years of experience in financial advisory roles. He is currently with Truist Advisory Services and its affiliated entities, having previously worked at Edward Jones Investments and SunTrust-related firms. Reed is based in Atlanta, GA. 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 and employs AI-enabled tools alongside traditional research to support its investment recommendations.

Matthew Dunckley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at J.P. Morgan Securities and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary management approaches supported by third-party platforms and an AI-enabled research team.

Jonathan Fanning is a financial advisor with Truist Advisory Services in Norcross, GA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and was previously with SunTrust Advisory Services and SunTrust Investment Services from 2007 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver asset allocation, fiduciary support, and manager selection programs.

Chip Busbey Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 41 years of industry experience. He has worked with Guardian Life since 1999 and joined Park Avenue Securities in 2023. Busbey also engages in the sale of insurance products on a brokerage basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions combining advisor-led discretionary management with model-based strategies.

Ebony Dozier is a financial advisor with Equity Services, Inc. in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Her career includes roles at Transamerica Financial Advisors, National Life Group, and World Financial Group, along with ownership of Doyenne Commercial Cleaning, LLC. Outside of financial services, she works part-time as a flight attendant. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments.

Isaac Haugen is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has experience working at Goldman Sachs & Co. LLC and JP Morgan Private Bank. His background includes roles in education and storytelling prior to entering the financial industry. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies, leveraging proprietary research, alternative investments, and integrated capabilities across the Goldman Sachs network.

Patrick Curran is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Capital Directions, Unified Trust/American Trust, Northwestern Mutual Wealth Management Company, and Wells Fargo Clearing. Outside of his advisory role, he is the sole owner of a rental property business managed through an LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a range of actively managed strategies and related services delivered through affiliated entities.

Brady Gockel is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Northwestern Mutual. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies, leveraging proprietary research and a broad range of affiliated resources across the Goldman Sachs network.

Matthew Luckey is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved with WealthWave Media, LLC, where he assists in creating and editing financial literacy and marketing materials. Luckey maintains a pass-through entity, M Luckey, Inc., for administrative purposes related to his other business activities. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models. The firm operates as both a registered broker-dealer and registered investment adviser, providing discretionary and non-discretionary program options.

Xiuhong Du is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Guardian Life in Atlanta, GA. She has been associated with Park Avenue Securities and Guardian Life since 2016. Du holds board positions with the Gwinnett Tech Foundation, NAIFA Georgia Chapter, Gwinnett Chamber of Directors, and the Women's Advisory Council for Northside Hospital Gwinnett System. She is also a MDRT US Chapter Community Leader. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investments through its connection with Guardian Life.

Joshua Monroe is a financial advisor at Corient with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Corient and its affiliated entities since 2019, with prior roles at Dwaan Black and Northwestern Mutual Investment Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that utilizes both internal strategies and third-party managers, alongside risk management tools and alternative investment options.

Kevin Linsey is a financial advisor with Guardian Life and holds the ChFC®, Series 63, and Series 65 designations. He has 31 years of industry experience, including roles at Park Avenue Securities and Guardian Life dating back to 2003. Linsey is also associated with Kevin J Linsey Associates, Inc., a non-investment related business. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a blend of advisor-led discretionary management, model-based strategies, and digital advisory programs.

Kiera De Vore is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with NewEdge Advisors. Her prior roles include positions at Morgan Stanley, LPL Financial, and MassMutual Life Insurance Company. She operates advisory services through NewEdge Advisors, doing business as Streamline Wealth. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides comprehensive portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing both in-house and third-party investment strategies supported by technology and centralized due diligence.

Sam Wilkerson IV is a CFP® professional with 22 years of industry experience. He is currently an advisor at Farther and has previously worked at Carson Wealth, Jon Baker Financial Group, Woodbury Financial Services, and Securian Financial Services. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and AI tools, primarily investing in ETFs, mutual funds, equities, and fixed income.

Garrett Liebe is a CFP® professional at HB Wealth with four years of experience at the firm and a total of six years in the financial industry. Prior to joining HB Wealth, he held roles at Phreesia and Northwestern Mutual. Before entering finance, he worked at Jersey Mikes Subs for five years. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning to a broad client base, including 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 public and private investment strategies and offers services such as outsourced chief investment officer (OCIO) and institutional advisory.