Jonathon Lovingood is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding a Series 65 credential with two years of industry experience. His work history includes roles at Shell Capital Management LLC, Potomac, Trademark Capital Management INC, and Relativity Capital Advisors, as well as academic positions at the University of Georgia and University of North Georgia. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, alongside financial, tax, retirement, and estate planning and family office services. The firm follows a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through various investment vehicles and offers educational programming and integrated affiliated service lines.

Abduhl Mashhoon is a CFP® with 19 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following nine years at Raymond James & Associates. In addition to his advisory role, he is a licensed insurance agent in Georgia and serves as a notary with no fee charged for that service. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence to support advisors and clients.

Diego Rivadeneira is a financial advisor at HB Wealth with a Series 66 credential and one year of industry experience. His prior experience includes roles at Kestra Investment Services, Element Wealth Advisors, and American Savings Bank. Outside of finance, he has worked in manual labor roles with Atlanta Treescapes, supporting outdoor maintenance and landscaping activities. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a discretionary investment approach that integrates quantitative and qualitative due diligence across public and private strategies and offers services including outsourced chief investment officer and institutional advisory.

Robert Baxter is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and Westley Contract Services, LLC. 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 utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, integrating capabilities across its affiliated entities.

Todd Phelan is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Cambridge Investment Research Advisors and SunTrust Equitable Securities. Phelan serves as treasurer for the Rotary Club of Auburn, Alabama. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Walton Lee is a financial advisor at Truist Advisory Services with 37 years of industry experience. He holds a Series 63 designation and has worked at various Truist affiliates since 2002, including SunTrust Capital Markets and Truist Investment Services. Outside of his advisory role, he is involved in several private investment ventures, including ownership and partnership interests in real estate and private investment LLCs. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform relationships.

Mark Walter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets before joining Truist-related firms in 2013. 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 uses third-party platforms and AI-enabled research tools to support its manager selection and investment processes.

Andrew Klepchick Jr. is a CFP® with over 10 years of industry experience, currently serving at HB Wealth Management, LLC since 2008. He holds the Series 63 designation and is based in Atlanta, GA. Outside of his financial advisory role, Andrew is the president of Secession Golf Club, a position he will begin in July 2025. 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 discretionary investment approach that integrates quantitative and qualitative analysis across a range of public and private strategies.

Marcus Theriault is a CFP® with 14 years of industry experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services since 2019 and SunTrust Bank since 2017, with prior experience at Genspring Family Offices from 2013 to 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Duncan Edwards is a CFP® professional with 4 years of industry experience based in Atlanta, GA. He has worked at CIBC Private Wealth Advisors, Inc. for 19 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolios, utilizing both proprietary and external strategies, and manages approximately $67.8 billion in assets.

James Tanksley is a financial advisor with TLG Advisors, Inc. based in Atlanta, GA, holding the Series 66 designation and five years of industry experience. His previous roles include positions at Merrill, Bank of America, and American Advisors Group, among others. He also serves as Vice President of Annuity Sales at Tarkenton Financial. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Julian Foster is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Truist Advisory Services, TRUIST Investment Services, and the University of Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Anthony Shilcoski IV is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stephens Inc., Henssler Financial, and Genspring Family Offices. He has been with Rockefeller Financial since 2017. 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 a range of portfolio management, financial planning, and consulting services, combining a Private Advisor model with a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Bradley Phillips is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Oppenheimer & Co. Inc since 2019 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary investment strategies.

Matthew Hooper is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 credential and 22 years of industry experience. He has worked with Goldman Sachs & Co. LLC since 2021 and was previously employed at The AYCO Company, L.P./Mercer Allied for 13 years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing both strategic and tactical investment models alongside proprietary research and analytics within the broader Goldman Sachs ecosystem.

Garth Gherardini is a financial advisor with Equity Services, Inc., holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at several firms including MWA Financial Services and Modern Woodmen of America. Outside of finance, he is co-owner of an arcade business, Mission Escape, and serves as Director of Sales at The Assurance Group, focusing on fixed insurance. 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, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading.

Lacey Schoenbachler is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. She holds a Series 65 credential and has worked at Cresset since 2021, following prior roles at Berman Capital Advisors, LLC and Edge Capital Partners LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies and utilizing third-party managers as appropriate.

Robert Henry is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2014. His work focuses on business development, client service, portfolio management, and financial planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary oversight, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a range of investment platforms and third-party managed solutions.

Michael Morais is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and no prior industry experience. He has worked at Goldman Sachs & Co. LLC since 2026. His background includes roles at Auburn University, The Sea Pines Resort, and educational institutions. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management through strategic allocation models and specialized programs, leveraging resources across the broader Goldman Sachs network.

Richard Ballou is a financial advisor at Janney Montgomery Scott in Atlanta, GA, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2017, with a brief period at Venture24 Capital Partners. Outside of advising, he is involved in several business activities, including founding a consulting firm, co-founding a family e-commerce business, serving on the board and investing in a regional hoagie franchise, and managing investments for a nonprofit foundation. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients and offers brokerage services, financial planning, consulting, and advisory programs, combining in-house and third-party portfolio management.