Gabrielle Webster is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 65 and Series 63 licenses. Prior to her current role, she has been involved with organizations including UNC - Chapel Hill and the Grassy Creek Foundation. 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 management approaches and uses AI-enabled tools alongside third-party platform relationships to support investment decisions.

L Wright is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Goldman Sachs for 20 years and Citigroup Global Markets for one year. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through wealth management, financial planning, portfolio management, and family office services, using a disciplined, risk-aware approach across public equities, fixed income, and alternatives.

Kevin Gennarelli is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021, following a 12-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and 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 within a large integrated financial group.

Matthew Broom is a Series 65-licensed financial advisor with Corient in Atlanta, GA, and has six years of industry experience. His background includes roles at CI Brightworth Private Wealth, Forward Focus Financial Planning, and seven years with Gwinnett County Fire and Emergency Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach, combining in-house strategies with third-party manager solutions and employs risk management tools and alternative investments where appropriate.

Mojoyeoluwa Oni is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Prior to this role, Oni worked at JPMorgan Chase & Co., MIO Partners, Inc., and several other firms across finance and consulting sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance emphasizes asset allocation and investment selection based on Schwab’s proprietary research, with client authorization required for all trades.

Frederick Dais is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining First Command, he worked at Allstate Insurance Co and The Days Group from 2017 to 2025, and at PwC from 2011 to 2017. He is based in Marietta, GA. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.

Samuel Renken is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 14 years of industry experience, including prior roles at Park Avenue Securities, Mass Mutual Investors Services, and Mutual of Omaha. Outside of his advisory work, he serves as a board member for the Hambidge Center, which offers residencies and workshops in arts and crafts. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a mix of advisor-led discretionary management and model-based strategies, offering tailored client solutions through proprietary programs and third-party platforms.

Kyle Greco is a Series 65-licensed financial advisor with Focus Partners Wealth, LLC in Atlanta, GA. He has worked in the financial industry since 2017, including roles at MUFG Union Bank, Regions Bank, and Truist Bank before joining Focus Partners in 2026. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm applies a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Nathaniel Corbitt is a CFP®, CFA®, and Series 65 credentialed advisor with 14 years of industry experience. He currently works at Corient, where he has been since 2022, following a 12-year tenure at CI Brightworth Private Wealth. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Kent Hammond is a CFP® professional with four years of industry experience, currently affiliated with HB Wealth in Atlanta, GA. His prior roles include positions at Homrich Berg, Inlight Wealth Management, and Berman Capital Advisors. 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, investment management, and financial planning services, utilizing a combination of quantitative and qualitative analysis across a broad set of public and private investment strategies.

Christopher Blackmon is a CFP® with 12 years of industry experience currently serving at Mercer Global Advisors Inc. in Atlanta, GA. He previously worked at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Blackmon is also part-owner and manager of Biggers Blackmon LLC, where he provides tax planning and preparation services. Mercer Global Advisors offers investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and provides a range of implementation options including ETFs and separate accounts.

Tyler Gerling is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2018, following six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management alongside specialized services such as Private Family Office programs and Financial Wellness initiatives, utilizing strategic allocation models and a range of fee and platform options.

John Margeson Jr. is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guardian Life and Merrill. Since 2016, he has been with Truist and its predecessor entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by proprietary research and third-party platforms.

Samuel Grant is a CFP® with 21 years of industry experience, currently serving as an advisor at HB Wealth in Sandy Springs, GA. He previously worked at SG Financial Advisors, LLC for 15 years and spent one year at Homrich Berg. 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 combines quantitative and qualitative analysis across a range of public and private strategies, including mutual funds, ETFs, hedge funds, structured notes, direct real estate, and private investment funds.

Steven Restifo is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Oppenheimer since 2004, with a brief period from 2007 to 2009 at Stanford Group Company. Outside of his advisory role, he owns Hemp Energy, a non-investment business. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse investment programs and combines discretionary and non-discretionary advisory services across various portfolio types, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Emily Bentley is a financial advisor at HB Wealth with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities for 15 years. HB Wealth Management is a registered investment adviser that 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 combined quantitative and qualitative investment process across various public and private strategies and offers discretionary portfolio management and outsourced chief investment officer services.

Clifford England Jr. is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 registrations and bringing 40 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent with Agia, where he works with non-securities insurance products. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Antony Barber is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes positions at Principal Securities Inc, Principal Life Insurance Company, MML Investors Services LLC, MassMutual Life Insurance Company, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in helping Medicare beneficiaries select health plans and also manages rental properties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Steven Miller is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 license and six years of industry experience. His prior roles include positions at Merrill, J.P. Morgan Securities, and Newbridge Financial Services Group. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to individual client goals and risk tolerance.

Kwabena Leek is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63, 65, and 66 designations and over 21 years of industry experience. His career includes roles at U.S. Bancorp Investments, Nationwide Investment Services, Cambridge Investment Research, Merrill, Harrisdirect, Chase Investment Services, and Truist Investment Services. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a range of consulting and lending solutions.