Brian Sipple is a CFP® professional at HB Wealth with one year of industry experience. He began his career at HB Wealth Management, LLC in 2022 following his education at Virginia Tech University and Cornell University. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers wealth management, investment management, and financial planning services, employing a combined quantitative and qualitative investment process across public and private strategies.

Jeffrey Robinson is a financial advisor at Creative Planning with 19 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. Prior to joining Creative Planning in 2026, he worked at Morgan Stanley and E*TRADE in various capacities. He was also involved with the Atlanta Marathon Club from 2011 to 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporate entities. The firm follows a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and various institutional and retirement plan services.

Jay Patel is a CFP® with two years of industry experience, currently associated with Park Avenue Securities and Guardian Life Insurance Company. His prior experience includes roles at Peachtree Planning Inc. and managing his own investment business, Jay Kunjan Investments. Outside of financial advising, he has worked in the retail sector for over a decade. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Connie Stein Neff is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Prior to joining Osaic in 2024, she worked for American Portfolios Financial Services, Inc. for 17 years. Outside of her advisory role, she has worked as a sales associate managing clearance merchandise. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting through multiple program models and a blend of proprietary and third-party platforms.

Kimberly Maxwell is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has been with Mercer since 2022 and previously worked at Stewart, Kizzar, and Brockelbank, CPAs. Outside of her financial advisory work, she is involved in theater as an actor. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies, supported by a range of implementation options and additional estate, tax, and private-asset services.

Justin Stevenson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the financial services industry since 2024. Prior to joining Fifth Third, he worked in mortgage and automotive sectors and served at Brookdale Senior Living. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform and is a wholly owned subsidiary of Fifth Third Bank.

Dustin Mcarthur is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. He previously worked at Fidelity Brokerage Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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 implement its investment strategies.

William Cohen is a financial advisor at HB Wealth with 19 years of industry experience. He holds a Series 65 designation and has worked at Homrich Berg, Antares Wealth Management, and Lesesne Capital Management (DBA Oakbridge Partners). HB Wealth Management provides 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 manages accounts on a discretionary basis and employs a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Brittany White is a financial advisor at Empower Advisory Group in Duluth, GA, holding a Series 66 designation with one year of industry experience. Her previous roles include positions at Bankers Life and LPL Financial LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Willard Tuck is a financial advisor at Valic Financial Advisors with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Agia and Limestone Valley RC&D. He serves on the boards of nonprofit organizations focused on community support and disability services. Valic Financial Advisors is a large SEC-registered investment adviser serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a network of over 1,200 advisors, using centralized technology and model-based investment solutions.

Todd Jones is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Gratus Capital LLC, Gratus Capital Management, LLC, and M.L. Stern & Co., LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blended approach of active and passive strategies, third-party managers, and private funds.

Sophia Gerhards is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 registrations and three years of industry experience. Prior to joining TIAA-CREF in 2026, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for four years. Outside of finance, her work history includes roles at several small businesses, including Smoke Shack and SpotHopper LLC. TIAA-CREF provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Harsh Mehra is a financial advisor with Commonwealth Financial Network in Atlanta, GA, holding the ChFC® designation and Series 63 license. He has 27 years of industry experience and has been with Commonwealth and North Point Wealth Management since 2009. Mehra is also the owner of Sahara Consulting, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, while providing technology, compliance, and practice-management resources to affiliated advisors.

Jeffrey Swygert is a CFP® with 32 years of experience in the financial industry. He is currently with Commonwealth Financial Network and Apex Wealth Advisors, having previously worked at Cambridge Investment Research and Fuller & Co. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with 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 who manage client portfolios using a variety of securities and insurance products.

Javier Capetillo is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America Merrill Lynch, Mariner Wealth Advisors, and Regimen Wealth. Outside of his advisory work, he is a managing member of a rental property holding company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm focuses on asset allocation and investment selection using Charles Schwab’s proprietary research and models, with trades executed only upon client authorization.

Vy Pham is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. She has worked with Truist Advisory Services and its predecessor firms since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and emphasizes inter-affiliate integration with its affiliated broker-dealer and bank.

Richard Cardin is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 36 years of industry experience. His prior work includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. before joining Benjamin F. Edwards in 2010. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

Michael Leibig is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Principal Life Insurance Co. since 2017 and Principal Securities Inc. since 2016, following a prior role at Principal Financial from 2012 to 2017. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Davon Smith is a financial advisor at Mariner with four years of industry experience and holds a Series 66 designation. He previously worked at The Vanguard Group, WealthSpire Advisors, and has experience outside finance at CVS and Virginia Polytechnic Institute and State University. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by both in-house research and third-party managers, and maintains integrated tax and accounting services uncommon among large advisory enterprises.

Daniel Janusek is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo and PNC in various capacities prior to joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a distinct advisory model separating one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.