Amy Labarge is a Series 66 credentialed financial advisor with 11 years of industry experience. She has worked at Rockefeller Financial LLC since 2022 and previously spent nine years at Morgan Stanley. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives.

Spencer Wright is a financial advisor with Truist Advisory Services based in Atlanta, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes positions at Truist Investment Services, Inc. and SunTrust Robinson Humphrey, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Logan Pethel is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, E*TRADE, Morgan Stanley, Fidelity, and Edward Jones. Outside of his advisory role, he operates a small online guitar string retail business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses asset-allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

Todd Ryman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His background includes roles at Truist Investment Services, Suntrust Advisory Services, Raymond James & Associates, Deutsche Bank Securities, Merrill, and Banc of America Investment Services. Outside of his advisory work, he serves as secretary of Ryman Family Holdings LLC, an entity managing personal IRA investments in real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and an Equity Research team that employs AI-enabled tools.

Victoria Collier is a financial advisor at Rockefeller Financial LLC based in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Vanderbilt University, Texas Capital Bank, The University of Alabama, and Saint Joseph's Academy. 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Tamekia Fallin is a financial advisor with Transamerica Financial Advisors. She holds Series 63 and Series 65 designations and has been in the financial services industry since 2018, with prior experience at Eminent Financial Services and Solutions, LLC, and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Jeffrey Schultz is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding a CFP® designation and over 33 years of industry experience. He joined Janney in 2019 after six years at Raymond James & Associates. Outside of his advisory role, he serves on the advisory board of the Atlanta Food Bank and participates on committees for the Atlanta Women's Foundation and the ACG Fast 40 nonprofit. 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, and institutional clients through a combination of in-house and third-party portfolio management across multiple wrap programs and advisory platforms.

Annie Diekema is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 designations and five years of industry experience. Her prior work includes roles at UBS and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Curt Spinney is a CFP®-designated financial advisor with Equity Services, Inc., bringing 15 years of industry experience. He has worked with National Life of Vermont and National Financial Services Group since 2010. Outside of his advisory role, Spinney is involved as a crew leader maintaining trails and providing historical information for the Kennesaw Mountain Trail Club and serves as a board member for the Wallis Farm Community Association. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes multiple advisory platforms, including third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Aaron Bowring is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 designations and has 10 years of industry experience. His career includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and research tools, with recommendations tailored to each client’s goals and risk tolerance.

Tanni Gibson is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 15 years of industry experience. Her career includes roles at J.P. Morgan Securities and JP Morgan Chase prior to joining Transamerica. She is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers, with a regulatory AUM of approximately $1.7 billion.

James Underwood is a CFP® professional with 11 years of experience in wealth management. He has worked at Focus Partners Wealth, LLC since 2024, following previous roles at Buckingham Strategic Wealth, LLC, NOVA Wealth Management Group, LLC, and Homrich Berg. In addition to his advisory duties, he reviews estate plan documents and assesses how they fit within overall estate plans. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, uses both fundamental and quantitative analysis, and offers access to private funds and affiliated financial products.

Ramon Brown is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has two years of industry experience, including roles at Park Avenue Securities and US Consulting Group. Outside of his advisory work, he is involved in real property appraisal. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships utilizing model portfolios from in-house and third-party managers.

Wei Jian is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms including Bolt Insurance Agency, Dayone Enterprise, Atlantic Plus Inc, and Fortune Four Holdings LLC. Outside of his advisory role, Jian manages office operations for World Financial Group through Dayone Enterprise, Inc., and is involved in health insurance sales with Kaiser Permanente. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by an integrated retirement plan ecosystem and affiliated product offerings.

Mitzie Wilson is a financial advisor at Farther with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Merrill Lynch and Wells Fargo Advisors. Outside of her advisory role, she is an author involved in speaking engagements and book signings. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm implements a Modern Portfolio Theory-based approach using bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

William Whittaker Jr. is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aprio Wealth Management, Aprio Risk Management, Aprio Advisory Group, and John Hancock prior to joining his current firm. Whittaker is also an insurance agent with Aprio Risk Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Brooks Gregory is a ChFC® with 27 years of industry experience, currently affiliated with Primerica Advisors and Peachtree Planning Corporation. He has been associated with Guardian Life Insurance Company since 1993. Gregory serves as a trustee for family wills and trusts and participates as a voluntary board member of YMCA Camp High Harbour. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs, including discretionary and non-discretionary management strategies, supported by a range of financial planning and consulting solutions.

Lesley Laws is a financial advisor at HB Wealth with a Series 66 credential and one year of industry experience. Before joining HB Wealth Management, she held positions at Raymond James & Associates, Morgan Stanley, and several other firms. Outside of her advisory role, she is involved part-time with Peridot Wesr, a retail and online store based in Atlanta, focusing on sales and marketing. 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 employs a combined quantitative and qualitative investment approach across a range of public and private strategies and offers discretionary account management aligned with clients’ objectives and risk tolerance.

Lars Halverson is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, Lars worked at Salesforce and Reynolds American Inc. Janney Montgomery Scott LLC 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, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Ryan Davian is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. He has worked at Goldman Sachs since 2021 and spent 17 years at The AYCO Company, L.P./Mercer Allied prior to that. 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 a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.