Steven Napier is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Truist Advisory Services, BB&T Securities, and Morgan Stanley Smith Barney, among others. 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, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of investment advisory and brokerage services.

Peter Truong is a financial advisor at Equity Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and MWA Financial Services Inc. He also serves as a general agent for Apogee Financial Partners. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base, utilizing multiple advisory platforms and third-party asset managers with both discretionary and non-discretionary management options.

Taylor Nettis is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Trinity Wealth Securities and Florida Financial Advisors. Nettis has also been involved with the Georgia Museum of Art and Gwinnett Park and Recreation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services including investment management, financial planning, and business management. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with third-party managers and private funds.

Robert Bunker is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, HSBC, and Ironwood Holdings. 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 provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers who select from approved model portfolios and third-party managers.

Paula Rae Stinson is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and GE Capital. Outside of her advisory role, she is the owner of Paula-Rae's Wine Bar LLC, though the business is currently inactive. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by extensive inter-affiliate integration.

John Choate is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company and The University of Georgia. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management, utilizing strategic allocation models and access to a broad range of affiliated services within the Goldman Sachs ecosystem.

Ryan Rouille is a financial advisor with NewEdge Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked for MassMutual Investors Services and MassMutual Life Insurance Co. for 24 years. Rouille serves on the Golf Committee Advisory Board for the Atlanta Community Food Bank. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers various portfolio management and consulting services and integrates both in-house and third-party investment solutions with ongoing manager due diligence and the use of technology tools.

Avery Rodts is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. His prior positions include roles at Gratus Capital LLC, Morgan Stanley, and Citigroup Global Markets. 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 through brokerage services, financial planning, consulting, and various advisory programs, combining in-house and third-party portfolio management.

Adam Lee is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2020. Prior to joining Mercer, he worked at Kays Financial Advisory Corp and TD Ameritrade, Inc. 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 employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, and estate-planning coordination.

Amanda Harms is a CFP® designated advisor with Truist Advisory Services in Atlanta, GA. She has been with Truist since 2014, holding various roles within Truist Bank and its related entities. Harms holds the Series 63 license and has one year of advisory experience. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research and inter-affiliate integration within the Truist enterprise.

Gabriel Rodriguez is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at PNC Investments and PNC Private Bank/PNC Wealth Management prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Jill Asrael is a financial advisor at Cresset Asset Management, LLC with 10 years of industry experience. She holds a Series 65 designation and previously worked at Berman Capital Advisors, LLC and Grapevine Partners, LLC. She serves as President of the Epstein Foundation, which supports the Epstein School in Atlanta, GA. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management across various asset classes.

Christopher Kowal is a CFP® professional with 13 years of industry experience, currently serving at HB Wealth in Atlanta, GA. He previously worked for 15 years at Homrich Berg. Outside of his advisory role, Kowal participates in an AICPA Task Force conducting technical reviews of fiduciary handbooks and serves as Board Chair and Trustee of the Cherokee Employee Scholarship Foundation. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers outsourced chief investment officer and institutional advisory services, combining quantitative and qualitative due diligence across a range of public and private investment strategies.

Mariana Battista is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Atlanta Financial Associates, LLC, Patton Albertson Miller Group, LLC, and Anthony Smith Advisors, Inc. Mariana also has work experience at the University of Georgia. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and other strategies, and offers various specialized programs and educational initiatives.

Thomas Moran Jr. is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services, Fifth Third Bank, and FactSet StreetAccount. Moran is based in Atlanta, GA. 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 while also operating as a registered broker-dealer, providing access to securities transactions, variable insurance products, placement, and investment banking services.

Todd Thompson is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and its predecessor firms since 2009, as well as Wells Fargo Clearing from 2006 to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager-selection programs. The firm integrates discretionary and non-discretionary strategies and employs AI-enabled research tools alongside traditional methods to support client portfolios.

Laurie Schaeffer is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and possessing 23 years of industry experience. Her prior roles include positions at LPL Financial, Independent Financial Partners, Mass Mutual Investors Services, and MetLife Securities Inc. She is also a commissioned notary in New York. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with technology-driven portfolio management and planning solutions, including access to third-party managers and estate-planning platforms.

Dolores Cadette is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at Truist Investment Services since 2021 and previously at SunTrust Bank from 2017 to 2021. 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, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a mix of discretionary and non-discretionary approaches supported by third-party platform relationships.

Ronald Kibbe is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding the CFP®, ChFC®, and Series 66 designations with 27 years of industry experience. He has worked with Mercer and its related firms since 1999. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Andrew Leary is a financial advisor at Capital Group Private Client Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses with 10 years of industry experience. Prior to joining Capital Group in 2022, he worked at Wells Fargo Bank and Wells Fargo Clearing Services for 11 years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the "Capital System" that combines separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.