Stephen Sergan is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at SunTrust Advisory Services, SUNTRUST INVESTMENT SERVICES, Inc., Harrisdirect LLC, Waddell & Reed, RBC Capital Markets, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manages a third-party manager selection program through both discretionary and non-discretionary approaches.

Matthew Cain is a CFA® charterholder with 18 years of industry experience, currently serving at Empower Advisory Group in Atlanta, GA. His career includes roles at GWFS Equities, Inc. and Putnam Investments, where he has worked since 2007. Outside of his advisory work, he serves as Treasurer for a condominium association overseeing budgets for over 100 units. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Eric Jackson is a financial advisor with Eagle Strategies (NY Life) based in Austell, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2010 and has affiliations with NYLIFE Securities Inc. and New York Life Insurance Company dating back to 2003. Jackson serves on the Advisory Board of the Tyrone Adam Burroughs School of Business & Entrepreneurship at Benedict College, providing guidance on academic and business programs. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non‑discretionary basis.

Itai Tsur is a CFP® professional with seven years of industry experience, currently serving at Truist Advisory Services. He previously worked at Merrill from 2018 to 2025 and has held leadership roles with several nonprofit organizations, including the Georgia Planned Giving Council and the American Jewish Committee’s Atlanta Chapter. He is also involved with the Children's Healthcare of Atlanta Foundation as a Legacy Advisor. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships, consulting, and AI-enhanced research tools.

Robert New is a CFP® professional based in Atlanta, GA, with 14 years of industry experience. He has been with Rockefeller Financial LLC since 2022, having previously worked at Morgan Stanley in various capacities from 2011 to 2022. Outside of his advisory role, he is involved in estate administration activities. 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 and financial planning services, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Scotty Hendricks Jr. is a financial advisor with Ameritas Advisory Services, LLC based in Atlanta, GA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His background includes roles at NYLIFE Securities LLC, Eagle Strategies LLC, and Freedmen's Financial Group, among others. Outside of advising, he is active as a youth sports coach, serves on multiple nonprofit boards, and is an author. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support investment decisions.

Edward Jeter is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Rock & Co LLC, and Rockefeller Financial LLC. He 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering variable insurance products, placement, and investment banking services.

Sara Piekutowski is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to her current role, she held positions at Truist Investment Services, SpotOn, DISYS/Wells Fargo, and JPMorgan Chase. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform partnerships and AI-enabled research tools.

Ayten Asik Elizondo is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at BNY Mellon Securities Corporation, Bank of America, and Merrill. Outside of her advisory role, she is a director at several nonprofit organizations, including Children’s Healthcare of Atlanta, Duke University, and Ian’s Friends Foundation, and owns an investment vehicle focused on entertainment projects. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and derivatives services.

Brian Lusink is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Lusink has been with Rockefeller Financial LLC since 2020 and with Rockefeller Capital Management since 2024. 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, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Ryan Soule is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC for seven years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Bonnie Hamilton is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley Smith Barney for 11 years, as well as at Rock & Co LLC and Rockefeller Financial LLC prior to her current role. 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 and financial planning services through a Private Advisor model and a consolidated investment platform, and it operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Sean Mcpherson is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing, SunTrust Advisory Services, and E*Trade Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary arrangements supported by third-party platforms and AI-enabled research tools.

James Stevens is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of experience with First Command in various advisory, insurance, and brokerage roles, following prior service in the Georgia Army National Guard. Stevens is also the owner of Blue J Enterprises, LLC, through which he operates his First Command business. First Command Advisory Services, Inc. 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 a range of wrap-fee asset management programs, delivering investment management through centralized teams and approved third-party managers, emphasizing in-person financial coaching and employee ownership.

Graham Kennedy Jr. is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank, National Association before joining Rockefeller Financial in 2020. Mr. Kennedy is a licensed insurance agent with an affiliate of his firm and serves on the board of the Cherokee Town and Country Club. He has also been a trustee of the Georgia State Golf Association Foundation since 2010. 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, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Ethan Nordman is a Series 66-licensed financial advisor at Rockefeller Financial LLC in Atlanta, GA, with one year of industry experience. Before joining Rockefeller Financial, he spent four years at the University of Georgia and seven years at Mill Creek and Osborne School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Andrew Crais is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with SunTrust Advisory Services since 2016 and has worked at SunTrust Bank and SunTrust Investment Services since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary approaches.

Emery Bourne is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes 11 years at Morgan Stanley before joining Rockefeller Financial and Rock & Co LLC in 2020. 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 and financial planning services, operating as a registered broker-dealer with additional capabilities in placement and investment banking, and utilizes a Private Advisor model combined with a consolidated investment platform.

Jeffrey Repasky is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with SunTrust Advisory Services LLC since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2015. 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 tools to support investment research and manager selection.

Thomas Stamps is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation with 12 years of industry experience. His career includes roles at UBS Financial Services Inc. and various positions within Rockefeller Financial and Rockefeller Capital Management since 2018. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer, with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.