Lorenzo West Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2013. Outside of his advisory role, he also works as a food delivery driver. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Sally Kreisler is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Ameriprise. Kreisler has been with Rockefeller Financial since 2019 and is currently associated with Rockefeller Capital Management. 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 while operating as a registered broker-dealer, providing a range of investment and placement services through a consolidated investment platform.

Thomas Patton III is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Brown & Root Industrial Services. Patton has also been affiliated with Rockefeller Capital Management and Louisiana State University. 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.

Evan Georgiou is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America. He is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of his firm. 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 portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment and insurance services through its consolidated investment platform.

Andrew Cryar is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at E*TRADE Securities LLC, E*TRADE Capital Management LLC, Bank of America, N.A., and Merrill. He is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and the AMC Advantage manager‑selection program, utilizing both discretionary and non‑discretionary approaches with oversight from its Equity Research team and Investment Advisory Group.

William Curtis is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Curtis serves on the finance committee of Peachtree Road United Methodist Church and participates on advisory boards for Children's Healthcare of Atlanta. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Erik Bryant is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and previously worked at Cadence Bank and JP Morgan Chase. 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, and fiduciary support, utilizing both discretionary and non-discretionary approaches along with AI-enabled research tools and third-party manager relationships.

Abigail Gentry is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Rockefeller Financial LLC since 2022 and previously spent six years at Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing investment banking and placement services alongside a consolidated investment platform.

David North is a Series 66 licensed financial advisor at Rockefeller Financial LLC with three years of industry experience. He has previously worked at Due North Capital Management and GMT Capital. Rockefeller Financial LLC serves 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 through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Hayden Burns is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and three years of industry experience. His background includes roles at Rockefeller Capital Management and academic positions at the University of Georgia and the University of North Georgia. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services within a Private Advisor model, supported by an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Andrew Levin is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 credential and 17 years of industry experience. His prior experience includes 13 years at UBS Financial Services Inc and several years within the Rockefeller Capital Management organization. He serves on the advisory board of Fulmer Instruments in Birmingham, Alabama. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm operates under a Private Advisor model with a consolidated investment platform offering a range of discretionary, non-discretionary, and model-delivery solutions across multiple asset classes, and is notable for its broker-dealer registration and integrated financial services capabilities.

Michael Hill is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Truist Advisory Services in 2024, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2022 to 2024, and at E*TRADE Securities LLC from 2019 to 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled equity research and oversight from its Investment Advisory Group.

Brian Mulligan is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds the Series 66 designation and has been with Rockefeller Financial since 2018. His prior work includes roles at Cut Above Enterprises, New Day Smart Home Solutions, and I HC Security. 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, placement, and investment banking services.

Theodore Bennett Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at Suntrust Advisory Services and SunTrust Investment Services since 2016. Outside of advisory work, he owns a business that provides audio/visual equipment and performance promotion services for entertainment purposes. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Gianluca Sumberac is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His career includes multiple roles at Morgan Stanley and E*TRADE before joining Rockefeller Financial in 2026. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as 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.

Michael Stone Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes various roles at Truist Advisory Services and Truist Investment Services, along with prior experience outside the financial sector. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Roger Perry is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Truist Investment Services, SunTrust Investment Services, and SunTrust Bank, spanning from 2015 to the present. 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, and manager-selection programs, implementing advice through a combination of discretionary manager relationships and consulting supported by proprietary research and inter-affiliate integration.

Jared Sanders is a financial advisor with Truist Advisory Services in Atlanta, holding a Series 65 designation. He has one year of industry experience and has previously worked at BlueTrust, Fidelis Wealth Partners, and Wealth Enhancement Group. Prior to his advisory career, he spent several years as a student and worked at Maggie Valley Nursing & Rehab. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enhanced research to support manager selection and investment oversight.

Javonda Lightner is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. Her career includes tenure at SunTrust Banks and Suntrust Investment Services prior to joining Truist. Outside of finance, she owns a custom interior painting business and is involved in life coaching focused on empowering women and young girls. 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 combines discretionary and non-discretionary investment approaches and integrates third-party manager and platform arrangements, supported by AI-enabled research tools and inter-affiliate service structures.

Travis Scarbrough is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Morgan Stanley and its affiliated entities from 2013 to 2022. 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 both discretionary and non-discretionary portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.