Ameet Tijoriwala is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Morgan Stanley and its affiliated private bank from 2010 to 2019, followed by positions within Truist’s advisory and investment services since 2019. 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 that integrates discretionary and non-discretionary investment approaches supported by third-party platforms and proprietary research tools.

Brianna Shealey is a Series 66 credentialed advisor with NewEdge Advisors, bringing four years of industry experience. Her prior roles include positions at Raymond James & Associates and Wells Fargo. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a wide range of clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive portfolio management and consulting services through a network of independent advisers and utilizes a variety of program structures supported by centralized due diligence and advanced technology tools.

Jennifer Marsh is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, with 14 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank, National Association. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

April Jackson is a financial advisor at Lincoln Investment with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 1996. In addition to her advisory role, she is co-owner and CFO of an insurance agency and owns a tax preparation business. Jackson also serves as Immediate Past National President on the executive board of the National Women of Achievement, Incorporated. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm utilizes a mix of strategic and tactical investment approaches and offers a range of advisory and brokerage services.

Seana Heath is a CFP® professional with 11 years of industry experience currently serving at Truist Advisory Services. She previously worked at Wells Fargo Bank from 2013 to 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis and fiduciary support through a combination of discretionary manager relationships and non-discretionary consulting.

Caitlin Kennedy is a CFP® professional with 13 years of experience in financial advisory roles. She has been with Truist Advisory Services since 2016 and holds a Series 66 license. Her prior work includes a decade at SunTrust Bank and its related investment services entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party manager relationships and AI-enabled research tools.

Alva O'Neal is a CFP®-certified financial advisor with Valic Financial Advisors in Decatur, GA, bringing 10 years of industry experience. Prior to joining Valic in 2017, O'Neal worked at Regions Bank, Cetera Investment Services, and Allstate Insurance Company. Outside of advisory work, O'Neal serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Tieleasha Jenkins Holley is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Truist Advisory Services since 2016. Her prior experience includes roles at SunTrust Insurance Group and Truist Investment Services, both since 2008. Outside of advisory work, she is involved in managing rental properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm delivers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary management relationships.

Adam Abramson is a CFP® professional with 19 years of industry experience. He is currently with Rockefeller Financial LLC and Rock & Co LLC, where he has worked since 2020. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. Adam is also a licensed insurance agent with 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 offers portfolio management, financial planning, and consulting services while operating as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Timothy Migliaccio is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Citigroup since 2019 and previously held positions at First Republic Securities Company, First Republic Bank, Unionbanc Investment Services, and Union Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles.

Zuhaib Lassi is a financial advisor at Truist Advisory Services with a Series 65 designation and two years of industry experience. His prior work includes roles at KPMG and Bank of New York Mellon. He is based in Atlanta, GA. 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 and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist’s broker-dealer and bank services.

Jonathan Dimarco is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Cetera and 52 Weeks Financial. He serves as Secretary on the board of the Georgia Center of the Deaf and Hard of Hearing, coordinating board correspondence and chairing the nominating committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions under various advisory and promoter arrangements.

Laura Dawson is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Rockefeller in 2019. 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 a range of investment and placement services.

Sabrina Bowens Richard is a CFA® charterholder with nine years of industry experience. She has worked at Truist Advisory Services and its predecessor firms since 2016, and at SunTrust Bank prior to that. She is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary solutions supported by AI-enabled research tools and inter-affiliate integration.

Jenna Taylor is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding a Series 65 designation. She has been with Mercer Global Advisors since 2022, following two years at Interstate Tax and Accounting and four years at Indiana University Northwest. Mercer Global Advisors serves individuals and families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory and comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios implemented through a variety of vehicles, including low-cost ETFs and separate account managers.

Tatum Foreman is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial, he worked at Dimensional Advisors Fund for two years and has experience in fitness and university settings. Rockefeller Financial LLC serves high-net-worth individuals, families and family offices, as well as institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a broad range of investment and placement services through its Private Advisor model and consolidated investment platform.

James Funk is a CFP® professional with 25 years of industry experience. He is currently with Farther Finance Advisors and has previously worked at Bison Wealth, LLC and Lakeview Capital. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach, using bespoke allocations or proprietary algorithmic model portfolios with automatic rebalancing and treats cash as an asset class.

Robert Castaneda is a financial advisor at William Blair with 25 years of industry experience. He has been with William Blair since 2016 and holds a Series 63 designation. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Sharina Carmon is a financial advisor with Truist Advisory Services in Atlanta, GA. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her career includes prior roles at Fidelity Investments and The Vanguard Group. 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, investment policy analysis, fiduciary support, and a manager-selection program that relies on third-party platforms and AI-enabled research tools.

Kevin Valentino is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2019. Prior to joining Rockefeller, he held roles at Bank of America and Merrill. He is based in Atlanta, GA. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm utilizes a Private Advisor model supported by a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and a range of investment services including brokerage and placement capabilities.