Gwyndolyn Stowell is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley before joining Rockefeller Financial and Rock & Co LLC. 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, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Sarah Cronin is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and supervisory oversight, to deliver its AMC Advantage manager-selection program and other investment solutions.

Che Bailey is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at Capital Benefit Consultants, Personal Capital, Lincoln Financial Advisors, and Massachusetts Mutual Life Insurance Company. Outside of advising, he is involved with Four Sons Enterprises, a spirits branding business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates services with Empower’s recordkeeping and administrative platforms.

Carter Nelson is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, and Raymond James. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

John Mayfield is a CFA® charterholder with nine years of industry experience. He is currently with Truist Advisory Services and has a prior background at SunTrust Bank and GenSpring Family Offices. Mayfield serves on the Institutional Investor Sub-Advisory Board, providing feedback on research and conference topics. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary management and non-discretionary consulting supported by AI-enabled research tools.

Mark Dicristina is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Truist Advisory Services and Truist Investment Services, holding roles since 2013 and 2016 respectively. Outside of his advisory work, he serves as Treasurer for the Pro Bono Partnership of Atlanta, an organization that provides business legal services to nonprofits. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm implements its advice through a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and an equity research team that uses AI-enabled tools.

Marcus Clark is a CFP® with nine years of industry experience, currently with Rockefeller Financial LLC since 2020. Prior to joining Rockefeller, he worked at Bank of America, Merrill, and Cole Haan. He holds the Series 66 designation and 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and uniquely operates as a registered broker-dealer providing securities transactions, insurance products, placement, and investment banking services.

Tyler Wachtel is a Series 66-licensed financial advisor based in Atlanta, GA, with five years of industry experience. He has worked at Rockefeller Capital Management since 2020 and previously held roles at AgSouth Farm Credit, W Advisors, and BTG Pactual Timberland Investment Group. 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 a range of portfolio management, financial planning, and consulting services, operating with a unique combination of investment advisory and broker-dealer capabilities.

Austin Clark is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Ameriprise, LPL Financial, and Jackson National Life Distributors. Outside of his advisory work, he serves as an officer of a homeowners association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Matthew Yonak is a CFP® with 21 years of experience at Capital Group Private Client Services, Inc. in Atlanta, GA. He has been with the firm since 2005. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the Capital System. The firm offers access to separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Jose Ruiz is a CFP® with 18 years of industry experience, currently serving at Rockefeller Financial LLC. He previously held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Ruiz 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary solutions across multiple asset classes.

Kelly Dennis is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2013 to 2022 before joining Rockefeller Capital Management. 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 offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

William Unrue is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Rock & Co LLC, Bank of America, N.A., and Merrill. 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, and consulting services through a Private Advisor model and offers a consolidated investment platform with access to equities, fixed income, alternatives, and various managed account solutions.

James Thompkins is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and as a self-employed advisor. He serves as a board member of the Valdosta State University Foundation's Alumni Advisory Board for the business school. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment process combining passive and active strategies, supported by an internal Investment Committee and a broad range of implementation tools and affiliated services.

Deborah Barber is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Financial since 2021, following a 16-year tenure at UBS Financial Services. 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, operating as both an investment adviser and a registered broker-dealer with integrated trust, insurance, and asset management services.

Gregory Williams is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, Tapfin/EY, and Starbucks. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and operating as a swap dealer and futures commission merchant.

Torrey Thompson is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. Thompson has been with Brookstone since 2025 and has prior experience at AmeriLife and AAOK Bail Bonding of Gwinnett. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Donna Brown is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2018, following five years at LPL Financial. 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 uses a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements, to implement its investment advice.

Robin Marx is a CFP® and CFA® with six years of industry experience currently serving as an advisor at Truist Advisory Services since 2022. Prior to joining Truist, Marx worked at SignatureFD and SunTrust Bank. 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 manager relationships with non-discretionary consulting and integrates third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Nana Yaa Akakpo is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Her prior work includes roles at Truist Investment Services, Truist Bank, Texas Tech University, and United Bank for Africa Ghana Limited. 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 services including asset allocation, fiduciary support, and a manager-selection program, leveraging both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.