Anthony Shilcoski IV is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He has held previous roles at Stephens Inc., Henssler Financial, and Genspring Family Offices. He holds Series 65 and Series 63 designations. 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 within a Private Advisor model and operates as a registered broker-dealer with a consolidated investment platform delivering equity, fixed income, and alternative investment solutions.

Navin Jayasekar is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management, utilizing model portfolios and customized strategies under a fiduciary standard.

Justin Ryan is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services INC for nine years before joining Rockefeller Financial, where he has been since 2018. Outside of his advisory role, he manages Mascot Holdings LLC, a single-member LLC unrelated to securities trading. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, broker-dealer services, and specializes in integrated investment solutions through its Private Advisor model and consolidated investment platform.

Sharon Grannum is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and having 23 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2001. 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 research tools to support its investment process.

Jeni Cobbs is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including GenSpring Family Offices and Regions Investment Management prior to joining Truist. Based in Atlanta, GA, she has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to assist clients with asset allocation, investment policy, and manager selection.

Eric Michalski is a Certified Financial Planner® with 21 years of industry experience. He is currently an advisor at Farther and has held prior roles at Carson Wealth and Woodbury Financial. Michalski is also the owner of Michalski, LLC, a holding entity for partnership shares in Carson Group Holdings. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform complemented by direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Colton Myers is a CFP® with one year of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior work history includes roles at Rockefeller Capital Management, Emory University, and Lord Abbett. 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 uniquely as a registered broker-dealer that also provides placement and investment banking services through a consolidated investment platform.

Brandon Trowel is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has three years of industry experience. His work history includes roles at Truist Investment Services, Bank of America, Merrill, and earlier experience at T-Mobile, Best Buy, Amazon, The University of Georgia, and Kroger. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers solutions including asset allocation, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Eddie Patton Gooch IV is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with SunTrust entities in various roles since 2005. Outside of his advisory work, he is the owner of a rental property in Austell, Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Robert Null is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Truist Investment Services, BB&T Securities, and SunTrust Advisory Services throughout his career. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, supported by third-party platform arrangements and AI-enabled research tools to assist in manager selection and investment oversight.

Alexandra Emma is a CFP® with six years of industry experience, currently serving as a financial advisor at Hightower Advisors. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and JPMorgan Distribution Services. She also spent four years at the University of Alabama. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that combines affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Michael Meshad is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Rockefeller Financial, he worked for two years with the U.S. House of Representatives and has a background that includes roles in education at the University of Georgia and North Atlanta High School. 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 through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Evan Duncan is a financial advisor with Rockefeller Financial LLC, holding Series 66 and Series 63 licenses and having one year of industry experience. His prior roles include positions at Foreside Fund Services, Angel Oak Capital Advisors, Invista, and 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, operating as a registered broker-dealer and providing access to a consolidated investment platform with solutions across equities, fixed income, and alternatives.

Scott Stearsman is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds Series 63 and Series 66 licenses and has seven years of industry experience, including eleven years at Truist Bank prior to joining Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Ryan Mcdonald is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Rockefeller Financial LLC since 2020 and previously spent nine years at 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 offers a range of portfolio management, financial planning, and consulting services, operating uniquely as both an advisory firm and a registered broker-dealer with additional capabilities in placement and investment banking.

Brian Nelson is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2020. Prior to joining Rockefeller Financial, he worked for 15 years at Invesco. He is also a board member and part-owner of RecruitU, a small sports recruiting service. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a broad range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Christian Young is a Series 66-licensed financial advisor with seven years of industry experience, currently with Citigroup Global Markets. His prior roles include positions at JPMorgan Chase Securities, Charles Schwab, and Edward Jones. Outside of financial services, he is the owner and partner of a catering company that serves weddings, corporate events, and social gatherings. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains extensive in-house research and market roles, supporting large and complex client relationships.

Sheryl Hines is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Her career includes roles at Truist Investment Services, BB&T Securities, and SunTrust Investment Services. 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 to deliver its AMC Advantage manager-selection program.

Kristen Sario is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley for 13 years before joining Rockefeller Financial in 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with a consolidated investment platform.

Eileen Kane is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Atlanta, GA. She previously worked at SunTrust Bank's advisory services before joining Capital Group, where she has been since 2018. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm uses a multi-manager approach called the “Capital System” and invests client assets through separately managed accounts, mutual funds, ETFs, and alternative funds.