Jermaine Gonsalves is a financial advisor with Bankers Life Advisory Services, Inc. based in Atlanta, GA. He holds a Series 66 designation and has five years of industry experience. Prior to his advisory role, he has been with Bankers Life & Casualty Co. since 2004, where he manages a team of agents focusing on hiring and training and is involved in insurance sales including Medicare Supplement and annuity products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Sherry Boulay is a CFP® with 24 years of industry experience, currently serving at Truist Advisory Services since 2016. She has worked within the Truist organization in various capacities since 2009. Boulay also serves on the board of Families First, Inc., a nonprofit dedicated to supporting youth and families in Georgia through counseling, education, and supportive services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by inter-affiliate integration and third-party platforms.

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.

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.

Joseph Ready Jr. is a financial advisor with PNC Wealth Management in Marietta, GA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with PNC Investments since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy available by invitation to employees. The firm utilizes algorithm-driven risk assessment and outsourced implementation of investment models with a focus on mutual funds and ETFs.

Kathryn Emling is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her career includes roles at Triad Hybrid Solutions, Securities America, and SSN Advisory, among others. Outside of her advisory work, she serves as president of her local homeowners association, organizing community activities such as swim team and tennis committees. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a broad range of investment programs and consulting services, utilizing fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform integrations and affiliated managers.

Chigozie Orieh is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has worked with Valic Financial Advisors since 2014 and is also involved with Black Star Equity Group, LLC, Agia, and EXP Realty, LLC. Outside of his advisory role, Orieh is engaged in entrepreneurial activities including co-owning a clothing brand and reselling items on eBay. Valic Financial Advisors serves 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-developed UMA models and operating with a large network of advisors.

John Mctyre is a CFP® and Series 65-registered advisor with Focus Partners Wealth, LLC in Atlanta, GA. He has recent experience working at Financial Consultants Group Inc. and Scott Curry State Farm. His background includes time at the University of Georgia and various roles prior to entering the advisory industry. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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.

Kenneth Smart is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and with six years of industry experience. Prior to his career in finance, he operated Smart's Tree Service for 11 years. He is also an insurance agent for Bankers Life and Casualty Company, appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals, and many advisors are dually registered as representatives of an affiliated broker-dealer or insurance agents.

Dane Secoy is a financial advisor with Principal Financial Services based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Dane has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 2000. He also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and trust services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Amanda Murphy is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Merrill from 2012 to 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, family offices, and institutions, offering portfolio management, financial planning, and consulting services. The firm operates a broker-dealer and provides a range of investment solutions through its consolidated platform, including direct and model-driven portfolio management.

Jerry Curtis Holton Jr. is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at Truist Investment Services, Suntrust Investment Services, Bank of America, Merrill, Banc of America Investment Services, and Citigroup Global Markets. Outside of his advisory work, he is involved with Holton Family LLC, which manages private equity investments, including a stake in Paqui Chips. 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 both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

John Hannah is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Gratus Capital, Wells Fargo, Fidelity Bank, and US Trust. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Barrett Cornelius is a financial advisor with Citigroup Global Markets who holds the Series 66 designation and has 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, brokerage execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and specialized market roles, catering to both discretionary and non-discretionary client needs.

Christopher Bush is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His career includes positions at PFS Investments Inc and Primerica Financial Services, along with roles at Triad Advisors and Triad Hybrid Solutions. Outside of his advisory work, he owns an LLC used for business operations and tax purposes. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs, retirement consulting, and access to alternative investments, utilizing multiple analysis and trading strategies while leveraging platform relationships and affiliated managers.

Melissa Keiss is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Buckingham Strategic Wealth, NOVA Wealth Management Group, Cetera ADVISORS LLC, and Stewardship Financial Advisors. Focus Partners serves individuals, families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management services, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Alexander Sayavongsa is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, SunTrust, and Truist before joining Rockefeller Financial. Outside of his advisory role, he co-owns Entourage Autos LLC, a car rental business. 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 that includes equities, fixed income, and alternatives.

Lester Jones is a financial advisor at Osaic Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Primerica Advisors and Triad Hybrid Solutions. Outside of his advisory role, he is involved with Duo Wealth Advisors LLC, providing financial planning and investment management services. Osaic Advisory Services is an SEC-registered enterprise firm serving a broad client base, including individuals, pension plans, corporate entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, using a combination of fundamental and technical analysis alongside platform relationships to support its client strategies.