William Puryear is a financial advisor with Rockefeller Financial LLC in Atlanta, GA. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Rockefeller Financial, he worked at Fisher Investments and has experience in education with the University of Georgia and Hall County School Systems. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Ray Avrett is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at firms including New York Life, Northwestern Mutual, and National Life before joining Principal in 2019. Avrett also maintains an agent role for fixed insurance products such as fixed life, long-term care, disability insurance, annuities, and group health. 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 stationed abroad. The firm emphasizes financial planning, retirement plan consulting, and access to third-party money manager programs delivered through various advisory and promoter arrangements.

Henry Mclarty Jr. is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Gratus Capital LLC and Morgan Stanley DW Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting 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.

Brian Harhai is a CFP® and CFA® affiliated with Truist Advisory Services, based in Atlanta, GA, with nine years of industry experience. He has worked at Suntrust Advisory Services since 2019 and previously at Suntrust Bank and GenSpring Family Offices. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Robert Patti is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd. He has held roles at LPL Financial, Zacks Investment Management, FSC Securities Corporation, and Raymond James Financial Services. Patti provides investment advisory services and insurance through Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals—including high-net-worth clients—retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and a range of financial planning and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Scott Bechely is a CFP® professional with 22 years of industry experience, currently with Independent Financial Partners since 2016. He previously worked at LPL Financial from 2011 to 2019. Bechely is also involved with Horizon Planning Group, Inc., an insurance business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors nationwide. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting.

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.

Scott Schaefer is a CFP® certificant with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, GWFS Equities, Inc, and Prophecy International. He is based in Atlanta, GA. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing both active and passive strategies alongside private funds and third-party managers.

Joshua Swartz is a CFP® professional with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Gratus Capital, LLC, and JPH Advisory Group. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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.

Nooshin Mckinney is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 credentials and 22 years of industry experience. Her prior roles include positions at BNY Mellon Securities Corporation, BNY Mellon, Bank of America, and Merrill. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory and financial planning services, offering both discretionary and non-discretionary portfolio management solutions.

James Morris is a Series 66 licensed advisor at First Command Advisory Services with 10 years of industry experience. He has been with First Command and its affiliated entities since 2016. Outside of his advisory role, he owns and manages a business unrelated to investments, Atlanta District Advisor Associates LLC. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and approved third-party managers.

Brendan Treanor is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Coastal Caroline National Bank and Carrier Enterprise, as well as several positions held during and after his studies at the University of South Carolina. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, investment advisory, financial and tax planning, family office and business management, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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.

Michael Johnson is a financial advisor with Principal Financial Services in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been associated with Principal-related entities since 2016. He is also the owner of Focused Financial Planning, LLC. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Ann Norvell is a financial advisor with Empower Advisory Group in Marietta, GA. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at Fidelity Investments, Brighthouse Financial, and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Emmitt Smith Jr. is a Series 66 credentialed financial advisor with 12 years of industry experience. He is currently with First Citizens Investor Services, Inc. in Atlanta, GA, having held previous roles at Wells Fargo, Fieldpoint Private Bank, LPL Financial, and M&T Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage diversified portfolios.