Jarrod Freeman is a CFP® professional with six years of industry experience currently at HB Wealth in Atlanta, GA. He previously worked for five years at Homrich Berg. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary account management, combining quantitative and qualitative due diligence across public and private investment strategies, including mutual funds, ETFs, hedge funds, and private funds.

Kiel Upton is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and has worked at Truist Advisory Services since 2025, following roles at Truist Investment Services, BOK Financial, and Edward Jones. 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 a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Sean Cook is a financial advisor at HB Wealth with 20 years of industry experience. He holds a Series 65 credential and previously worked at Cedar Rowe Partners for 21 years and Homrich Berg for one year. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management informed by quantitative and qualitative due diligence across a range of public and private strategies and provides outsourced chief investment officer and institutional advisory services.

Andrew Berg is a CFP® with 16 years of industry experience, currently with HB Wealth in Atlanta, GA. He previously spent 32 years at Homrich Berg. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporations, foundations, family offices, institutional clients, and investment companies. The firm offers outsourced chief investment officer (OCIO) and institutional advisory services, employing a combination of quantitative and qualitative due diligence across public and private strategies.

Lorenzo West Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2013. Outside of his advisory role, he also works as a food delivery driver. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Sally Kreisler is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Ameriprise. Kreisler has been with Rockefeller Financial since 2019 and is currently associated with 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 while operating as a registered broker-dealer, providing a range of investment and placement services through a consolidated investment platform.

Melinda Sung is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Oppenheimer. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Outside of her advisory work, she manages a yoga-related business under the name Yogale. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of discretionary and non-discretionary advisory services, utilizing strategic asset allocation, manager selection, and regular portfolio reviews.

Thomas Patton III is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation with six years of industry experience. His work history includes roles at Rockefeller Capital Management and Morgan Stanley, as well as positions outside finance at Louisiana State University and Brown & Root Industrial 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 operates under a Private Advisor model offering discretionary and non-discretionary portfolio management, financial planning, and consulting, and is also a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Evan Georgiou is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America. He is also a licensed insurance agent with RCM Insurance Svces LLC, 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 provides portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment and insurance services through its consolidated investment platform.

Andrew Cryar is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at E*TRADE Securities LLC, E*TRADE Capital Management LLC, Bank of America, N.A., and Merrill. He is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and the AMC Advantage manager‑selection program, utilizing both discretionary and non‑discretionary approaches with oversight from its Equity Research team and Investment Advisory Group.

Jay Bowen is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously spent six years at Gratus Capital, LLC and two years at Turnkey Planning Solutions. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

William Curtis is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Curtis serves on the finance committee of Peachtree Road United Methodist Church and participates on advisory boards for Children's Healthcare of Atlanta. 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 as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Erik Bryant is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and previously worked at Cadence Bank and JP Morgan Chase. 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, and fiduciary support, utilizing both discretionary and non-discretionary approaches along with AI-enabled research tools and third-party manager relationships.

Jonathan Farr is a CFA® charterholder with two years of industry experience. He currently works at HB Wealth in Atlanta, GA, and previously held roles at Callan, LLC and Southern Company. Outside of his advisory work, Farr owns a short-term rental property. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management, financial planning, and outsourced chief investment officer services, employing a combined quantitative and qualitative approach across public and private investment strategies.

Antonio Fernandez is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and five years of industry experience. His previous roles include positions at J.P. Morgan Securities LLC, Bank of America, and Merrill Lynch. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations guided by Schwab’s asset-allocation models and internal research tools.

Abigail Gentry is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Rockefeller Financial LLC since 2022 and previously spent six years at Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing investment banking and placement services alongside a consolidated investment platform.

David North is a Series 66 licensed financial advisor at Rockefeller Financial LLC with three years of industry experience. He has previously worked at Due North Capital Management and GMT Capital. Rockefeller Financial LLC serves 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 through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Hayden Burns is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and three years of industry experience. His background includes roles at Rockefeller Capital Management and academic positions at the University of Georgia and the University of North Georgia. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services within a Private Advisor model, supported by an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jonathan Kirby is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has previously worked at The AYCO Company, L.P./Mercer Allied and SCOTTRADE, Inc. He is based in Atlanta, GA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, using a combination of strategic allocation models and manager selections to tailor solutions to client objectives.

Andrew Levin is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 credential and 17 years of industry experience. His prior experience includes 13 years at UBS Financial Services Inc and several years within the Rockefeller Capital Management organization. He serves on the advisory board of Fulmer Instruments in Birmingham, Alabama. 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 operates under a Private Advisor model with a consolidated investment platform offering a range of discretionary, non-discretionary, and model-delivery solutions across multiple asset classes, and is notable for its broker-dealer registration and integrated financial services capabilities.