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.

James Harris is a financial advisor at Money Concepts Capital Corp with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Money Concepts since 2004. Harris is also the president and founder of Financial Practice Management Corp., a consulting and coaching firm for financial professionals, and serves as an officer for the East Cobb Business Association, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and employs a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers using fundamental and technical analysis along with modern portfolio theory.

Christian Young is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Securities, Charles Schwab & Co., Inc., and Edward Jones. Outside of his advisory role, 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 segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities, and provides a broad range of advisory and execution services.

Sean Dehaan is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Private Advisor Group since 2019 and previously held roles at Independent Financial Partners, LPL Financial, and Merrill. Outside of his primary advisory work, he has experience selling and servicing disability income insurance policies. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm operates a fiduciary-based advisory model that combines client goals with a range of investment strategies and technology-driven platforms, often implementing advice through third-party managers and TAMPs.

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.

Kristol Luke is a financial advisor with Truist Advisory Services in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Truist in 2023, he worked at Raymond James & Associates for six years. He is also a commissioned Notary Public in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program implemented through a mix of discretionary and non-discretionary relationships, supported by third-party platforms and AI-enhanced research.

Phillip De Golian is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing eight years of industry experience. He has worked at Citigroup since 2020, following prior roles at Carillon Fund Distributors, Raymond James and Associates, and Whatley & Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad suite of advisory, execution, and custody services.

Alexx Franklin is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Edward Jones. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage model portfolios and third-party managers.

Xiaotian Wang is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, with five years of industry experience. He holds a Series 66 credential and has held positions at Rockefeller Capital Management, Burgiss, Colgate University, Bank of Hangzhou, and Wheaton College. 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, placement, and investment banking services.

Nicholas Coppola is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior roles include positions at Power Wealth Management, Mercer Global Advisors Inc., Kays Financial Advisory Corp., and Thompson Research. He also works part-time as a consultant providing research and analysis services in the utility industry through Henderson Ridge Consulting. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients with a range of portfolio management, financial planning, and consulting services. The firm operates under a Private Advisor model, offering discretionary and non-discretionary investment solutions across multiple asset classes while maintaining broker-dealer registration and capabilities in placement and investment banking services.

Robert Heisterberg Jr. is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Stifel Nicolaus & Co. Inc. from 2015 to 2025. 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, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Richard Oldham is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Creative Planning and has previously worked at Allworth Financial, L.P. and Retirement Advisors of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting and selective private market exposure.

Matthew Herzwurm is a CFP® with eight years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2022. His prior roles include positions at Morgan Stanley Private Bank and Sandler O'Neill + Partners. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, and corporations, providing portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and uses a Private Advisor model with a consolidated investment platform offering a broad range of discretionary and non-discretionary investment solutions.

Peter Protos is a CFP® with 23 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021, and previously spent nearly two decades at SunTrust in various advisory and securities roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies. The firm integrates multiple affiliated entities and employs AI-enabled research tools alongside traditional analysis in its investment processes.

Barbara Million is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her career includes roles at Triad Advisors, Inc., Wells Fargo Clearing, and Merrill. She is also the owner and principal of Empower Wealth Management, where she provides wealth management, financial planning, and investment management services. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, and access to alternative investments, utilizing various investment strategies and platform partnerships.

Scott Suarez is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds the Series 66 designation and has worked extensively with Truist and its predecessor entities since 2006. Suarez’s career includes roles at BB&T Bank, BB&T Investments, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Adam Youngman is a financial advisor with Guardian Life based in Atlanta, GA, holding Series 63 and Series 65 licenses and with four years of industry experience. His prior roles include positions at Northwestern Mutual and the Hall and Cherokee County School Districts. He is also involved in offering insurance products outside of Guardian Life on a limited basis. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, offering customized client solutions across investment, retirement plan services, and financial education.

Stephen Guy is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of finance, he operates a commercial photography business as a sole proprietor. 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 offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary strategies with oversight from its Equity Research and Investment Advisory teams.

Connie Stein Neff is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She previously spent 17 years at American Portfolios Financial Services, Inc. Outside of advisory work, she has worked as a sales associate managing clearance merchandise at Office Depot. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment and planning services, utilizing multiple strategies and platform relationships that differentiate its operating model.

Chad Hermanson is a financial advisor with Rockefeller Financial LLC based in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also the sole proprietor of the Hermanson Family Limited Partnership, overseeing its record keeping and payment activities. 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 as a registered broker-dealer and offers a range of portfolio management, financial planning, consulting, and investment banking services through a Private Advisor model and a consolidated investment platform.