Max Rabin is a Series 66-licensed financial advisor with Principal Financial Services in Atlanta, GA, with one year of industry experience. He has previously been associated with firms including Cambridge Investment Research Advisors and Principal Life Insurance Company. Outside of finance, he has experience working in the hospitality sector, including roles at Mazzy's Sports Bar and Grill and Outback Steakhouse. 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 U.S. military personnel outside the United States. 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.

Michael Mohr is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2020. He previously worked at Wilmington Trust from 2009 to 2020. Outside of his advisory role, Mohr chairs the Investment Committee and serves on the Finance and Advisory Council for the Archdiocese of Atlanta, advising on general business and finance matters. Cresset Asset Management manages approximately $71.9 billion in client assets, offering services to a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and conducts structured due diligence across multiple asset classes.

Erika Constantine is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her previous roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Bank of America. She holds the Series 66 designation and is based in Atlanta, GA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm delivers advice using Charles Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Eric Jackson is a financial advisor with Eagle Strategies (NY Life) based in Austell, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2010 and has affiliations with NYLIFE Securities Inc. and New York Life Insurance Company dating back to 2003. Jackson serves on the Advisory Board of the Tyrone Adam Burroughs School of Business & Entrepreneurship at Benedict College, providing guidance on academic and business programs. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non‑discretionary basis.

Itai Tsur is a CFP® professional with seven years of industry experience, currently serving at Truist Advisory Services. He previously worked at Merrill from 2018 to 2025 and has held leadership roles with several nonprofit organizations, including the Georgia Planned Giving Council and the American Jewish Committee’s Atlanta Chapter. He is also involved with the Children's Healthcare of Atlanta Foundation as a Legacy Advisor. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships, consulting, and AI-enhanced research tools.

Robert New is a CFP® professional based in Atlanta, GA, with 14 years of industry experience. He has been with Rockefeller Financial LLC since 2022, having previously worked at Morgan Stanley in various capacities from 2011 to 2022. Outside of his advisory role, he is involved in estate administration 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 offers a range of portfolio management and financial planning services, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Scotty Hendricks Jr. is a financial advisor with Ameritas Advisory Services, LLC based in Atlanta, GA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His background includes roles at NYLIFE Securities LLC, Eagle Strategies LLC, and Freedmen's Financial Group, among others. Outside of advising, he is active as a youth sports coach, serves on multiple nonprofit boards, and is an author. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support investment decisions.

Kevin Myers is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2021. Prior to joining Janney, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2021. Outside of his advisory role, Myers is a board member of a homeowners association in Hilton Head, SC, and a nonprofit organization in Atlanta that organizes an annual event to thank local first responders. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Edward Jeter is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Rock & Co LLC, and Rockefeller Financial LLC. He 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering variable insurance products, placement, and investment banking services.

Sara Piekutowski is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to her current role, she held positions at Truist Investment Services, SpotOn, DISYS/Wells Fargo, and JPMorgan Chase. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform partnerships and AI-enabled research tools.

Ayten Asik Elizondo is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at BNY Mellon Securities Corporation, Bank of America, and Merrill. Outside of her advisory role, she is a director at several nonprofit organizations, including Children’s Healthcare of Atlanta, Duke University, and Ian’s Friends Foundation, and owns an investment vehicle focused on entertainment projects. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and derivatives services.

Nzubechukwu Anunobi is a CFP® professional with HB Wealth in Atlanta, GA. Anunobi joined HB Wealth Management in 2024 and has a background that includes teaching experience at Georgia State University and Lycee Francais Louis Pasteur de Lagos. HB Wealth Management serves individuals, families, institutional clients, and corporate entities, providing wealth management, investment management, and financial planning. The firm employs a disciplined investment process that integrates quantitative and qualitative analysis across a range of public and private strategies.

Brian Lusink is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Lusink has been with Rockefeller Financial LLC since 2020 and with Rockefeller Capital Management since 2024. 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 placement and investment banking services.

Ryan Soule is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC for seven years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Momodou Mbenga is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley, The Strategic Financial Alliance, and E*TRADE Securities. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm uses a range of strategic allocation models and proprietary analytics, leveraging its integration within the broader Goldman Sachs ecosystem to provide expanded product access and tailored wealth management solutions.

Nicholas Ravry is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2019, following prior roles at The Ayco Company, Extra Special People, and Happy Can. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm provides financial planning, portfolio management, and specialized programs, utilizing strategic allocation models and both discretionary and non-discretionary implementations to tailor solutions to client objectives.

Michael Smith is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked at Oppenheimer since 2014. Outside of his advisory role, Smith serves as a treasurer and board member of Seniors Helping Seniors-Buckhead, a nonprofit focused on senior non-medical care. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary management and consulting, with a notable share of assets managed on a non-discretionary basis.

Michael Gaddis is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with Janney Montgomery Scott since 2007. Gaddis serves as a board member of Peachtree Road Methodist Church, where he reviews investment managers and oversees the allocation of church funds to charitable causes. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Bonnie Hamilton is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley Smith Barney for 11 years, as well as at Rock & Co LLC and Rockefeller Financial LLC prior to her current role. 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, and it operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Olivia Payne is a CFP® certificant with five years of experience in financial advising. She is currently with CWM, LLC and has previously worked at firms including Northwestern Mutual Wealth Management Company and Pierson Wealth Management. Olivia holds Series 63 and Series 65 licenses. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee, blending fundamental and technical analysis with third-party sub-advisors and customization tools.