Robert Boeye is a financial advisor at William Blair with three years of industry experience. He holds a Series 66 designation and has been with William Blair since 2020. Prior to his current role, he worked at the University of Notre Dame and Pinecrest Academy. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs active, research-driven strategies across various asset classes and provides access to proprietary models, sub-advisory services, and private investment opportunities.

Keith Eason is a CFP®-credentialed financial advisor with 18 years of industry experience. He is currently with Valic Financial Advisors in Atlanta, GA, where he has worked since 2014, and also holds a role with Agia involving non-securities insurance products. Prior to Valic, he was associated with Pro Labor Services starting in 2013. Valic Financial Advisors primarily 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 to construct client portfolios.

Kary Brownlee is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with LPL Financial since 2012 and Independent Financial Partners from 2012 to 2019. Outside of his advisory work, Brownlee has served as a youth soccer referee for local clubs. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a combination of discretionary and non-discretionary management strategies supported by technology platforms and operates a network model with connections to LPL Financial and third-party estate-planning resources.

George Bellucci is a CFP® professional with 31 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at American Portfolios Financial Services, Inc., Hartford Equity Sales Company Inc., and Phoenix Home Life. Bellucci also serves as president of Bellucci Insurance Brokerage, a business specializing in casualty and property insurance. 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 investment programs, retirement plan consulting, and access to alternative investments and donor-advised funds, utilizing various management styles and platform partnerships.

Ariel Gibson is a Series 66-licensed financial advisor with seven years of industry experience currently serving at Valic Financial Advisors. Prior to joining Valic, Gibson worked at Edward Jones and Jason Riner State Farm. Outside of financial advising, Gibson has been a consultant for Pampered Chef, selling kitchenware products. Valic Financial Advisors primarily serves individual investors in the U.S., 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 UMA models for portfolio construction and management.

John Embleton is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he serves on the New York Stock Exchange arbitration panel, is a Scout Master for the Boy Scouts of America, and acts as a board member for a homeowners association. 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 broad range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform, combining portfolio management, broker-dealer services, and alternative investment placements.

Grover Buffington is a CFP® professional with six years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior experience includes roles at Gratus Capital, Buckhead Capital Management, and TrueWealth, LLC. He worked at the University of Georgia for four years before starting his financial advisory career. Focus Partners Wealth, LLC 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 using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Gary Holcombe is a CFP®-certified financial advisor with 42 years of industry experience, currently affiliated with Independent Financial Partners. He has previously worked with LPL Financial and IFP Securities, LLC. Holcombe serves on the board of a local office park association and is involved in non-variable insurance sales. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with a focus on retirement-plan consulting and compliance with Department of Labor rollover guidance.

Avery Rowe is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2021, Avery worked at FSC Securities Corporation and E*TRADE Securities LLC. 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 through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes, while also operating as a registered broker-dealer with capabilities in placement and investment banking services.

Cary Sheppard is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also works with Agia as an agent. Outside of his advisory role, he is involved in managing several rental properties in Florida and Alabama with his wife. Valic Financial Advisors primarily 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting a large client base through its extensive advisor network.

John Wagner is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Signature FD. His career also includes a role at Mansfield Energy Corp prior to entering 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking services.

Caroline Conway is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and several other organizations. 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, and placement and investment banking services.

John Ratchford is a CFP® professional with 17 years of experience in financial services. He is currently with First Command Advisory Services and has prior experience at LPL Enterprise LLC, Advocacy Wealth Management, and the Department of Defense. His background includes various roles in wealth management and financial planning. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and offers multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios and third-party manager selections.

Jason Iannantuono is a CFP® with 31 years of industry experience, currently serving as an advisor at Osaic Advisory Services, LLC. His career includes roles at Triad Advisors, Inc., Cetera Wealth Services, LLC, Walnut Street Securities, Inc., and American Financial Management Group, Ltd. Outside of his advisory work, he serves as treasurer for the Maskenozha Rod & Gun Club. Osaic Advisory Services, LLC is an SEC-registered enterprise firm that serves 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 programs and financial planning services, utilizing both fundamental and technical strategies, with custody primarily through Fidelity and Schwab.

Simone Jones is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing and Morgan Stanley. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with investment advisory, financial planning, pension consulting, and managed account programs.

Darshankumar Patel is a Series 65-licensed financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, with 6 years of industry experience and over 11 years at Bankers Life. He manages a team of agents, overseeing hiring and training, and is involved in insurance sales including Medicare, annuities, and life insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

Daria Stan is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for three years. 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, operating both as an investment adviser and registered broker-dealer with a consolidated investment platform delivering a range of discretionary and non-discretionary solutions.

Jordan Weems is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Truist Securities and JPMorgan Chase & Co. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary manager relationships and non-discretionary consulting, supported by inter-affiliate integration and AI-enabled research tools.

Daniel Head is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. His prior roles include positions at Triad Advisors, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he is the managing partner of Head Investment Partners LLC and an owner/investor in Shadesavers, a consumer product business. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing a mix of fundamental and technical analysis, tactical trading, and alternative investment access within an integrated platform ecosystem.

William Walsh is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily 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, consulting, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.