Thomas Epperson is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at notable firms including Lehman Brothers Inc. and UBS Financial Services Inc. Since 2014, he has served on the board of directors of Care Services Inc., a pharmacy distribution company. 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 investment banking services.

Michael Dennard is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Cetera Advisor Networks, Amazon.com, Primerica Financial Services, Signator Investors, Transamerica Financial Advisors, and FSC Securities Corporation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and research.

Byron Griffith III is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds the Series 66 designation and has four years of industry experience. His career includes eight years at Truist prior to joining Truist Investment Services in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research and supervisory oversight.

Michael Lepore is a Series 66 licensed financial advisor with Rockefeller Financial LLC, based in Atlanta, GA, and has 8 years of industry experience. Prior to joining Rockefeller Financial and Rock & Co LLC in 2019, he worked at Bank of America and Merrill. Outside of his advisory role, Mr. Lepore coaches youth basketball and serves on the board of The Terminus Classic, an annual college basketball event in 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing clients access to discretionary and non-discretionary investment solutions across multiple asset classes.

Joseph Okraski is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has worked at Valic Financial Advisors since 2015 and has been affiliated with Agia since 2022, where he is involved in 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, utilizing Envestnet-developed UMA models for portfolio construction.

Jerry Milam Jr. is a financial advisor with Guardian Life and holds Series 65 and Series 63 designations. He has 19 years of industry experience and has worked at Park Avenue Securities since 2007. Milam is involved in community service as a member of the Exchange Club, a nonprofit focused on youth and child abuse prevention, and serves as a Planning Commissioner for the City of Cartersville. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment programs.

Victor Calvert is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. 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.

Isaac Monell is a CFP® with 13 years of experience in financial advisory roles. He currently works at Truist Advisory Services and has previously held positions at SunTrust Investment Services and Northwestern Mutual Investment Management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support investment decisions.

Frank Pittman IV is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He is currently with Rockefeller Financial LLC and has previously worked at Truist Investment Services, SunTrust Investment Services, Bank of America, 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both a registered investment advisor and broker-dealer with capabilities that include securities transactions, variable insurance products, and placement and investment banking services.

Edwin Pinigis III is a financial advisor with Truist Advisory Services in Marietta, GA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at BB&T Securities, PNC Investments, and Davenport & Company LLC. 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 and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Maria Vazquez is a financial advisor with Truist Advisory Services in Marietta, GA, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary investment management, leveraging third-party platform relationships and AI-enabled equity research to support manager selection and portfolio oversight.

Edward Bradley Jr. is a financial advisor with Money Concepts Capital Corp in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Money Concepts Capital Corp since 2014 and is currently employed at Winter Construction Company. Outside of his advisory role, he serves as president of Rhema Financial Group, a business focused on income tax preparation and insurance services, and volunteers as a teacher at the Governor's School of North Carolina. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory to manage assets.

Brady Hood is a financial advisor with First Command Advisory Services in Marietta, GA, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he spent seven years with the Warren County Sheriff's Office. He also serves as a guest speaker for Mental Health America of Northern Kentucky & Southwest Ohio, providing compliance-approved financial education. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers comprehensive financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team.

Travis Mitchell is a financial advisor with Cetera Planning Partners, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has worked at several firms including Avantax Planning Partners, PNC Wealth Management, and multiple Cetera-affiliated entities. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm’s investment process emphasizes diversified mutual fund and ETF portfolios aligned with client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Finley Charlery is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining First Command, he served in the U.S. military and has held roles in companies including MilVets and V2X. First Command Advisory Services, Inc. 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team using preapproved third-party managers and model portfolios.

Brian Huffman is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWFS Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s administrative platforms, offering point‑in‑time financial plans and optional managed account solutions.

Cameron Holt is a CFP® professional with one year of industry experience, currently affiliated with Mercer Global Advisors Inc. He has held various roles within Mercer Global Advisors and has prior experience at WCM Global Wealth and Morgan Stanley. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified and risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and private funds.

Stephanie Jackson is a CFP® with 14 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Mccormack Financial Planning Inc., and Dempsey Lord Smith, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that blends active and passive strategies alongside access to private funds and third-party managers.

Ryan Brady is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services from 2012 to 2023. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines advisory and broker-dealer services, offering discretionary and non-discretionary portfolio management, financial planning, and placement services through its consolidated investment platform.

Meghan Hogan is a CFP® professional with six years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at Gratus Capital, Cetera Advisor Networks, The Olivier Group, and The Vanguard Group. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs an investment approach combining active and passive strategies under an enhanced open architecture framework that incorporates fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.