Sarah Cronin is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and supervisory oversight, to deliver its AMC Advantage manager-selection program and other investment solutions.

Stephanie Atli is a CFP® professional with over a decade of industry experience, currently affiliated with Osaic Advisory Services, LLC. She has worked at Osaic Wealth and EMICO Advisory Services since 2023 and previously spent ten years at Strategic Benefits Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models and collaborates with third-party platforms and managers.

Brian Adams is a financial advisor with Money Concepts Capital Corp, holding a Series 63 designation and 22 years of industry experience. His prior experience includes roles at Masterplan Retirement Consultants and Fricks and Associates, Inc., each for five years. He has been with Money Concepts Advisory Services since 2019. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors and employs model-driven, asset-allocation approaches with both discretionary and non-discretionary programs.

Connor Carlis is a CFP® professional at HB Wealth with six years of experience at the firm and a prior four years at Ernst & Young, LLP. He is based in Atlanta, GA. 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 employs a combined quantitative and qualitative investment process across public and private strategies and offers services including discretionary portfolio management, outsourced chief investment officer solutions, and advisory services.

Che Bailey is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at Capital Benefit Consultants, Personal Capital, Lincoln Financial Advisors, and Massachusetts Mutual Life Insurance Company. Outside of advising, he is involved with Four Sons Enterprises, a spirits branding business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates services with Empower’s recordkeeping and administrative platforms.

Carter Nelson is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, and Raymond James. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Amanda Valenti is a CFP® and holds a Series 66 designation with 13 years of industry experience. She is currently with Corient, where she has worked since 2022, and previously held roles at Ci Brightworth Private Wealth, Lenox Advisors Inc, and Oxford Financial Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, continuously monitoring portfolios using various risk management tools and may include alternative investments and private fund allocations.

John Mayfield is a CFA® charterholder with nine years of industry experience. He is currently with Truist Advisory Services and has a prior background at SunTrust Bank and GenSpring Family Offices. Mayfield serves on the Institutional Investor Sub-Advisory Board, providing feedback on research and conference topics. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary management and non-discretionary consulting supported by AI-enabled research tools.

John Roughen is a financial advisor at First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 credentials with 20 years of industry experience. His prior roles include positions at Truist Advisory Services, Suntrust Investment Services, and Bison Wealth, LLC. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a range of portfolio management options, automated investing platforms, and financial planning, using a client process that incorporates assessments of financial needs, risk tolerance, and time horizon supported by fundamental, quantitative, and technical analysis.

Wesley Pritchett is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and JPMorgan Chase Bank NA. Outside of his advisory role, he serves on the finance committee of Holtz Heroes, a charity supporting former Notre Dame football players and their families, and co-hosts a college football podcast called Under the Golden Dome. Janney Montgomery Scott LLC is a large 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, and institutions, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Mark Dicristina is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Truist Advisory Services and Truist Investment Services, holding roles since 2013 and 2016 respectively. Outside of his advisory work, he serves as Treasurer for the Pro Bono Partnership of Atlanta, an organization that provides business legal services to nonprofits. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm implements its advice through a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and an equity research team that uses AI-enabled tools.

Lateefah Donadelle is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 14 years before joining Truist in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Marcus Clark is a CFP® with nine years of industry experience, currently with Rockefeller Financial LLC since 2020. Prior to joining Rockefeller, he worked at Bank of America, Merrill, and Cole Haan. He holds the Series 66 designation and 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 offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and uniquely operates as a registered broker-dealer providing securities transactions, insurance products, placement, and investment banking services.

Charles Jordan IV is a CFP® and Series 65 professional with 18 years of experience in financial advisory services. He is currently with Corient, where he has worked since 2022, following a 15-year tenure at CI Brightworth Private Wealth. Jordan is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and specialized offerings such as private fund capabilities and affiliated trust services.

Tyler Wachtel is a Series 66-licensed financial advisor based in Atlanta, GA, with five years of industry experience. He has worked at Rockefeller Capital Management since 2020 and previously held roles at AgSouth Farm Credit, W Advisors, and BTG Pactual Timberland Investment Group. 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 provides a range of portfolio management, financial planning, and consulting services, operating with a unique combination of investment advisory and broker-dealer capabilities.

Austin Clark is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Ameriprise, LPL Financial, and Jackson National Life Distributors. Outside of his advisory work, he serves as an officer of a homeowners association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Matthew Yonak is a CFP® with 21 years of experience at Capital Group Private Client Services, Inc. in Atlanta, GA. He has been with the firm since 2005. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the Capital System. The firm offers access to separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Tia Jinks is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She previously worked at Edward Jones and Agia. Outside of her advisory role, she volunteers as a grant writer and reviewer for Redeemed Community Outreach, Inc., a housing re-entry program for homeless women that also teaches sustainable agricultural practices. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Bryan Kamau is a Series 66 licensed financial advisor at HB Wealth with eight years of industry experience. He previously worked at UBS Financial Services from 2017 to 2023 and holds a degree from the University of Georgia. HB Wealth Management is a registered investment adviser serving individuals, families, institutional clients, and corporate entities with wealth management, investment management, and financial planning services. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies and offers services including outsourced chief investment officer and institutional advisory solutions.

Gerald Nackers is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and bringing 36 years of industry experience. Prior to joining Osaic in 2024, he worked for Triad Advisors, Inc. for 12 years and has been affiliated with Oarsman Capital Inc. since 2008. He is also the owner of Investment Designers, a business through which he offers insurance products to clients as needed, and serves as a notary public. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, with portfolios constructed using proprietary guidance and third-party platforms.