Roderick Liggins is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity, Morgan Stanley, and E*TRADE Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, and is notable for its integrated inter-affiliate operating model.

Brandon Hayes is a financial advisor with Kestra Advisory Services, LLC in Atlanta, GA, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including prior roles at Investacorp Advisory Services Inc. Outside of his advisory work, Hayes is involved in several real estate ventures and serves as secretary for a homeowners association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a broad client base including large institutional investors and offers access to multiple management platforms and third-party solutions.

Mallie Scott is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2022, Scott worked at Homrich Berg for a total of three years and held a position at Georgia State University. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Frederick Brown is a financial advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.

Zachary Harrell is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following nine years at The AYCO Company, L.P./Mercer Allied. Based in Atlanta, GA, he provides advisory services within a large integrated financial firm. Goldman Sachs Wealth Services offers financial planning, investment management, and related advisory support to a wide range of clients, including high-net-worth individuals, corporate participants, and charitable organizations. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support.

Margaret Evans is a CFP® professional with six years of experience at HB Wealth Management, LLC in Atlanta, GA. She previously worked at the University of Georgia School of Law for three years. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment process across public and private strategies and offers outsourced chief investment officer and institutional advisory services.

Gordon Kellam is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Merrill, BB&T Securities, SunTrust, and Truist Advisory Services. Rockefeller Financial LLC serves 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 that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer with capabilities in placement and investment banking.

Charles Hoke is a CFA® charterholder and holds Series 63 and 66 licenses. He has 14 years of industry experience and has worked at CIBC Private Wealth Advisors, Inc. since 2014. Based in Atlanta, GA, he is part of a larger team at CIBC Private Wealth Advisors. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to offer customized portfolio management, utilizing both proprietary and external strategies, and manages a notable amount of assets relative to its advisor headcount.

Jamie Wall is a financial advisor at Cresset Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan for seven years before joining Cresset in 2021. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, charitable organizations, and corporations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and offers services such as portfolio management, wealth planning, private fund advisory, and family office services.

Shawn Chando is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 16 years at The AYCO Company, L.P. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Shyanne Taylor is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and approximately one year of industry experience. Her prior roles include positions at MetLife Investment Management and the Firmament Group, as well as various engagements with Clark Atlanta University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within a broad integrated Goldman Sachs ecosystem.

Leslie Blanchard is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Creative Planning since 2020. Prior to this, Leslie worked at TrueWealth Management from 2015 to 2020. Leslie holds a 16% membership interest in Lawrence Investment Management, LLC, a separate investment-related business. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by supplemental approaches such as direct indexing and tax-loss harvesting, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Suhwan Lee is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Cresset, he worked at Configure Partners Securities, LLC, and has experience in academic coaching and education roles at Emory University and North Gwinnett High School. He is also involved with Bare Carbon, LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a risk-aware approach that integrates strategic asset allocation, manager selection, and a mix of active and passive investments across public equities, fixed income, and alternatives.

Brentley Jones is a CFP® with 28 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021. Prior to that, he spent 15 years with SunTrust Investment Services and 5 years with SunTrust Advisory Services. 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 and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Amber Dornell is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and bringing 27 years of industry experience. She previously worked at Morgan Stanley from 2009 to 2020 and has been with Rockefeller Financial LLC and Rock & Co LLC since 2020. In addition to her advisory role, she is a licensed insurance agent with RCM Insurance Services LLC, an affiliate of the firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, providing portfolio management, financial planning, and consulting services. The firm operates uniquely as a registered broker-dealer and offers integrated investment solutions across equities, fixed income, and alternatives through its Private Advisor model and consolidated investment platform.

Savannah Andersen is a CFP® with six years of industry experience currently serving as a financial advisor at Cresset Asset Management, LLC. She previously worked at Berman Capital Advisors, LLC, BioShield, LLC, and Deloitte Consulting. Andersen is based in Atlanta, GA. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and conducts structured due diligence for manager selection and ongoing monitoring.

John Overton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has previously worked at Empower Financial Services and Personal Capital, among other firms. Outside of advisory roles, he is co-owner and registered agent of a real estate investment business in Atlanta. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based allocations that combine passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Patrick McGonigle is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Homrich Berg (now HB Wealth) since 2014. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides discretionary wealth management and investment management services, employing a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Wenyuan Nottebohm is a CFP® with 12 years of experience in the financial services industry. She has worked at Cresset Asset Management, LLC since 2021 and previously held roles at Berman Capital Advisors, LLC and Morgan Stanley. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and alternatives.

Scott Mckenzie is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses with 24 years of industry experience. His career includes roles at Merrill, Wells Fargo Clearing, and SunTrust Advisory Services before joining Truist Advisory Services in 2016. Outside of his advisory work, he is involved in managing a rental property through a Florida-based LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enhanced equity research tools.