Tricia Mulcare is a CFP® professional with 16 years of experience, currently with HB Wealth in Atlanta, GA. She has been with Homrich Berg since 2003. 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 wealth management, investment management, and financial planning, with an investment approach that combines quantitative and qualitative due diligence across a range of public and private strategies.

Walter Eaves Jr. is a financial advisor at CWM, LLC with five years of industry experience and holds a Series 66 designation. Prior to joining CWM, he worked at Yari Capital and Ampere Wealth Management. He is the sole owner of Mercury Ventures LLC, through which he provides financial literacy and education services to organizations. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of retirement-plan and sub-advisory services.

Cameron Starr is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Gratus Capital, LLC, SunTrust Advisory Services, and J.P. Morgan Securities. He serves as trustee of the Starr Irrevocable Trust, overseeing investment management and distributions for the trust. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with third-party managers and private funds.

Christina Richardson is a Series 66 licensed advisor with 24 years of industry experience. She has been with SunTrust Advisory Services and its affiliates since 2004, currently serving at Truist Advisory Services in Atlanta, GA. 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 a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary arrangements, supported by AI-enabled research and inter-affiliate integration.

Max Ripans is a financial advisor at Cresset Asset Management, LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cresset, he held roles at Goldman Sachs and has experience in academic settings including Northeastern University. Cresset Asset Management manages 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 combining strategic asset allocation, manager selection, and both active and passive management across public equities, fixed income, and alternatives, and utilizes advanced tools such as artificial intelligence and machine learning for research and analysis.

Mary Pettit is a CFP® with 15 years of industry experience and is currently affiliated with Truist Advisory Services in Atlanta, GA. She has worked with various SunTrust entities since 2011. 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 combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integrations, to deliver its investment solutions.

Jennifer De Loach is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at multiple firms such as Veracity Capital, Wealth Enhancement Advisory Services, JOYN Advisors, and Robert Baird & Co. She is based in Decatur, GA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Lauren Baccari is a CFP® professional at HB Wealth with three years of industry experience. She has held roles at 49 Wealth Management, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of advisory work, she has been involved with Berry College and educational institutions in various capacities. HB Wealth Management is a registered investment adviser offering wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combined quantitative and qualitative investment approach across public and private strategies, managing accounts on a discretionary basis aligned with clients’ objectives and risk tolerance.

Travis Propst is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Rockefeller Capital Management since 2025 and previously spent 11 years at UBS Financial Services Inc. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Aliya White Pasquale is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. She previously worked at Parametric Portfolio Associates - Morgan Stanley for two years and has an academic background from Louisiana State University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Travis Tidwell is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked for UBS Financial Services Inc. for a decade before joining Rockefeller Financial LLC in 2018. Tidwell has been with Rockefeller Capital Management since 2025. 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.

Martin Grady is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at BB&T Securities, Invest Financial Corporation, Midsouth Capital, and UBS Financial Services. He has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Byron Rettig is a Certified Financial Planner (CFP®) with 15 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc. and has held roles at Charles Schwab and Fidelity Brokerage Services. He is based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment decisions, with recommendations tailored to client goals and risk tolerance.

Thomas Mcdavid is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 27 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney before joining Rockefeller Financial. 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 a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Dalton Roberts is a financial advisor at HB Wealth with a Series 65 designation and eight years of prior experience at Fisher Investments. He has been with HB Wealth since 2026. 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 wealth management, investment management, and financial planning, employing a discretionary investment approach that integrates quantitative and qualitative due diligence across a range of public and private strategies.

Jesse Park is a financial advisor with Citigroup Global Markets in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to his current role at Citigroup since 2017, he worked at Goldman Sachs & Co. from 2016 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains in-house research and unique market roles uncommon among peers.

Michael Robertson is a CFP® with 29 years of industry experience, currently affiliated with SPC and Sigma Financial Corporation since 2003. He serves as treasurer and board member of My Vision for Refugees, a nonprofit organization based in Woodstock, GA. Additionally, he is involved with Robertson Financial Group, offering accounting, tax, and planning services, as well as Robertson Financial Services, Inc. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services with a range of discretionary and nondiscretionary options.

Adam Billups is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Primerica Advisors and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment strategies.

Ashley Moore is a CFP® professional with 23 years of industry experience. She is currently with Rockefeller Financial LLC, where she has worked since 2021, including prior experience at Stephens Inc from 2016 to 2021. 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, operating uniquely as a registered broker-dealer that offers securities transactions, variable insurance products, and placement and investment banking services.

Anthony Owen is a CFP® professional with 13 years of experience in the financial advisory industry. He currently works at Schwab Wealth Advisory, Inc. and has prior experience at Invesco and Truist Advisory Services. Owen holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on personalized recommendations with annual reviews and operates through client-authorized trades and services managed by third-party or affiliated money managers.