Christopher Davis is a financial advisor with William Blair, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley and several wealth management firms. Outside of finance, he operates a deer processing business in Senoia, Georgia. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm employs active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Sam Wilkerson IV is a CFP® professional with 22 years of industry experience. He is currently an advisor at Farther and has previously worked at Carson Wealth, Jon Baker Financial Group, Woodbury Financial Services, and Securian Financial Services. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and AI tools, primarily investing in ETFs, mutual funds, equities, and fixed income.

Peter Heidenreich is a CFP® professional with 19 years of industry experience, currently serving at Valic Financial Advisors. He has held roles at Agia, Valic Financial Advisors, Allstate Insurance Company, Verna Hills, LLC, and CWPH Consulting, LLC. He is also an agent at Agia, where he is involved in non-securities insurance products. Valic Financial Advisors, Inc. is a large SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm uses discretionary unified managed accounts with a technology-driven approach to portfolio management and financial planning.

Daniel Futral is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at OneAmerica Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Before entering financial services, he served in law enforcement with the Sandy Springs and Woodstock Police Departments and was a member of the Army National Guard. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving approximately 127,213 clients with standardized model and platform services across its network of advisors.

Zhuoqi Yang is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Principal Securities, Yang held various roles including positions at Epic Systems Corporation and academic appointments at Emory University and the University of Chicago. Yang also has experience working with the American Cancer Society. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Elizabeth Singleton is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 credential and four years of industry experience. Her career includes roles at Appello Pharmaceuticals and educational positions at the University of Southern California and Harpeth Hall School. 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, combining an integrated investment platform with broker-dealer registration and offering a range of services including securities transactions, variable insurance products, and placement and investment banking.

Kathryn Senkbeil is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Ms. Senkbeil is also a licensed insurance agent with an affiliate of her firm. 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, operating as both an advisor and a registered broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

Christopher Phillips is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at Voya, Mutual of Omaha, and Cuna Mutual Group. Outside of finance, he is a co-owner and administrative partner of a residential mosquito, flea, and tick suppression franchise in Woodstock, GA. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment products and platforms, combining firm-developed and third-party model portfolios, mutual funds, ETFs, and individual securities, supported by a corporate structure that includes affiliated broker-dealer, investment, and insurance entities.

Michael Coats is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at SunTrust Advisory Services and Banc of America Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through discretionary and non-discretionary arrangements, supported by AI-enabled research tools and inter-affiliate integration.

Jeffrey Sprock is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated for over a decade. He 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 employs a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and investment banking services.

Allison Jolley is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding a Series 65 designation. She has been in the industry since 2023, previously working at Edward Jones for three years. Prior to her advisory career, she was involved with Teaching with Animals and McDonough First United Methodist Church. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with 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 within an enhanced open architecture framework.

Jackson Sackman is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Home Depot, The UPS Store, Georgia All-Stars Gymnastics, and the Cherokee County school system. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals by providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple asset classes with periodic rebalancing and performance reviews.

Jacqueline Higgenbotham is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. She holds a Series 66 credential and has previously worked at firms including Gratus Capital, Victory Capital, First Republic, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, corporate, 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 that combines active and passive strategies within an enhanced open architecture framework.

Parker Smith is a financial advisor with Principal Financial Services based in Atlanta, GA. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at KSA Insurance Agency from 2016 to 2021. Outside of his advisory work, he is the president and founder of Peachtree Professionals, a networking organization that connects professionals across industries. Principal Securities provides brokerage and registered investment advisory services to a varied client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lewis Grace is a financial advisor with Principal Financial Services in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Nationwide Investment Services Corp, Marathon A Subsidiary Of Stadion Money Management, Alps Distributors, Inc, Independent Financial Partners, and LPL Financial. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jackson Spyke is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, his background includes roles at Wealth Enhancement Group and academic positions at Western Carolina University and Winthrop University. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets through a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee.

Sarah Mc Rae is a financial advisor at Principal Financial Services in Atlanta, GA, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior roles include work at Principal Life Insurance Company, Angus McRae Insurance Brokerage Services Inc, and various positions before entering the financial services industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

R Scarbrough is a CFP® professional with 43 years of industry experience, currently serving at Rockefeller Financial LLC since 2022. Prior to this, he held positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney from 2009 to 2022. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, 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.

Clare Comstock is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Rockefeller Financial, Clare worked at Citi Group and Capitala Group and was a student for 20 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 a wide range of portfolio management and financial planning services, operating both as an investment advisor and a registered broker-dealer with integrated capabilities in trust, insurance, and asset management.

Raymond Brown is a CFP®-designated financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. His career includes roles at Triad Hybrid Solutions, Triad Advisors, and Ameriprise. He is also an independent insurance agent specializing in Medicare-related products. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, employing a range of strategies and platform relationships that integrate alternative investments and annuity sub-account management.