Paige Allen is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2022. 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 and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration to deliver its AMC Advantage manager-selection program.

Matthew Weatherly is a CFA® charterholder and holds a Series 65 license, with 17 years of industry experience. He has worked at Truist Advisory Services since 2020 and previously held roles at SunTrust Advisory Services and SunTrust Bank from 2012 to 2020. 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 third-party platform arrangements, to deliver services including asset allocation, fiduciary support, and manager selection programs.

April Gay is a financial advisor with Rockefeller Financial LLC based in Atlanta, GA, holding Series 63 and Series 66 designations and 13 years of industry experience. She previously worked at Morgan Stanley for six years before joining Rockefeller Financial and Rock & Co LLC in 2020. 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 operates a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services.

Danielle Conti is a CFA® charterholder based in Atlanta, GA, with 11 years of industry experience. She currently works at HB Wealth Management, LLC, having joined the firm in 2025. Prior to HB Wealth, she was with Truist Advisory Services and Invesco, and she worked at First Eagle Investment Management, LLC from 2014 to 2019. 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 provides discretionary wealth management and financial planning services, employing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Thomas Toman is a financial advisor with Truist Advisory Services, holding a Series 65 designation and eight years of industry experience. He previously worked at LCG Associated, Inc. from 2011 to 2017 before joining Suntrust Advisory Services, Inc. in 2017. 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, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Pamela Middleton is a financial advisor at Lincoln Investment with over 43 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and Series 65. Pamela has been with Lincoln Investment Planning, Inc. since 1996 and also has a longstanding association with Banks, Jackson & Middleton Inc. Outside of advising, she provides income tax preparation services and serves as a trustee and guardian in family estate matters. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment management programs that combine in-house and third-party strategies overseen by an Investment Management & Research team.

Yali Qin is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Focus Partners, Qin worked at The Colony Group, Morgan Stanley, and E*Trade Securities. Outside of finance, Qin has experience working at Mee Sum Pastry. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside tools such as trend-following and options overlay strategies.

Jana Burke is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include seven years at Stephens Inc and concurrent positions at Independent Advisor Alliance and LPL Financial since 2021. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting with a blend of discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Wesley Frierson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at Triad Hybrid Solutions, Triad Advisors, and Voya Financial Advisors. Frierson is also the owner and president of Frierson Capital Management and Frierson Financials, LLC, and serves as an independent insurance agent. Outside of advisory work, he is a board member of the South Carolina Governor's Cup Billfishing Series, a nonprofit promoting billfish tournaments and marine conservation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides comprehensive investment management and financial planning through multiple program models, utilizing both proprietary guidance and third-party platforms.

Thomas Carroll is a CFP® with 25 years of industry experience, currently serving at HB Wealth. His prior roles include positions at Homrich Berg and multiple divisions of SunTrust from 2014 to 2019. Carroll holds board and advisory roles with Emory University, Zoo Atlanta, the Ultra High Net Worth Institute, BYN Pershing Wealth, and Wake Forest University. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a disciplined investment approach combining quantitative and qualitative due diligence across public and private strategies and offers services including wealth management, financial planning, and outsourced chief investment officer (OCIO) solutions.

Velena Berny is a CFP® certificant with Series 63 registration, currently serving as a financial advisor at Truist Advisory Services. She has over one year of experience in the financial industry and has been affiliated with Truist Bank since 1997. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting and employs AI-enabled tools and inter-affiliate resources to support its manager selection and oversight processes.

Suzanna Tucker is a financial advisor with Rockefeller Financial LLC in Atlanta, GA. She holds a Series 66 designation and joined Rockefeller Financial in 2025. Prior to her current role, she worked in various positions including at Edge Athleisure and Enewton, and has experience in education from Texas Christian University, Kent School, and The Lovett School. 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, and operates as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Mary Murtaugh is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has been with Truist in various capacities since 2016. 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 and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration across Truist’s financial entities.

Joseph Baigas IV is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and has prior experience with Bb&T Securities, LLC and Scott & Stringfellow. 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 and non-discretionary consulting, utilizing advanced tools such as AI-enabled equity research to support its investment approach.

Diego Rivadeneira is a financial advisor at HB Wealth with a Series 66 credential and one year of industry experience. His prior experience includes roles at Kestra Investment Services, Element Wealth Advisors, and American Savings Bank. Outside of finance, he has worked in manual labor roles with Atlanta Treescapes, supporting outdoor maintenance and landscaping activities. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a discretionary investment approach that integrates quantitative and qualitative due diligence across public and private strategies and offers services including outsourced chief investment officer and institutional advisory.

Todd Phelan is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Cambridge Investment Research Advisors and SunTrust Equitable Securities. Phelan serves as treasurer for the Rotary Club of Auburn, Alabama. Janney Montgomery Scott is a large, dually registered 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Andrew Klepchick Jr. is a CFP® with over 10 years of industry experience, currently serving at HB Wealth Management, LLC since 2008. He holds the Series 63 designation and is based in Atlanta, GA. Outside of his financial advisory role, Andrew is the president of Secession Golf Club, a position he will begin in July 2025. HB Wealth Management provides 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 discretionary investment approach that integrates quantitative and qualitative analysis across a range of public and private strategies.

Marcus Theriault is a CFP® with 14 years of industry experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services since 2019 and SunTrust Bank since 2017, with prior experience at Genspring Family Offices from 2013 to 2017. 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 platforms and AI-enabled research tools.

Duncan Edwards is a CFP® professional with 4 years of industry experience based in Atlanta, GA. He has worked at CIBC Private Wealth Advisors, Inc. for 19 years. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolios, utilizing both proprietary and external strategies, and manages approximately $67.8 billion in assets.

James Tanksley is a financial advisor with TLG Advisors, Inc. based in Atlanta, GA, holding the Series 66 designation and five years of industry experience. His previous roles include positions at Merrill, Bank of America, and American Advisors Group, among others. He also serves as Vice President of Annuity Sales at Tarkenton Financial. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.