Heather Fitzer is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience and a Series 66 designation. She previously worked at Morgan Stanley Smith Barney for 11 years. Outside of finance, she is involved in interior design through her business, Heather Fitzer Interiors LLC, and partners in an apparel e-commerce venture. 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, operating both as a registered investment adviser and a broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

David Hoffmann is a CFP® professional with 28 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. His prior career includes roles at Triad Hybrid Solutions, Triad Advisors, and Commonwealth Financial Network among others. Outside of his advisory work, he holds several nonprofit board positions, including chairperson of the Pittsburgh Rotary Club Foundation and treasurer of the TonyStrong Foundation. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves individuals, pension plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing various analysis techniques and platform relationships to provide access to alternative investments and specialized strategies.

Peter Fleming III is a financial advisor at CIBC Private Wealth Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with 18 years of industry experience. His prior work includes extensive tenures at M HOLDINGS SECURITIES, Inc. and Winged Keel Group. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process featuring internal and external managers, customized portfolios, and strategies incorporating options and structured notes, distinguishing itself by managing a high assets-under-management per advisor ratio and serving as adviser to several investment company clients.

Eric Hermanson is a CFP® with 20 years of industry experience, currently with Rockefeller Financial LLC. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. He is the proprietor of the Hermanson Family Limited Partnership and serves as a volunteer representative on a homeowners association board. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with a comprehensive investment platform and affiliated trust and insurance services.

Alexandra Carrington is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Roark Capital Group, Avenue Capital Group, Corbin Capital Partners, and SunTrust Robinson Humphrey. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized investment process that includes alternative investments and specialized capabilities such as PPLI sub-advisory services and digital asset exposure.

Michael Hostetler is a CFP® with 23 years of industry experience and is currently affiliated with Allworth Financial, L.P. He has previously worked at Merrill and Financial Services dba Capital Insight Group. Outside of his advisory role, he coaches a travel baseball team. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to provide customized portfolio management and financial planning services.

Paul Pitkins is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Valic Financial Advisors since 2007 and also serves as an agent with Agia, where he is involved in non-securities insurance products. 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 discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting a broad range of investment options.

Adam Bass is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has previously worked at firms including MassMutual Investors Services, Park Avenue Securities, Guardian Life Insurance Company, Hornor Townsend & Kent, and Penn Mutual Life Insurance Company. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports tailored to clients’ income sources and withdrawal strategies.

Susan Curry is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 66 designation and has worked at firms including SunTrust Advisory Services, Wells Fargo Clearing, Truist Investment Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, supported by advanced research tools and a broad platform that includes both advisory and non-advisory financial services.

Nicholas Frederick is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model allocations and includes capabilities in derivatives and commodities.

Gabriel Willis is a financial advisor with Edward Jones in Acworth, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he operated a window treatment business, EG Willis, Inc., which he has since transferred fully to his spouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and branch offices.

Michael Jones is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding Series 66 and Series 63 licenses and having 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Richard Battle is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in a family partnership created to hold life insurance policies. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market models.

John Beane IV is a financial advisor with OSAIC in Atlanta, holding CFP® and Series 66 designations and 18 years of industry experience. His prior experience includes roles at FSC Securities Corporation, Homrich Berg, and Woodbury Financial Services. He is also the owner of Beane Financial Consulting LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and access to discretionary and third-party managed strategies.

J R Krause is a financial advisor with LPL Financial in Kennesaw, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial and its predecessor entities since 2005 and previously worked at Edward Jones. Krause also has experience in life insurance sales and is the 100% owner of a practice office building through Stone Village 1, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, supported by extensive operational and research tools.

Preston Brinkley is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and previously worked for Bank of America, N.A. for 10 years before joining Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Timothy Hourihan is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 14 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and previously held roles at Bank of America N.A. and Merrill from 2012 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models to support its advisory services.

Nicholas Mc Creary is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America Merrill Lynch, E*Trade Morgan Stanley, and Fifth Third Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Eldon Lu is a financial advisor at Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Citizens Bank and has experience in education at the University of Tennessee, Knoxville, and McMinn County High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products through a large network of advisors.

James Lewis is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at Raymond James & Associates, Clearwater Analytics, and LPL Financial. Based in Atlanta, GA, Lewis joined Cambridge Investment Research Advisors in 2023. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base across multiple platforms and custodians, providing both discretionary and non-discretionary management options and proprietary model strategies under the Founders Gate Capital brand.