Jeffrey Rosengarten is a CFP® professional with 11 years of industry experience, currently advising at HB Wealth in Atlanta, GA. He spent 10 years at Homrich Berg before joining HB Wealth. HB Wealth Management provides 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 discretionary investment approach that integrates quantitative and qualitative analysis across public and private strategies while offering consolidated reporting and outsourced chief investment officer (OCIO) services.

Charles Wellborn Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Suntrust Investment Services and CIBC Atlantic Trust Private Wealth Management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Brandon Trowel is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has three years of industry experience. His work history includes roles at Truist Investment Services, Bank of America, Merrill, and earlier experience at T-Mobile, Best Buy, Amazon, The University of Georgia, and Kroger. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers solutions including asset allocation, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Spencer Scott is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Goldman Sachs Ayco and various positions outside the financial sector, such as in transportation and university library services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm leverages strategic allocation models, specialized programs, and access to affiliated Goldman Sachs resources to tailor advice and investment solutions.

Todd Tautfest is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, with six years of industry experience. He previously worked at Wilmington Trust for 11 years. Outside of his advisory role, he is the owner of AXIOM, LLC, an oil and gas mineral company. 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 using a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across various asset classes.

Elizabeth Chandler is a financial advisor at Cresset Asset Management, LLC with 17 years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan for seven years before joining Cresset in 2021. Outside of her advisory role, she serves as Vice Chair of the Board at Zoo Atlanta and is a member of the Board of Trustees at Atlanta International School. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations, using a diversified, asset-allocation-driven approach that combines active and passive strategies with third-party manager allocations.

Camila Giorgi is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Her background includes roles at Goldman Sachs & Co. LLC and involvement with academic and community organizations such as the LSU Center of Economic Business and Policy Research and LSU Admissions. Goldman Sachs Wealth Services serves a diverse client base that includes individuals, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem to provide comprehensive wealth management solutions.

Matthew Ward is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently a Wealth Advisor at Goldman Sachs Wealth Services, where he has worked since 2021. Prior to this, he held roles at The AYCO Company, L.P./Mercer Allied and HSBC Bank USA, N.A., including HSBC Securities (USA) INC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Eddie Patton Gooch IV is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with SunTrust entities in various roles since 2005. Outside of his advisory work, he is the owner of a rental property in Austell, Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Kaitlyn Greco is a financial advisor at Cresset Asset Management, LLC with Series 63 and Series 65 designations and two years of industry experience. Prior to joining Cresset in 2024, she held roles at Equitable Advisors, LLC, First Citizens Bank, and Truist Investment Services, Inc. Outside of finance, she has experience working in the hospitality and entertainment industries. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including 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 both active and passive strategies across a wide range of asset classes.

Charles Wellborn is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 registrations and possessing 38 years of industry experience. His career includes roles at Truist Advisory Services and its predecessor entities, such as SunTrust Capital Markets, spanning over two decades. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated, inter-affiliate service arrangements.

Landon Rogers is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2024. He previously worked at Gratus Capital LLC from 2019 to 2024 and Wells Fargo from 2015 to 2019. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Rachel Walsh is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and five years of industry experience. She has worked at Goldman Sachs since 2019, following roles at The Ayco Company and Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm leverages integrated resources across Goldman Sachs affiliates and employs strategic allocation models, tax-aware techniques, and proprietary analytics to tailor investment solutions.

Kevin Mccall is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Corient, where he has worked since 2022, following prior roles at Valic Financial Advisors and Purshe Kaplan Sterling Investments. He is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies and third-party managers, employing risk management tools and potentially incorporating alternative investments and private funds.

Robert Null is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Truist Investment Services, BB&T Securities, and SunTrust Advisory Services throughout his career. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, supported by third-party platform arrangements and AI-enabled research tools to assist in manager selection and investment oversight.

Alexandra Emma is a CFP® with six years of industry experience, currently serving as a financial advisor at Hightower Advisors. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and JPMorgan Distribution Services. She also spent four years at the University of Alabama. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that combines affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Nadine Virani is a financial advisor with Goldman Sachs Wealth Services in Atlanta, holding a Series 66 designation and 13 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm leverages integrated resources across the Goldman Sachs ecosystem to tailor strategic investment solutions supported by proprietary analytics and various fee arrangements.

Michael Meshad 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, he worked for two years with the U.S. House of Representatives and has a background that includes roles in education at the University of Georgia and North Atlanta High 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 offers a range of 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.

Ashaunda Davis is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has previously worked with Northwestern Mutual in various capacities from 2016 to 2022 and has been with Guardian Life and Park Avenue Securities since 2021. Outside of her advisory role, she is an author of the publication Wealth Over Riches. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of discretionary and non-discretionary management, proprietary and third-party investment solutions, and integrated planning services.

Evan Duncan is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Foreside Fund Services, Angel Oak Capital Advisors, and Rockefeller Capital Management. 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 range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.