Brent Reems is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that employs algorithmic risk assessment and third-party-managed investment models using mutual funds and ETFs.

Jackson Davis is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, with a brief tenure at Maverick Health in 2021–2022. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored advisory solutions supported by proprietary research and a wide range of affiliated resources within the Goldman Sachs ecosystem.

Navin Jayasekar is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management, utilizing model portfolios and customized strategies under a fiduciary standard.

Sean Landgren is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA. He has 12 years of industry experience, including eight years with The AYCO Company, L.P./Mercer Allied and five years with Ayco/Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, delivering solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Justin Ryan is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services INC for nine years before joining Rockefeller Financial, where he has been since 2018. Outside of his advisory role, he manages Mascot Holdings LLC, a single-member LLC unrelated to securities trading. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, broker-dealer services, and specializes in integrated investment solutions through its Private Advisor model and consolidated investment platform.

Charlotte Vidal is a CFA charterholder with nine years of industry experience. She has worked at Goldman Sachs & Co. from 2015 to 2022 before joining HB Wealth in 2022, where she currently advises clients. 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 combines quantitative and qualitative due diligence across a range of public and private investment strategies and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Sharon Grannum is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and having 23 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2001. 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 with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment process.

Jeni Cobbs is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including GenSpring Family Offices and Regions Investment Management prior to joining Truist. Based in Atlanta, GA, she has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to assist clients with asset allocation, investment policy, and manager selection.

Matthew Williams is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Cresset, he worked at Allied Wealth and Ithaka Hospitality Partners and has also been involved in life insurance and annuity sales through AWM Insurance Services, Inc. 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, active and passive management, and alternatives across various asset classes, supported by tools such as artificial intelligence and machine learning.

Gregory Fink is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Gratus Capital, HighTower Advisors, Arkadios Capital, ACG Wealth Inc., and Fidelity Investments. He also provides marketplace consulting and answers high-level questions related to the RIA industry through his involvement with Alpha Insights. Focus Partners Wealth serves individuals, high-net-worth families, family offices, 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, third-party managers, and private funds within an enhanced open architecture framework.

Eric Michalski is a Certified Financial Planner® with 21 years of industry experience. He is currently an advisor at Farther and has held prior roles at Carson Wealth and Woodbury Financial. Michalski is also the owner of Michalski, LLC, a holding entity for partnership shares in Carson Group Holdings. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform complemented by direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Colton Myers is a CFP® with one year of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior work history includes roles at Rockefeller Capital Management, Emory University, and Lord Abbett. 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 uniquely as a registered broker-dealer that also provides placement and investment banking services through a consolidated investment platform.

Jeffrey Rosengarten is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Homrich Berg, now part of HB Wealth, for 15 years. Based in Atlanta, GA, Rosengarten’s career is focused on wealth management and financial planning services. HB Wealth Management serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers a comprehensive investment approach that includes discretionary portfolio management, quantitative and qualitative due diligence across public and private strategies, and provides 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 with five years of industry experience. He previously worked at Wilmington Trust for eleven years before joining Cresset in 2020. Outside of his advisory role, he is the owner of AXIOM, LLC, an oil and gas mineral company. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and incorporates a structured due diligence process for manager selection and monitoring.

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.