Marlin Duncan Jr. is a CFP® professional with 32 years of industry experience, currently serving at Truist Advisory Services since 2019. His career includes prior roles at Merrill and SouthTrust Securities. Outside of his advisory work, he is president of a real estate and farming business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary strategies and uses third-party platforms for manager selection and due diligence, with a distinctive inter-affiliate operating structure.

Daniel Caldwell is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at VALIC Financial Advisors since 2016 and currently serves as President of Harbor Ministries, Inc., a nonprofit organization. VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and emphasizes centralized technology and model-driven solutions.

Michael Athanas is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of his 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 provides both discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Kishona Williams is an advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to this, she worked at Uber Eats and has experience at Fifth Third Bank and Kroger. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad client base that includes high-net-worth individuals and various business entities.

Angus McRae is a financial advisor with Principal Financial Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Principal, he operated Angus McRae Insurance Brokerage Services, Inc., focused on group medical insurance, and has held roles at Principal Life Insurance Company and Principal Securities Inc. He also has experience in the insurance sector, including sales of fixed annuities and various insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Samia Rizk is a financial advisor with First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes over a decade at SunTrust Bank and its affiliated investment services before joining First Citizens in 2026. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through advisory and brokerage services. The firm utilizes IAR-led financial assessments and a range of investment strategies including portfolio management, wrap programs, and automated Guided Investing, managing predominantly non-discretionary client assets.

Nicole Caron is a CFP® professional with three years of industry experience, currently advising at Focus Partners Wealth, LLC. Her previous roles include positions at Gratus Capital, Mercer Advisors, and Atlanta Financial Associates. Outside of financial advising, she owns and operates a business selling sewing products and is also an author of children’s books. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Sharon Snyder is a CFP® with 14 years of industry experience, currently serving as a financial advisor at HB Wealth Management since 2015. She holds the Series 63 designation and is based in Atlanta, GA. HB Wealth Management is a registered investment adviser offering 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 disciplined investment process that incorporates both 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.

Michael Waiters is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Walgreens, Target, CME Group, Amazon, and FSU Campus Recreation. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and affiliated service arrangements.

Jameson Spillers is a financial advisor with Empower Advisory Group in Smyrna, GA. He holds Series 63 and Series 65 licenses and has been with Empower since 2026. Prior to joining Empower, he worked with Florida Financial Advisors DBA Georgia Financial Advisors and has varied experience including roles outside the financial industry. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and manages a large participant base relative to its advisor headcount.

Blake Winters is a CFP® and CFA® with 17 years of experience in the financial industry. He is currently with Truist Advisory Services and has held various roles within the Truist organization since 1996. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Joshua Loud is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Raymond James and Associates for five years before joining Janney Montgomery Scott. Outside of his advisory role, Loud serves as an assistant golf coach at The Lovett School, chairs the Cobb Young Professionals group within the Cobb County Chamber of Commerce, and is a board member of The Extension, an organization helping adults recovering from addiction. 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 with brokerage, financial planning, and advisory services, utilizing a combination of in-house portfolio management and third-party managers across multiple wrap programs and model portfolios.

Neil Holmes is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Rockefeller Financial LLC and Rockefeller & Co LLC since 2019 and previously at SunTrust Robinson Humphrey from 2016 to 2019. 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, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

William Mckinney is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Gratus Capital, RSM US Wealth Management, Cetera Advisor Networks, and Carroll Financial Associates. He also serves as a FINRA arbitrator. 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 combines quantitative and qualitative due diligence across public and private investment strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Jaron Grounds is a financial advisor at William Blair with seven years of industry experience. He holds the Series 66 designation and has worked at William Blair since 2018. Prior to joining William Blair, he was employed at DICK's Sporting Goods and Overtime Athletics, and he also spent time at Kennesaw State University. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Tosha Alexander is a financial advisor with Empower Advisory Group in Douglasville, GA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Valic Financial Advisors, and New York Life Insurance Company. Outside of advisory work, she owns Victoria's Vintage Design, a business focused on estate sales and design solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders, delivering services through an integrated platform linked to Empower’s recordkeeping and administrative systems.

Dylan Schefske is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2024. His prior work includes roles at MassMutual Life Insurance and Mass Mutual Investors Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, with an emphasis on inter-affiliate integration and oversight.

Lemond Ponton is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior experience includes roles at Merrill Lynch, AXA Advisors, Northwestern Mutual, MassMutual Life Insurance, and MML Investors Services. He is co-founder and owner of Cardinal Mays Advisors & Associates LLC and Cardinal Mays LLC, entities involved in financial services and insurance agent development. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of representatives. The firm operates at scale, managing approximately $29.2 billion and serving close to 300,000 clients.

Ross Bramwell is a CFA® charterholder with 13 years at HB Wealth Management and 8 years of overall industry experience. He is based in Atlanta, GA, and holds the Series 65 license. 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 offers discretionary portfolio management and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

William Bolen is a CFP® professional with eight years of industry experience. He has been with Homrich Berg since 2009 and is based in Atlanta, GA. HB Wealth Management is a registered investment adviser that 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 combined quantitative and qualitative investment process across public and private strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.