Brian Lusink is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Rockefeller Capital Management, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. He is based in Atlanta, GA. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a range of advisory programs.

Ryan Soule is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC for seven years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Momodou Mbenga is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley, The Strategic Financial Alliance, and E*TRADE Securities. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm uses a range of strategic allocation models and proprietary analytics, leveraging its integration within the broader Goldman Sachs ecosystem to provide expanded product access and tailored wealth management solutions.

Nicholas Ravry is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2019, following prior roles at The Ayco Company, Extra Special People, and Happy Can. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm provides financial planning, portfolio management, and specialized programs, utilizing strategic allocation models and both discretionary and non-discretionary implementations to tailor solutions to client objectives.

Michael Smith is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Oppenheimer since 2014. Outside of his advisory role, Smith is involved as an officer and treasurer of Seniors Helping Seniors-Buckhead, a senior non-medical care organization. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation with a range of investment products and acts as a qualified custodian, maintaining both commission-based and consulting-oriented advisory programs.

Michael Gaddis is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with Janney Montgomery Scott since 2007. Gaddis serves as a board member of Peachtree Road Methodist Church, where he reviews investment managers and oversees the allocation of church funds to charitable causes. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Megan Rauch is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has worked at Valic Financial Advisors since 2014, including its predecessor entities, and also spent time with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. 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, financial planning, and brokerage services, employing Envestnet-developed UMA models for portfolio construction and management.

Bonnie Hamilton is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley Smith Barney and Rock & Co LLC. 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 portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

Hezekiah Ross is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with Principal Financial Services in Atlanta, GA. His prior experience includes roles at Cambridge Investment Research Advisors, Securities America Advisors, and Investacorp Inc. Outside of his advisory work, Ross is involved with CIRA as an advisory representative. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jermaine Gonsalves is a financial advisor with Bankers Life Advisory Services, Inc. based in Atlanta, GA. He holds a Series 66 designation and has five years of industry experience. Prior to his advisory role, he has been with Bankers Life & Casualty Co. since 2004, where he manages a team of agents focusing on hiring and training and is involved in insurance sales including Medicare Supplement and annuity products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Trent Arnone is a CFP® at HB Wealth with nine years of industry experience, primarily at Homrich Berg since 2017 and a prior year at Fort Washington Investment Advisors. He is based in Atlanta, GA. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients through outsourced chief investment officer (OCIO) and advisory services, employing a combined quantitative and qualitative investment approach across public and private strategies.

Sherry Boulay is a CFP® with 24 years of industry experience, currently serving at Truist Advisory Services since 2016. She has worked within the Truist organization in various capacities since 2009. Boulay also serves on the board of Families First, Inc., a nonprofit dedicated to supporting youth and families in Georgia through counseling, education, and supportive services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by inter-affiliate integration and third-party platforms.

Sean Mcpherson is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing, SunTrust Advisory Services, and E*Trade Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary arrangements supported by third-party platforms and AI-enabled research tools.

Lauren Gerling is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for six years before joining Goldman Sachs in 2018. Outside of her advisory role, she serves as a trustee for a family trust in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary strategies.

Graham Kennedy Jr. is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member of the Cherokee Town and Country Club and is a trustee of the Georgia State Golf Association Foundation, both nonprofit positions unrelated to his investment work. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities along with brokerage and placement capabilities.

Amanda Medrow Myers is a CFP® professional with eight years of industry experience, currently affiliated with Janney Montgomery Scott in Atlanta, GA. Her background includes roles with Janney Montgomery Scott and involvement in volleyball organizations, including A5 Volleyball Club and Atlanta Extreme Volleyball Club. She has also worked with Buford City Schools and was associated with PhotographerHack for six years. 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 a range of brokerage, financial planning, and advisory services, employing both in-house and third-party portfolio management across multiple programs.

David Kochamba is a CFP® professional with 11 years of industry experience. He has been with Homrich Berg since 2012 and is currently with HB Wealth in Atlanta, GA. 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 wealth management, investment management, and financial planning, utilizing a combination of quantitative and qualitative due diligence across a broad range of public and private investment strategies.

James Ruff is a CFP® with 17 years of industry experience and has been with Homrich Berg since 1999. He is based in Atlanta, GA, and serves as a Strategic Advisory Board Member for Scouting America’s Atlanta Area Council, a nonprofit organization. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and institutional clients. The firm employs a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Ethan Nordman is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2026, he spent four years at the University of Georgia and seven years at Mill Creek and Osborne School. Rockefeller Financial 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, and operates as a registered broker-dealer that provides a broad range of investment and placement services.

Andrew Crais is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with SunTrust Advisory Services since 2016 and has worked at SunTrust Bank and SunTrust Investment Services since 2011. 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 and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary approaches.