John Ratchford is a CFP® professional with 17 years of experience in financial services. He is currently with First Command Advisory Services and has prior experience at LPL Enterprise LLC, Advocacy Wealth Management, and the Department of Defense. His background includes various roles in wealth management and financial planning. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and offers multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios and third-party manager selections.

Jason Iannantuono is a CFP® professional with over 31 years of industry experience. He is currently with Osaic Advisory Services, LLC, where he has worked since 2018, and previously spent ten years at Triad Advisors, Inc. Outside of his advisory work, he serves as treasurer for the Maskenozha Rod & Gun Club, managing its financial records. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services, including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodians such as Schwab and Fidelity.

Darshankumar Patel is a Series 65-licensed financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, with 6 years of industry experience and over 11 years at Bankers Life. He manages a team of agents, overseeing hiring and training, and is involved in insurance sales including Medicare, annuities, and life insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

Joshua Cobb is a CFP® professional with 27 years of experience in the financial services industry. He has been with Primerica Advisors, Guardian Life Insurance Co. of America, and Peachtree Planning Corporation since the late 1990s. Outside of advising, he serves as a trustee for the Ryan Patman Means Trust and manages an investment LLC, Josh Cobb Ventures, LLC. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers proprietary and third-party investment strategies and a range of financial planning and consulting services.

Daria Stan is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for three years. 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 consulting services, operating both as an investment adviser and registered broker-dealer with a consolidated investment platform delivering a range of discretionary and non-discretionary solutions.

Mary Tucker is a CFP® professional with seven years of industry experience, currently serving at HB Wealth in Atlanta, GA. She has been with Homrich Berg since 2010, accumulating sixteen years of experience at the firm. 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, and family offices. The firm also provides services to institutional clients and investment companies, including OCIO and institutional advisory services, employing a comprehensive investment process that integrates quantitative and qualitative analysis across a broad range of public and private strategies.

Jordan Weems is a financial advisor at Truist Advisory Services with Series 65 and Series 63 credentials and four years of industry experience. He previously worked at Truist Securities and JPMorgan Chase & Co. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Daniel Head is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has worked with Triad Hybrid Solutions, LLC and Triad Advisors, Inc. and is managing partner of Head Investment Partners LLC. Outside of his advisory work, he is involved with Shadesavers, a consumer product business where he oversees administrative, legal, and accounting relationships. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of investment and financial planning services through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

Jonathan Bristow is a CFA® charterholder with one year of industry experience. He is currently an advisor at HB Wealth in Atlanta, GA, and previously worked at Balentine, dKiM CAPITAL, and Bank of New York Mellon. 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 wealth and investment management, financial planning, and outsourced chief investment officer services, using a combined quantitative and qualitative investment approach across public and private strategies.

Julian Davis is a CFP® professional with eight years of industry experience, currently serving at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2015. Outside of his advisory role, he is Treasurer and Director of Keep Growing Daily Institute, a nonprofit organization. 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 various public and private strategies and offers discretionary account management aligned with client objectives and risk tolerance.

Olivia Marks is a Series 66-licensed financial advisor at Truist Advisory Services with 18 years of industry experience. She previously worked at Merrill Lynch for 11 years before joining SunTrust Advisory Services and SunTrust Investment Services, both of which are part of her current role at Truist. 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 a range of services including asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting.

William Walsh is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent for Agia, focusing on 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, financial planning, consulting, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Thomas Epperson is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes tenure at UBS Financial Services Inc. and Rockefeller Capital Management prior to his current role. Since 2014, he has served on the board of directors for Care Services Inc., a pharmacy distribution company, participating in board meetings without operational responsibilities. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm operates as a registered broker-dealer and offers a consolidated investment platform, combining direct management, third-party managers, and alternative investment solutions.

Connie Ellis Foster is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Investment Services, Merrill, and Bank of America. Outside of her advisory work, she owns and manages several online retail and creative businesses focused on women's fashion accessories, artwork, and photography. 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.

Michael Dennard is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Cetera Advisor Networks, Amazon.com, Primerica Financial Services, Signator Investors, Transamerica Financial Advisors, and FSC Securities Corporation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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 approaches supported by third-party platforms and research.

Byron Griffith III is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds the Series 66 designation and has four years of industry experience. His career includes eight years at Truist prior to joining Truist Investment Services in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research and supervisory oversight.

Daniel Kohler is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at Great-West Financial and the Fund for Equality. Outside of advising, he has worked as an independent Uber driver in the Denver area. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning and manages a large participant base relative to its advisor count.

Michael Lepore is a Series 66 licensed financial advisor with Rockefeller Financial LLC, based in Atlanta, GA, and has 8 years of industry experience. Prior to joining Rockefeller Financial and Rock & Co LLC in 2019, he worked at Bank of America and Merrill. Outside of his advisory role, Mr. Lepore coaches youth basketball and serves on the board of The Terminus Classic, an annual college basketball event in Atlanta. 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 and operates as a registered broker-dealer, providing clients access to discretionary and non-discretionary investment solutions across multiple asset classes.

Joseph Okraski is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has worked at Valic Financial Advisors since 2015 and has been affiliated with Agia since 2022, 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Marvin Brooks III is a CFP® professional with eight years of industry experience. He has been with Homrich Berg since 2014. 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 wealth management, investment management, financial planning, outsourced chief investment officer services, and institutional advisory services, employing a combination of quantitative and qualitative due diligence across a range of public and private investment strategies.