Walter Eaves Jr. is a financial advisor at CWM, LLC with five years of industry experience and holds a Series 66 designation. Prior to joining CWM, he worked at Yari Capital and Ampere Wealth Management. He is the sole owner of Mercury Ventures LLC, through which he provides financial literacy and education services to organizations. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of retirement-plan and sub-advisory services.

Cameron Starr is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Gratus Capital, LLC, SunTrust Advisory Services, and J.P. Morgan Securities. He serves as trustee of the Starr Irrevocable Trust, overseeing investment management and distributions for the trust. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing a 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 with third-party managers and private funds.

Lowell Russell Jr. is a CFP® professional with 33 years of industry experience, currently serving at Valic Financial Advisors since 1999. He also holds Series 63 and Series 66 designations. In addition to his advisory role, he has an agent position with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with Envestnet’s platform and third-party model managers.

Christina Richardson is a Series 66 licensed advisor with 24 years of industry experience. She has been with SunTrust Advisory Services and its affiliates since 2004, currently serving at Truist Advisory Services in Atlanta, GA. 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, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary arrangements, supported by AI-enabled research and inter-affiliate integration.

Catherine St. Dizier is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. She has been with Valic Financial Advisors since 2013 and also serves as an agent with Agia, where she is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services through a large network of over 1,200 advisors.

Stephen Rosseel is a financial advisor at Valic Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2002 and at Agia since 2022. Outside of his advisory role, he has been involved in a private mortgage arrangement related to a property sale. 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, utilizing Envestnet-developed UMA models for portfolio construction.

Logan Blackley is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Valic Financial Advisors, he worked at Trinity Wealth Securities, Florida Financial Advisors, and operated Lilian & Logan Financial Coaching LLC. He is also appointed as an agent to sell non-security insurance products for AGIA. 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.

Max Ripans is a financial advisor at Cresset Asset Management, LLC in Atlanta, GA, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Cresset, he had brief tenures at Goldman Sachs and Brown Advisory. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets across individuals, high-net-worth clients, and institutional investors. The firm employs a disciplined, risk-aware approach using strategic asset allocation, active and passive management, and a range of alternatives, supported by advanced tools including artificial intelligence and machine learning.

Mary Pettit is a CFP® with 15 years of industry experience and is currently affiliated with Truist Advisory Services in Atlanta, GA. She has worked with various SunTrust entities 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 combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integrations, to deliver its investment solutions.

Jennifer De Loach is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at multiple firms such as Veracity Capital, Wealth Enhancement Advisory Services, JOYN Advisors, and Robert Baird & Co. She is based in Decatur, GA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Lauren Baccari is a CFP® with over three years of industry experience, currently serving as a financial advisor at HB Wealth. Her prior roles include positions at 49 Wealth Management, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of finance, she has experience working in educational and athletic settings at Berry College and local schools. 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 combined quantitative and qualitative investment approach across public and private strategies and provides discretionary account management aligned with clients’ objectives and risk tolerance.

John Evans III is a CFP® with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2022. His prior experience includes 16 years with Resource Planning Group and eight years in the Army National Guard. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments. The firm employs a Modern Portfolio Theory–based approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and specialized investment programs.

Travis Propst is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Rockefeller Capital Management since 2025 and previously spent 11 years at UBS Financial Services Inc. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Aliya White Pasquale is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. She previously worked at Parametric Portfolio Associates - Morgan Stanley for two years and has an academic background from Louisiana State University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. 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 discretionary and non-discretionary solutions across multiple asset classes.

Travis Tidwell is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked for UBS Financial Services Inc. for a decade before joining Rockefeller Financial LLC in 2018. Tidwell has been with Rockefeller Capital Management since 2025. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Martin Grady is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at BB&T Securities, Invest Financial Corporation, Midsouth Capital, and UBS Financial Services. He has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Byron Rettig is a CFP® professional with 15 years of experience in the financial services industry, currently affiliated with Schwab Wealth Advisory in Atlanta, GA. He has held positions at Charles Schwab and Fidelity Brokerage Services, with a significant tenure spanning both Schwab Wealth Advisory and Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using standardized asset allocation models and Schwab research tools, while allowing clients to make final trading decisions.

Trevor Fandrich is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history at Wells Fargo Clearing, Wells Fargo Bank, Trevor Real Estate LLC, the State of Wisconsin, and the UPS Store. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach centers on integrated financial plans and managed account solutions that emphasize long-term portfolio returns, annual rebalancing, and client savings rates.

Thomas Mcdavid is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 27 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney before joining Rockefeller Financial. 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 as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Thomas Murphy is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and one year of industry experience. He has previously worked at Agia and XI Media and serves as Chief Operating Officer of Caribbean Home Sales LLC, a multiple listing service for Caribbean islands. Murphy is also appointed as an agent to sell non-securities insurance products for AGIA. 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.