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® with 11 years of industry experience, currently serving as a financial advisor at HB Wealth in Atlanta, GA. He worked at Homrich Berg for nine years prior to joining HB Wealth. HB Wealth Management is a registered investment adviser that provides wealth and investment management, as well as financial planning, to 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 offers outsourced chief investment officer (OCIO) and institutional advisory services.

James Ruff is a CFP® professional with 17 years of industry experience, currently affiliated with HB Wealth in Atlanta, GA. He previously worked at Homrich Berg for 22 years. Outside of his advisory role, he serves on the Strategic Advisory Board for the Atlanta Area Council of Scouting America, engaging in nonprofit volunteer and philanthropic activities. HB Wealth Management provides wealth management, investment management, and financial planning services to a broad client base, including individuals, families, trusts, retirement plans, corporations, foundations, and family offices, as well as institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and offers services such as discretionary portfolio management and outsourced chief investment officer solutions.

Ethan Nordman is a Series 66-licensed financial advisor at Rockefeller Financial LLC in Atlanta, GA, with one year of industry experience. Before joining Rockefeller Financial, he spent four years at the University of Georgia and seven years at Mill Creek and Osborne School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking 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.

Emery Bourne is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes 11 years at Morgan Stanley before joining Rockefeller Financial and Rock & Co LLC in 2020. 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, operating as a registered broker-dealer with additional capabilities in placement and investment banking, and utilizes a Private Advisor model combined with a consolidated investment platform.

Jeffrey Repasky is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with SunTrust Advisory Services LLC since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2015. 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 tools to support investment research and manager selection.

Joseph Ready Jr. is a financial advisor with PNC Wealth Management in Marietta, GA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with PNC Investments since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy available by invitation to employees. The firm utilizes algorithm-driven risk assessment and outsourced implementation of investment models with a focus on mutual funds and ETFs.

Nicholas Brink is a CFP® professional at HB Wealth with one year of industry experience. His prior roles include positions at Gratus Capital, Wellspring Associates, and Westrock. He also worked at the University of Tennessee - Knoxville. 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 aligned with client objectives and risk tolerance, combining quantitative and qualitative analysis across a variety of public and private investment strategies.

Maurice Martin III is a CFP® professional with six years of industry experience, currently serving as a financial advisor at HB Wealth in Atlanta, GA. He previously worked at JT Stratford, LLC from 2015 to 2021 before joining Homrich Berg in 2021. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to a diverse client base including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combination of quantitative and qualitative due diligence across public and private strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Adam Simon is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Centaurus Financial since 2016. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Noah Reichert is a CFP® and Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Mercer Global Advisors Inc., having joined in 2023, and previously worked at Delta Community Credit Union, LPL Financial, Mass Mutual Investors Services, and MetLife Securities Inc. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a range of investment vehicles and tax-management strategies.

Marco Williams is a CFP® professional with 17 years of industry experience, currently serving at Schwab Wealth Advisory. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as various roles within Charles Schwab entities dating back to 2012. Outside of his advisory work, he is a primary member and registered agent of Third Mainland Holdings, LLC. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach utilizes Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Kathryn Emling is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her career includes roles at Triad Hybrid Solutions, Securities America, and SSN Advisory, among others. Outside of her advisory work, she serves as president of her local homeowners association, organizing community activities such as swim team and tennis committees. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a broad range of investment programs and consulting services, utilizing fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform integrations and affiliated managers.

Jia Tong Li is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has one year of industry experience. Prior to joining Goldman Sachs, Jia Tong Li worked at Emory University and St. George's School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs a range of investment strategies and integrates capabilities across the Goldman Sachs ecosystem to offer a broad suite of wealth management and advisory services.

Chigozie Orieh is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has worked with Valic Financial Advisors since 2014 and is also involved with Black Star Equity Group, LLC, Agia, and EXP Realty, LLC. Outside of his advisory role, Orieh is engaged in entrepreneurial activities including co-owning a clothing brand and reselling items on eBay. Valic Financial Advisors 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 and operating with a large network of advisors.

John Mctyre is a CFP® and Series 65-registered advisor with Focus Partners Wealth, LLC in Atlanta, GA. He has recent experience working at Financial Consultants Group Inc. and Scott Curry State Farm. His background includes time at the University of Georgia and various roles prior to entering the advisory industry. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Thomas Stamps is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation with 12 years of industry experience. His career includes roles at UBS Financial Services Inc. and various positions within Rockefeller Financial and Rockefeller Capital Management since 2018. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer, with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Montague Boyd III is a CFP® professional with 48 years of industry experience, currently serving at Independent Advisor Alliance, LLC since 2021. His previous roles include positions at Stephens Inc and LPL Financial, LLC. He is also a member of the investment committee for A.G. Rhodes Community Wellness Care in Atlanta, GA. Independent Advisor Alliance works with a diverse client base, including high-net-worth individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs a network model of advisory representatives and utilizes both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Kenneth Smart is a financial advisor with Bankers Life Advisory Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and with six years of industry experience. Prior to his career in finance, he operated Smart's Tree Service for 11 years. He is also an insurance agent for Bankers Life and Casualty Company, appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals, and many advisors are dually registered as representatives of an affiliated broker-dealer or insurance agents.