Jacqueline Smith is a financial advisor with Citigroup Global Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Jennifer Ritorto is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her career includes prior roles at SunTrust Advisory Services and Ameriprise. Outside of her advisory work, she teaches dance to children at the North Georgia School of Ballet and serves as chairperson for the 100 Days of Giving fundraising initiative at Garden Hills Elementary School. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Dennis Young is a financial advisor at First Citizens Investor Services, Inc. based in Atlanta, GA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Truist Advisory Services and SunTrust Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a client process focused on assessing financial needs and risk tolerance, using fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Brett Mendenhall is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC, United Capital Financial Advisers, and Girard Securities. 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, operates as a registered broker-dealer, and provides access to both traditional and alternative investment solutions through its integrated investment platform.

Everett Hunter is a CFP® professional with 25 years of industry experience, currently affiliated with Truist Advisory Services in Atlanta, GA. His prior experience includes roles at PNC Investments and various SunTrust and Truist entities. 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, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies with integrated inter-affiliate resources.

Herman Cheung is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA, holding a Series 66 designation with five years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent nearly two decades at The Ayco Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group.

Paige Allen is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2022. 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 and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration to deliver its AMC Advantage manager-selection program.

Van Mang is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Prior to joining Goldman Sachs in 2023, he held roles at Uber and several other companies. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Matthew Weatherly is a CFA® charterholder and holds a Series 65 license, with 17 years of industry experience. He has worked at Truist Advisory Services since 2020 and previously held roles at SunTrust Advisory Services and SunTrust Bank from 2012 to 2020. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements, to deliver services including asset allocation, fiduciary support, and manager selection programs.

April Gay is a financial advisor with Rockefeller Financial LLC based in Atlanta, GA, holding Series 63 and Series 66 designations and 13 years of industry experience. She previously worked at Morgan Stanley for six years 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 operates a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services.

Danielle Conti is a CFA charterholder with 11 years of experience in the financial industry. She is currently with HB Wealth Management, where she has worked since 2025. Prior to joining HB Wealth, she held positions at Truist Advisory Services, Invesco, First Eagle Investment Management, and Stadion Money Management. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth management, investment management, and financial planning, typically managing accounts on a discretionary basis using a process that combines quantitative and qualitative due diligence across a range of public and private investment strategies.

Otis Smith is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 19 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers specialized programs and integrates strategic allocation models with proprietary research, leveraging the broader Goldman Sachs network to deliver a range of advisory services.

Thomas Toman is a financial advisor with Truist Advisory Services, holding a Series 65 designation and eight years of industry experience. He previously worked at LCG Associated, Inc. from 2011 to 2017 before joining Suntrust Advisory Services, Inc. in 2017. 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, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Andrew Appleby is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC, the University of Georgia, and other educational and retail organizations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by specialized teams and a range of financial offerings, leveraging integrated resources across the Goldman Sachs network.

Pamela Middleton is a ChFC® credentialed advisor with 43 years of industry experience, currently affiliated with Lincoln Investment in Atlanta, GA. She has worked at Lincoln Investment Planning, Inc. since 1996 and at Banks, Jackson & Middleton Inc. since 1994. Outside of her advisory role, she provides income tax preparation services and owns an insurance and financial services firm. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse clientele including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with an investment approach guided by an in-house Investment Management & Research team and a combination of advisor-led and model-based strategies.

Yali Qin is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Focus Partners, Qin worked at The Colony Group, Morgan Stanley, and E*Trade Securities. Outside of finance, Qin has experience working at Mee Sum Pastry. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside tools such as trend-following and options overlay strategies.

Jana Burke is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include seven years at Stephens Inc and concurrent positions at Independent Advisor Alliance and LPL Financial since 2021. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting with a blend of discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Tyler Glassman is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following positions at The Ayco Company, L.P./Mercer Allied, and Crowe Horwath LLP. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management, leveraging proprietary research, strategic allocation models, and a range of investment platforms within the broader Goldman Sachs ecosystem.

Thomas Carroll is a CFP® with 25 years of industry experience, currently serving at HB Wealth. His prior roles include positions at Homrich Berg and multiple divisions of SunTrust from 2014 to 2019. Carroll holds board and advisory roles with Emory University, Zoo Atlanta, the Ultra High Net Worth Institute, BYN Pershing Wealth, and Wake Forest University. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a disciplined investment approach combining quantitative and qualitative due diligence across public and private strategies and offers services including wealth management, financial planning, and outsourced chief investment officer (OCIO) solutions.

Velena Berny is a CFP® with two years of experience currently with Truist Advisory Services. She has been associated with Truist Bank since 1997 and holds the Series 63 designation. Her background includes roles within Truist’s affiliated entities since 2024. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm combines discretionary manager relationships with consulting services and utilizes both AI-enabled research tools and supervisory oversight in its investment approach.