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® professional with 13 years of industry experience. He currently works at Mercer Global Advisors Inc. and has a background that includes service in the Army National Guard and a long tenure at Resource Planning Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Marcia Seaton is a financial advisor at Empower Advisory Group with 20 years of industry experience. She holds her Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and J.P. Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s approach includes integrated services linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts.

Travis Propst is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Rockefeller Financial LLC and Rockefeller Capital Management. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and provides access to alternative and private investments along with a comprehensive advisory platform.

Aliya White Pasquale is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, she held positions at Parametric Portfolio Associates – Morgan Stanley and completed a five-year tenure at Louisiana State University. 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, while also operating as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking services.

Travis Tidwell is a financial advisor at Rockefeller Capital Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services Inc. for ten years. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth management and strategic advisory services.

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 at Rockefeller Financial LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Financial since 2020, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

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.

Dalton Roberts is a financial advisor at HB Wealth with a Series 65 designation and eight years of prior experience at Fisher Investments. He has been with HB Wealth since 2026. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth management, investment management, and financial planning, employing a discretionary investment approach that integrates quantitative and qualitative due diligence across a range of public and private strategies.

Jeffrey Irle is a financial advisor with Kestra Advisory in Marietta, GA, holding a Series 63 designation and over 30 years of industry experience. He has worked with Kestra Advisory since 2016 and previously with Kestra Investment Services and Standard Equity Agency, where he serves as President. Irle is also a general member and manager of CSI Capital Fund LLC. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Jesse Park is a financial advisor with Citigroup Global Markets in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to his current role at Citigroup since 2017, he worked at Goldman Sachs & Co. from 2016 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains in-house research and unique market roles uncommon among peers.

Ashley Moore is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Rockefeller Financial, Moore worked at Stephens Inc for five years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates both as a registered investment advisor and broker-dealer, offering a range of investment solutions through its Private Advisor model and the Rockefeller Global Investment Management platform.

Anthony Owen is a CFP® professional with 12 years of industry experience, currently associated with Schwab Wealth Advisory. His prior experience includes roles at Invesco and Truist Advisory Services. He is based in Atlanta, GA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support investment recommendations, while clients retain final trading decisions. The firm operates within the Schwab ecosystem and is compensated through a cost-and-expense arrangement with Charles Schwab & Co. rather than directly billing clients.

Robert Bacon is a financial advisor at Goldman Sachs Wealth Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 21-year tenure at The Ayco Company, L.P./Mercer Allied. Based in Atlanta, GA, he provides advisory services within a large enterprise firm. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth solutions, leveraging its integrated financial group structure and affiliated entities.

Hunter Hamm is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is a Series 63 and Series 66 license holder based in Atlanta, GA. Outside of advising, he is a partner in Firethorn Ventures LLC, a real estate investment firm. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

David Preuss is a financial advisor with Transamerica Retirement Advisors, LLC in Marietta, GA. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 24 years of industry experience. His career includes over a decade at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm employs proprietary portfolio construction tools developed with Morningstar Investment Management and manages a high volume of clients primarily through non-discretionary asset management.

Cecelia Nelson is a financial advisor with Guardian Life, holding Series 65 and Series 63 credentials and one year of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025 and previously was associated with Equity Services Inc and National Life Group. Nelson is involved with CZN Acquisitions LLC, an investment-related business generating more than 10% of her annual compensation. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves a range of clients, including high-net-worth individuals and corporate plans, offering brokerage, financial planning, retirement consulting, and advisory programs that utilize both proprietary and third-party portfolios.

Jacquelyn Csonka is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses and has eight years of industry experience. Her prior roles include positions at Agia, Park Avenue Securities, Guardian Life Insurance, Mutual of Omaha, and Carat USA. She is also an agent for Agia, providing non-securities insurance products. Valic Financial Advisors serves primarily 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 discretionary unified managed accounts through a large network of advisors and emphasizes the use of centralized technology and model solutions.