Robert Bunker is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase, HSBC, and Ironwood Holdings. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers who select from approved model portfolios and third-party managers.

John Choate is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company and The University of Georgia. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management, utilizing strategic allocation models and access to a broad range of affiliated services within the Goldman Sachs ecosystem.

Avery Rodts is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Janney Montgomery Scott since 2020, following six years with Gratus Capital LLC. Janney Montgomery Scott LLC 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, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Amanda Harms is a CFP® designated advisor with Truist Advisory Services in Atlanta, GA. She has been with Truist since 2014, holding various roles within Truist Bank and its related entities. Harms holds the Series 63 license and has one year of advisory experience. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research and inter-affiliate integration within the Truist enterprise.

Gabriel Rodriguez is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at PNC Investments and PNC Private Bank/PNC Wealth Management prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Christopher Kowal is a CFP® professional with 13 years of industry experience, currently affiliated with HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2006. Outside of his advisory role, he serves as Board Chair and Trustee for the Cherokee Employee Scholarship Foundation and participates in an AICPA Task Force providing a technical review of the fiduciary handbook for Fi360. 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 employs a combined quantitative and qualitative investment process across a range of public and private strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Thomas Moran Jr. is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services, Fifth Third Bank, and FactSet StreetAccount. Moran is based in Atlanta, GA. 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, financial planning, and consulting services while also operating as a registered broker-dealer, providing access to securities transactions, variable insurance products, placement, and investment banking services.

Todd Thompson is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and its predecessor firms since 2009, as well as Wells Fargo Clearing from 2006 to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager-selection programs. The firm integrates discretionary and non-discretionary strategies and employs AI-enabled research tools alongside traditional methods to support client portfolios.

Laurie Schaeffer is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and possessing 23 years of industry experience. Her prior roles include positions at LPL Financial, Independent Financial Partners, Mass Mutual Investors Services, and MetLife Securities Inc. She is also a commissioned notary in New York. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with technology-driven portfolio management and planning solutions, including access to third-party managers and estate-planning platforms.

Dolores Cadette is a financial advisor with Truist Advisory Services in Atlanta, GA. She holds Series 63 and Series 66 registrations and has 14 years of industry experience. Her work history includes roles at Truist Investment Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enhanced equity research.

Barry Rawls is a financial advisor at Lincoln Investment with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln Investment Planning, Inc. since 2012. He is also the owner of Rawls Financial Advisors, which provides insurance services on a limited basis. Additionally, Rawls serves as a trustee and executor managing personal and estate holdings. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment strategies employing both strategic and dynamic approaches.

Andrew Leary is a financial advisor at Capital Group Private Client Services, Inc. in Atlanta, GA, with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Bank and Wells Fargo Clearing Services, LLC for 11 years before joining Capital Group in 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach that emphasizes fundamental research and a long-term horizon. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private-equity and alternative strategy funds.

Michelle Fernandez is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners, she worked at Gratus Capital, LLC and Elwood & Goetz Wealth Advisory Group, LLC. She is also a part-time lecturer in the financial planning program at the University of Georgia and contributes as a writer and editor for the CFP Board and National Underwriter publications. Additionally, she consults for DataPoints, updating risk tolerance assessment models. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a wide 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, third-party managers, and private funds under an enhanced open architecture framework.

Wallace Baker is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with various Truist entities, including Truist Bank since 2019 and SunTrust Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

William King is a financial advisor with First Citizens Investor Services, Inc. based in Atlanta, GA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, including prior roles at BB&T and its affiliates. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes IAR-led financial assessments and uses a combination of fundamental, quantitative, and technical analysis to manage diversified portfolios.

William Eudy 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 Wealth in 2026, he worked at Equitable Advisors LLC from 2023 to 2026. Before entering the financial industry, his work history includes various roles outside finance, including positions at Papa Johns Pizza, tree care companies, and North Greenville University. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using both active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Angus McRae is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He is the owner of Angus McRae Insurance Brokerage Services Inc and has worked with Principal Life Insurance Company since 2016. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Richard Phelan is a CFP® professional with 29 years of industry experience, currently with Janney Montgomery Scott since 2021. He previously worked at Morgan Stanley and its Private Bank divisions from 2011 to 2021. Phelan serves on the boards of the Gwinnett Hospital Foundation and The Community Foundation of Northeast Georgia, where he is Chair overseeing the Board CEO. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering financial planning, consulting, brokerage services, and multiple advisory programs.

Joyce Krinsky is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2013 and is also affiliated with Agia as an agent. Additionally, she serves as a notary public, a role she has maintained since 2009. Valic Financial Advisors primarily serves U.S.-based 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 and management.

Brian Costas is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at Trident Building Solutions, Cox & Co, Tenth Street Ventures, and Lee & Associates Commercial Real Estate Services. 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 through a Private Advisor model and a consolidated investment platform, combining broker-dealer capabilities with access to alternative investment vehicles and affiliated trust and insurance services.