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 CFP® professional with 23 years of industry experience. She is currently with Rockefeller Financial LLC, where she has worked since 2021, including prior experience at Stephens Inc from 2016 to 2021. 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, operating uniquely as a registered broker-dealer that offers securities transactions, variable insurance products, and placement and investment banking services.

Anthony Owen is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Invesco and Truist Advisory Services. He is based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

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. He holds Series 63 and Series 66 licenses. Prior to joining Rockefeller, he worked at Morgan Stanley in various private banking roles for a decade. 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, and operates as a registered broker-dealer offering securities transactions, variable insurance products, 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 and holds Series 63 and Series 65 licenses. She has one year of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. She is involved with CZN Acquisitions LLC, an investment-related business generating more than 10% of her annual compensation. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a blend of advisor-led discretionary management and model-based investment strategies, with access to proprietary programs, third-party platforms, insurance products, and alternative investments.

Jacquelyn Csonka is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at several firms, including Agia, Park Avenue Securities, Guardian Life Insurance, Mutual of Omaha, and Carat USA. In addition to her advisory work, she is an agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed account programs supported by centralized technology and a large network of advisors.

Mira Gurock is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has been with Goldman Sachs & Co. LLC since 2026. Her prior work history includes roles at CBRE, JLL, and Emory University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem to provide tailored investment strategies, specialized executive wealth programs, and access to alternative investments.

Ian Garrett is a financial advisor at Valic Financial Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Valic in 2026, he worked at Florida Financial Advisors and John Hancock Retirement. Garrett is also involved in fixed insurance sales through Florida Financial Insurance. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts with a strong emphasis on technology and model-based solutions.

Khaleid Castelle is a CFA® charterholder with one year of experience at Focus Partners Wealth, LLC. Prior to joining Focus Partners, he worked five years at Norfolk Southern Company and nine years at Fiduciary Trust International. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with access to private funds and integrates both fundamental and quantitative analysis.

Jacob Myers is a CFP® and Series 63 registered advisor with Rockefeller Financial LLC in Atlanta, GA. He has been with Rockefeller Financial since 2021 and has prior experience working at Davidson College and Frederica Academy. 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 with a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.

Margaret Cox is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing Services, and J.P. Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Stephen Patch is a financial advisor at Bankers Life Advisory Services, Inc. in Atlanta, GA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Bankers Life and its affiliates since 2013. Outside of his advisory role, he serves as a unit field trainer for Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk tolerances.

Christopher Cosenza is a CFP® professional with 29 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has previously worked at LPL Financial and is president of Brookhaven Wealth Management, Inc., a role he has held since 2014. In addition to his advisory work, he provides consulting services outside the investment field. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and supports a range of investment models, emphasizing primarily non-discretionary asset management.

Frank Waterson III is a CFP® professional with 14 years of industry experience, currently with HB Wealth in Atlanta, GA. He previously worked at Homrich Berg for 17 years and Goldman Sachs Wealth Services for one year. HB Wealth Management provides wealth and investment management, financial planning, and advisory 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 offers discretionary portfolio management along with outsourced chief investment officer and institutional advisory services.

Christopher Henderson is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 66 licenses and has 21 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also maintains a role at Wfgia. In addition to advisory duties, he may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Jennifer Storey is a CFP® with 17 years of experience in the financial services industry. She is currently with HB Wealth and has previously worked at Homrich Berg, Antares Wealth Management, and Lesesne Capital Management, including its DBA Oakbridge Partners. 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.

David Yuschak is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Truist Advisory Services since 2016, including its predecessor Suntrust Advisory Services, and previously spent over a decade at Suntrust Bank. Outside of his advisory role, he serves as treasurer on the board of his daughter's high school girls' flag football team. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that blends discretionary and non-discretionary management through third-party platforms and ongoing oversight.

Dylan Greer is a CFP® professional with six years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previously worked at firms including Buckingham Strategic Wealth and Creative Planning. He serves as a board member for a homeowner association in Marietta, GA. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, offering a mix of investment management, financial and tax planning, and business management 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.