Avery Rodts is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gratus Capital LLC, Gratus Capital Management, Morgan Stanley, and Citigroup Global Markets. He is based in Atlanta, GA. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and various advisory programs.

Chelsea Nalley is a CFP® and holds a Series 65 license, with 12 years of experience in the financial advisory industry. She has worked at Creative Planning, Inc. since 2020 and previously spent six years at Truewealth, LLC (FNA Windham Brannon). She is based in Atlanta, GA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and managed account 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.

Jill Asrael is a financial advisor at Cresset Asset Management, LLC with 10 years of industry experience. She holds a Series 65 designation and previously worked at Berman Capital Advisors, LLC and Grapevine Partners, LLC. She serves as President of the Epstein Foundation, which supports the Epstein School in Atlanta, GA. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management across various asset classes.

Christopher Kowal is a CFP® professional with 13 years of industry experience, currently serving at HB Wealth in Atlanta, GA. He previously worked for 15 years at Homrich Berg. Outside of his advisory role, Kowal participates in an AICPA Task Force conducting technical reviews of fiduciary handbooks and serves as Board Chair and Trustee of the Cherokee Employee Scholarship Foundation. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers outsourced chief investment officer and institutional advisory services, combining quantitative and qualitative due diligence across a range of public and private investment strategies.

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.

Dolores Cadette is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at Truist Investment Services since 2021 and previously at SunTrust Bank from 2017 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a mix of discretionary and non-discretionary approaches supported by third-party platform relationships.

Suzanne Komisar is a financial advisor with Valic Financial Advisors in Decatur, GA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia, focusing on non-securities insurance products. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.

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.

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.

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.

Jonathan Miles is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with SunTrust Investment Services since 2016. Outside of his advisory role, he is a Stewardship Education Coach at Milestones Wealth & Wellness Institute LLC, a faith-based financial literacy organization focused on educating underserved and minority communities about stewardship and financial decision-making. He is also authoring a book on stewardship, faith, and empowerment. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non‑discretionary manager relationships supported by third‑party platforms and AI-enabled research tools.

Amanda Brotherton Hubbard is a financial advisor with Truist Advisory Services, holding the ChFC® and Series 66 designations and bringing 13 years of industry experience. She has been with SunTrust-affiliated entities since 2015, including Truist Advisory Services since 2016. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

James Edwards III is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Truist in various capacities since 2006, including roles at Truist Banks, Truist Investment Services, and Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Phillip Battle is a Series 66-licensed financial advisor at Schwab Wealth Advisory with seven years of industry experience. He has worked at Charles Schwab & Co., Fidelity Investments, JP Morgan Chase, and Bank of America. Outside of his advisory role, he serves as a coaches coordinator for the Mountain View Athletic Association. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referrals. The firm’s approach is based on Schwab’s asset-allocation models and internal research, offering personalized recommendations with client authorization for trades.

Gregory Herbert is a CFP® professional with 12 years of industry experience, currently with HB Wealth in Atlanta, GA. He previously worked at Homrich Berg from 2015 to 2021 and Ameriprise from 2012 to 2015. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning to a broad range of clients including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a discretionary investment approach that integrates quantitative and qualitative due diligence across public and private strategies, and offers services such as outsourced chief investment officer (OCIO) and institutional advisory.

Craig Hemenway is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Polaris Investment Partners, Inc and Apollon Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.