David Norvell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include a 15-year tenure at TIAA and a position at LPL Financial. Outside of advising, he works as a food delivery person for DoorDash. 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, fiduciary support, and manager-selection services, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Deven Shah is a financial advisor at Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Goldman Sachs, he held academic positions at Emory University, New York University, Brandeis University, and Horace Mann School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic and tactical allocation models, discretionary and non-discretionary implementations, and access to a wide range of affiliated resources across the Goldman Sachs ecosystem.

Robert Graham IV is affiliated with Focus Partners Wealth, LLC and holds Series 63 and Series 65 licenses. He has no prior industry experience as a financial advisor but spent 16 years at Teachers College, Columbia University. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a 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 within an enhanced open architecture framework.

Taylor Patrone is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 66 designation and has previous experience at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across various asset classes.

Haley Hawk is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs for five years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management, financial planning, and broker-dealer services within a Private Advisor model and a consolidated investment platform.

John Hanna is a CFP® with 13 years of industry experience, currently advising at Rockefeller Financial LLC since 2019. He has previously worked at Merrill and Bank of America, N.A., and is involved in family investment activities through EJH Capital LLC and as a general partner in Silverleaf Investments LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and brokerage services within a consolidated investment platform.

William Martin Jr. is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Guardian Life and its affiliates since 1997 and also has a longstanding association with Peachtree Planning Corporation. Guardian Life operates Park Avenue® Wealth Management, which serves individuals, corporations, retirement plan sponsors, charitable organizations, and businesses through a combination of advisor-led discretionary management and model-based strategies, offering access to proprietary programs, third-party advisory solutions, and insurance products.

Lydia Knoll is a CFP® professional with two years of experience currently at HB Wealth Management. She has previously worked at AdvizorPro, Wealth Enhancement Group, Cerity Partners, and Lighthouse Investment Partners, and has a background that includes four years at DePaul University. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm offers wealth management, investment management, and financial planning services, employing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Charles Faires is a financial advisor at Janney Montgomery Scott with 50 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Janney Montgomery Scott in 2025, he worked at Truist Advisory Services and Truist Investment Services from 2021 to 2025, and at BB&T Securities from 2013 to 2021. 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Brendan Hungerford is a CFA® charterholder with nine years of industry experience. He is currently with Cresset Asset Management, LLC in Atlanta, GA, where he has worked since 2022. Prior to joining Cresset, he held roles at Merrill Lynch, LCG Associates, and The AYCO Company/Mercer Allied. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves a diverse range of clients including individuals, high-net-worth clients, trusts, and institutional entities, employing a disciplined, risk-aware investment approach that integrates strategic asset allocation, active and passive management, and a broad spectrum of alternative investments.

Nicholas Di Bona is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Parda Credit Union, and Lander University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches supported by third-party platform relationships and uses AI-enabled tools and supervisory oversight for manager selection and reviews.

Joel White Jr. is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 65 credential and has worked with Truist and its affiliated entities since 2018. Prior to that, he was with GenSpring Family Offices from 2016 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Michael Zoller is a financial advisor at Corient with five years of industry experience. He holds a Series 65 designation and has worked previously at Hightower Advisors and PNC Bank. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team approach that combines in-house strategies with third-party manager solutions, continuously monitoring portfolios and employing risk management tools to align investments with client objectives.

Jacob Reid is a CFA® charterholder and Series 65 licensee with two years of industry experience. He currently works at Truist Advisory Services and previously held roles at Bank of America, CAPTrust, TowneBank, and Paragon Bank. Outside of his advisory work, he was involved with The Looma Project for four years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by an Equity Research team using AI-enabled tools and an Investment Advisory Group overseeing manager selection and periodic reviews.

Cory Wade is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has held prior roles at Fidelity Investments, TD Ameritrade, and Charles Schwab. Outside of his advisory work, he owns a short-term rental property operated through Airbnb. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to guide investment selection, with trades executed only upon client authorization.

Ashraf Felix is a Series 66-licensed financial advisor with Citigroup Global Markets in Atlanta, GA, bringing seven years of industry experience. He has held multiple roles within Citigroup since 2011 and briefly worked at Coastal Courier Inc and Alcentra. Outside of finance, he operates NyamGuhWay LLC, a Caribbean cuisine and private catering business, serving small events and festivals. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and combines large institutional scale with unique market roles, including derivatives and futures services.

Rodney Owen is a CFP® professional at HB Wealth with one year of industry experience. Prior to joining HB Wealth Management in 2024, he worked at Grant Thorton from 2021 to 2023 and was a student from 2016 to 2021. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers outsourced chief investment officer (OCIO) and institutional advisory services, employing a disciplined investment process that integrates quantitative and qualitative due diligence across public and private strategies.

Brittan Fussell is a CFP® and Series 65-licensed advisor at HB Wealth with six years of industry experience. He previously worked at Wealth Enhancement Group, Securian Financial Services Inc, JOYN Advisors, Inc, and Georgia State University. He serves as co-trustee of family trusts for his children. HB Wealth Management provides wealth management, investment management, and financial planning to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm combines quantitative and qualitative due diligence across public and private strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Timothy Pounds is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 13-year tenure at The AYCO Company, L.P./Mercer Allied. He is based in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of products and services.

Chukwu Emeka Onyia is a financial advisor at TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at Bank of America, Merrill, U.S. Bancorp Investments, Fisher Investments, and Amazon. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios, and acts as advisor to a donor-advised fund while operating within a vertically integrated structure.