Gary Thrasher is a Series 66 registered advisor with 17 years of industry experience, currently serving at Valic Financial Advisors since 2015. He also holds a position with Agia, where he is involved in non-securities insurance products. Additionally, he owns timberland property in Franklin, Georgia. 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.

Hooman Omidpanah is a CFP® professional with 17 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial. He previously worked at Lincoln Financial Advisors Corporation for 18 years. Omidpanah holds the Series 63 designation and operates in Atlanta, GA. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a wide network of investment adviser representatives utilizing both proprietary and third-party strategies.

Joshua Monroe is a financial advisor at Corient with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Corient and its affiliated entities since 2019, with prior roles at Dwaan Black and Northwestern Mutual Investment Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that utilizes both internal strategies and third-party managers, alongside risk management tools and alternative investment options.

Robert Rumley III is a financial advisor with William Blair based in Atlanta, GA. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining William Blair, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves on the Creative Industries Advisory Board in Atlanta. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Christopher Davis is a financial advisor with William Blair, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at firms including Morgan Stanley and AE Wealth Management. Outside of his advisory role, he is involved in deer processing through a local business in Georgia. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary model portfolios, sub-advisory arrangements, and access to private funds.

Kevin Linsey is a financial advisor with Primerica Advisors located in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience and has been affiliated with Park Avenue Securities and The Guardian Life Insurance Company since 2011. Linsey is also associated with Kevin J Linsey Associates, Inc. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Kiera De Vore is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with NewEdge Advisors. Her prior roles include positions at Morgan Stanley, LPL Financial, and MassMutual Life Insurance Company. She operates advisory services through NewEdge Advisors, doing business as Streamline Wealth. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides comprehensive portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing both in-house and third-party investment strategies supported by technology and centralized due diligence.

Sam Wilkerson IV is a CFP® professional with 21 years of industry experience. He is currently with Farther and has previously worked at Carson Wealth, CWM, LLC, Jon Baker Financial Group, and Woodbury Financial Services. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s approach is based on Modern Portfolio Theory and uses a combination of bespoke and algorithmic model portfolios with automatic rebalancing.

Peter Heidenreich is a CFP® professional with 19 years of industry experience, currently serving at Valic Financial Advisors. He has held roles at Agia, Valic Financial Advisors, Allstate Insurance Company, Verna Hills, LLC, and CWPH Consulting, LLC. He is also an agent at Agia, where he is involved in non-securities insurance products. Valic Financial Advisors, Inc. is a large SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm uses discretionary unified managed accounts with a technology-driven approach to portfolio management and financial planning.

Garrett Liebe is a CFP® professional at HB Wealth with four years of experience at the firm and a total of six years in the financial industry. Prior to joining HB Wealth, he held roles at Phreesia and Northwestern Mutual. Before entering finance, he worked at Jersey Mikes Subs for five years. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning to a broad client base, including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combination of quantitative and qualitative due diligence across public and private investment strategies and offers services such as outsourced chief investment officer (OCIO) and institutional advisory.

Zhuoqi Yang is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Principal Securities, Yang held various roles including positions at Epic Systems Corporation and academic appointments at Emory University and the University of Chicago. Yang also has experience working with the American Cancer Society. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Elizabeth Singleton is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 credential and four years of industry experience. Her career includes roles at Appello Pharmaceuticals and educational positions at the University of Southern California and Harpeth Hall School. 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, combining an integrated investment platform with broker-dealer registration and offering a range of services including securities transactions, variable insurance products, and placement and investment banking.

Kathryn Senkbeil is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. She is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of her 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 offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in variable insurance products, placement, and investment banking.

Michael Coats is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at SunTrust Advisory Services and Banc of America Investment Services. 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, participant advice, and a manager-selection program implemented through discretionary and non-discretionary arrangements, supported by AI-enabled research tools and inter-affiliate integration.

William Sonnett is a CFP® with 38 years of industry experience, currently serving as an advisor at Truist Advisory Services in Atlanta, GA. He has been with SunTrust Advisory Services and SunTrust Investment Services since 2004. Outside of his advisory role, he assists with the daily operations of a golf facility management company as an Outside Services Representative. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, 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.

Jeffrey Sprock is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated for over a decade. He 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 employs a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and investment banking services.

Ashleigh Mckimmie is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. She has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships and leveraging AI-enabled tools in its investment research and oversight processes.

Michelle Wolff is a CFP® professional with nine years of experience in the financial services industry. She has worked at HB Wealth since 2018 and previously at Kays Financial Advisory Corp from 2011 to 2018. Michelle is based in Atlanta, GA. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, financial planning, and outsourced chief investment officer (OCIO) services, employing a combination of quantitative and qualitative due diligence across a variety of public and private investment strategies.

Sarah Markwalter is a CFA® charterholder with three years of industry experience. She has worked at HB Wealth Management, LLC since 2021 and previously spent three years at Brown Advisory. HB Wealth Management is a registered investment adviser that 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 combines quantitative and qualitative due diligence across public and private strategies, managing accounts primarily on a discretionary basis and offering outsourced chief investment officer and institutional advisory services.

Allison Jolley is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding a Series 65 designation. She has been in the industry since 2023, previously working at Edward Jones for three years. Prior to her advisory career, she was involved with Teaching with Animals and McDonough First United Methodist Church. Focus Partners 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 within an enhanced open architecture framework.