Terry Graham is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has held roles at several firms, including Ameritas Investment Corp. and Legacy Builders Wealth Management, where he serves as CEO. Outside of finance, Graham is a pastor at Team Soteria Ministries and leads an IT and audio services company, Focus Vision Communications, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of advisors and offers a range of managed-account programs, including traditional and active investment strategies.

Samson Orina is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Citigroup and JPMorgan. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting. The firm employs AI-enabled tools alongside traditional research to support investment decisions and maintains a high level of inter-affiliate integration in its client service model.

Emily Boyd is a Series 65-licensed advisor with Independent Advisor Alliance, LLC, based in Atlanta, GA. She has two years of industry experience and previously worked at Warner Media and Turner Broadcasting, Inc. Outside of her advisory role, she serves as Director of The 680 Group, an RIA business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services from asset management to financial planning and retirement consulting. The firm employs a network model with hundreds of advisors and integrates various investment strategies and technology platforms in its client services.

Edward Dunphy is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. He holds a Series 66 credential and has 25 years of industry experience, including 21 years with The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs. Outside of finance, he owns and operates Dunphy Racing LLC, an automobile racing and parts shop, and is involved as an actor and purchaser of car parts for a racing-related reality TV show. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm integrates strategic and tactical investment models with access to various specialized programs and affiliated Goldman Sachs entities to serve client objectives through multiple platforms and fee arrangements.

Matthew Reed is a CFP® certificant with seven years of experience in financial advisory roles. He is currently with Truist Advisory Services and its affiliated entities, having previously worked at Edward Jones Investments and SunTrust-related firms. Reed is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools alongside traditional research to support its investment recommendations.

Ebony Dozier is a financial advisor at Equity Services, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors and National Life Group. Outside of financial services, she owns and operates a commercial cleaning company and works part-time as a flight attendant. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

Isaac Haugen is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has experience working at Goldman Sachs & Co. LLC and JP Morgan Private Bank. His background includes roles in education and storytelling prior to entering the financial industry. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies, leveraging proprietary research, alternative investments, and integrated capabilities across the Goldman Sachs network.

Michael Hall is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Bank of America, N.A. / Merrill Lynch before joining Rockefeller in 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as both a registered investment adviser and broker-dealer, offering a consolidated investment platform with access to various portfolio management solutions and alternative investment vehicles.

Brady Gockel is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Northwestern Mutual. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies, leveraging proprietary research and a broad range of affiliated resources across the Goldman Sachs network.

Sean Houston is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and UBS Financial Services. He is based in Atlanta, GA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, brokerage services, and investment banking through an integrated platform.

Jason Douglas is a CFP® professional at Rockefeller Financial LLC with 24 years of experience in the financial services industry. He previously worked at UBS Financial Services Inc. for nine years before joining Rockefeller Capital Management in 2025. Outside of his advisory role, he is a partner in Magpie Holdings, LLC, a real estate management partnership based in Atlanta. 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 operates as both an investment advisor and a registered broker-dealer, offering portfolio management, financial planning, and placement and investment banking services through a consolidated investment platform.

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 63 and Series 65 credentials and 10 years of industry experience. He has previously worked at Morgan Stanley, AE Wealth Management, The Lifewealth Group, and several other firms. Outside of finance, he is involved in a deer processing business in Senoia, Georgia. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm offers active, research-driven strategies across multiple asset classes and supports a range of advisory and sub-advisory platforms.

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.

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.

David Moffett is a financial advisor at Oppenheimer with 23 years of industry experience. He holds a Series 63 designation and has worked previously at UBS Financial Services, Jefferies LLC, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

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.

Dev Patel is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. He has worked at Goldman Sachs since 2022 and previously held positions at KPMG, SHIVAM LLC, and Delve Risk. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.