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.

Amy Merrill is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to this, she worked for Truewealth, LLC (Fna Windham Brannon) from 2014 to 2020. She is a passive owner in a film studio through Target Capital PAS, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

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 Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Primerica Advisors since 1999 and also has affiliations with Peachtree Planning Corporation and Guardian Life Insurance Co. of America dating back to 1997. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment programs.

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.

Carla Brown is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63, Series 65, and Series 66 designations and bringing 29 years of industry experience. She has been with Suntrust Investment Services, Inc. since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies, supported by AI-enabled research and inter-affiliate integration.

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®-certified financial advisor with 13 years of industry experience, currently with Schwab Wealth Advisory, Inc. in Atlanta, GA. His prior roles include positions at Fidelity Investments, TD Ameritrade, and Charles Schwab. Outside of his advisory work, he owns a short-term rental property listed on Airbnb. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual reviews and investment recommendations using Schwab’s proprietary research tools, while leaving trading decisions to clients.

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® professional with five years of industry experience, currently affiliated with HB Wealth in Atlanta, GA. His work history includes roles at Wealth Enhancement Advisory Services, Securian Financial Services Inc, and JOYN Advisors, Inc. He serves as a co-trustee on family trusts for his children. 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 utilizes a combination of quantitative and qualitative due diligence across various public and private investment 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 with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, U.S. Bancorp Investments, Fisher Investments, and Amazon. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Yenvy Hoang is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2022, Hoang worked at PNC from 2019 to 2022 and held a position with the University of Georgia from 2015 to 2019. Outside of securities work, Hoang operates a small event decorating service and sells consumer goods through an Amazon store. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles including research, derivatives services, and bespoke lending solutions.