Jonathan Farr is a CFA® charterholder with two years of industry experience. He currently works at HB Wealth in Atlanta, GA, and previously held roles at Callan, LLC and Southern Company. Outside of his advisory work, Farr owns a short-term rental property. 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 discretionary portfolio management, financial planning, and outsourced chief investment officer services, employing a combined quantitative and qualitative approach across public and private investment strategies.

Antonio Fernandez is a financial advisor with Schwab Wealth Advisory, Inc. based in Atlanta, GA. He holds the Series 66 designation and has five years of industry experience. Prior to joining Schwab, he worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC, as well as at Bank of America and Merrill Lynch. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Abigail Gentry is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Wells Fargo Advisors, LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and access to alternative and private investments within the Rockefeller Global Family Office platform.

David North is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Due North Capital Management and GMT Capital. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and provides access to alternative and private investments, combining wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Hayden Burns is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial, he held positions at the University of Georgia, Rockefeller Capital Management, and Camp Southern Ground. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through integrated services and a range of investment options.

Jonathan Kirby is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has previously worked at The AYCO Company, L.P./Mercer Allied and SCOTTRADE, Inc. He is based in Atlanta, GA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, using a combination of strategic allocation models and manager selections to tailor solutions to client objectives.

Andrew Levin is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 license and 17 years of industry experience. He previously worked at UBS Financial Services Inc from 2008 to 2021 before joining Rockefeller Capital Management in 2024. Levin serves on the advisory board of Fulmer Instruments, participating in monthly meetings outside regular business hours. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Nathan Wilinski is a CFP® professional with seven years of industry experience. He currently serves as a financial advisor at HB Wealth and has previously held positions at Longview Wealth Management, Cambridge Investment Research, and Mass Mutual Life Insurance. Outside of financial advising, he was involved in Bold Catering & Design for five years. HB Wealth Management is a registered investment adviser offering 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 employs a combined quantitative and qualitative investment approach across public and private strategies and provides discretionary account management aligned with clients’ objectives and risk tolerance.

Charles Carlin is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 19 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support.

Michael Hill is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Truist Advisory Services in 2024, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2022 to 2024, and at E*TRADE Securities LLC from 2019 to 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled equity research and oversight from its Investment Advisory Group.

Brian Mulligan is a Series 66-licensed financial advisor at Rockefeller Financial LLC with six years of industry experience. He has worked at Rockefeller Financial in various capacities since 2018 and has prior experience with Cut Above Enterprises, New Day Smart Home Solutions, and I HC Security. 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, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Terrell Akins is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Valic Financial Advisors since 2001 and at Agia since 2022. Outside of his advisory role, he owns an aircraft for personal use. 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 and operating at a large scale with over 1,200 advisors.

Rhett Mouchet is a CFP® professional with 13 years of industry experience, currently advising at Corient in Atlanta, GA. He has held roles at Corient Services LLC, CIPW Service Company, LLC, and Ci Brightworth Private Wealth. Corient offers investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach utilizing both in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management tools to align investments with client objectives.

Theodore Bennett Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at Suntrust Advisory Services and SunTrust Investment Services since 2016. Outside of advisory work, he owns a business that provides audio/visual equipment and performance promotion services for entertainment purposes. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Michael Robinson is a ChFC® credentialed financial advisor with over 21 years of industry experience. He is currently with Equity Services, Inc. and has previously worked at TruOak Financial Partners LLC, Apogee Financial Partners, and Raymond James Financial Services, Inc. Outside of finance, he has provided guest services at Mercedes Benz Stadium and worked as a ramp agent for Delta Airlines. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading, serving clients through a network of investment adviser representatives.

Gianluca Sumberac is a financial advisor with Rockefeller Financial LLC, holding Series 65 and Series 63 credentials and 18 years of industry experience. His prior work includes multiple roles at Morgan Stanley and E*TRADE Securities. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Stephen Mink is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Valic Financial Advisors since 2012, with a brief period of unemployment in 2017, and has also been associated with Agia since 2022, where he is involved in 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 and operating at scale with over 1,200 advisors.

Craig Gorden is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Atlanta, GA. His prior work experience includes roles at TIAA-CREF, JP Morgan Securities, Merrill Lynch / Bank of America, Morgan Stanley, and E*Trade Securities. Outside of his advisory work, he owns and operates E-Clearance LLC, which engages in wholesale trade and retail resale through Amazon’s FBA platform. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools to recommend investment allocations while allowing clients to retain final trading decisions.

Sarah Holder is a CFP® professional with three years of industry experience, currently serving as a financial advisor at HB Wealth Management. Her prior work includes roles at Oakbridge Partners, SunTrust Robinson Humphrey, and Polay + Clark & Co. HB Wealth Management is a registered investment adviser providing 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 discretionary portfolio management, combining quantitative and qualitative due diligence across a range of public and private investment strategies, and is notable for advising registered investment companies and launching affiliated private funds.

Crystal Brown is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. Her prior work includes roles at Bank of America and Merrill. She is also an insurance agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.