Jeffrey Robinson is a financial advisor at Creative Planning with 19 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. Prior to joining Creative Planning in 2026, he worked at Morgan Stanley and E*TRADE in various capacities. He was also involved with the Atlanta Marathon Club from 2011 to 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporate entities. The firm follows a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and various institutional and retirement plan services.

Milton Smith Jr. is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with SunTrust Advisory Services and SunTrust Investment Services Inc. since 2016. He is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that utilizes both discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements.

Michael Dudash is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fiber Mortgage, Bank of America, Merrill, and Cobblestone Retail Group. Outside of his advisory work, he has delivered food via DoorDash for additional income. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Stephen Guy is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of finance, he operates a commercial photography business as a sole proprietor. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary strategies with oversight from its Equity Research and Investment Advisory teams.

Chad Hermanson is a financial advisor with Rockefeller Financial LLC based in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also the sole proprietor of the Hermanson Family Limited Partnership, overseeing its record keeping and payment activities. 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 a registered broker-dealer and offers a range of portfolio management, financial planning, consulting, and investment banking services through a Private Advisor model and a consolidated investment platform.

William Cohen is a financial advisor at HB Wealth with 19 years of industry experience. He holds a Series 65 designation and has worked at Homrich Berg, Antares Wealth Management, and Lesesne Capital Management (DBA Oakbridge Partners). 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 manages accounts on a discretionary basis and employs a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Dylan Kase is a CFA® charterholder and holds a Series 65 license, with eight years of experience in the financial services industry. He has worked at Truist Advisory Services since 2018 and was previously with Loomis Sayles & Company from 2015 to 2018. Kase serves on the board of the Georgia Tech Student Foundation Accel, where he mentors undergraduate students preparing for careers in financial services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management strategies supported by third-party platforms and incorporates AI-enabled research tools in its investment process.

Michael Merlin is a CFP® with 28 years of industry experience, currently advising at Rockefeller Financial LLC since 2020. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association, spanning 11 and 5 years respectively. Merlin serves as a director for the Atlanta Jewish Foundation, a nonprofit organization. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating as a registered broker-dealer with access to a consolidated investment platform and an active role in alternative investment placements.

Ryan Harris is a Series 66-licensed financial advisor with Citigroup Global Markets in Atlanta, GA, where he has worked since 2000. He has 24 years of industry experience. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal oversight and diverse investment vehicles, including exposure to alternative and digital-asset products.

Todd Jones is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Gratus Capital LLC, Gratus Capital Management, LLC, and M.L. Stern & Co., LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blended approach of active and passive strategies, third-party managers, and private funds.

Harsh Mehra is a financial advisor with Commonwealth Financial Network in Atlanta, GA, holding the ChFC® designation and Series 63 license. He has 27 years of industry experience and has been with Commonwealth and North Point Wealth Management since 2009. Mehra is also the owner of Sahara Consulting, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, while providing technology, compliance, and practice-management resources to affiliated advisors.

Javier Capetillo is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America Merrill Lynch, Mariner Wealth Advisors, and Regimen Wealth. Outside of his advisory work, he is a managing member of a rental property holding company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm focuses on asset allocation and investment selection using Charles Schwab’s proprietary research and models, with trades executed only upon client authorization.

Oluwa Raines is a financial advisor with Truist Advisory Services holding a Series 66 designation and 16 years of industry experience. He has been with Suntrust Advisory Services and Suntrust Investment Services since 2016 and has prior experience at MSI Financial Services and Edward Jones. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support client investment strategies.

Vy Pham is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. She has worked with Truist Advisory Services and its predecessor firms since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and emphasizes inter-affiliate integration with its affiliated broker-dealer and bank.

Heather Reich is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Colliers International. Outside of her advisory work, she serves as Treasurer for the Simpson Elementary School PTA Board and sits on the Board of Directors for the Lifeline Animal Project, a nonprofit animal welfare organization. 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 portfolio management, financial planning, and consulting services, operating as both an advisory firm and a registered broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

Kim Chenevey is a financial advisor with William Blair, holding a Series 66 designation and bringing 22 years of industry experience. She has been with William Blair since 2016 and previously worked at Credit Suisse Securities (USA) LLC from 2010 to 2016. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides access to proprietary models and private investment opportunities.

Michael Leibig is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Principal Life Insurance Co. since 2017 and Principal Securities Inc. since 2016, following a prior role at Principal Financial from 2012 to 2017. 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.

Wade White is a CFA® charterholder based in Atlanta, GA, with nine years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been with SunTrust Bank since 1997. He is affiliated with Truist Advisory Services, an enterprise firm serving individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. Truist Advisory Services offers investment consulting and advisory services including asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting.

Sarah Welch is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63, 65, and 66 licenses and with 17 years of industry experience. She has worked at Truist and its predecessor firms since 2004, with prior experience at Merrill and several other financial services companies. Outside of her advisory role, she directs regional sales for Blue Chip Green Cleaning and is president of Roadmap Publishing, a venture focused on book writing and publishing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools, and operates with a significant degree of inter-affiliate integration.

Alfredo Mesa is a CFP® with 23 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Mesa Financial Group, Woodbury Financial Services, and Private Client Services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with 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.