James Garman is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, and Scottrade. He is also appointed as an agent to sell non-securities insurance products for Agia. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

Roger Perry is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Truist Investment Services and SunTrust, spanning from 2015 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party platforms and AI-enabled research tools.

Shane McMahon is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 19 years with The AYCO Company, L.P./Mercer Allied. Based in Atlanta, GA, McMahon’s career spans both advisory and wealth management roles. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources, integrated affiliate services, and tailored programs such as Executive Wealth and Private Family Office support.

Jared Sanders is a financial advisor with Truist Advisory Services in Atlanta, holding a Series 65 designation. He has one year of industry experience and has previously worked at BlueTrust, Fidelis Wealth Partners, and Wealth Enhancement Group. Prior to his advisory career, he spent several years as a student and worked at Maggie Valley Nursing & Rehab. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enhanced research to support manager selection and investment oversight.

Javonda Lightner is a financial advisor with Truist Advisory Services based in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. She has worked at Truist Advisory Services and its affiliated entities since 2014, including SunTrust Banks. Outside of her advisory role, she owns a custom interior painting business and engages in life coaching focused on empowering women and young girls. Truist Advisory Services provides investment consulting and advisory services to a range of clients including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment management approaches and uses third-party platforms and AI-enabled research tools to support its investment strategies.

Amanda Lorch is a CFP® professional with 15 years of industry experience, currently with Schwab Wealth Advisory, Inc. in Atlanta, GA. Her prior experience includes roles at Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade. Outside of her financial advisory work, she owns and operates a small business specializing in yard sign sales and installations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools while leaving final investment decisions to clients.

Eldon Williams Jr. is a financial advisor at Janney Montgomery Scott in Atlanta, GA, holding a ChFC® designation along with Series 66 and 63 licenses. He has seven years of industry experience and has worked at multiple firms, including Northwestern Mutual and Highland Capital Brokerage. Williams also held a role at Outlier AI, indicating involvement with a technology-focused business. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, utilizing both in-house and third-party portfolio management across several wrap programs and model portfolios.

Robert Schuckmann III is a CFP® professional with nine years of experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Bank since 2014. 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 mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.

Jesse Hansford is a CFP® professional with 17 years of experience in the financial services industry. He is currently with OSAIC Advisory Services, LLC and has previously worked at Triad Advisors and Raymond James Financial Services. Outside of his advisory work, Hansford serves as treasurer for Loaves & Fishes, a nonprofit focused on eliminating hunger. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and nonprofit organizations. The firm provides a range of services including investment management, financial planning, retirement consulting, and third-party manager oversight through multiple program models.

Travis Scarbrough is a CFA® charterholder and registered investment advisor affiliated with Rockefeller Financial LLC, based in Atlanta, GA, with 13 years of industry experience. He has worked at Morgan Stanley and its affiliated entities from 2013 until joining Rockefeller Financial in 2022. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through the Rockefeller Global Family Office platform and provides access to alternative and private investments alongside traditional strategies.

Ameet Tijoriwala is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Morgan Stanley and its affiliated private bank from 2010 to 2019, followed by positions within Truist’s advisory and investment services since 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary investment approaches supported by third-party platforms and proprietary research tools.

Wenyi Wei is a financial advisor with VALIC Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Wei has been with VALIC since 2000 and also works part-time as an accountant at a local CPA firm. Additionally, Wei serves as a registered agent for a family rental property and is involved with Agia as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with 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.

Jennifer Marsh is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2022. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Rockefeller Financial LLC provides wealth management, financial planning, portfolio management, and retirement plan consulting to ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a range of advisory and placement capabilities.

Bryan Wulz is a financial advisor with Eagle Strategies (NY Life) based in Marietta, GA. He holds the ChFC® designation and has 41 years of industry experience, having worked with Nylife Securities Inc. and New York Life Insurance Company since 1984. His other business activities include insurance brokering with various outside carriers. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with institutional plan sponsors.

Joshua Hunter is a CFP® professional with 13 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Gratus Capital, LLC, Wells Fargo Clearing, and Wells Fargo Advisors, LLC. Hunter holds Series 63, 65, and 66 licenses and is based in Atlanta, GA. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis, capital market assumptions, and third-party managers across a range of asset classes.

Patricia Mack is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with SunTrust entities, including SunTrust Advisory Services and SunTrust Investment Services, since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation analysis, fiduciary support, and a manager-selection program, leveraging a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Eryk Watson is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. He has three years of industry experience, including roles at Guardian Life, Park Avenue Securities, and Northwestern Mutual. Outside of finance, he is the owner of E33 Eagles, a non-financial business focused on coaching, scheduling, and budgeting. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment programs and financial planning solutions, including discretionary and non-discretionary advisory relationships.

Timothy Gelinas is an advisor at TLG Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Estate Settlement Services Inc. and The Leaders Group, Inc. for over two decades. Outside of his advisory work, he teaches classes about unique sites in Israel at various churches, schools, and senior groups. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Geoffrey Nadler is a CFP® and CFA® with 20 years of experience in the financial advisory industry. He is currently with Mercer Global Advisors Inc. and previously worked at Bessemer Investor Services, Inc. for nearly a decade. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options.

Austin Geils is a financial advisor with Oppenheimer in Atlanta, holding Series 63 and Series 65 licenses and having two years of industry experience. Before joining Oppenheimer in 2024, he worked at Spiniolas Inc. and operated Geils Farms from 2020 to 2023. Oppenheimer serves individual, corporate, and institutional clients through a variety of advisory programs, including portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored to different accounts and reported approximately $36.7 billion in assets under management as of December 31, 2025.