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 and Mariner Wealth Advisors. Outside of advisory work, he is the managing member of a rental property holding company, C and C Southeastern Partners LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed trading and does not act as a discretionary portfolio manager.

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 at William Blair with 21 years of industry experience and holds a Series 66 designation. She has worked at William Blair since 2016. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

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 66, Series 63, and Series 65 credentials and 17 years of industry experience. She has held various roles within Truist and its predecessor entities since 2017. Outside of her advisory work, Welch serves as Director of Regional Sales for Blue Chip Green Cleaning and is president of Roadmap Publishing, a venture focused on writing and publishing books. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs implemented through a combination of discretionary and non‑discretionary approaches supported by integrated inter‑affiliate platforms.

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.

Suhyoung An is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life Insurance Company and NYLife Securities LLC for a decade. His current role includes sales of fixed annuities, life insurance, disability insurance, and long-term care products through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these third parties.

Evan Byers is a financial advisor at HB Wealth with nine years of industry experience. He holds CFP® and CFA® designations. His career includes prior roles at GenSpring Family Offices, LLC, and SunTrust Advisory Services. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm employs a discretionary investment approach that integrates quantitative and qualitative due diligence across a range of public and private strategies.

Tonia Hammond is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has eight years of industry experience. She previously worked with Wells Fargo Clearing Services and Wells Fargo Bank before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Erin Feist is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Goldman Sachs in 2021, she worked for The AYCO Company, L.P./Mercer Allied from 2009 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

Julien Colon is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. He has one year of industry experience and has held positions at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. Outside of advisory services, he manages a team of agents providing insurance solutions tailored to retirees, including Medicare supplements and long-term care insurance. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

David Bruno is a CFP® with 16 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2025. His prior experience includes roles at Charles Schwab, Charles Schwab Bank, and USAA Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Kelly Downs is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. Prior to joining Cresset, he worked for Berman Capital Advisors, LLC for 10 years. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management activities.

Peter Quackenbush Jr. is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation and having 22 years of industry experience. He has worked at Rockefeller Capital Management, Bank of America, and Merrill. In addition to his advisory role, he owns Quackenbush Holdings LLC, a company involved in real estate and shares of a privately held beverage company. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating as both a registered investment advisor and a broker-dealer with a consolidated investment platform delivering a range of discretionary and non-discretionary solutions.

Robin Aiken is a CFP® professional with 15 years of industry experience and has been with Homrich Berg since 2005. He is based in Atlanta, GA, and holds the Series 63 designation. HB Wealth Management is a registered investment adviser that provides wealth and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm manages accounts on a discretionary basis, employing a combined quantitative and qualitative investment approach across various public and private strategies, including mutual funds, ETFs, hedge funds, and private investment funds.

Charles Downs is a CFP® professional with 18 years of industry experience, currently serving at HB Wealth. His prior experience includes roles at Antares Wealth Management, LLC and Lesesne Capital Management, Inc. He serves on the Board of Advisors for Holy Innocents Episcopal School, providing guidance to the K-12 institution. HB Wealth Management is a registered investment adviser that offers wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also provides institutional advisory and outsourced chief investment officer (OCIO) services, employing a combined quantitative and qualitative investment approach across public and private strategies.

Ralph Merten is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior experience includes roles at Morgan Stanley and Sarmaya Partners, LLC. Based in Atlanta, GA, he has been with Truist Advisory Services and its predecessor entities since 2008. 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, fiduciary support, and manager-selection programs, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and proprietary research tools.