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.

Travis Scarbrough is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Morgan Stanley and its affiliated entities from 2013 to 2022. 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 both discretionary and non-discretionary portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Ameet Tijoriwala is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Morgan Stanley and its affiliated private bank before joining Truist in 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 and investment policy analysis, fiduciary support, and a manager-selection program utilizing both discretionary and non-discretionary approaches, supported by third-party platforms and an Equity Research team that incorporates AI-enabled 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 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2022. She previously worked at Morgan Stanley between 2009 and 2016, returned there from 2020 to 2022, and spent four years outside the industry. 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 a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services including securities transactions, variable insurance products, and investment banking.

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® with 13 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2024. His prior roles include positions at Gratus Capital, LLC, Wells Fargo Clearing, and Cetera Advisors LLC. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, focusing on long-term, tax- and fee-sensitive portfolio construction through a blend of active and passive strategies and access to private funds and third-party managers.

Patricia Mack is a financial advisor with Truist Advisory Services in Hiram, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at PNC Wealth Management and has been with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and extensive inter-affiliate integration.

Eryk Watson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and with four years of industry experience. Prior to his current role, he has worked at Northwestern Mutual Wealth Management and related entities. Outside of finance, he owns and manages E33 Eagles, a sports coaching and development business. Park Avenue Securities, a subsidiary of Guardian Life, serves individuals, corporate, and nonprofit clients with brokerage and advisory services, combining advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms.

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 at Oppenheimer with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Oppenheimer, he worked at Spiniolas Inc. and was involved with Geils Farms. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers diverse programs encompassing asset management, consulting, and retirement services, with advisory portfolios managed through strategic and tactical asset allocation and regular portfolio reviews.

Seana Heath is a CFP® professional affiliated with Truist Advisory Services, bringing 11 years of industry experience. She has held positions at Wells Fargo and its affiliated clearing services before joining Truist Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Alexis Dudley is a CFP® professional at Mercer Global Advisors Inc. in Atlanta, GA, with one year of industry experience. Her career has been exclusively with Mercer Global Advisors and includes prior academic experience at Virginia Polytechnic Institute and State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory alongside financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and combines low-cost ETFs, index funds, separate account managers, and other investment vehicles to implement tailored portfolios.

Katherine Degiorgi is a CFP® professional with six years of industry experience, currently affiliated with Mercer Global Advisors Inc. in Atlanta, GA. Her prior experience includes roles at Atlanta Financial Associates and Northwestern Mutual. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and planning services.

Caitlin Kennedy is a CFP® professional with 13 years of experience in financial advisory roles. She has been with Truist Advisory Services since 2016 and holds a Series 66 license. Her prior work includes a decade at SunTrust Bank and its related investment services entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party manager relationships and AI-enabled research tools.

Lee Vanleuvan is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with HB Wealth in Atlanta, GA, and previously worked at Homrich Berg for eight years and LVL Financial, Inc. for ten years. 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 primarily on a discretionary basis, employing a combination of quantitative and qualitative due diligence across a diverse range of public and private investment strategies.

Joseph Campbell is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at SunTrust Advisory Services and related SunTrust entities since 2014. Campbell serves as co-trustee and co-executor for the estate of Joel Katz, working alongside Katz’s daughters on trust and estate matters. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by an Equity Research team that uses AI-enabled tools and maintains inter-affiliate integration with affiliated broker-dealer and bank services.

Zach Senft is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Rockefeller Capital Management, Wells Fargo, and Berman Capital Advisors. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management.

Jacob Autry is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Sandy Springs, GA. He holds the Series 66 designation and has been working in the industry since 2026. Prior to joining Equity Services, he has experience with National Life Group and has been involved with Trainwithheater Baseball Academy. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Lynn Carter is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked with Truist and its predecessor firms since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support client investment decisions.