Marvin Brooks III is a CFP® professional with eight years of industry experience. He has been with Homrich Berg since 2014. 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 wealth management, investment management, financial planning, outsourced chief investment officer services, and institutional advisory services, employing a combination of quantitative and qualitative due diligence across a range of public and private investment strategies.

Victor Calvert is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. 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, and placement and investment banking services.

Ryan Halpern is a CFP® and PFS™ with 11 years of industry experience, currently serving as an advisor at Corient. His prior experience includes a decade at CI Brightworth Private Wealth and roles within Corient and its affiliates since 2022. He holds a Series 65 license and is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach utilizing both in-house and third-party strategies, supported by continuous portfolio monitoring and risk management tools.

Joshua Tucker is a CFA® charterholder currently with EP Wealth Advisors in Atlanta, GA, where he has worked since 2026. He previously spent ten years at CornerCap Investment Counsel and one year at Atlas Capital Markets LLC USA. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services, utilizing customized model portfolios and a range of investment strategies including third-party manager recommendations.

James Conrod is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Inc., and Bb&T Securities. He is also a non-managing member of Conrod Farms LLC, a family farm in Kansas. 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, offering brokerage services, financial planning, and advisory programs, with a combination of in-house and third-party portfolio management.

Greer Henderson is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, and E*TRADE Securities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on 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 its services.

Jasmine Reyes is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and with one year of industry experience. Her work history includes roles at Goldman Sachs & Co. LLC as well as prior positions in education and at the United States Embassy of Sweden. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management through tailored strategies supported by specialized teams and proprietary research, leveraging the broader Goldman Sachs platform and a variety of advisory services.

Kevin Mckane is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior experience includes six years at Raymond James & Associates. He serves on the advisory board of Shepherd Spinal Center and is a member of the Advisor Council for Children's Healthcare of Atlanta, both nonprofit organizations focused on health care. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Matthew Mc Clure is a financial advisor with Brookstone Capital Management LLC in Atlanta, GA, holding a Series 65 designation and two years of industry experience. Prior to joining Brookstone in 2023, he worked at AmeriLife and has a background in broadcast media, including a role as Executive Producer at iHeartMedia. Outside of advising, he co-hosts and produces radio shows and podcasts focused on retirement and financial topics as part of AmeriLife’s Retirement.Radio Network. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management mainly through discretionary model portfolios and managed accounts, supporting a large advisor network with a platform-oriented approach and maintaining ties to the insurance and banking sectors.

Stephanie Jackson is a CFP® with 14 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Mccormack Financial Planning Inc., and Dempsey Lord Smith, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that blends active and passive strategies alongside access to private funds and third-party managers.

Ryan Brady is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services from 2012 to 2023. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines advisory and broker-dealer services, offering discretionary and non-discretionary portfolio management, financial planning, and placement services through its consolidated investment platform.

Lorin Burke is a CFP® with nine years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2025. Previously, he spent ten years at Merrill and has been involved with Boosther Inc. since 2013 as an advisory board member for a nonprofit focused on community engagement. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations supported by Schwab’s research tools, while leaving final trading decisions to clients.

Meghan Hogan is a CFP® professional with six years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at Gratus Capital, Cetera Advisor Networks, The Olivier Group, and The Vanguard Group. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs an investment approach combining active and passive strategies under an enhanced open architecture framework that incorporates fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Savannah Dunn is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. She previously worked at Global One Financial, a division of Synovus Bank, and JRSV, Inc. prior to joining Rockefeller Capital Management. Based in Atlanta, GA, she holds a background that includes both financial and business roles. 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 a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer, with capabilities across equities, fixed income, alternatives, and related trust, insurance, and asset management services.

Carl Merritt is a financial advisor with Empower Advisory Group in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, JPMorgan Securities, and TIAA, and he co-founded Kaizen Travels LLC, a social travel club that organizes annual group trips. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates over short-term forecasts.

Kenneth Willetts is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rockefeller Financial and Rockefeller & Company since 2020, following a 25-year tenure at The AYCO Company, L.P./Mercer Allied. 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 services, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

George Allen is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He previously worked at Seven Seas Capital Partners, LLC and has a background that includes seven years at Emory University and three years at The Browning School. He holds the Series 66 designation. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Gavron Campbell is a CFP® professional with four years of experience at HB Wealth Management, LLC. Prior to his advisory role, he spent time in educational settings and served at Bigwood Boards. Outside of his financial advisory work, he operates Montico, LLC, an office building cleaning service. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across various investment strategies and offers discretionary portfolio management aligned with clients’ objectives.

Alton Meadows Jr. is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Gratus Capital LLC, Creative Planning, and Fidelity Personal Trust Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Serina Shyu is a CFP® with 13 years of industry experience, currently serving at Schwab Wealth Advisory. She has worked at multiple firms including Charles Schwab, Delta Community Credit Union, LPL Financial, Jon Baker Financial Group, and Woodbury Financial Services. Outside of her advisory role, she is involved in managing real estate as a landlord. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.