Adam Abramson is a CFP® professional with 19 years of industry experience. He is currently with Rockefeller Financial LLC and Rock & Co LLC, where he has worked since 2020. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. Adam is also a licensed insurance agent with an affiliate of his firm. 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 while operating as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Harvey Maclin is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving at Equity Services, Inc. since 2020. His prior experience includes roles at Aegis Capital Corp, Investacorp Advisory Services, National Life Group, LPL Financial, and Wealthspan Financial Group. Outside of his advisory duties, Maclin is involved with nonprofit organizations focused on physician support and suicide awareness and holds leadership positions in several business ventures. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers, offering a mix of long-term strategies and specialized instruments, with a business model that includes both advisory and brokerage activities.

Timothy Migliaccio is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Citigroup since 2019 and previously held positions at First Republic Securities Company, First Republic Bank, Unionbanc Investment Services, and Union Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles.

Zuhaib Lassi is a financial advisor at Truist Advisory Services with a Series 65 designation and two years of industry experience. His prior work includes roles at KPMG and Bank of New York Mellon. He is based in Atlanta, GA. 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 and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist’s broker-dealer and bank services.

Brian Horner is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ayco/Goldman Sachs & Co. LLC since 2021, following a 16-year tenure at The AYCO Company, L.P./Mercer Allied. He is based in Atlanta, GA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and combines discretionary and non-discretionary management to deliver tailored wealth solutions across various client needs.

Landon Weeks is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and BB&T Investment Services. He serves as Vice President of his local homeowners association, participating in board meetings and overseeing bylaw enforcement. Janney Montgomery Scott LLC is a dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs supported by in-house and third-party portfolio management.

Jonathan Dimarco is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Cetera and 52 Weeks Financial. He serves as Secretary on the board of the Georgia Center of the Deaf and Hard of Hearing, coordinating board correspondence and chairing the nominating committee. 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, and access to third-party money manager asset allocation and separately managed account solutions under various advisory and promoter arrangements.

John Donohue III is a CFA® charterholder and Series 63 licensee with 4 years of industry experience. He is currently with HB Wealth in Atlanta, GA, and has been with the firm since 2014, previously known as Homrich Berg. 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 discretionary portfolio management aligned with client objectives and risk tolerance, combining quantitative and qualitative research across public and private investment strategies.

Laura Dawson is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Rockefeller in 2019. 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 a range of investment and placement services.

Sabrina Bowens Richard is a CFA® charterholder with nine years of experience in financial advisory roles, currently serving at Truist Advisory Services since 2016 through its prior and current organizational structures. She is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platforms and research tools.

Chase Kulczak is a Series 66-licensed financial advisor with Valic Financial Advisors in Atlanta, GA, bringing 10 years of industry experience. He has been with Valic Financial Advisors since 2015 and holds a concurrent position with Agia involving non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet's UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across a large advisor network.

Andrew Cameron is a financial advisor with Valic Financial Advisors in Atlanta, GA. He holds the Series 66 credential and has one year of experience in the financial services industry. Prior to joining Valic Financial Advisors, he worked in logistics and freight services for several years. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes centralized technology and unified managed account platforms to support its clients.

Susan Trass is a financial advisor with Kestra Advisory in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services since 2023, with prior roles at Ameriprise, PNC Investments, Chelsea Financial Services, and Fountainhead Capital Management. Outside of her advisory duties, she serves as a client service specialist supporting financial planning and asset management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Temprance Berry is a financial advisor with Fifth Third Securities, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Fifth Third Securities in 2022, Berry worked at Fifth Third Bank starting in 2019 and previously spent eleven years at Bed Bath and Beyond. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and an integrated platform involving National Financial Services and Fidelity Institutional Wealth Adviser.

Jenna Taylor is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding a Series 65 designation. She has been with Mercer Global Advisors since 2022, following two years at Interstate Tax and Accounting and four years at Indiana University Northwest. Mercer Global Advisors serves individuals and families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory and comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios implemented through a variety of vehicles, including low-cost ETFs and separate account managers.

Tatum Foreman is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial, he worked at Dimensional Advisors Fund for two years and has experience in fitness and university settings. Rockefeller Financial LLC serves high-net-worth individuals, families and family offices, as well as institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a broad range of investment and placement services through its Private Advisor model and consolidated investment platform.

James Funk is a CFP® professional with 25 years of industry experience. He is currently with Farther Finance Advisors and has previously worked at Bison Wealth, LLC and Lakeview Capital. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach, using bespoke allocations or proprietary algorithmic model portfolios with automatic rebalancing and treats cash as an asset class.

William Mcknight is a CFP® professional with 22 years of experience, currently with Mercer Global Advisors Inc. He previously worked at Kays Financial Advisory Corporation for 21 years. In addition to his advisory role, he serves as an adjunct professor of financial planning at the University of Florida, Southern New Hampshire University, and the University of Maryland Global Campus. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Joy Bell is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2019 and previously held positions at Wells Fargo Clearing Services and Wells Fargo Advisors. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm delivers tailored strategies using proprietary analytics and a range of advisory services within the broader Goldman Sachs ecosystem.

Robert Castaneda is a financial advisor at William Blair with 26 years of industry experience. He holds a Series 63 designation and has worked at William Blair since 2016, following nine years at UBS Financial Services and three years at Citigroup Global Markets. 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 equities, fixed income, and alternative strategies, providing access to proprietary models, third-party sub-managers, and private investment opportunities.