Thomas Stamps is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at UBS Financial Services Inc. and Rockefeller Capital Management. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, access to alternative and private investments, and a structured approach to manager selection and client reporting.

Montague Boyd III is a CFP® professional with 48 years of industry experience, currently serving at Independent Advisor Alliance, LLC since 2021. His previous roles include positions at Stephens Inc and LPL Financial, LLC. He is also a member of the investment committee for A.G. Rhodes Community Wellness Care in Atlanta, GA. Independent Advisor Alliance works with a diverse client base, including high-net-worth individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs a network model of advisory representatives and utilizes both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Robert Wright is a CFP®-certified financial advisor with 15 years of industry experience, currently with Schwab Wealth Advisory in Atlanta, GA. His prior experience includes roles at Advocacy Wealth Management, E*TRADE, and Fidelity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on non-discretionary advice without exercising discretionary trading authority.

Brian Cribbs is a CFP® professional at Schwab Wealth Advisory with 19 years of industry experience. He previously worked at Bank of America, Merrill, and Charles Schwab affiliates. Outside of his advisory role, he sells personal items on eBay and Mercari. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to deliver investment recommendations while clients retain final trading decisions.

Jay Rowley is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Oppenheimer since 2017 and previously worked at Morgan Stanley Private Bank, National Association. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Nancy Cheney is a CFA® charterholder with nine years of industry experience. She has worked at Truist Advisory Services since 2021 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2021. She is based in Atlanta, GA. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

John Wells III is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has three years of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he performs music with a compensated band. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a variety of proprietary and third-party investment strategies across multiple platforms.

Tiffany Rosetti is a CFP® professional with 17 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2020. Her prior roles include positions at JOYN Advisors, Inc., Securian Financial Services Inc., and Minnesota Life Insurance Company. She is based in Atlanta, GA. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Elliott Helm is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley, E*TRADE Securities LLC, and Wells Fargo. He has also been self-employed since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Dominic Parcels is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Truist Investment Services, LPL Enterprise, Pruco Securities LLC, and 1st Source Bank. He also has experience outside of finance, having worked at Moe's Southwest Grill and the University of Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enhanced research.

Amanda Murphy is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Merrill from 2012 to 2020 before joining Rockefeller Financial. 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, financial planning, and consulting, operating also as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Zachary Hutchings is a Series 66 licensed advisor with 18 years of industry experience, currently with Goldman Sachs Wealth Services in Atlanta, GA. He has been with Ayco/Goldman Sachs & Co. LLC since 2018 and previously worked at The Ayco Company, L.P./Mercer Allied from 2008 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic asset allocation, manager selections, and both discretionary and non-discretionary implementations, leveraging proprietary analytics and access to broader Goldman Sachs capabilities.

John Hannah is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Gratus Capital, Wells Fargo, Fidelity Bank, and US Trust. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a broad range of wealth management and advisory services supported by an extensive network of affiliated service companies and product relationships.

Barrett Cornelius is a financial advisor at Citigroup Global Markets with 10 years of industry experience and a Series 66 designation. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. He is based in Atlanta, GA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs along with broker-dealer execution and custody services. The firm integrates large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Melissa Keiss is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at Buckingham Strategic Wealth, NOVA Wealth Management Group, Cetera ADVISORS, and Stewardship Financial Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and offers a range of services from investment management to family office and retirement plan fiduciary services.

Laura Caceres is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Atlanta, GA, bringing four years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab in 2025, she worked for JP Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC from 2022 to 2025 and LPL Financial, LLC in 2021–2022. Before entering financial services, she spent 18 years at United Poultry Corp. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm recommends investments but leaves final trading decisions to clients, conducting at least annual account reviews without discretionary trading authority.

Venzon Aromin III is a CFP® professional affiliated with Commonwealth Financial Network, with 28 years of industry experience. He has worked at firms including Lion Street Advisors and Csenge Advisory Group. Aromin also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs and back-office support, including investment management, compliance, and technology services. The firm offers multiple program structures and discretionary model portfolios developed by its Investment Management and Research team.

Charles Daniels III is a financial advisor with Kestra Advisory, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His career includes prior roles at Edward Jones and New York Life. He is currently a Senior Private Wealth Advisor involved in financial dashboard service production and administration. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including large plan sponsors. The firm offers fiduciary services, plan design, compliance support, and various investment solutions, serving a broad client base that includes sovereign wealth funds.

Irma Montes is a Series 66 licensed financial advisor with Primerica Advisors in Atlanta, GA, having two years of industry experience. She previously worked at Guardian Life Insurance Company and The Home Depot. Outside of her advisory role, she operates an independent laundry service as a contractor. Primerica Advisors serves a broad retail client base and offers a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs various investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Roderick Liggins is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity, Morgan Stanley, and E*TRADE Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, and is notable for its integrated inter-affiliate operating model.