Robert Boeye is a financial advisor at William Blair with three years of industry experience. He holds a Series 66 designation and has been with William Blair since 2020. Prior to his current role, he worked at the University of Notre Dame and Pinecrest Academy. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs active, research-driven strategies across various asset classes and provides access to proprietary models, sub-advisory services, and private investment opportunities.

Maryam Haddad Salleg is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she held roles at Georgia Tech, including work with the Office of Minority Educational Development and the College of Computing. She also has experience in entrepreneurial ventures, having been involved with Lunatica Pajamas Co. from 2017 to 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a variety of implementation options, while leveraging affiliated Goldman Sachs entities to offer a broad range of services and specialized programs.

Patience Watson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Truist Advisory Services in 2023, she worked at SunTrust Bank and SunTrust Investment Services from 2015 to 2022. Outside of her advisory role, she owns a business importing African fashion, organic makeup, and travel services, supporting charitable efforts for homeless children in Zimbabwe. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plans, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research.

James Trimble Jr. is a CFP® with 12 years of industry experience, currently serving as a financial advisor at HB Wealth in Atlanta, GA. He previously worked at Nease Lagana Eden & Culley and M Holdings Securities, Inc. from 2014 to 2019. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients, offering discretionary portfolio management and a combination of quantitative and qualitative investment analysis across a range of public and private strategies.

Kristen Plowman is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Truist and its predecessor firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Johnson is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Oakwood Capital Securities, 49 Wealth Management, and PKS Investments. Outside of finance, he works as a delivery driver for Uber on a part-time basis. HB Wealth Management is a registered investment adviser offering wealth and investment management as well as financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a disciplined investment process across public and private strategies and provides outsourced CIO and advisory services.

Margaret Robinson is a CFA® charterholder with 14 years of industry experience. She is currently with Truist Advisory Services in Atlanta, GA, where she has worked since 2019 following three years at Goldman Sachs. 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 combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools alongside traditional methods as part of its manager selection and oversight processes.

Stacey Mcculley is a financial advisor at Oppenheimer with 18 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services Inc and Kalos Capital. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Jayesh Intwala is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at The Ayco Company, L.P., Mercer Allied, and Goldman Sachs Wealth Services since 2008, currently serving at Goldman Sachs Wealth Services in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Christopher Conrod is a financial advisor at Truist Advisory Services with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Truist Investment Advisory Services, Truist Investment Services, Truist Bank, Orchestrate Experience LLC, and the University of Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Sawyer Hyatt is a financial advisor at HB Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Prior to his financial career, he held various roles in the service and catering industries. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning to a diverse client base including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management incorporating a capital markets outlook and uses both quantitative and qualitative due diligence across a range of public and private investment strategies.

Jesse Astorga is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Fifth Third Securities since 2012 and concurrently with Fifth Third Bank since 2011. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines bank affiliation with a range of discretionary managed-account options and includes features such as direct indexing and tax-overlay services.

David Ladd is a financial advisor with Truist Advisory Services, holding a Series 66 license and 21 years of industry experience. He has worked at various Truist-affiliated entities since 2015, including Truist Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

John Embleton is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he serves on the New York Stock Exchange arbitration panel, is a Scout Master for the Boy Scouts of America, and acts as a board member for a homeowners association. 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 broad range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform, combining portfolio management, broker-dealer services, and alternative investment placements.

Grover Buffington is a CFP® professional with six years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior experience includes roles at Gratus Capital, Buckhead Capital Management, and TrueWealth, LLC. He worked at the University of Georgia for four years before starting his financial advisory career. 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 using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Horace Johnson III is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 11 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Truist in 2022. Outside of his advisory role, Johnson serves as a board member of the Arts Association of Newton County, a nonprofit organization focused on promoting dance, music, and visual arts. 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 and utilizes AI-enabled research tools and inter-affiliate resources to support its investment and manager selection processes.

Avery Rowe is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2021, Avery worked at FSC Securities Corporation and E*TRADE Securities LLC. 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 through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes, while also operating as a registered broker-dealer with capabilities in placement and investment banking services.

Robert Garrett is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with Truist Advisory Services and its predecessor entities since 2014. Outside of his advisory role, he owns and operates a part-time lawn maintenance business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, 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 integration with Truist Investment Services and Truist Bank.

John Wagner is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Signature FD. His career also includes a role at Mansfield Energy Corp prior to entering financial services. 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, and operates as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking services.

Jackson Merrick is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at Morgan Stanley and its affiliated private bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support its investment processes.