Antonio Fernandez is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and five years of industry experience. His previous roles include positions at J.P. Morgan Securities LLC, Bank of America, and Merrill Lynch. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations guided by Schwab’s asset-allocation models and internal research tools.

Sylvia Crow is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked with Truist entities since 2022 and previously spent 17 years at BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program.

Abigail Gentry is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Rockefeller Financial LLC since 2022 and previously spent six years at Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as 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, providing investment banking and placement services alongside a consolidated investment platform.

David North is a Series 66 licensed financial advisor at Rockefeller Financial LLC with three years of industry experience. He has previously worked at Due North Capital Management and GMT Capital. 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, operating through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Hayden Burns is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and three years of industry experience. His background includes roles at Rockefeller Capital Management and academic positions at the University of Georgia and the University of North Georgia. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services within a Private Advisor model, supported by an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jonathan Kirby is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has previously worked at The AYCO Company, L.P./Mercer Allied and SCOTTRADE, Inc. He is based in Atlanta, GA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, using a combination of strategic allocation models and manager selections to tailor solutions to client objectives.

William Thompson is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at MetalCraft, Bank of America N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Duluth, GA. Janney Montgomery Scott LLC 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Andrew Levin is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 credential and 17 years of industry experience. His prior experience includes 13 years at UBS Financial Services Inc and several years within the Rockefeller Capital Management organization. He serves on the advisory board of Fulmer Instruments in Birmingham, Alabama. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm operates under a Private Advisor model with a consolidated investment platform offering a range of discretionary, non-discretionary, and model-delivery solutions across multiple asset classes, and is notable for its broker-dealer registration and integrated financial services capabilities.

Nathan Wilinski is a Certified Financial Planner (CFP®) with eight years of industry experience. He currently serves as an advisor at HB Wealth Management, LLC, where he has worked since 2024. His prior experience includes roles at Longview Wealth Management, Cambridge Investment Research, and Mass Mutual Life Insurance, among others. Outside of finance, he was involved with Bold Catering & Design for five years. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment approach across a range of public and private strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Dung Huynh is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Arete Wealth Advisors, Wealth Enhancement Group, E*TRADE, Morgan Stanley, and Citigroup Global Markets. 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’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Charles Carlin is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 19 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support.

Stephen Mimbs is a financial advisor with PNC Wealth Management in Suwanee, GA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with PNC investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessment and invests via approved model strategies implemented with mutual funds and ETFs.

Evan Quinn is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at UBS Financial Services and JOYN Advisors Inc. Outside of finance, he owns Evan Quinn Music, a sole proprietorship through which he edits and produces music for entertainment clients. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a range of specialized consulting and asset management services.

Thomas Jones is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 65 designation and worked at Gamble Jones Investment Counsel for 24 years prior to joining Cerity Partners in 2023. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment framework that combines quantitative screening, manager selection, and access to alternative and private market solutions.

Alexander Rauch is a CFP® with 16 years of experience in the financial services industry. He currently works at Valic Financial Advisors and has previously been affiliated with Lincoln Financial Advisors Corporation and Agia. In addition to his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as 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 and management.

Brian Mulligan is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds the Series 66 designation and has been with Rockefeller Financial since 2018. His prior work includes roles at Cut Above Enterprises, New Day Smart Home Solutions, and I HC Security. 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, placement, and investment banking services.

Abby Reed is a financial advisor at Brookstone Capital Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2018 and at Reed Financial Group since 2012. In addition to her advisory work, she is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Fred Van Dyck is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing 14 years of industry experience. He has held roles at Bankers Life Advisory Services since 2017 and has been an agent with Bankers Life and Casualty since 2004, focusing on insurance sales and service including Medicare Supplement, annuity, life, health, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ objectives and risk tolerances.

Rhett Mouchet is a CFP® professional with 13 years of industry experience, currently advising at Corient in Atlanta, GA. He has held roles at Corient Services LLC, CIPW Service Company, LLC, and Ci Brightworth Private Wealth. Corient offers investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach utilizing both in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management tools to align investments with client objectives.

Michael Robinson is a ChFC® credentialed financial advisor with over 21 years of industry experience. He is currently with Equity Services, Inc. and has previously worked at TruOak Financial Partners LLC, Apogee Financial Partners, and Raymond James Financial Services, Inc. Outside of finance, he has provided guest services at Mercedes Benz Stadium and worked as a ramp agent for Delta Airlines. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading, serving clients through a network of investment adviser representatives.