Thomas Epperson is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at notable firms including Lehman Brothers Inc. and UBS Financial Services Inc. Since 2014, he has served on the board of directors of Care Services Inc., a pharmacy distribution company. 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 investment banking services.

Connie Ellis Foster is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Investment Services, Merrill, and Bank of America. Outside of her advisory work, she owns and manages several online retail and creative businesses focused on women's fashion accessories, artwork, and photography. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Catalina Soto Busch is a financial advisor at Oppenheimer with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches that cover equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

Byron Griffith III is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds the Series 66 designation and has four years of industry experience. His career includes eight years at Truist prior to joining Truist Investment Services in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research and supervisory oversight.

Daniel Kohler is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at Great-West Financial and the Fund for Equality. Outside of advising, he has worked as an independent Uber driver in the Denver area. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning and manages a large participant base relative to its advisor count.

Michael Lepore is a Series 66 licensed financial advisor with Rockefeller Financial LLC, based in Atlanta, GA, and has 8 years of industry experience. Prior to joining Rockefeller Financial and Rock & Co LLC in 2019, he worked at Bank of America and Merrill. Outside of his advisory role, Mr. Lepore coaches youth basketball and serves on the board of The Terminus Classic, an annual college basketball event in Atlanta. 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 and financial planning services and operates as a registered broker-dealer, providing clients access to discretionary and non-discretionary investment solutions across multiple asset classes.

Christiana Webb is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Webb is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Jeffrey Burrell is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with tailored recommendations and trades executed only with client authorization.

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.

Isaac Monell is a CFP® with 13 years of experience in financial advisory roles. He currently works at Truist Advisory Services and has previously held positions at SunTrust Investment Services and Northwestern Mutual Investment Management. 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 third-party platforms and AI-enabled tools to support investment decisions.

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.

Frank Pittman IV is a CFP® professional with 27 years of experience in financial advisory. He is currently with Truist Advisory Services and has held positions at Truist Investment Services, SunTrust Advisory Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program through third-party relationships. The firm integrates discretionary and non-discretionary investment approaches supported by AI-enabled research tools and inter-affiliate service arrangements.

James Conrod is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with Janney Montgomery Scott LLC, having joined in 2025, and has previous experience at Truist Advisory Services, BB&T Securities, Fidelity, and Charles Schwab. Outside of his advisory work, he is a non-managing member of a family farm, Conrod Farms LLC, in Winfield, Kansas. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a variety of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Greer Henderson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Henderson worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2025, and held positions at Morgan Stanley and E*TRADE Securities from 2020 to 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice relies on Charles Schwab’s asset allocation models and internal research tools, with personalized recommendations and annual reviews tailored to clients’ goals and risk tolerance.

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.