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.

Ryan Brady is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services from 2012 to 2023. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines advisory and broker-dealer services, offering discretionary and non-discretionary portfolio management, financial planning, and placement services through its consolidated investment platform.

Lorin Burke is a CFP® with nine years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2025. Previously, he spent ten years at Merrill and has been involved with Boosther Inc. since 2013 as an advisory board member for a nonprofit focused on community engagement. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations supported by Schwab’s research tools, while leaving final trading decisions to clients.

Meghan Hogan is a CFP® professional with six years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at Gratus Capital, Cetera Advisor Networks, The Olivier Group, and The Vanguard Group. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs an investment approach combining active and passive strategies under an enhanced open architecture framework that incorporates fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Savannah Dunn is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. She previously worked at Global One Financial, a division of Synovus Bank, and JRSV, Inc. prior to joining Rockefeller Capital Management. Based in Atlanta, GA, she holds a background that includes both financial and business roles. 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, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer, with capabilities across equities, fixed income, alternatives, and related trust, insurance, and asset management services.

Carl Merritt is a financial advisor with Empower Advisory Group in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, JPMorgan Securities, and TIAA, and he co-founded Kaizen Travels LLC, a social travel club that organizes annual group trips. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates over short-term forecasts.

Kenneth Willetts is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rockefeller Financial and Rockefeller & Company since 2020, following a 25-year tenure at The AYCO Company, L.P./Mercer Allied. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting services, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

George Allen is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He previously worked at Seven Seas Capital Partners, LLC and has a background that includes seven years at Emory University and three years at The Browning School. He holds the Series 66 designation. 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 and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Gavron Campbell is a CFP® professional with four years of experience at HB Wealth Management, LLC. Prior to his advisory role, he spent time in educational settings and served at Bigwood Boards. Outside of his financial advisory work, he operates Montico, LLC, an office building cleaning service. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across various investment strategies and offers discretionary portfolio management aligned with clients’ objectives.

Alton Meadows Jr. is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Gratus Capital LLC, Creative Planning, and Fidelity Personal Trust Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. 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.

Serina Shyu is a CFP® with 13 years of industry experience, currently serving at Schwab Wealth Advisory. She has worked at multiple firms including Charles Schwab, Delta Community Credit Union, LPL Financial, Jon Baker Financial Group, and Woodbury Financial Services. Outside of her advisory role, she is involved in managing real estate as a landlord. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.

Jake Servas is a financial advisor with Empower Advisory Group in Atlanta, GA. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior roles include positions at Empower Financial Services, Geneos Wealth Management, and Janus Henderson. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Amy Labarge is a Series 66 credentialed financial advisor with 11 years of industry experience. She has worked at Rockefeller Financial LLC since 2022 and previously spent nine years at 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 offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives.

Spencer Wright is a financial advisor with Truist Advisory Services based in Atlanta, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes positions at Truist Investment Services, Inc. and SunTrust Robinson Humphrey, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Logan Pethel is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Schwab in 2025, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2025, as well as at E*TRADE, Morgan Stanley, Fidelity, and Edward Jones in various roles. Outside of finance, he operates a small online guitar string retail business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services including annual financial reviews, retirement and planning discussions, and investment recommendations. The firm utilizes Schwab’s asset allocation models and research tools, with advisors making recommendations while clients retain final trading decisions.

Todd Ryman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His background includes roles at Truist Investment Services, Suntrust Advisory Services, Raymond James & Associates, Deutsche Bank Securities, Merrill, and Banc of America Investment Services. Outside of his advisory work, he serves as secretary of Ryman Family Holdings LLC, an entity managing personal IRA investments in real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and an Equity Research team that employs AI-enabled tools.

Victoria Collier is a financial advisor at Rockefeller Financial LLC based in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Vanderbilt University, Texas Capital Bank, The University of Alabama, and Saint Joseph's Academy. 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, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.