Adam Abramson is a CFP® professional with 19 years of industry experience. He is currently with Rockefeller Financial LLC and Rock & Co LLC, where he has worked since 2020. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. Adam is also a licensed insurance agent with an affiliate of his firm. 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 while operating as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Harvey Maclin is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving at Equity Services, Inc. since 2020. His prior experience includes roles at Aegis Capital Corp, Investacorp Advisory Services, National Life Group, LPL Financial, and Wealthspan Financial Group. Outside of his advisory duties, Maclin is involved with nonprofit organizations focused on physician support and suicide awareness and holds leadership positions in several business ventures. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers, offering a mix of long-term strategies and specialized instruments, with a business model that includes both advisory and brokerage activities.

Robert Strickland is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at Hightower Securities since 2018, following prior roles at SunTrust Advisory Services and SunTrust Bank. Outside of his advisory work, he provides consultative advice to the CEO of Advanced Combustion Energy Systems Inc., a company in which he holds an equity interest. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, supported by proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Timothy Migliaccio is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Citigroup since 2019 and previously held positions at First Republic Securities Company, First Republic Bank, Unionbanc Investment Services, and Union Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles.

Kevin Arculeo is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has worked at Commonwealth and North Point Wealth Management since 2009 and previously spent six years with Ameriprise. Outside of his advisory role, he owns Arculeo’s Action Fly’s & Guide Service, LLC, a fly fishing products and guide service business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Brian Horner is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ayco/Goldman Sachs & Co. LLC since 2021, following a 16-year tenure at The AYCO Company, L.P./Mercer Allied. He is based in Atlanta, GA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and combines discretionary and non-discretionary management to deliver tailored wealth solutions across various client needs.

Juliana Bilo is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has worked at various Truist entities since 2018, including Truist Bank and Truist Investment Services. Prior to joining Truist, she worked at Macy for two years. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an inter-affiliate operating structure involving Truist’s affiliated broker-dealer and bank.

Nisha Musani is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Truist Advisory Services, TRUIST Investment Services, and BB&T-affiliated firms dating back to 2006. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Landon Weeks is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and BB&T Investment Services. He serves as Vice President of his local homeowners association, participating in board meetings and overseeing bylaw enforcement. Janney Montgomery Scott LLC is a dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs supported by in-house and third-party portfolio management.

Hung Lai is a financial advisor with Eagle Strategies (NY Life) in Atlanta, GA, holding the ChFC® and Series 63 designations. He has 27 years of industry experience, including longstanding roles with New York Life Insurance Company and Nylife Securities LLC since 1998, and has been with Eagle Strategies since 2014. Outside of finance, he is involved with Arbys-RTM. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of advisory programs tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

John Donohue III is a CFA® charterholder and Series 63 licensee with 4 years of industry experience. He is currently with HB Wealth in Atlanta, GA, and has been with the firm since 2014, previously known as Homrich Berg. 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 discretionary portfolio management aligned with client objectives and risk tolerance, combining quantitative and qualitative research across public and private investment strategies.

Laura Dawson is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Rockefeller in 2019. 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 a range of investment and placement services.

Susan Trass is a financial advisor with Kestra Advisory in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services since 2023, with prior roles at Ameriprise, PNC Investments, Chelsea Financial Services, and Fountainhead Capital Management. Outside of her advisory duties, she serves as a client service specialist supporting financial planning and asset management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Kristofer Funkhouser is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. He serves on the Investment Committee Board of Christ the King School, a Catholic school in Atlanta, where he participates in reviewing endowment fund allocations and manager selections. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its AMC Advantage manager-selection program.

David Rabinowitz is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Citigroup Global Markets. His current tenure at Truist Advisory Services and Truist Investment Services began in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary approaches with oversight from its Equity Research team and Investment Advisory Group.

Cameron Carty is a CFP®, CFA®, and holds a Series 66 license with 16 years of industry experience. He has been with Creative Planning since 2025, following a ten-year tenure at T. Rowe Price. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and a range of retirement plan services.

Temprance Berry is a financial advisor with Fifth Third Securities, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Fifth Third Securities in 2022, Berry worked at Fifth Third Bank starting in 2019 and previously spent eleven years at Bed Bath and Beyond. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and an integrated platform involving National Financial Services and Fidelity Institutional Wealth Adviser.

Jennifer Bachelor is a CFP® with 23 years of industry experience. She is currently with HB Wealth and previously worked at Homrich Berg, Compass Financial Consulting, LLC, and Henssler Financial. 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 public and private strategies and offers discretionary portfolio management along with outsourced chief investment officer (OCIO) and institutional advisory services.

Katherine Lobe is a CFP® and Series 66-licensed advisor with SPC, where she has worked since 2014. She has 17 years of industry experience, including time at Sigma Financial Corporation. She also operates Lobe Financial Services, LLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability through discretionary and nondiscretionary arrangements.

Wan Yin Tan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Tan's work history includes roles at Transamerica Financial Advisors since 2016, as well as involvement with Prime Horizon Enterprises Inc and NARSSA. Outside of financial advising, Tan participates as a certified member of NARSSA, generating Social Security reports for financial planning purposes, and is engaged in skincare product purchasing through a separate business activity. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by multiple program platforms such as Transamerica ONE and TFA365.