Brett Mendenhall is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC, United Capital Financial Advisers, and Girard Securities. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm provides wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor, offering access to a broad range of investment strategies and integrated wealth, trust, and insurance services.

Everett Hunter is a CFP® professional with 25 years of industry experience, currently affiliated with Truist Advisory Services in Atlanta, GA. His prior experience includes roles at PNC Investments and various SunTrust and Truist entities. 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, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies with integrated inter-affiliate resources.

Herman Cheung is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA, holding a Series 66 designation with five years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent nearly two decades at The Ayco Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group.

Paige Allen is a financial advisor with Truist Advisory Services based in Atlanta, GA, holding Series 63 and Series 65 designations and three years of industry experience. Her career includes multiple roles within Truist entities since 2021 and prior work experience in different sectors including student engagements and the automotive industry. 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 supported by third-party platforms and AI-enhanced research.

Van Mang is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Prior to joining Goldman Sachs in 2023, he held roles at Uber and several other companies. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Matthew Weatherly is a CFA® charterholder and holds a Series 65 license, with 17 years of industry experience. He has worked at Truist Advisory Services since 2020 and previously held roles at SunTrust Advisory Services and SunTrust Bank from 2012 to 2020. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements, to deliver services including asset allocation, fiduciary support, and manager selection programs.

April Gay is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at Morgan Stanley from 2014 to 2020. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

William Smith is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. He holds Series 65 and Series 63 licenses and has prior experience at Regions and PNC totaling ten years in the financial services industry, though his current advisory role began in 2026. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing a range of investment advisory and financial planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, complemented by educational programming and specialized service platforms.

Danielle Conti is a CFA® charterholder based in Atlanta, GA, with 11 years of industry experience. She currently works at HB Wealth Management, LLC, having joined the firm in 2025. Prior to HB Wealth, she was with Truist Advisory Services and Invesco, and she worked at First Eagle Investment Management, LLC from 2014 to 2019. 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 provides discretionary wealth management and financial planning services, employing a combination of quantitative and qualitative due diligence across public and private investment strategies.

Otis Smith 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 Goldman Sachs since 2021, following a 19-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored solutions through integrated resources and affiliated teams, delivering services such as Executive Wealth, Personal Wealth, Private Family Office support, and retirement plan education.

Thomas Toman is a financial advisor with Truist Advisory Services, holding a Series 65 designation and eight years of industry experience. He previously worked at LCG Associated, Inc. from 2011 to 2017 before joining Suntrust Advisory Services, Inc. in 2017. 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 offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Anuska Kovalcheck is a CFP® professional based in Atlanta, GA, with three years of industry experience. She has worked at Mercer Global Advisors Inc. since 2021 and previously held roles at Atlanta Financial Associates and Stonecrafters USA. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs an investment approach grounded in Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and tax support services.

Yali Qin is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Focus Partners Wealth, Qin worked at The Colony Group, Morgan Stanley, and E*Trade Securities. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers comprehensive services such as investment management, financial counseling, family office support, and retirement plan fiduciary services, employing a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture.

Jana Burke is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include seven years at Stephens Inc and concurrent positions at Independent Advisor Alliance and LPL Financial since 2021. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting with a blend of discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Wesley Frierson is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 credential and bringing 23 years of industry experience. His prior roles include positions at Triad Advisors, Voya Financial Advisors, and ownership of Frierson Capital Management and Frierson Financials, LLC. Outside of advisory services, he serves as a board member for the South Carolina Governor’s Cup Billfishing Series, an organization focused on promoting billfish tournaments, tourism, and marine conservation. OSAIC Advisory Services, LLC is an SEC‑registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory solutions through multiple program models and utilizing both proprietary and third-party platforms.

Tyler Glassman is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following positions at The Ayco Company, L.P./Mercer Allied, and Crowe Horwath LLP. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management, leveraging proprietary research, strategic allocation models, and a range of investment platforms within the broader Goldman Sachs ecosystem.

Thomas Carroll is a CFP® with 25 years of industry experience, currently serving at HB Wealth. His prior roles include positions at Homrich Berg and multiple divisions of SunTrust from 2014 to 2019. Carroll holds board and advisory roles with Emory University, Zoo Atlanta, the Ultra High Net Worth Institute, BYN Pershing Wealth, and Wake Forest University. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a disciplined investment approach combining quantitative and qualitative due diligence across public and private strategies and offers services including wealth management, financial planning, and outsourced chief investment officer (OCIO) solutions.

Velena Berny is a CFP® certificant with Series 63 registration, currently serving as a financial advisor at Truist Advisory Services. She has over one year of experience in the financial industry and has been affiliated with Truist Bank since 1997. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting and employs AI-enabled tools and inter-affiliate resources to support its manager selection and oversight processes.

Suzanna Tucker is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Her prior roles include positions at Edge Athleisure and Enewton, and she has an academic background from Texas Christian University. 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, operating as both an enterprise adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Mary Murtaugh is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has been with Truist in various capacities since 2016. 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 and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration across Truist’s financial entities.