Isaac Haugen is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has experience working at Goldman Sachs & Co. LLC and JP Morgan Private Bank. His background includes roles in education and storytelling prior to entering the financial industry. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies, leveraging proprietary research, alternative investments, and integrated capabilities across the Goldman Sachs network.

Justin Garofalo is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Mutual of Omaha and Bank of America. In addition to his advisory role, he manages Wilburbinx, LLC, an investment company involved in active management and trading of various securities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Hall is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Bank of America, N.A. / Merrill Lynch before joining Rockefeller in 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as both a registered investment adviser and broker-dealer, offering a consolidated investment platform with access to various portfolio management solutions and alternative investment vehicles.

Brady Gockel is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Northwestern Mutual. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies, leveraging proprietary research and a broad range of affiliated resources across the Goldman Sachs network.

Sean Houston is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley and its affiliated private banks from 2014 to 2022 before joining Rockefeller Financial. 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 uniquely as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking services.

Jason Douglas is a CFP® professional at Rockefeller Financial LLC with 24 years of experience in the financial services industry. He previously worked at UBS Financial Services Inc. for nine years before joining Rockefeller Capital Management in 2025. Outside of his advisory role, he is a partner in Magpie Holdings, LLC, a real estate management partnership based 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 operates as both an investment advisor and a registered broker-dealer, offering portfolio management, financial planning, and placement and investment banking services through a consolidated investment platform.

Hooman Omidpanah is a CFP® professional with 17 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial. He previously worked at Lincoln Financial Advisors Corporation for 18 years. Omidpanah holds the Series 63 designation and operates in Atlanta, GA. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a wide network of investment adviser representatives utilizing both proprietary and third-party strategies.

Joshua Monroe is a financial advisor at Corient with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Corient and its affiliated entities since 2019, with prior roles at Dwaan Black and Northwestern Mutual Investment Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that utilizes both internal strategies and third-party managers, alongside risk management tools and alternative investment options.

Robert Rumley III is a financial advisor with William Blair based in Atlanta, GA. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining William Blair, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves on the Creative Industries Advisory Board in Atlanta. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Christopher Davis is a financial advisor with William Blair, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at firms including Morgan Stanley and AE Wealth Management. Outside of his advisory role, he is involved in deer processing through a local business in Georgia. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary model portfolios, sub-advisory arrangements, and access to private funds.

Kiera De Vore is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with NewEdge Advisors. Her prior roles include positions at Morgan Stanley, LPL Financial, and MassMutual Life Insurance Company. She operates advisory services through NewEdge Advisors, doing business as Streamline Wealth. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides comprehensive portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing both in-house and third-party investment strategies supported by technology and centralized due diligence.

Garrett Liebe is a CFP® professional at HB Wealth with four years of experience at the firm and a total of six years in the financial industry. Prior to joining HB Wealth, he held roles at Phreesia and Northwestern Mutual. Before entering finance, he worked at Jersey Mikes Subs for five years. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning to a broad client base, including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combination of quantitative and qualitative due diligence across public and private investment strategies and offers services such as outsourced chief investment officer (OCIO) and institutional advisory.

Zhuoqi Yang is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Principal Securities, Yang held various roles including positions at Epic Systems Corporation and academic appointments at Emory University and the University of Chicago. Yang also has experience working with the American Cancer Society. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

David Moffett is a financial advisor at Oppenheimer with 23 years of industry experience. He holds a Series 63 designation and has worked previously at UBS Financial Services, Jefferies LLC, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Elizabeth Singleton is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 credential and four years of industry experience. Her career includes roles at Appello Pharmaceuticals and educational positions at the University of Southern California and Harpeth Hall School. 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, combining an integrated investment platform with broker-dealer registration and offering a range of services including securities transactions, variable insurance products, and placement and investment banking.

Kathryn Senkbeil is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. She is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of her 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 a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in variable insurance products, placement, and investment banking.

Michael Coats is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at SunTrust Advisory Services and Banc of America Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through discretionary and non-discretionary arrangements, supported by AI-enabled research tools and inter-affiliate integration.

Dev Patel is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. He has worked at Goldman Sachs since 2022 and previously held positions at KPMG, SHIVAM LLC, and Delve Risk. Goldman Sachs Wealth Services provides 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 model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

William Sonnett is a CFP® with 38 years of industry experience, currently serving as an advisor at Truist Advisory Services in Atlanta, GA. He has been with SunTrust Advisory Services and SunTrust Investment Services since 2004. Outside of his advisory role, he assists with the daily operations of a golf facility management company as an Outside Services Representative. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Jeffrey Sprock is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated for over a decade. He is based in Atlanta, GA. 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 employs a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and investment banking services.