Christopher Davis is a financial advisor with William Blair, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has previously worked at Morgan Stanley, AE Wealth Management, The Lifewealth Group, and several other firms. Outside of finance, he is involved in a deer processing business in Senoia, Georgia. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm offers active, research-driven strategies across multiple asset classes and supports a range of advisory and sub-advisory platforms.

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® professional with 39 years of industry experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2004. Outside of his advisory role, he assists with daily operations at a golf facility management company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plans, and charitable organizations, implementing advice through a blend of discretionary manager relationships and non-discretionary consulting supported by proprietary research and integrated inter-affiliate resources.

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.

Ashleigh Mckimmie is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. She has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships and leveraging AI-enabled tools in its investment research and oversight processes.

Michelle Wolff is a CFP® professional with nine years of experience in the financial services industry. She has worked at HB Wealth since 2018 and previously at Kays Financial Advisory Corp from 2011 to 2018. Michelle is based in Atlanta, GA. 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, and outsourced chief investment officer (OCIO) services, employing a combination of quantitative and qualitative due diligence across a variety of public and private investment strategies.

Sarah Markwalter is a CFA® charterholder with three years of industry experience. She has worked at HB Wealth Management, LLC since 2021 and previously spent three years at Brown Advisory. HB Wealth Management is a registered investment adviser that 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 combines quantitative and qualitative due diligence across public and private strategies, managing accounts primarily on a discretionary basis and offering outsourced chief investment officer and institutional advisory services.

Allison Jolley is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding a Series 65 designation. She has been in the industry since 2023, previously working at Edward Jones for three years. Prior to her advisory career, she was involved with Teaching with Animals and McDonough First United Methodist Church. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jake Mossing is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Florida State University, Acumen Wealth Advisors, and the Tennessee Department of Environment and Conservation. Outside of finance, he appeared as a participant on the televised game show Family Feud in 2026. Goldman Sachs Wealth Services advises a diverse client base—including individual investors, executives, plan sponsors, and institutional clients—offering financial planning, portfolio management, and specialized programs. The firm integrates strategic allocation models and manager selections with proprietary analytics and benefits from broad capabilities across the Goldman Sachs ecosystem.

Lauren Moskowitz is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. She has worked at Goldman Sachs since 2022 and has prior experience in educational roles at Georgia College & State University. Outside of her advisory work, she is a seasonal part-time sales associate for Lululemon Athletica Inc. in Atlanta, GA. 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 and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Caroline Scisci is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, she was employed at The Ayco Company, L.P./Mercer Allied and Schneider Downs and Co. 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 utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging its affiliation with a large integrated financial group.

Hubert Lyle III is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes ten years at Transamerica Financial Advisors and roles at DLM Holding Group LLC and Harry Ken Properties, LLC. 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 and investment policy analysis, fiduciary support, participant advice, and a manager‑selection program that integrates discretionary and non‑discretionary approaches supported by AI-enabled research tools.

John Bragg IV is a CFA charterholder with six years of industry experience, currently advising at HB Wealth in Atlanta, GA. His prior roles include positions at Truist Advisory Services and Suntrust Advisory Services. He also worked with Pine Gate Renewable and has experience linked to Wake Forest University. HB Wealth Management is a registered investment adviser offering wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies and provides outsourced chief investment officer and institutional advisory services.