Jack Bell is a CFP® with 14 years of industry experience and is currently with Schwab Wealth Advisory in Atlanta, GA. His prior experience includes roles at FPF Advisors LLC, Truist Investment Services, BB&T, Bank of America, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Deborah Barber is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Financial since 2021, following a 16-year tenure at UBS Financial Services. 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, operating as both an investment adviser and a registered broker-dealer with integrated trust, insurance, and asset management services.

Matthew Roher is a CFP® with two years of industry experience, currently serving as a financial advisor at HB Wealth. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and Soliant. Roher has also assisted lead advisors in developing financial plans and preparing client meeting agendas. 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 employs a combined quantitative and qualitative investment approach across public and private strategies and manages accounts primarily on a discretionary basis.

Ethan Glickfield is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has four years of industry experience. His prior roles include positions at Ayco Goldman Sachs and Creative Financial Partners, as well as a four-year period at Emory University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models, manager selections, and a variety of implementation approaches, with access to specialized programs and alternative investments.

Cam Levitan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His background includes roles at Keller Williams and managing his own entities such as Cam Fin LLC and Transformation Financial LLC. Outside of advisory work, he is active as a real estate agent, consulting on property management in Alpharetta, GA. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers across multiple program platforms.

Lisa Brown is a CFP® professional with 20 years of experience in financial advising. She has worked with Ci Brightworth Private Wealth for 18 years before joining Corient and its related entities in 2022. Outside of her advisory role, she serves on the board and mentors students for the Dolphin Green and Gold Fund, owns MoneyAnswerKey LLC where she writes and speaks about personal finance, and is Treasurer on the board of Project Street Vet, a nonprofit providing veterinary care to pets of homeless individuals. Corient offers investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, incorporating risk management and alternative investments when appropriate, and provides specialized offerings through affiliated private funds and trust services.

Palmer Curry is a Series 66–licensed financial advisor with six years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company of America, and Ashford Advisors. Outside of his advisory duties, he serves as co-executor on his mother’s trust. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.

Adam Foster is a CFP® professional with 18 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been employed since 2024. Prior to this, he spent nine years at TIAA-CREF. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, offering tailored guidance on asset allocation and investment selection with client-authorized trade execution. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools and serves a large client base with a focus on separately managed accounts and structured compliance measures.

Arash Assadzadeh is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2014, including SunTrust Advisory Services prior to its transition to Truist. 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 third-party platforms and AI-enabled research tools, to manage client portfolios.

Stephen Poston is a financial advisor with VOYA Financial Advisors, Inc. in Milton, GA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with VOYA Financial Advisors since 2014 and was previously with Voya Financial Partners, LLC from 2003 to 2011. Outside of his advisory role, Poston is an independent insurance agent focusing on fixed insurance products and serves as owner and president of Poston & Associates. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of representatives.

Brendan Treanor is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Coastal Caroline National Bank and Carrier Enterprise, as well as several positions held during and after his studies at the University of South Carolina. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, investment advisory, financial and tax planning, family office and business management, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Alfred Robertson is a financial advisor with Guardian Life and holds the ChFC®, Series 63, and Series 65 designations. He has 30 years of industry experience and has worked at firms including Park Avenue Securities and Peachtree Planning Advisors, Inc. He also advises on Multi Life Disability outside of his investment-related activities. Park Avenue® Wealth Management, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering tailored client solutions through a combination of advisor-led and model-based investment strategies.

Audrey Watson Atkinson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Truist Investment Services and SunTrust Advisory Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary strategies with oversight from an Equity Research team utilizing AI-enabled tools.

Gregory Williams is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, Tapfin/EY, and Starbucks. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and operating as a swap dealer and futures commission merchant.

Adam Rife is a CFP® with three years of industry experience, currently serving as an advisor at Truist Advisory Services in Atlanta, GA. He has held various positions within Truist firms since 2022 and has prior experience at ETrade and multiple other companies. Outside of his advisory work, he is a percussionist who performs locally on weekends. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary management supported by third-party platforms and AI-enhanced research.

Steven Smith is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist and its predecessor firms since 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Wajima Rasoul is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Charles Schwab & Co., M Holdings Securities, Lion Street Financial, PURSHE KAPLAN STERLING INVESTMENTS, Crescent Wealth Advisory, Ameriprise Financial Services, and Goldman Sachs Wealth Services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and internal research tools, with client-tailored recommendations and execution occurring only with client authorization.

Andrew White is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 66 and Series 63 licenses. He has one year of industry experience and has previously worked at Morgan Stanley and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealer and banking services.

Aria Hattiangadi is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. Prior to joining Schwab, she held roles at Fidelity Investments and was self-employed for three years. Outside of advisory work, she is involved in product development and general management as owner of Arcis. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, focusing on asset allocation and investment selection through a model-driven, client-authorized process.

Paul Babaz is a financial advisor at Oppenheimer with 33 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Babaz serves on the boards of several nonprofit organizations, including the National Rifle Association, Safari Club International, and Shikar Safari Club, focusing on advocacy and wildlife conservation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment management and consulting services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary approaches.