Keith Dykes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities during his career. Outside of advising, he is an owner of a commercial office building leased to his operating company, PPC Wealth Management, which manages his compensation and expenses. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Roberto Perdomo is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including JPMorgan Chase Bank, Edward Jones, and Mass Mutual. Outside of his advisory role, he is the sole proprietor of RVCS Enterprises, a business focused on buying and selling sports cards and collectibles. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, utilizing both model and customized portfolios.

Christina Ngo is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank for five years before joining TIAA-CREF in 2020. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm also advises the TIAA Donor Advised Fund and separates its planning services from ongoing discretionary management within a vertically integrated structure.

Matthew Bullock is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds the Series 66 designation and has recently transitioned into the advisory industry, having started with Truist in 2025. Prior to his current role, Bullock spent 13 years at BB&T and seven years at Joshua Cabinetry. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and an affiliated broker-dealer network.

Thomas Patton III is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Brown & Root Industrial Services. Patton has also been affiliated with Rockefeller Capital Management and Louisiana State 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Evan Georgiou is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America. He is also a licensed insurance agent with RCM Insurance Svces LLC, 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 provides portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment and insurance services through its consolidated investment platform.

Angela Tucker is a CFP® at Mercer Global Advisors Inc. in Atlanta, GA, with over eight years of experience in financial advising. Her career includes multiple roles within Mercer and prior experience at Kays Financial Advisory Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm follows a Modern Portfolio Theory-based approach using diversified portfolios with low-cost ETFs, index funds, separate accounts, and other investment vehicles, alongside specialized programs and client education initiatives.

Patrick Moody is a CFP® professional with one year of industry experience, currently advising at Mercer Global Advisors Inc. in Atlanta, GA. His career history includes multiple roles at Mercer Global Advisors and prior experience at CarynHealth, IDM Global Holdings, and positions in education at the University of Georgia and Dawson County High School. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm applies a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers a range of investment programs and client education initiatives.

Andrew Cryar is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at E*TRADE Securities LLC, E*TRADE Capital Management LLC, Bank of America, N.A., and Merrill. He is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and the AMC Advantage manager‑selection program, utilizing both discretionary and non‑discretionary approaches with oversight from its Equity Research team and Investment Advisory Group.

Jay Bowen is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously spent six years at Gratus Capital, LLC and two years at Turnkey Planning Solutions. Focus Partners Wealth 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 through an enhanced open architecture framework.

Gregory Daniel is a CFP® and CFA® credentialed financial advisor with 17 years of industry experience. He has been with VALIC Financial Advisors since 2009 and currently holds an agent position at Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options to tailor client portfolios.

William Curtis is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Curtis serves on the finance committee of Peachtree Road United Methodist Church and participates on advisory boards for Children's Healthcare of 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Erik Bryant is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and previously worked at Cadence Bank and JP Morgan Chase. 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, and fiduciary support, utilizing both discretionary and non-discretionary approaches along with AI-enabled research tools and third-party manager relationships.

Emily Pool is a financial advisor with Guardian Life and Park Avenue Securities in Atlanta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. She serves on the Assetmark Operations Advisory Board as a volunteer, providing feedback on operational workflows. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of advisory programs.

Jonathan Farr is a CFA® charterholder with two years of industry experience. He currently works at HB Wealth in Atlanta, GA, and previously held roles at Callan, LLC and Southern Company. Outside of his advisory work, Farr owns a short-term rental property. 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, financial planning, and outsourced chief investment officer services, employing a combined quantitative and qualitative approach across public and private investment strategies.

Antonio Fernandez is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, Bank of America, Merrill Lynch, and other financial firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations delivered through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions without exercising discretionary trading authority.

Abigail Gentry is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Rockefeller Financial LLC since 2022 and previously spent six years at Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing investment banking and placement services alongside a consolidated investment platform.

David North is a Series 66 licensed financial advisor at Rockefeller Financial LLC with three years of industry experience. He has previously worked at Due North Capital Management and GMT Capital. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Hayden Burns is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and three years of industry experience. His background includes roles at Rockefeller Capital Management and academic positions at the University of Georgia and the University of North Georgia. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services within a Private Advisor model, supported by an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jonathan Kirby is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has previously worked at The AYCO Company, L.P./Mercer Allied and SCOTTRADE, Inc. He is based in Atlanta, GA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, using a combination of strategic allocation models and manager selections to tailor solutions to client objectives.