Andrew Berg is a CFP® with 16 years of industry experience, currently with HB Wealth in Atlanta, GA. He previously spent 32 years at Homrich Berg. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporations, foundations, family offices, institutional clients, and investment companies. The firm offers outsourced chief investment officer (OCIO) and institutional advisory services, employing a combination of quantitative and qualitative due diligence across public and private strategies.

Lorenzo West Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2013. Outside of his advisory role, he also works as a food delivery driver. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Sally Kreisler is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Ameriprise. Kreisler has been with Rockefeller Financial since 2019 and is currently associated with Rockefeller Capital Management. 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 while operating as a registered broker-dealer, providing a range of investment and placement services through a consolidated investment platform.

Jasmine Thomas is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 66 and Series 63 credentials and four years of industry experience. She previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Instacart, E*Trade Securities LLC, Regions Bank, and Sprint. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 TIAA‑administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Stanley Helm is a financial advisor with Guardian Life in Roswell, GA, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at Guardian Life and its affiliates since 1994 and is also associated with Peachtree Planning Corporation since 1998. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as Park Avenue® Wealth Management, providing brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, along with a range of financial planning and consulting services.

Kenneth Trinklein is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and over 29 years of industry experience. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services, LLC since 2004, alongside self-employment since 1999. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of fiduciary and plan-level services supported by due diligence and multiple management platforms. The firm serves large investors, including sovereign wealth funds, and provides access to complex products within a supervisory framework.

Melinda Sung is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Oppenheimer. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Outside of her advisory work, she manages a yoga-related business under the name Yogale. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of discretionary and non-discretionary advisory services, utilizing strategic asset allocation, manager selection, and regular portfolio reviews.

Keith Dykes is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Guardian Life and its affiliated entities since 1992, with roles spanning over three decades. Outside of his advisory work, he serves as a committee member for a trustee removal/incapacity committee and is involved as an owner in a commercial office building leasing to his operating company, PPC Wealth Management, Inc. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions, including insurance products and alternative investments.

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.

John Williams is a financial advisor at Savant Wealth Management with 23 years of industry experience. He holds a Series 65 designation and has worked at firms including Capital Directions, Wealthguard Advisory Group, and his own practice, John L. Williams III, P.C. Since 1998, he has also engaged in independent insurance sales. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

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 in Atlanta, GA, holding a Series 66 designation with six years of industry experience. His work history includes roles at Rockefeller Capital Management and Morgan Stanley, as well as positions outside finance at Louisiana State University and Brown & Root Industrial 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 operates under a Private Advisor model offering discretionary and non-discretionary portfolio management, financial planning, and consulting, and is also a registered broker-dealer providing securities transactions, variable insurance products, 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 eight years of industry experience. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024. Prior to that, he was with Gratus Capital, LLC for six years and Turnkey Planning Solutions for two years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

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.