Michael Merlin is a CFP® with 28 years of industry experience, currently advising at Rockefeller Financial LLC since 2020. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association, spanning 11 and 5 years respectively. Merlin serves as a director for the Atlanta Jewish Foundation, a nonprofit organization. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating as a registered broker-dealer with access to a consolidated investment platform and an active role in alternative investment placements.

Ryan Harris is a Series 66-licensed financial advisor with Citigroup Global Markets in Atlanta, GA, where he has worked since 2000. He has 24 years of industry experience. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal oversight and diverse investment vehicles, including exposure to alternative and digital-asset products.

Willard Tuck is a financial advisor at Valic Financial Advisors with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Agia and Limestone Valley RC&D. He serves on the boards of nonprofit organizations focused on community support and disability services. Valic Financial Advisors is a large SEC-registered investment adviser serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a network of over 1,200 advisors, using centralized technology and model-based investment solutions.

Todd Jones is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Gratus Capital LLC, Gratus Capital Management, LLC, and M.L. Stern & Co., LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blended approach of active and passive strategies, third-party managers, and private funds.

Sophia Gerhards is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 registrations and three years of industry experience. Prior to joining TIAA-CREF in 2026, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for four years. Outside of finance, her work history includes roles at several small businesses, including Smoke Shack and SpotHopper LLC. TIAA-CREF provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Harsh Mehra is a financial advisor with Commonwealth Financial Network in Atlanta, GA, holding the ChFC® designation and Series 63 license. He has 27 years of industry experience and has been with Commonwealth and North Point Wealth Management since 2009. Mehra is also the owner of Sahara Consulting, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, while providing technology, compliance, and practice-management resources to affiliated advisors.

Javier Capetillo is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America Merrill Lynch and Mariner Wealth Advisors. Outside of advisory work, he is the managing member of a rental property holding company, C and C Southeastern Partners LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed trading and does not act as a discretionary portfolio manager.

Oluwa Raines is a financial advisor with Truist Advisory Services holding a Series 66 designation and 16 years of industry experience. He has been with Suntrust Advisory Services and Suntrust Investment Services since 2016 and has prior experience at MSI Financial Services and Edward Jones. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support client investment strategies.

Vy Pham is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. She has worked with Truist Advisory Services and its predecessor firms since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and emphasizes inter-affiliate integration with its affiliated broker-dealer and bank.

Heather Reich is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Colliers International. Outside of her advisory work, she serves as Treasurer for the Simpson Elementary School PTA Board and sits on the Board of Directors for the Lifeline Animal Project, a nonprofit animal welfare organization. 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, operating as both an advisory firm and a registered broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

Kim Chenevey is a financial advisor at William Blair with 21 years of industry experience and holds a Series 66 designation. She has worked at William Blair since 2016. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Michael Leibig is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Principal Life Insurance Co. since 2017 and Principal Securities Inc. since 2016, following a prior role at Principal Financial from 2012 to 2017. 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.

Daniel Janusek is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo and PNC in various capacities prior to joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a distinct advisory model separating one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Wade White is a CFA® charterholder based in Atlanta, GA, with nine years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been with SunTrust Bank since 1997. He is affiliated with Truist Advisory Services, an enterprise firm serving individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. Truist Advisory Services offers investment consulting and advisory services including asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting.

Sarah Welch is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 66, Series 63, and Series 65 credentials and 17 years of industry experience. She has held various roles within Truist and its predecessor entities since 2017. Outside of her advisory work, Welch serves as Director of Regional Sales for Blue Chip Green Cleaning and is president of Roadmap Publishing, a venture focused on writing and publishing books. 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 and investment policy analysis, fiduciary support, and manager‑selection programs implemented through a combination of discretionary and non‑discretionary approaches supported by integrated inter‑affiliate platforms.

Alfredo Mesa is a CFP® with 23 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Mesa Financial Group, Woodbury Financial Services, and Private Client Services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with 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.

Suhyoung An is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life Insurance Company and NYLife Securities LLC for a decade. His current role includes sales of fixed annuities, life insurance, disability insurance, and long-term care products through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these third parties.

Evan Byers is a financial advisor at HB Wealth with nine years of industry experience. He holds CFP® and CFA® designations. His career includes prior roles at GenSpring Family Offices, LLC, and SunTrust Advisory Services. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm employs a discretionary investment approach that integrates quantitative and qualitative due diligence across a range of public and private strategies.

Tonia Hammond is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has eight years of industry experience. She previously worked with Wells Fargo Clearing Services and Wells Fargo Bank before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

Erin Feist is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Goldman Sachs in 2021, she worked for The AYCO Company, L.P./Mercer Allied from 2009 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.