Milton Smith Jr. is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with SunTrust Advisory Services and SunTrust Investment Services Inc. since 2016. He is based in Atlanta, GA. 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, and a manager-selection program that utilizes both discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements.

Michael Dudash is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fiber Mortgage, Bank of America, Merrill, and Cobblestone Retail Group. Outside of his advisory work, he has delivered food via DoorDash for additional income. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Stephen Guy is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of finance, he operates a commercial photography business as a sole proprietor. 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, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary strategies with oversight from its Equity Research and Investment Advisory teams.

Jay Patel is a CFP® with two years of industry experience, currently associated with Park Avenue Securities and Guardian Life Insurance Company. His prior experience includes roles at Peachtree Planning Inc. and managing his own investment business, Jay Kunjan Investments. Outside of financial advising, he has worked in the retail sector for over a decade. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Connie Stein Neff is a financial advisor with OSAIC Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She previously worked at American Portfolios Financial Services, Inc. for 17 years before joining OSAIC in 2024. Outside of her advisory role, she has worked as a sales associate managing clearance merchandise for a retail store. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to meet diverse client needs.

Kimberly Maxwell is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has been with Mercer since 2022 and previously worked at Stewart, Kizzar, and Brockelbank, CPAs. Outside of her financial advisory work, she is involved in theater as an actor. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies, supported by a range of implementation options and additional estate, tax, and private-asset services.

Chad Hermanson is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Rock & Co LLC and Morgan Stanley, including its Private Bank division. Hermanson is the sole proprietor of the Hermanson Family Limited Partnership, managing record keeping and payments related to the partnership. 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 and financial planning services and operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.

William Cohen is a financial advisor at HB Wealth with 19 years of industry experience. He holds a Series 65 designation and has worked at Homrich Berg, Antares Wealth Management, and Lesesne Capital Management (DBA Oakbridge Partners). HB Wealth Management provides 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 manages accounts on a discretionary basis and employs a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Dylan Kase is a CFA® charterholder and holds a Series 65 license, with eight years of experience in the financial services industry. He has worked at Truist Advisory Services since 2018 and was previously with Loomis Sayles & Company from 2015 to 2018. Kase serves on the board of the Georgia Tech Student Foundation Accel, where he mentors undergraduate students preparing for careers in financial services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management strategies supported by third-party platforms and incorporates AI-enabled research tools in its investment process.

Michael Merlin is a CFP® with 27 years of industry experience, currently affiliated with Rockefeller Financial LLC. He has worked at Rockefeller Capital Management and held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Since 2015, he has served as a director for the Atlanta Jewish Foundation. 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, financial planning, and consulting services, operating with a distinctive Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

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 previously worked at Gratus Capital LLC for 10 years before joining Focus Partners Wealth in 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Javier Capetillo is a financial advisor with Schwab Wealth Advisory in Atlanta, GA, holding a Series 66 credential and three years of industry experience. His prior experience includes roles at Bank of America Merrill Lynch and Mariner Wealth Advisors. Outside of his advisory work, he is a managing member of an investment-related rental property holding company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Oluwa Raines is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds the Series 66 designation and has been with Suntrust Advisory Services and Suntrust Investment Services since 2016. Prior to that, he worked at Acceptance Auto Insurance. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program through third-party relationships. The firm combines discretionary and non-discretionary approaches and leverages AI-enabled research tools and inter-affiliate service arrangements.

Heather Reich is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Morgan Stanley and Colliers International. Outside of her advisory work, she serves on the PTA board at Simpson Elementary School as Treasurer and is a board member of the Lifeline Animal Project, a nonprofit animal welfare organization. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments, distinguishing itself with a recapitalized ownership structure and a comprehensive family office platform.

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.

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.