Katherine Lobe is a CFP® and Series 66-licensed advisor with SPC, where she has worked since 2014. She has 17 years of industry experience, including time at Sigma Financial Corporation. She also operates Lobe Financial Services, LLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability through discretionary and nondiscretionary arrangements.

Wan Yin Tan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Tan's work history includes roles at Transamerica Financial Advisors since 2016, as well as involvement with Prime Horizon Enterprises Inc and NARSSA. Outside of financial advising, Tan participates as a certified member of NARSSA, generating Social Security reports for financial planning purposes, and is engaged in skincare product purchasing through a separate business activity. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by multiple program platforms such as Transamerica ONE and TFA365.

Tatum Foreman is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and two years of industry experience. Prior to joining Rockefeller Financial, Foreman worked at Dimensional Advisors Fund and has a background that includes roles in fitness and education. 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 through a Private Advisor model and a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

William Mcknight is a CFP® professional with 22 years of experience, currently with Mercer Global Advisors Inc. He previously worked at Kays Financial Advisory Corporation for 21 years. In addition to his advisory role, he serves as an adjunct professor of financial planning at the University of Florida, Southern New Hampshire University, and the University of Maryland Global Campus. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Shafi Q Ahmadi is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial, Crowe LLP, and Emory Alliance Credit Union. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with oversight from its Investment Advisory Group and CIO, employing third-party platforms and AI-enabled equity research tools in its investment approach.

Joy Bell is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2019 and previously held positions at Wells Fargo Clearing Services and Wells Fargo Advisors. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm delivers tailored strategies using proprietary analytics and a range of advisory services within the broader Goldman Sachs ecosystem.

Robert Castaneda is a financial advisor at William Blair with 25 years of industry experience. He has been with William Blair since 2016 and holds a Series 63 designation. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Sharina Carmon is a financial advisor with Truist Advisory Services in Atlanta, GA. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her career includes prior roles at Fidelity Investments and The Vanguard Group. 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 that relies on third-party platforms and AI-enabled research tools.

Kevin Valentino is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has worked at Rockefeller Financial LLC and Rockefeller & Company LLC since 2019, and previously held roles at Bank of America and Merrill. He is based in Atlanta, GA. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and emphasizes access to alternative and private investments alongside traditional asset management solutions.

Gwyndolyn Stowell is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation with 17 years of industry experience. She previously worked at Morgan Stanley from 2016 to 2020 and has been with Rockefeller Financial and Rock & Co LLC since 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering portfolio management, financial planning, and brokerage services. The firm operates a Private Advisor model supported by a consolidated investment platform, providing a range of personalized and third-party investment solutions across multiple asset classes.

David Mays is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021, following previous roles at SunTrust Advisory Services and related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Sarah Cronin is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and supervisory oversight, to deliver its AMC Advantage manager-selection program and other investment solutions.

Joseph Stallings is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and was previously with The AYCO Company, L.P./Mercer Allied from 2015 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management, leveraging strategic allocation models and a range of advisory platforms integrated within the broader Goldman Sachs ecosystem.

Austin Ralph Charriez is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has a diverse background including roles at Lululemon Athletica and Nazareth College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored investment solutions through integrated teams and proprietary tools, leveraging the broader Goldman Sachs network for expanded product access and specialized services.

Stephen Roegge Jr. is a CFP® and Series 65 credentialed advisor at Creative Planning with seven years of industry experience. He has worked at Creative Planning since 2021 and previously held roles at Sage Mountain Advisors, Cladding & Component Solutions, and C2 Education. Outside of financial advising, he serves as a financial analyst for his family’s manufacturing business specializing in composite metal panel systems. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing roughly $295.6 billion in client assets.

Connor Carlis is a CFP® professional at HB Wealth with six years of experience at the firm and a prior four years at Ernst & Young, LLP. He is based in Atlanta, GA. 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 employs a combined quantitative and qualitative investment process across public and private strategies and offers services including discretionary portfolio management, outsourced chief investment officer solutions, and advisory services.

Rocky Francis is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services, combining discretionary and non-discretionary management within a large integrated financial group.

Carter Nelson is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, and Raymond James. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Jeffrey Chasman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Truist Advisory Services and its predecessor firms since 2012. Outside of advisory work, he serves as CFO of Innovative Hitting, LLC, a company that develops and sells baseball and softball batting training aids. 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 manager relationships supported by third-party platforms and AI-enabled research tools, with an operating structure integrated across affiliated broker-dealer and banking entities.

Wayne Moss is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Homrich Berg since 2008. 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, and family offices. The firm also serves institutional clients and offers outsourced chief investment officer and institutional advisory services, employing a combination of quantitative and qualitative due diligence across a variety of public and private investment strategies.