Max Rabin is a Series 66-licensed financial advisor with Principal Financial Services in Atlanta, GA, with one year of industry experience. He has previously been associated with firms including Cambridge Investment Research Advisors and Principal Life Insurance Company. Outside of finance, he has experience working in the hospitality sector, including roles at Mazzy's Sports Bar and Grill and Outback Steakhouse. 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 outside the United States. 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.

Michael Mohr is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2020. He previously worked at Wilmington Trust from 2009 to 2020. Outside of his advisory role, Mohr chairs the Investment Committee and serves on the Finance and Advisory Council for the Archdiocese of Atlanta, advising on general business and finance matters. Cresset Asset Management manages approximately $71.9 billion in client assets, offering services to a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and conducts structured due diligence across multiple asset classes.

Erika Constantine is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory. She previously worked at JPMorgan Chase Bank N.A., J.P. Morgan Securities LLC, Wells Fargo, and Bank of America/Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to offer tailored recommendations without exercising discretionary trading authority.

Joseph Radack is a financial advisor with T. Rowe Price Advisory Services, Inc., holding the CFP® designation and Series 63 license, with 15 years of industry experience. His prior work includes roles at Alight Solutions, FEMA, Pure Financial Advisors, and Alight-Hodges Mace. Outside of advising, he is the sole shareholder of Atlantacare Inc., a health insurance brokerage, and operates Big Cattle Advisors, a residential handyman service; he also works as a ride-share driver. T. Rowe Price Advisory Services provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs.

Joshua Podczervinski is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. He previously operated his own CPA practice, Joshua J. Podczervinski, CPA, PC, focusing on accounting and bookkeeping services, and has held roles at Capital Directions, LLC and Siok, Podczervinski, Williams and Associates. Savant Wealth Management serves a wide range of clients including individuals, families, pension plans, charitable organizations, and high-net-worth clients. The firm offers comprehensive wealth management and integrates evidence-based, model-driven asset allocation with actively managed strategies, supported by its scale and affiliated accounting, legal, and trust services.

Eric Jackson is a financial advisor with Eagle Strategies (NY Life) based in Austell, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2010 and has affiliations with NYLIFE Securities Inc. and New York Life Insurance Company dating back to 2003. Jackson serves on the Advisory Board of the Tyrone Adam Burroughs School of Business & Entrepreneurship at Benedict College, providing guidance on academic and business programs. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non‑discretionary basis.

Vernon Purcell Jr. is a ChFC®-designated financial advisor with 25 years of industry experience, currently affiliated with Primerica Advisors. He has held positions at Park Avenue Securities since 2000 and is the sole owner of Ashford Advisors Inc., a general agency of The Guardian Life Insurance Company of America. Purcell also serves on the Board of Governors for the Dunwoody Country Club. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage, fee-based advisory relationships, and various financial planning and consulting services, implementing investment strategies through proprietary and third-party model portfolios.

Robert New is a CFP® professional based in Atlanta, GA, with 14 years of industry experience. He has been with Rockefeller Financial LLC since 2022, having previously worked at Morgan Stanley in various capacities from 2011 to 2022. Outside of his advisory role, he is involved in estate administration activities. 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, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Pratt Phillips IV is a CFP® and holds a Series 63 license with 27 years of industry experience. He currently works at Truist Advisory Services and has held positions within affiliated Truist entities since 2016. Prior to that, he worked at Ameriprise from 2003 to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing a mix of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Kevin Myers is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Janney Montgomery Scott since 2021. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2021. Outside of his advisory role, Myers serves on the board of a homeowners association in Hilton Head, SC, and participates on the board of a nonprofit organization that coordinates events to thank local first responders. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, and institutional clients. The firm offers a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Edward Jeter is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Rock & Co LLC, and Rockefeller Financial LLC. He is based in Atlanta, GA. 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 variable insurance products, placement, and investment banking services.

Vallon Mills is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2017 following prior roles at Morgan Stanley. Mills is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research tools and integrated inter-affiliate resources.

Eric Ashburn is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. He has held roles at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. Outside of his primary advisory work, he is involved in consulting and mentoring activities related to business acceleration and divorce financial analysis through Argent Bridge Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models, utilizing both proprietary and third-party platforms.

Ayten Asik Elizondo is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at BNY Mellon Securities Corporation and Bank of America. Outside of her advisory role, she serves on the boards of several nonprofit organizations, including Children’s Healthcare of Atlanta and Ian’s Friends Foundation, and is the sole proprietor of RG Creative LLC, an investment vehicle in media projects. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm integrates proprietary research and operates as a swap dealer and futures commission merchant, providing extensive resources for complex advisory solutions.

Shaun Aycock is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Merrill, Bank of America Corporation, and Wells Fargo Bank. 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 relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized portfolios under a fiduciary standard.

Nzubechukwu Anunobi is a CFP® professional with HB Wealth in Atlanta, GA. Anunobi joined HB Wealth Management in 2024 and has a background that includes teaching experience at Georgia State University and Lycee Francais Louis Pasteur de Lagos. HB Wealth Management serves individuals, families, institutional clients, and corporate entities, providing wealth management, investment management, and financial planning. The firm employs a disciplined investment process that integrates quantitative and qualitative analysis across a range of public and private strategies.

Melanie Fitzgerald is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. She previously worked at Resource Planning Group and Ronald Blue & Co., LLC, and was involved with Women Renewed, Inc. from 2018 to 2022. 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 is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Craig Mackenzie Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Sandy Springs, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Equity Services since 2007. Outside of financial advising, Mackenzie is involved in insurance sales and serves as a board member of the National Association of Insurance & Financial Advisors (NAIFA) Atlanta chapter. He also performs as a freelance professional singer for events including weddings and funerals. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Brian Lusink is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Lusink has been with Rockefeller Financial LLC since 2020 and with Rockefeller Capital Management since 2024. 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.

Alexander Paslay is a CFP® with nine years of industry experience, currently serving as an investment adviser representative at Kestra Advisory. His prior roles include positions at JP Morgan Securities LLC and JPMorgan Chase Bank. He is involved in nonprofit work through a board position with Once Lost Disciples and acts as a mortgage loan originator with Nonprofit Mortgage Company. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, employee education, and plan-level investment advice. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.