Elizabeth Thompson is a financial advisor at Savant Wealth Management with six years of industry experience. She holds the Series 65 and Series 63 licenses and has worked previously at AssetMark Financial Holdings, AssetMark Brokerage, RCH Securities, Wells Fargo Clearing Services, TIAA, and Truliant Federal Credit Union. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

Andrew Berg is a CFP® with 16 years of industry experience, currently serving at HB Wealth in Atlanta, GA. He has been affiliated with Homrich Berg since 1989. HB Wealth Management is a registered investment adviser providing 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 utilizes a combined quantitative and qualitative approach across public and private strategies and offers outsourced chief investment officer and institutional advisory services.

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 at TIAA-CREF in Atlanta, GA, holding Series 66 and Series 63 licenses with four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Instacart, E*Trade Securities, Regions Bank, and Sprint. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers a mix of model and customized portfolios and acts as adviser to a donor-advised fund within a vertically integrated structure.

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 Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities during his career. Outside of advising, he is an owner of a commercial office building leased to his operating company, PPC Wealth Management, which manages his compensation and expenses. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

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 with five years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Brown & Root Industrial Services. Patton has also been affiliated with Rockefeller Capital Management and Louisiana State University. 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.

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 seven years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously spent six years at Gratus Capital, LLC and two years at Turnkey Planning Solutions. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

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.

Erik Bryant is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and previously worked at Cadence Bank and JP Morgan Chase. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing both discretionary and non-discretionary approaches along with AI-enabled research tools and third-party manager relationships.