Alfredo Mesa is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC and founded Mesa Financial Group, LLC. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and alternative strategies.

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.

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.

Julien Colon is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. He has one year of industry experience and has held positions at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. Outside of advisory services, he manages a team of agents providing insurance solutions tailored to retirees, including Medicare supplements and long-term care insurance. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

David Bruno is a CFP® with 16 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2025. His prior experience includes roles at Charles Schwab, Charles Schwab Bank, and USAA Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on financial reviews, retirement planning, and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Kelly Downs is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. Prior to joining Cresset, he worked for Berman Capital Advisors, LLC for 10 years. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management activities.

Peter Quackenbush Jr. is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of advisory work, he owns Quackenbush Holdings LLC, a company involved in real estate and private beverage investments. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through integrated trust, insurance, and brokerage services.

Robin Aiken is a CFP® professional with 15 years of industry experience and has been with Homrich Berg since 2005. He is based in Atlanta, GA, and holds the Series 63 designation. HB Wealth Management is a registered investment adviser that provides wealth 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 manages accounts on a discretionary basis, employing a combined quantitative and qualitative investment approach across various public and private strategies, including mutual funds, ETFs, hedge funds, and private investment funds.

Charles Downs is a CFP® professional with 18 years of industry experience, currently serving at HB Wealth. His prior experience includes roles at Antares Wealth Management, LLC and Lesesne Capital Management, Inc. He serves on the Board of Advisors for Holy Innocents Episcopal School, providing guidance to the K-12 institution. HB Wealth Management is a registered investment adviser that offers wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also provides institutional advisory and outsourced chief investment officer (OCIO) services, employing a combined quantitative and qualitative investment approach across public and private strategies.

Garrett Brown is a Series 66 licensed financial advisor with Valic Financial Advisors in Atlanta, GA. He joined the firm in 2026 and has a background including service in the United States Marine Corps from 2018 to 2022 and various roles in both education and small business. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports nearly 300,000 clients with a focus on centralized technology and model solutions.

Leah Manderson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has held positions at firms including World Investment Advisors, Pensionmark Securities, Voya Financial, and Charles Schwab. Mercer Global Advisors offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and provides a range of portfolio management and planning solutions.

Ralph Merten is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and has prior experience at Sarmaya Partners, LLC and Suntrust Advisory Services. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary management approaches supported by third-party platforms and AI-enabled research tools.

Michael Skordeles is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. He has been with SunTrust Advisory Services since 2016 and SunTrust Bank since 2012. He serves as a board member of One Cumberland, a nonprofit foundation supporting the Cumberland Community Improvement District focused on community and environmental initiatives. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

Berkley Bryan is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding Series 65 and Series 63 credentials with five years of industry experience. Prior to joining Rockefeller Financial in 2022, Bryan worked at The Welch Group and Regions Bank, among other positions. Bryan serves as a voluntary board member of the Sheridan Parc Homeowners Association, where he helps enforce community rules and maintains common areas. 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, alongside broker-dealer services, variable insurance products, and investment banking, operating through a Private Advisor model and a consolidated investment platform.

David Hudson is a financial advisor at OSAIC Advisory Services, LLC with over 23 years of industry experience. He holds the PFS™ and Series 63 designations and has a background that includes roles at Triad Hybrid Solutions, Triad Advisors, and Money Concepts Capital Corp. Outside of his advisory work, Hudson serves as president of Legacy Consulting Group, a CPA firm providing tax and business consulting, and is involved as a board member in an educational nonprofit organization. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, leveraging multiple program models and partnerships with custodians like Schwab and Fidelity.

Wendell Lofton Jr. is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and bringing 16 years of industry experience. His prior work includes roles at E*Trade Capital Management LLC and E*Trade Securities LLC. Outside of his advisory role, he is also an agent involved in non-securities insurance products. Valic Financial Advisors primarily 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 to construct client portfolios.

Jonathan Kolodkin is a financial advisor at Oppenheimer with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Oppenheimer since 2011. Based in Atlanta, GA, he provides advisory services within a large enterprise firm. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Ryan Badger is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Aldridge Private Wealth Management Group and Wells Fargo Advisors. He is involved with Families First, a non-profit organization providing support services to families and adolescents, where he serves on the Finance Committee and chairs the Endowment Committee. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other strategies.

Shayon Moore is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at various SunTrust entities since 2015, including SunTrust Investment Services and SunTrust Advisory Services. Outside of his advisory role, Moore is involved in managing two party and event equipment rental businesses specializing in inflatables, concessions, and photo booths. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research and supervisory oversight.