Chad Hermanson is a financial advisor with Rockefeller Financial LLC based in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also the sole proprietor of the Hermanson Family Limited Partnership, overseeing its record keeping and payment 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 operates as a registered broker-dealer and offers a range of portfolio management, financial planning, consulting, and investment banking services through a Private Advisor model and 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 28 years of industry experience, currently advising at Rockefeller Financial LLC since 2020. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association, spanning 11 and 5 years respectively. Merlin serves as a director for the Atlanta Jewish Foundation, a nonprofit organization. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating as a registered broker-dealer with access to a consolidated investment platform and an active role in alternative investment placements.

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 has worked previously at Gratus Capital LLC, Gratus Capital Management, LLC, and M.L. Stern & Co., LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blended approach of active and passive strategies, third-party managers, and private funds.

Javier Capetillo is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America Merrill Lynch, Mariner Wealth Advisors, and Regimen Wealth. Outside of his advisory work, he is a managing member of a rental property holding company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm focuses on asset allocation and investment selection using Charles Schwab’s proprietary research and models, with trades executed only upon client authorization.

Oluwa Raines is a financial advisor with Truist Advisory Services holding a Series 66 designation and 16 years of industry experience. He has been with Suntrust Advisory Services and Suntrust Investment Services since 2016 and has prior experience at MSI Financial Services and Edward Jones. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support client investment strategies.

Heather Reich is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Colliers International. Outside of her advisory work, she serves as Treasurer for the Simpson Elementary School PTA Board and sits on the Board of Directors for the Lifeline Animal Project, a nonprofit animal welfare organization. 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, operating as both an advisory firm and a registered broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

Kim Chenevey is a financial advisor with William Blair, holding a Series 66 designation and bringing 22 years of industry experience. She has been with William Blair since 2016 and previously worked at Credit Suisse Securities (USA) LLC from 2010 to 2016. 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 employs an active, research-driven approach across various asset classes and provides access to proprietary models and private investment opportunities.

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 at Truist Advisory Services with 17 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked for several Truist entities as well as Merrill and other firms. Outside of financial services, she serves as Director of Regional Sales at Blue Chip Green Cleaning, where she manages restaurant cleaning contracts, and she is the president of Roadmap Publishing, a venture focused on writing and publishing books. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager selection services through a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools.

Alfredo Mesa is a CFP® with 23 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Mesa Financial Group, Woodbury Financial Services, and Private Client Services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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 CFP® and CFA® with nine years of industry experience. He is currently with HB Wealth in Atlanta, GA, and has previously worked at Homrich Berg, SunTrust Advisory Services, SunTrust Bank, and GenSpring Family Offices. 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 offers wealth management, investment management, and financial planning, employing a discretionary investment approach that integrates quantitative and qualitative analysis across 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® professional with 16 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has worked with Charles Schwab and its affiliated entities since 2020 and previously held roles at USAA investment and financial planning services from 2011 to 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals from Charles Schwab & Co. The firm uses standard asset-allocation models and internal research tools to offer tailored guidance on asset allocation and investment selection, while client authorization is required for all trades.