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 a Series 66 designation and has previously worked at Morgan Stanley and Brown & Root Industrial Services. His career also includes positions at Louisiana State University and 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, operating as both a registered investment adviser and broker-dealer, and provides a consolidated investment platform with access to equities, fixed income, and alternative investments.

Evan Georgiou is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is also a licensed insurance agent with RCM Insurance Services LLC, an affiliate of Rockefeller Financial. 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. The firm provides integrated services through affiliated trust and insurance entities, with a distinctive ownership structure and a platform that combines wealth, trust, and insurance capabilities.

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 in Atlanta, GA, holding Series 63 and Series 66 registrations and nine years of industry experience. His prior roles include positions at Merrill, Bank of America, and E*TRADE Capital Management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Jay Bowen is a Certified Financial Planner® with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Gratus Capital, LLC and Turnkey Planning Solutions. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporate and institutional clients, offering investment management, financial counseling, and a variety of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with a combination of fundamental and quantitative analysis and integrates reporting across managed and held-away assets.

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 at Rockefeller Financial and ROCKEFELLER Capital Management since 2019, following prior roles at Bank of America and Merrill. Curtis serves on the finance committee of Peachtree Road United Methodist Church and is involved with Children's Healthcare of Atlanta as an advisory board member and committee member. 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. The firm provides integrated services through affiliated trust and insurance entities and access to alternative and private investments.

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.

Emily Pool is a financial advisor with Guardian Life and Park Avenue Securities in Atlanta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. She serves on the Assetmark Operations Advisory Board as a volunteer, providing feedback on operational workflows. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of advisory programs.

Jonathan Farr is a CFA® charterholder with two years of industry experience. He currently works at HB Wealth in Atlanta, GA, and previously held roles at Callan, LLC and Southern Company. Outside of his advisory work, Farr owns a short-term rental property. 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 discretionary portfolio management, financial planning, and outsourced chief investment officer services, employing a combined quantitative and qualitative approach across public and private investment strategies.

Antonio Fernandez is a financial advisor with Schwab Wealth Advisory, Inc. based in Atlanta, GA. He holds the Series 66 designation and has five years of industry experience. Prior to joining Schwab, he worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC, as well as at Bank of America and Merrill Lynch. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Abigail Gentry is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Wells Fargo Advisors, LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and access to alternative and private investments within the Rockefeller Global Family Office platform.

David North is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Due North Capital Management and GMT Capital. 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 provides access to alternative and private investments, combining wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Hayden Burns is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial, he held positions at the University of Georgia, Rockefeller Capital Management, and Camp Southern Ground. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through integrated services and a range of investment options.

Jonathan Kirby is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has previously worked at The AYCO Company, L.P./Mercer Allied and SCOTTRADE, Inc. He is based in Atlanta, GA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, using a combination of strategic allocation models and manager selections to tailor solutions to client objectives.

Andrew Levin is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 license and 17 years of industry experience. He previously worked at UBS Financial Services Inc from 2008 to 2021 before joining Rockefeller Capital Management in 2024. Levin serves on the advisory board of Fulmer Instruments, participating in monthly meetings outside regular business hours. 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, placement, and investment banking services.

Nathan Wilinski is a CFP® professional with seven years of industry experience. He currently serves as a financial advisor at HB Wealth and has previously held positions at Longview Wealth Management, Cambridge Investment Research, and Mass Mutual Life Insurance. Outside of financial advising, he was involved in Bold Catering & Design for five years. HB Wealth Management is a registered investment adviser offering 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 employs a combined quantitative and qualitative investment approach across public and private strategies and provides discretionary account management aligned with clients’ objectives and risk tolerance.

Charles Carlin is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 19 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support.

Michael Hill is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Truist Advisory Services in 2024, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2022 to 2024, and at E*TRADE Securities LLC from 2019 to 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled equity research and oversight from its Investment Advisory Group.