David Ladd is a financial advisor with Truist Advisory Services, holding a Series 66 license and 21 years of industry experience. He has worked at various Truist-affiliated entities since 2015, including Truist Investment Services and SunTrust Advisory Services. 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, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Andrew Shannon is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. His career includes multiple roles within Mercer Global Advisors since 2018 and prior experience at Resource Planning Group. 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, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, and it offers a range of implementation options such as ETFs, mutual funds, and separate accounts.

John Embleton is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he serves on the New York Stock Exchange arbitration panel, is a Scout Master for the Boy Scouts of America, and acts as a board member for a homeowners association. 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 broad range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform, combining portfolio management, broker-dealer services, and alternative investment placements.

Grover Buffington is a CFP® professional with six years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior experience includes roles at Gratus Capital, Buckhead Capital Management, and TrueWealth, LLC. He worked at the University of Georgia for four years before starting his financial advisory career. 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 using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Horace Johnson III is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 11 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Truist in 2022. Outside of his advisory role, Johnson serves as a board member of the Arts Association of Newton County, a nonprofit organization focused on promoting dance, music, and visual arts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled research tools and inter-affiliate resources to support its investment and manager selection processes.

Avery Rowe is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2021, Avery worked at FSC Securities Corporation and E*TRADE Securities LLC. 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 through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes, while also operating as a registered broker-dealer with capabilities in placement and investment banking services.

Robert Garrett is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with Truist Advisory Services and its predecessor entities since 2014. Outside of his advisory role, he owns and operates a part-time lawn maintenance business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Cary Sheppard is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also works with Agia as an agent. Outside of his advisory role, he is involved in managing several rental properties in Florida and Alabama with his wife. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting a large client base through its extensive advisor network.

John Wagner is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Signature FD. His career also includes a role at Mansfield Energy Corp prior to entering financial services. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking services.

Jackson Merrick is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. His previous roles include positions at Morgan Stanley and its affiliated private bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools to support its investment processes.

Jacob Onufrock is a financial advisor with Truist Advisory Services, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Truist, he worked at Blue Trust and OTR Solutions and has six years of experience in the food service industry at Chick-Fil-A. 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 offers asset allocation, investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program through its AMC Advantage platform.

David Thielen is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, where he worked from 2014 to 2023. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Caroline Conway is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and several other organizations. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Moosah Dowlatabadi is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab, Charles Schwab Bank, SmartPath, and E*TRADE Securities. Outside of his advisory work, he coaches youth soccer at United Futbol Academy Metro Atlanta. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models.

Rohan Jani is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to his current role, he held various positions including multiple engagements at the University of Georgia and a legal firm, Wilson Legal, PC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base ranging from individual investors to institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a range of implementation options, backed by proprietary and third-party analytics, and offers integrated services across the broader Goldman Sachs ecosystem.

John Ratchford is a CFP® professional with 17 years of experience in financial services. He is currently with First Command Advisory Services and has prior experience at LPL Enterprise LLC, Advocacy Wealth Management, and the Department of Defense. His background includes various roles in wealth management and financial planning. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and offers multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios and third-party manager selections.

Jason Moss is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services since 2022. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2022. Outside of his advisory role, he is the sole proprietor of a clothing business called My Sugar Baby. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with inter-affiliate integration.

Jason Iannantuono is a CFP® professional with over 31 years of industry experience. He is currently with Osaic Advisory Services, LLC, where he has worked since 2018, and previously spent ten years at Triad Advisors, Inc. Outside of his advisory work, he serves as treasurer for the Maskenozha Rod & Gun Club, managing its financial records. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services, including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodians such as Schwab and Fidelity.

Martin Aspin is a CFP® professional with 13 years of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. His prior roles include positions at Lido Advisors, LLC, Delta Community Credit Union, and LPL Financial, LLC. Aspin holds active life, accident and health, and variable life and annuity insurance licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios using a variety of investment vehicles and provides specialized services such as retirement plan consulting and charitable advisory.

Shannon Traylor is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Prior to joining Goldman Sachs AYCO in 2022, Shannon held roles in hospitality and retail, including positions at Georgia Tech Hotel and Conference Center and Athleta. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes proprietary strategic and tactical allocation models, tax-aware techniques, and integrates capabilities across the broader Goldman Sachs network to tailor solutions for client objectives.