Stephen Welch is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Morgan Stanley Private Bank. Outside of his advisory work, Welch is involved in organizing events for the National Association of Plan Advisors and serves as CEO of an education technology business. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and various other investment vehicles, supported by a network of approximately 286 advisors.

Joy Bell is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2019 and previously held positions at Wells Fargo Clearing Services and Wells Fargo Advisors. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm delivers tailored strategies using proprietary analytics and a range of advisory services within the broader Goldman Sachs ecosystem.

Robert Castaneda is a financial advisor at William Blair with 26 years of industry experience. He holds a Series 63 designation and has worked at William Blair since 2016, following nine years at UBS Financial Services and three years at Citigroup Global Markets. 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 equities, fixed income, and alternative strategies, providing access to proprietary models, third-party sub-managers, and private investment opportunities.

Anthony Hosfeld is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at firms such as Triad Hybrid Solutions and Advocacy Wealth Management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing both fundamental and technical analysis alongside access to alternative investments and institutional resources.

Sharina Carmon is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and The Vanguard Group. Carmon is based in Atlanta, GA. 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 through a combination of discretionary manager relationships and non-discretionary consulting.

Kevin Valentino is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2019. Prior to joining Rockefeller, he held roles at Bank of America and Merrill. He is based in Atlanta, GA. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm utilizes a Private Advisor model supported by a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and a range of investment services including brokerage and placement capabilities.

Gwyndolyn Stowell is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley before joining Rockefeller Financial and Rock & Co LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides 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 placement and investment banking services.

Sarah Cronin is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked at Truist Investment Services and Truist Advisory Services since 2022 and previously spent six years with Wells Fargo Bank NA and five years with Wells Fargo Clearing Services, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Joseph Stallings is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and was previously with The AYCO Company, L.P./Mercer Allied from 2015 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management, leveraging strategic allocation models and a range of advisory platforms integrated within the broader Goldman Sachs ecosystem.

Austin Ralph Charriez is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has a diverse background including roles at Lululemon Athletica and Nazareth College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored investment solutions through integrated teams and proprietary tools, leveraging the broader Goldman Sachs network for expanded product access and specialized services.

Stephanie Atli is a CFP® professional at Osaic Advisory Services, LLC with approximately one year of experience at the firm and prior experience that includes a decade at Strategic Benefits Advisors. She is based in Atlanta, GA. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth fund clients. The firm provides a range of managed programs, retirement plan consulting, financial planning, and access to alternative investments, combining fundamental and technical analysis with tactical trading and other strategies.

Brian Adams is a financial advisor with Money Concepts Capital Corp, holding a Series 63 designation and 22 years of industry experience. His prior experience includes roles at Masterplan Retirement Consultants and Fricks and Associates, Inc., each for five years. He has been with Money Concepts Advisory Services since 2019. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors and employs model-driven, asset-allocation approaches with both discretionary and non-discretionary programs.

Stephen Roegge Jr. is a CFP® and Series 65 credentialed advisor at Creative Planning with seven years of industry experience. He has worked at Creative Planning since 2021 and previously held roles at Sage Mountain Advisors, Cladding & Component Solutions, and C2 Education. Outside of financial advising, he serves as a financial analyst for his family’s manufacturing business specializing in composite metal panel systems. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing roughly $295.6 billion in client assets.

Connor Carlis is a CFP® professional with six years at HB Wealth Management and four years at Ernst & Young, LLP, totaling a decade of industry experience. He is based in Atlanta, GA. 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, financial planning, and outsourced chief investment officer services, employing a combined quantitative and qualitative investment approach across public and private strategies.

Rocky Francis is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services, combining discretionary and non-discretionary management within a large integrated financial group.

Carter Nelson is a financial advisor at William Blair with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, and Raymond James. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Jeffrey Chasman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Truist Advisory Services and its predecessor firms since 2012. Outside of advisory work, he serves as CFO of Innovative Hitting, LLC, a company that develops and sells baseball and softball batting training aids. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools, with an operating structure integrated across affiliated broker-dealer and banking entities.

Amanda Valenti is a CFP® and holds a Series 66 designation with 13 years of industry experience. She is currently with Corient, where she has worked since 2022, and previously held roles at Ci Brightworth Private Wealth, Lenox Advisors Inc, and Oxford Financial Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, continuously monitoring portfolios using various risk management tools and may include alternative investments and private fund allocations.

John Mayfield is a CFA® charterholder with 10 years of experience in financial advising, currently with Truist Advisory Services in Atlanta, GA. His career includes a decade at SunTrust Advisory Services and prior roles at GenSpring Family Offices and SunTrust Bank. He serves as a Sub-Advisory Board Member for Institutional Investor, contributing to due diligence discussions and research feedback. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, integrating discretionary and non‑discretionary approaches supported by AI-enabled research and extensive inter-affiliate coordination.

John Roughen is a financial advisor at First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 credentials with 20 years of industry experience. His prior roles include positions at Truist Advisory Services, Suntrust Investment Services, and Bison Wealth, LLC. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a range of portfolio management options, automated investing platforms, and financial planning, using a client process that incorporates assessments of financial needs, risk tolerance, and time horizon supported by fundamental, quantitative, and technical analysis.