Tana Gildea is a CFP® and Series 65 registered advisor with 19 years of industry experience. She has been with Homrich Berg since 2018 and previously worked at Compass Financial Consulting, LLC for 12 years. In addition to her advisory role, she owns Graduate's Guide, a business focused on writing, speaking, and training on financial literacy, and serves on the board of the Georgia Neurodiversity Chamber of Commerce. She also teaches classes in Kennesaw State University’s CFP program. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm utilizes a combination of quantitative and qualitative due diligence across a wide range of public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

Lauren Gerling is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for six years before joining Goldman Sachs in 2018. Outside of her advisory role, she serves as a trustee for a family trust in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary strategies.

Graham Kennedy Jr. is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member of the Cherokee Town and Country Club and is a trustee of the Georgia State Golf Association Foundation, both nonprofit positions unrelated to his investment work. 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 along with brokerage and placement capabilities.

Amanda Medrow Myers is a CFP® professional with eight years of industry experience, currently affiliated with Janney Montgomery Scott in Atlanta, GA. Her background includes roles with Janney Montgomery Scott and involvement in volleyball organizations, including A5 Volleyball Club and Atlanta Extreme Volleyball Club. She has also worked with Buford City Schools and was associated with PhotographerHack for six years. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, employing both in-house and third-party portfolio management across multiple programs.

Alexander Canani is a financial advisor at Truist Advisory Services holding a Series 66 designation. He has been with Truist Advisory Services and its affiliated entities since 2025. Prior to his advisory role, he held various positions including at the University of Miami and BNY Mellon. He also operated a Shopify store from 2020 to 2021. 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 combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

David Kochamba is a CFP® professional with 11 years of industry experience. He has been with Homrich Berg since 2012 and is currently with HB Wealth 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 provides wealth management, investment management, and financial planning, utilizing a combination of quantitative and qualitative due diligence across a broad range of public and private investment strategies.

James Ruff is a CFP® with 17 years of industry experience and has been with Homrich Berg since 1999. He is based in Atlanta, GA, and serves as a Strategic Advisory Board Member for Scouting America’s Atlanta Area Council, a nonprofit organization. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and institutional clients. The firm employs a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Ethan Nordman is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2026, he spent four years at the University of Georgia and seven years at Mill Creek and Osborne School. Rockefeller Financial 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 that provides a broad range of investment and placement services.

Michael Miller is a financial advisor with Primerica Advisors, holding a Series 66 designation and nine years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, he assists with marketing for his wife’s family business and contributes as a freelance writer for Successful Farming Publication. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Andrew Crais is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with SunTrust Advisory Services since 2016 and has worked at SunTrust Bank and SunTrust Investment Services since 2011. 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 and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary approaches.

Emery Bourne is a financial advisor with Rockefeller Financial LLC based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Rockefeller Financial and Rock & Co LLC in 2020, he worked at Morgan Stanley for 11 years. 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 services. The firm offers integrated solutions through affiliated trust and insurance entities, with access to alternative and private investments and a designated Private Advisor model.

Jeffrey Repasky is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with SunTrust Advisory Services LLC since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2015. 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 uses third-party platforms and AI-enabled tools to support investment research and manager selection.

Christopher Johnson is a CFP® professional with 17 years of experience in financial advisory services. He has been with Creative Planning since 2017 and previously worked at USAA Financial Advisors from 2013 to 2017. Creative Planning is a large enterprise advisory firm serving a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various specialized approaches, and offers a range of affiliated services such as estate law, trust administration, and retirement plan recordkeeping.

Clifford Hitt is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Kaseya, Impact Partnership Wealth, and Investus Advisers LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that includes fiduciary RIA services and manages donor-advised funds while utilizing model portfolios and customized strategies.

John Bayiha is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 65 designation and previously worked at Bank of America and Wells Fargo. Outside of his advisory role, Bayiha is the owner of a single-family home rental property. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through customized and model-based managed accounts.

Joseph Ready Jr. is a financial advisor with PNC Wealth Management in Marietta, GA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. He has been with PNC Investments since 2017. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary portfolio strategy offered as an invitation-only employee pilot. The firm uses algorithmic risk assessments and delegates portfolio management and proxy voting to third parties.

Nicholas Brink is a CFP® professional at HB Wealth with one year of industry experience. His prior roles include positions at Gratus Capital, Wellspring Associates, and Westrock. He also worked at the University of Tennessee - Knoxville. 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 aligned with client objectives and risk tolerance, combining quantitative and qualitative analysis across a variety of public and private investment strategies.

Maurice Martin III is a CFP® professional with six years of industry experience, currently serving as a financial advisor at HB Wealth in Atlanta, GA. He previously worked at JT Stratford, LLC from 2015 to 2021 before joining Homrich Berg in 2021. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to a diverse client base including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combination of quantitative and qualitative due diligence across public and private strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Adam Simon is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Centaurus Financial since 2016. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Noah Reichert is a CFP® and Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Mercer Global Advisors Inc., having joined in 2023, and previously worked at Delta Community Credit Union, LPL Financial, Mass Mutual Investors Services, and MetLife Securities Inc. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a range of investment vehicles and tax-management strategies.