Robert Boeye is a financial advisor at William Blair with three years of industry experience. He holds a Series 66 designation and has been with William Blair since 2020. Prior to his current role, he worked at the University of Notre Dame and Pinecrest Academy. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs active, research-driven strategies across various asset classes and provides access to proprietary models, sub-advisory services, and private investment opportunities.

Maryam Haddad Salleg is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she held roles at Georgia Tech, including work with the Office of Minority Educational Development and the College of Computing. She also has experience in entrepreneurial ventures, having been involved with Lunatica Pajamas Co. from 2017 to 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a variety of implementation options, while leveraging affiliated Goldman Sachs entities to offer a broad range of services and specialized programs.

Patience Watson is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining Truist Advisory Services in 2023, she worked at SunTrust Bank and Suntrust Investment Services. Outside of financial advising, Watson owns a business importing African fashion, organic makeup, and travel services, with part of the proceeds supporting homeless children in Zimbabwe. Truist Advisory Services provides investment consulting and advisory services to a range of clients including individuals, corporate and business entities, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

James Trimble Jr. is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with HB Wealth in Atlanta, GA, having previously worked at Homrich Berg and Nease Lagana Eden & Culley. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth management, investment management, and financial planning with a focus on discretionary portfolio management and a combined quantitative and qualitative investment approach across public and private strategies.

Christopher Johnson is a financial advisor with HB Wealth in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Oakwood Capital Securities, 49 Wealth Management, and PKS Investments. Outside of finance, he works as a delivery driver for Uber on a part-time basis. HB Wealth Management is a registered investment adviser offering wealth and investment management as well as financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a disciplined investment process across public and private strategies and provides outsourced CIO and advisory services.

Margaret Robinson is a CFA® charterholder with 14 years of industry experience. She is currently with Truist Advisory Services in Atlanta, GA, where she has worked since 2019 following three years at Goldman Sachs. 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 combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools alongside traditional methods as part of its manager selection and oversight processes.

Keith Eason is a CFP®-credentialed financial advisor with 18 years of industry experience. He is currently with Valic Financial Advisors in Atlanta, GA, where he has worked since 2014, and also holds a role with Agia involving non-securities insurance products. Prior to Valic, he was associated with Pro Labor Services starting in 2013. 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Stacey Mcculley is a financial advisor at Oppenheimer with 18 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services Inc and Kalos Capital. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Jayesh Intwala is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at The Ayco Company, L.P., Mercer Allied, and Goldman Sachs Wealth Services since 2008, currently serving at Goldman Sachs Wealth Services in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Christopher Conrod is a financial advisor at Truist Advisory Services with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Truist Investment Advisory Services, Truist Investment Services, Truist Bank, Orchestrate Experience LLC, and the University of Georgia. 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 manager-selection programs, implementing advice through a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Matthew Keiss is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Apogee Financial Partners, where he also served as managing director and insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Sawyer Hyatt is a financial advisor at HB Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Prior to his financial career, he held various roles in the service and catering industries. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning to a diverse client base including individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management incorporating a capital markets outlook and uses both quantitative and qualitative due diligence across a range of public and private investment strategies.

George Bellucci is a CFP® professional with 31 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at American Portfolios Financial Services, Inc., Hartford Equity Sales Company Inc., and Phoenix Home Life. Bellucci also serves as president of Bellucci Insurance Brokerage, a business specializing in casualty and property insurance. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and access to alternative investments and donor-advised funds, utilizing various management styles and platform partnerships.

Ariel Gibson is a Series 66-licensed financial advisor with seven years of industry experience currently serving at Valic Financial Advisors. Prior to joining Valic, Gibson worked at Edward Jones and Jason Riner State Farm. Outside of financial advising, Gibson has been a consultant for Pampered Chef, selling kitchenware products. Valic Financial Advisors primarily serves individual investors in the U.S., 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 UMA models for portfolio construction and management.

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 at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing. Johnson serves as a board member of the Arts Association of Newton County, a nonprofit focused on promoting dance, music, and visual arts in the local community. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to assist clients with asset allocation, investment policy, and manager selection.

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.