Gianluca Sumberac is a financial advisor with Rockefeller Financial LLC, holding Series 65 and Series 63 credentials and 18 years of industry experience. His prior work includes multiple roles at Morgan Stanley and E*TRADE Securities. 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.

Johnathon Cope is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services since 2021, following prior experience at BB&T Securities starting in 2016. Outside of his advisory role, he is involved in manufacturing sales with a family business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, 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.

Stephen Mink is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Valic Financial Advisors since 2012, with a brief period of unemployment in 2017, and has also been associated with Agia since 2022, where he is involved in non-securities insurance products. 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 and operating at scale with over 1,200 advisors.

Craig Gorden is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Atlanta, GA. His prior work experience includes roles at TIAA-CREF, JP Morgan Securities, Merrill Lynch / Bank of America, Morgan Stanley, and E*Trade Securities. Outside of his advisory work, he owns and operates E-Clearance LLC, which engages in wholesale trade and retail resale through Amazon’s FBA platform. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools to recommend investment allocations while allowing clients to retain final trading decisions.

Sarah Holder is a CFP® professional with three years of industry experience, currently serving as a financial advisor at HB Wealth Management. Her prior work includes roles at Oakbridge Partners, SunTrust Robinson Humphrey, and Polay + Clark & Co. 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, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management, combining quantitative and qualitative due diligence across a range of public and private investment strategies, and is notable for advising registered investment companies and launching affiliated private funds.

Crystal Brown is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. Her prior work includes roles at Bank of America and Merrill. She is also an insurance agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

Riley Groves is a CFP® professional at HB Wealth with two years of industry experience. He previously worked at Global Financial Atlantic Group and has an academic background that includes time at Boston College and The Lawrenceville School. 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, financial planning, and investment management with a disciplined investment process that includes both public and private strategies.

Michael Stone Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes various roles at Truist Advisory Services and Truist Investment Services, along with prior experience outside the financial sector. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Robert Mason is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He holds a Series 65 designation and has worked at Allworth Financial since 2020. In addition to his advisory role, Mason is a pilot for Delta Airlines, where he has been employed since 1999. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies, including model-based and options-driven approaches, and incorporates technology to manage held-away employer retirement accounts.

James Garman is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, and Scottrade. He is also appointed as an agent to sell non-securities insurance products for Agia. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors.

Roger Perry is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Truist Investment Services and SunTrust, spanning from 2015 to the present. 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, plan sponsor fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party platforms and AI-enabled research tools.

Shane McMahon is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 19 years with The AYCO Company, L.P./Mercer Allied. Based in Atlanta, GA, McMahon’s career spans both advisory and wealth management roles. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources, integrated affiliate services, and tailored programs such as Executive Wealth and Private Family Office support.

Ali Mahbod is a CFP® certificant with 13 years of industry experience, currently serving with Truist Advisory Services. His prior roles include positions at SunTrust Advisory Services and E*Trade Capital Management. Outside of finance, he has been a licensed Grade 07 soccer referee with the United States Soccer Federation since 2004 and volunteers with a nonprofit supporting education through sports. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Jared Sanders is a financial advisor with Truist Advisory Services in Atlanta, holding a Series 65 designation. He has one year of industry experience and has previously worked at BlueTrust, Fidelis Wealth Partners, and Wealth Enhancement Group. Prior to his advisory career, he spent several years as a student and worked at Maggie Valley Nursing & Rehab. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enhanced research to support manager selection and investment oversight.

Thomas Arvanites is a CFP® and Series 63 credentialed financial advisor with 46 years of industry experience. He has been with Janney Montgomery Scott, LLC since 2012. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Javonda Lightner is a financial advisor with Truist Advisory Services based in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. She has worked at Truist Advisory Services and its affiliated entities since 2014, including SunTrust Banks. Outside of her advisory role, she owns a custom interior painting business and engages in life coaching focused on empowering women and young girls. Truist Advisory Services provides investment consulting and advisory services to a range of clients including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment management approaches and uses third-party platforms and AI-enabled research tools to support its investment strategies.

Amanda Lorch is a CFP® professional with 15 years of industry experience, currently with Schwab Wealth Advisory, Inc. in Atlanta, GA. Her prior experience includes roles at Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade. Outside of her financial advisory work, she owns and operates a small business specializing in yard sign sales and installations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools while leaving final investment decisions to clients.

Eldon Williams Jr. is a financial advisor at Janney Montgomery Scott in Atlanta, GA, holding a ChFC® designation along with Series 66 and 63 licenses. He has seven years of industry experience and has worked at multiple firms, including Northwestern Mutual and Highland Capital Brokerage. Williams also held a role at Outlier AI, indicating involvement with a technology-focused business. 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 brokerage, financial planning, consulting, and advisory programs, utilizing both in-house and third-party portfolio management across several wrap programs and model portfolios.

Robert Schuckmann III is a CFP® professional with nine years of experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Bank since 2014. 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 employs a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.

Jesse Hansford is a CFP® professional with 17 years of experience in the financial services industry. He is currently with OSAIC Advisory Services, LLC and has previously worked at Triad Advisors and Raymond James Financial Services. Outside of his advisory work, Hansford serves as treasurer for Loaves & Fishes, a nonprofit focused on eliminating hunger. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and nonprofit organizations. The firm provides a range of services including investment management, financial planning, retirement consulting, and third-party manager oversight through multiple program models.