Tyson Long is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Northwestern Mutual, and MML Investors Services LLC. In addition to his advisory work, he is 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jonathan Dewitt is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, with additional experience at Cove.Tool and Luxe Linear Drains. Dewitt is involved in insurance product sales outside of Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple program platforms.

Brian Staples is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at CWM, LLC in Atlanta, GA. His prior experience includes roles at Carson Wealth, Woodbury Financial Services, Inc., and Jon Baker Financial Group. In addition to his advisory work, he is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customized investment tools.

Navin Jayasekar is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management, utilizing model portfolios and customized strategies under a fiduciary standard.

Sarah Cannon is a CFP® professional with eight years of industry experience, currently with Mercer Global Advisors Inc. in Atlanta, GA. She has held multiple roles at Mercer Global Advisors since 2018 and also worked at Resource Planning Group and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Sean Landgren is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA. He has 12 years of industry experience, including eight years with The AYCO Company, L.P./Mercer Allied and five years with Ayco/Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, delivering solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Justin Ryan is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. Prior to joining Rockefeller Capital Management in 2026, he worked at Rockefeller Financial LLC and UBS Financial Services Inc. He is also the managing member of Mascot Holdings LLC, a single-person LLC unrelated to his advisory work. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients with a range of portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and offers integrated investment, trust, and insurance services through its consolidated platform.

Charlotte Vidal is a CFA charterholder with nine years of industry experience. She has worked at Goldman Sachs & Co. from 2015 to 2022 before joining HB Wealth in 2022, where she currently advises clients. 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 combines quantitative and qualitative due diligence across a range of public and private investment strategies and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Sharon Grannum is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and having 23 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2001. 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 research tools to support its investment process.

Jeni Cobbs is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including GenSpring Family Offices and Regions Investment Management prior to joining Truist. Based in Atlanta, GA, she has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes both 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.

Richard Mundy is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. His prior roles include positions at Kays Financial Advisory Corp and Fidelity, where he worked from 2012 to 2019 in various advisory and brokerage capacities. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, small business owners, and nonprofit organizations. The firm’s investment strategy is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options such as ETFs and separate accounts.

Paige Foster is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Valic Financial Advisors since 1999 and also holds a position as an agent with Agia, focusing on 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 offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Julie Copelan is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has been with Valic Financial Advisors since 2014 and also holds a position with Agia focusing on non-securities insurance products. Outside of finance, she is involved in reselling preowned clothing through the online marketplace Poshmark. 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.

Laren Campbell is a financial advisor with Empower Advisory Group in Brookhaven, GA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Prior to joining Empower, he worked at GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc., among other roles. Outside of finance, he owns and oversees a film production company, Random Specific Productions, LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, with an integrated approach tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base relative to its adviser headcount.

Gregory Fink is a financial advisor at Focus Partners Wealth, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Gratus Capital, HighTower Advisors, and Fidelity Investments. Outside of his advisory role, he provides general consulting and Q&A on the RIA marketplace through Alpha Insights. Focus Partners Wealth serves a wide range of clients including individuals, family offices, and institutions, offering investment management, financial counseling, and other wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and maintains an extensive network of affiliated service companies and product relationships.

Eric Michalski is a Certified Financial Planner® with 21 years of industry experience. He is currently an advisor at Farther and has held prior roles at Carson Wealth and Woodbury Financial. Michalski is also the owner of Michalski, LLC, a holding entity for partnership shares in Carson Group Holdings. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform complemented by direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Colton Myers is a CFP®-designated financial advisor at Rockefeller Financial LLC with one year of industry experience. His prior work history includes roles at Rockefeller Capital Management, Emory University, and Lord Abbett. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Jeffrey Rosengarten is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Homrich Berg, now part of HB Wealth, for 15 years. Based in Atlanta, GA, Rosengarten’s career is focused on wealth management and financial planning services. HB Wealth Management serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers a comprehensive investment approach that includes discretionary portfolio management, quantitative and qualitative due diligence across public and private strategies, and provides outsourced chief investment officer (OCIO) services.

Charles Wellborn Jr. is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Suntrust Investment Services and CIBC Atlantic Trust Private Wealth Management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

William Inman Jr. is a financial advisor with Primerica Advisors based in Atlanta, GA, holding CFP®, ChFC®, and Series 66 designations and bringing 17 years of industry experience. He has worked at Park Ave Securities and Guardian since 2008. Inman serves as a member of the Mount Vernon Campaign Council, a school-related volunteer role. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and provides services such as lending solutions and donor-advised fund options.