Ivan Johnson is a financial advisor with Stratos Wealth Partners, Ltd. based in Atlanta, GA. He holds a Series 66 designation and has 21 years of industry experience. His prior positions include roles at LPL Financial, MassMutual Investors Services, METLIFE Securities, and Ameriprise. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, and offers a range of financial planning and portfolio management services through an open-architecture platform.

Lorena Kanani is a financial advisor at Truist Advisory Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Sequent Planning, LLC. Outside of her advisory role, she owns INFINITY M CONSULTING LLC, an LLC established for real estate activities that are not yet active. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, 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 arrangements with a strong emphasis on inter-affiliate integration.

Jacqueline Smith is a financial advisor with Citigroup Global Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Jennifer Ritorto is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. Her career includes prior roles at SunTrust Advisory Services and Ameriprise. Outside of her advisory work, she teaches dance to children at the North Georgia School of Ballet and serves as chairperson for the 100 Days of Giving fundraising initiative at Garden Hills Elementary School. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Dennis Young is a financial advisor at First Citizens Investor Services, Inc. based in Atlanta, GA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Truist Advisory Services and SunTrust Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a client process focused on assessing financial needs and risk tolerance, using fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Brett Mendenhall is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC, United Capital Financial Advisers, and Girard 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 portfolio management, financial planning, and consulting services, operates as a registered broker-dealer, and provides access to both traditional and alternative investment solutions through its integrated investment platform.

Everett Hunter is a CFP® professional with 25 years of industry experience, currently affiliated with Truist Advisory Services in Atlanta, GA. His prior experience includes roles at PNC Investments and various SunTrust and Truist entities. 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 a manager-selection program, utilizing both discretionary and non-discretionary strategies with integrated inter-affiliate resources.

Herman Cheung is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA, holding a Series 66 designation with five years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent nearly two decades at The Ayco Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group.

Paige Allen is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2022. 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 and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration to deliver its AMC Advantage manager-selection program.

Van Mang is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Prior to joining Goldman Sachs in 2023, he held roles at Uber and several other companies. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Matthew Weatherly is a CFA® charterholder and holds a Series 65 license, with 17 years of industry experience. He has worked at Truist Advisory Services since 2020 and previously held roles at SunTrust Advisory Services and SunTrust Bank from 2012 to 2020. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements, to deliver services including asset allocation, fiduciary support, and manager selection programs.

April Gay is a financial advisor with Rockefeller Financial LLC based in Atlanta, GA, holding Series 63 and Series 66 designations and 13 years of industry experience. She previously worked at Morgan Stanley for six years before joining Rockefeller Financial and Rock & Co LLC in 2020. 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 operates a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services.

William Smith is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. He holds Series 63 and Series 65 licenses and has experience working at Regions and PNC prior to joining Mercer in 2026. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, alongside specialized offerings such as retirement plan consulting and charitable advisory services.

Danielle Conti is a CFA charterholder with 11 years of experience in the financial industry. She is currently with HB Wealth Management, where she has worked since 2025. Prior to joining HB Wealth, she held positions at Truist Advisory Services, Invesco, First Eagle Investment Management, and Stadion Money Management. 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, typically managing accounts on a discretionary basis using a process that combines quantitative and qualitative due diligence across a range of public and private investment strategies.

Andrew Mc Arthur is a financial advisor at TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 designations with four years of industry experience. His prior firms include J.P. Morgan Securities, Morgan Stanley, E*Trade Securities, Thrivent, and Bank of America. TIAA-CREF Individual & Institutional Services, LLC provides 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 offers a range of advisory services, including model portfolio management and customized portfolios, and serves as adviser to the TIAA Donor Advised Fund.

Otis Smith is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 19 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers specialized programs and integrates strategic allocation models with proprietary research, leveraging the broader Goldman Sachs network to deliver a range of advisory services.

Thomas Toman is a financial advisor with Truist Advisory Services, holding a Series 65 designation and eight years of industry experience. He previously worked at LCG Associated, Inc. from 2011 to 2017 before joining Suntrust Advisory Services, Inc. in 2017. 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, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Andrew Appleby is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC, the University of Georgia, and other educational and retail organizations. 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 offers tailored investment strategies supported by specialized teams and a range of financial offerings, leveraging integrated resources across the Goldman Sachs network.

Anuska Kovalcheck is a CFP® professional with four years of experience in financial advising. She has worked at Mercer Global Advisors Inc. since 2021 and previously held roles at Atlanta Financial Associates and Stonecrafters USA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Yali Qin is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Focus Partners, Qin worked at The Colony Group, Morgan Stanley, and E*Trade Securities. Outside of finance, Qin has experience working at Mee Sum Pastry. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside tools such as trend-following and options overlay strategies.