Lisa Pastushok is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Her prior roles include positions at Silicon Valley Capital Partners, L.P. and Scharf Investments. 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 employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning solutions.

Samantha Goldmann is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Her prior roles include positions at Advantage, Alvarez and Marsal, and The Shelby Report. 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 institutions. The firm leverages centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michelle Trivers is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Rockefeller Capital Management, and Berman Capital Advisors. Based in Atlanta, GA, she has been with Cresset since 2021. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due diligence process and a range of advisory services.

Jonathan Bristow is a CFA® charterholder with one year of industry experience. He is currently an advisor at HB Wealth in Atlanta, GA, and previously worked at Balentine, dKiM CAPITAL, and Bank of New York Mellon. 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 and investment management, financial planning, and outsourced chief investment officer services, using a combined quantitative and qualitative investment approach across public and private strategies.

Carson Lake is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has five years of industry experience. He has been with Goldman Sachs Ayco since 2020 and has held positions at Academy Sports and Outdoors, Raymond James, and other firms. 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 uses strategic allocation models and a range of implementation platforms, leveraging capabilities across the broader Goldman Sachs ecosystem.

Julian Davis is a CFP® with eight years of experience in the financial industry. He previously worked at Homrich Berg for six years before joining HB Wealth. He serves as Treasurer and Director of Keep Growing Daily Institute, a nonprofit organization. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm offers discretionary account management and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

Olivia Marks is a Series 66-licensed financial advisor at Truist Advisory Services with 18 years of industry experience. She previously worked at Merrill Lynch for 11 years before joining SunTrust Advisory Services and SunTrust Investment Services, both of which are part of her current role at Truist. 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 a range of services including asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting.

William Walsh is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2012 and also serves as an agent for Agia, focusing on 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, consulting, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Thomas Epperson is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at notable firms including Lehman Brothers Inc. and UBS Financial Services Inc. Since 2014, he has served on the board of directors of Care Services Inc., a pharmacy distribution company. 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 investment banking services.

Connie Ellis Foster is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 credentials. She has 24 years of industry experience, with prior roles at Merrill and Suntrust Advisory Services. Outside of her advisory work, she owns an online retail business focused on women's fashion accessories and manages two additional ventures in artwork and online wholesaling. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, combining discretionary manager relationships with third-party platform support and AI-enabled research tools.

Catalina Soto Busch is a financial advisor at Oppenheimer with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches that cover equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

Michael Dennard is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Cetera Advisor Networks, Amazon.com, Primerica Financial Services, Signator Investors, Transamerica Financial Advisors, and FSC Securities Corporation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and research.

Byron Griffith III is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds the Series 66 designation and has four years of industry experience. His career includes eight years at Truist prior to joining Truist Investment Services in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research and supervisory oversight.

Daniel Kohler is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at Great-West Financial and the Fund for Equality. Outside of advising, he has worked as an independent Uber driver in the Denver area. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning and manages a large participant base relative to its advisor count.

Michael Lepore is a Series 66 licensed financial advisor with Rockefeller Financial LLC, based in Atlanta, GA, and has 8 years of industry experience. Prior to joining Rockefeller Financial and Rock & Co LLC in 2019, he worked at Bank of America and Merrill. Outside of his advisory role, Mr. Lepore coaches youth basketball and serves on the board of The Terminus Classic, an annual college basketball event in Atlanta. 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 range of portfolio management and financial planning services and operates as a registered broker-dealer, providing clients access to discretionary and non-discretionary investment solutions across multiple asset classes.

Joseph Okraski is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has worked at Valic Financial Advisors since 2015 and has been affiliated 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jeffrey Burrell is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with tailored recommendations and trades executed only with client authorization.

William Howard is a CFP® and CFA® credentialed advisor with 11 years of industry experience. He currently works at Mercer Global Advisors Inc. and previously spent a decade at Kays Financial Advisory Corp. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles, strategic factor tilts, and tax management.

Marvin Brooks III is a CFP® with eight years of industry experience based in Atlanta, GA. He is currently with HB Wealth and previously worked at Homrich Berg for seven years. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth management, investment management, and financial planning, combining quantitative and qualitative due diligence across public and private strategies while managing accounts primarily on a discretionary basis.

Victor Calvert is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. 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.