April Gay is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at Morgan Stanley from 2014 to 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 offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

William Smith is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA. He holds Series 65 and Series 63 licenses and has prior experience at Regions and PNC totaling ten years in the financial services industry, though his current advisory role began in 2026. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing a range of investment advisory and financial planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, complemented by educational programming and specialized service platforms.

Danielle Conti is a CFA® charterholder based in Atlanta, GA, with 11 years of industry experience. She currently works at HB Wealth Management, LLC, having joined the firm in 2025. Prior to HB Wealth, she was with Truist Advisory Services and Invesco, and she worked at First Eagle Investment Management, LLC from 2014 to 2019. 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 provides discretionary wealth management and financial planning services, employing a combination of quantitative and qualitative due diligence across 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 at Goldman Sachs Wealth Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 19-year tenure at The AYCO Company, L.P./Mercer Allied. 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 offers tailored solutions through integrated resources and affiliated teams, delivering services such as Executive Wealth, Personal Wealth, Private Family Office support, and retirement plan education.

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.

Robert Smith is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and specialized private market programs.

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.

Anthony Greene is a Series 66-licensed financial advisor with Kestra Advisory, where he has worked since 2016. He has 13 years of industry experience and also holds roles with Kestra Investment Services, LLC and Renaissance Benefit Advisers. Greene serves as a board member of the Joy of Learning Collaborative, providing business advice and assisting with fundraising efforts. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm provides services ranging from fiduciary consulting and plan design to employee education and pooled plan solutions.

James Pullen II is a CFP® professional at HB Wealth with four years of industry experience. His work history includes roles at Homrich Berg, Atlanta Financial Associates, and Secure Life Benefits. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary wealth management, investment management, and financial planning, employing a combined quantitative and qualitative approach across a broad range of public and private investment strategies.

Chad Cunningham is a Series 66-licensed financial advisor with eight years of industry experience, currently with Truist Advisory Services in Alpharetta, GA. Prior to joining Truist in 2026, he worked at Merrill for 27 years. 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 analysis, plan sponsor fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary strategies supported by extensive inter-affiliate integration.

Yali Qin is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Focus Partners Wealth, Qin worked at The Colony Group, Morgan Stanley, and E*Trade Securities. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers comprehensive services such as investment management, financial counseling, family office support, and retirement plan fiduciary services, employing a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture.

Stacie Nguyen is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has 10 years of industry experience. She has worked at Transamerica Financial Advisors since 2015 and is also involved in health insurance sales through her own agency since 2014. Additionally, she maintains a role with World Financial Group, Inc., where she has been active since 2010. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with access to proprietary and third-party model portfolios and manages approximately $2.1 billion in assets under management across discretionary and non-discretionary programs.

Jana Burke is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include seven years at Stephens Inc and concurrent positions at Independent Advisor Alliance and LPL Financial since 2021. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting with a blend of discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Cynthia Wilson is a CFP® professional with 20 years of experience in the financial services industry. She is currently with HB Wealth and has previously worked at firms including Wealth Enhancement Group and Minnesota Life Insurance Company. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies, managing accounts primarily on a discretionary basis.

Tyler Glassman is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following positions at The Ayco Company, L.P./Mercer Allied, and Crowe Horwath LLP. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management, leveraging proprietary research, strategic allocation models, and a range of investment platforms within the broader Goldman Sachs ecosystem.

Thomas Carroll is a CFP® with 25 years of industry experience, currently serving at HB Wealth. His prior roles include positions at Homrich Berg and multiple divisions of SunTrust from 2014 to 2019. Carroll holds board and advisory roles with Emory University, Zoo Atlanta, the Ultra High Net Worth Institute, BYN Pershing Wealth, and Wake Forest University. 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 employs a disciplined investment approach combining quantitative and qualitative due diligence across public and private strategies and offers services including wealth management, financial planning, and outsourced chief investment officer (OCIO) solutions.

Robinson Mertilus is a CFP® professional with eight years of industry experience and is currently affiliated with Hightower Advisors. He previously worked at Facet Wealth and Diversified Trust Company. He is based in Alpharetta, GA. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and diverse portfolio construction techniques.

Velena Berny is a CFP® certificant with Series 63 registration, currently serving as a financial advisor at Truist Advisory Services. She has over one year of experience in the financial industry and has been affiliated with Truist Bank since 1997. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting and employs AI-enabled tools and inter-affiliate resources to support its manager selection and oversight processes.

Suzanna Tucker is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Her prior roles include positions at Edge Athleisure and Enewton, and she has an academic background from Texas Christian University. 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, operating as both an enterprise adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.