Carolyn Robin is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA and TIAA-CREF since 2006. 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 both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies, and also acts as adviser to a donor-advised fund.

Cecelia Nelson is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and one year of industry experience. She has previously worked at Equity Services Inc, National Life Group, and Morgan & Morgan PLLC. Her outside business activities include involvement with CZN Acquisitions LLC, where she dedicates a notable portion of her time. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and advisory services to individuals, retirement plans, charitable organizations, and corporate clients, utilizing a range of investment programs and model portfolios from in-house and third-party managers.

Jacquelyn Csonka is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and Mutual of Omaha. She is also an agent for AGIA, involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement plans, offering portfolio management, financial planning, and unified managed account solutions through a large network of advisors.

Mira Gurock is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has been with Goldman Sachs & Co. LLC since 2026. Her prior work history includes roles at CBRE, JLL, and Emory University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem to provide tailored investment strategies, specialized executive wealth programs, and access to alternative investments.

Ian Garrett is a financial advisor at Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Valic in 2026, he worked with Florida Financial Advisors operating as Georgia Financial Advisors from 2025 to 2026. Garrett has experience in fixed insurance sales alongside his financial consulting role. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals—including high net worth and ultra-high net worth clients—and employer-sponsored retirement participants. The firm uses a technology-driven approach with discretionary unified managed accounts and offers portfolio management and financial planning through a large network of advisors.

Khaleid Castelle is a CFA® charterholder affiliated with Focus Partners Wealth, LLC in Atlanta, GA. He has not yet begun his industry experience as a financial advisor but previously worked at Norfolk Southern Company for five years and Fiduciary Trust International for nine years. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Jacob Myers is a CFP® and Series 63 registered advisor with Rockefeller Financial LLC in Atlanta, GA. He has been with Rockefeller Financial since 2021 and has prior experience working at Davidson College and Frederica Academy. 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, operating with a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.

Margaret Cox is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing Services, and J.P. Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Stephen Patch is a financial advisor at Bankers Life Advisory Services, Inc. in Atlanta, GA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Bankers Life and its affiliates since 2013. Outside of his advisory role, he serves as a unit field trainer for Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk tolerances.

Christopher Cosenza is a CFP® professional with 29 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has previously worked at LPL Financial and is president of Brookhaven Wealth Management, Inc., a role he has held since 2014. In addition to his advisory work, he provides consulting services outside the investment field. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and supports a range of investment models, emphasizing primarily non-discretionary asset management.

Frank Waterson III is a CFP® professional with 14 years of industry experience, currently with HB Wealth in Atlanta, GA. He previously worked at Homrich Berg for 17 years and Goldman Sachs Wealth Services for one year. HB Wealth Management provides wealth and investment management, financial planning, and advisory services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and offers discretionary portfolio management along with outsourced chief investment officer and institutional advisory services.

Jeremy Newton is a financial advisor at First Command Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James, LPL Enterprise, and Triad Advisors. Newton also co-founded Giddyup Gear, a venture he managed for ten years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers.

Jennifer Storey is a CFP® with 16 years of industry experience. She is currently with HB Wealth in Atlanta, GA, and has held roles at Homrich Berg, Antares Wealth Management, LLC, and Lesesne Capital Management, Inc., DBA Oakbridge Partners, Ltd. HB Wealth Management provides wealth and investment management as well as financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm’s investment approach includes discretionary portfolio management aligned with client objectives and risk tolerance, combining quantitative and qualitative due diligence across a range of public and private strategies.

Dylan Greer is a CFP® professional with six years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previously worked at firms including Buckingham Strategic Wealth and Creative Planning. He serves as a board member for a homeowner association in Marietta, GA. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, offering a mix of investment management, financial and tax planning, and business management services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

David Norvell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include a 15-year tenure at TIAA and a position at LPL Financial. Outside of advising, he works as a food delivery person for DoorDash. 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, fiduciary support, and manager-selection services, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Deven Shah is a financial advisor at Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Goldman Sachs, he held academic positions at Emory University, New York University, Brandeis University, and Horace Mann School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic and tactical allocation models, discretionary and non-discretionary implementations, and access to a wide range of affiliated resources across the Goldman Sachs ecosystem.

Michael Bork is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Capital Directions, LLC and Plante Moran Financial Advisors. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, families, high-net-worth clients, and various organizations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Robert Graham IV is affiliated with Focus Partners Wealth, LLC and holds Series 63 and Series 65 licenses. He has no prior industry experience as a financial advisor but spent 16 years at Teachers College, Columbia University. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Tanner Horstmeyer is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has four years of industry experience, including roles at Allon Planning Partners and Foundations Investment Advisors. His background also includes experience outside finance in positions at Golf Headquarters and Ruth's Chris, as well as community involvement with Youth With A Mission. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored investment advice through model portfolios and discretionary or non-discretionary authority.

Taylor Patrone is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 66 designation and has previous experience at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across various asset classes.