Susan Trass is a financial advisor with Kestra Advisory in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services since 2023, with prior roles at Ameriprise, PNC Investments, Chelsea Financial Services, and Fountainhead Capital Management. Outside of her advisory duties, she serves as a client service specialist supporting financial planning and asset management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Kristofer Funkhouser is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. He serves on the Investment Committee Board of Christ the King School, a Catholic school in Atlanta, where he participates in reviewing endowment fund allocations and manager selections. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its AMC Advantage manager-selection program.

David Rabinowitz is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Truist Advisory Services since 2021 and has prior experience with Bb&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Cameron Carty is a CFP®, CFA®, and holds a Series 66 license with 16 years of industry experience. He has been with Creative Planning since 2025, following a ten-year tenure at T. Rowe Price. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and a range of retirement plan services.

Temprance Berry is a financial advisor with Fifth Third Securities, Inc. in Lawrenceville, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Fifth Third Securities in 2022, Berry worked at Fifth Third Bank starting in 2019 and previously spent eleven years at Bed Bath and Beyond. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and an integrated platform involving National Financial Services and Fidelity Institutional Wealth Adviser.

Jenna Taylor is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding a Series 65 designation. She has been with Mercer Global Advisors since 2022, following two years at Interstate Tax and Accounting and four years at Indiana University Northwest. Mercer Global Advisors serves individuals and families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory and comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios implemented through a variety of vehicles, including low-cost ETFs and separate account managers.

Katherine Lobe is a CFP® and Series 66-licensed advisor with SPC, where she has worked since 2014. She has 17 years of industry experience, including time at Sigma Financial Corporation. She also operates Lobe Financial Services, LLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability through discretionary and nondiscretionary arrangements.

Wan Yin Tan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Tan's work history includes roles at Transamerica Financial Advisors since 2016, as well as involvement with Prime Horizon Enterprises Inc and NARSSA. Outside of financial advising, Tan participates as a certified member of NARSSA, generating Social Security reports for financial planning purposes, and is engaged in skincare product purchasing through a separate business activity. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, supported by multiple program platforms such as Transamerica ONE and TFA365.

Tatum Foreman is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial, he worked at Dimensional Advisors Fund for two years and has experience in fitness and university settings. Rockefeller Financial LLC serves high-net-worth individuals, families and family offices, as well as institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a broad range of investment and placement services through its Private Advisor model and consolidated investment platform.

James Funk is a CFP® professional with 25 years of industry experience. He is currently with Farther Finance Advisors and has previously worked at Bison Wealth, LLC and Lakeview Capital. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach, using bespoke allocations or proprietary algorithmic model portfolios with automatic rebalancing and treats cash as an asset class.

William Mcknight is a CFP® professional with 22 years of experience, currently with Mercer Global Advisors Inc. He previously worked at Kays Financial Advisory Corporation for 21 years. In addition to his advisory role, he serves as an adjunct professor of financial planning at the University of Florida, Southern New Hampshire University, and the University of Maryland Global Campus. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Shafi Q Ahmadi is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial, Crowe LLP, and Emory Alliance Credit Union. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with oversight from its Investment Advisory Group and CIO, employing third-party platforms and AI-enabled equity research tools in its investment approach.

Joy Bell is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2019 and previously held positions at Wells Fargo Clearing Services and Wells Fargo Advisors. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm delivers tailored strategies using proprietary analytics and a range of advisory services within the broader Goldman Sachs ecosystem.

Robert Castaneda is a financial advisor at William Blair with 25 years of industry experience. He has been with William Blair since 2016 and holds a Series 63 designation. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Anthony Hosfeld is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Advocacy Wealth Management for eight years and Triad Hybrid Solutions for seven years. Hosfeld is also the owner of William and Wade Wealth, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models and utilizing both proprietary and third-party platforms.

Sharina Carmon is a financial advisor with Truist Advisory Services in Atlanta, GA. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her career includes prior roles at Fidelity Investments and The Vanguard Group. 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, investment policy analysis, fiduciary support, and a manager-selection program that relies on third-party platforms and AI-enabled research tools.

Kevin Valentino is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2019. Prior to joining Rockefeller, he held roles at Bank of America and Merrill. He is based in Atlanta, GA. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm utilizes a Private Advisor model supported by a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and a range of investment services including brokerage and placement capabilities.

Gwyndolyn Stowell is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley before joining Rockefeller Financial and Rock & Co LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Sarah Cronin is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. 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 AI-enabled research tools and supervisory oversight, to deliver its AMC Advantage manager-selection program and other investment solutions.

Joseph Stallings is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and was previously with The AYCO Company, L.P./Mercer Allied from 2015 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management, leveraging strategic allocation models and a range of advisory platforms integrated within the broader Goldman Sachs ecosystem.