Lateefah Donadelle is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 14 years before joining Truist in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Mary Wafer is a financial advisor at Truist Advisory Services with 47 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Truist Advisory Services and related entities since 2013, including Bb&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and the AMC Advantage manager-selection program. The firm utilizes a combination of discretionary and non-discretionary management, supported by third-party platforms and AI-enabled research tools.

Vicki Chriszt is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has prior work experience spanning healthcare and educational institutions, including Northside Hospital and Georgia State University. 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 charitable organizations. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Marcus Clark is a CFP® with nine years of industry experience, currently advising at Rockefeller Financial LLC since 2020. His prior experience includes roles at Bank of America and Merrill. Based in Atlanta, GA, Clark holds the Series 66 designation. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, while operating as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Virginia Griffith is a financial advisor at Equity Services, Inc. with seven years of industry experience. She holds the CFP® designation and has worked at firms including TruOak Financial Partners LLC and The Prudential Insurance Company of America. Griffith is also active in her community as a member of the vestry and chair of the planned giving committee at the Episcopal Church of the Holy Family. Equity Services, Inc. offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Charles Jordan IV is a CFP® and Series 65 professional with 18 years of experience in financial advisory services. He is currently with Corient, where he has worked since 2022, following a 15-year tenure at CI Brightworth Private Wealth. Jordan is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and specialized offerings such as private fund capabilities and affiliated trust services.

Melissa Dresnok is a CFP® professional with five years of experience in financial advising. She is currently with Mercer Global Advisors Inc. and has prior experience at Kays Financial Advisory Corporation and Cathy Stevens & Associates. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory services, financial planning, and family office solutions. The firm applies Modern Portfolio Theory with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, alongside educational content and specialized service offerings.

Sydney Harley is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, bringing two years of industry experience. Prior to joining Goldman Sachs, Harley worked at Lendz Financial and held legal roles at Van Horn Law Group P.A. and Emory University School of Law. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs. The firm integrates multiple advisory teams and proprietary analytics within the broader Goldman Sachs ecosystem to tailor strategies across various fee arrangements and platforms.

Tyler Wachtel is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at BTG Pactual Timberland Investment Group and AgSouth Farm Credit. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated entities and access to alternative and private investments, combining wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Austin Clark is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Ameriprise, LPL Financial, and Jackson National Life Distributors. Outside of his advisory work, he serves as an officer of a homeowners association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Matthew Yonak is a CFP® at Capital Group Private Client Services, Inc. in Atlanta, GA, with 21 years of experience at the firm. He has been with Capital Group since 2005. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships at or above a $5 million managed-relationship threshold. The firm employs a multi-manager investment approach emphasizing fundamental research and long-term horizons, often implementing client portfolios through affiliated pooled funds and separately managed account programs.

Tia Jinks is a financial advisor with Valic Financial Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She previously worked at Edward Jones and Agia. Outside of her advisory role, she volunteers as a grant writer and reviewer for Redeemed Community Outreach, Inc., a housing re-entry program for homeless women that also teaches sustainable agricultural practices. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Soraya Sartipi is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, she was employed at HDH Advisors LLC and Wells Fargo, and she has a background in education from the College of Charleston. Goldman Sachs Wealth Services provides financial planning, investment management, and 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 wealth management solutions through an integrated financial group structure.

Bryan Kamau is a Series 66 licensed financial advisor at HB Wealth with eight years of industry experience. He previously worked at UBS Financial Services from 2017 to 2023 and holds a degree from the University of Georgia. HB Wealth Management is a registered investment adviser serving individuals, families, institutional clients, and corporate entities with wealth management, investment management, and financial planning services. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies and offers services including outsourced chief investment officer and institutional advisory solutions.

Timothy Skelton II is a CFP® and holds a Series 66 license with four years of experience in the financial industry. He is currently with Mariner Wealth Advisors and has previously worked at Bank of America, Merrill, and CAPTRUST among other firms. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers and provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities.

Daniel Forbes is a financial advisor at Centaurus Financial, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hornor, Townsend & Kent, LLC, PNC Investments, and Triad Advisors, Inc. Outside of his advisory role, Forbes is involved in several apparel businesses partnering with his spouse and assists in decision-making for these ventures. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment strategies through its CLASSIC Plus platform, offering both discretionary and non-discretionary portfolio management along with specialized consulting and management services.

Gerald Nackers is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 63 designation and bringing 36 years of industry experience. His prior roles include twelve years at Triad Advisors, Inc. and ongoing involvement with Oarsman Capital Inc. since 2008. Outside of advisory work, he owns an insurance sales business and serves as a notary public. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and both proprietary and third-party platforms.

Marcus Roper is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and based in Atlanta, GA. He has been with Goldman Sachs & Co. LLC since 2026 and has prior experience in business advisory and marketing roles. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and a range of fee arrangements while leveraging Goldman Sachs's extensive financial ecosystem.

John Mastrogianakis is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes roles at Truist Investment Services, Cetera Investment Services, Regions Bank, and SunTrust Advisory Services. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver comprehensive investment solutions.

Thomas Foster is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses and previously served 25 years in the U.S. Coast Guard before transitioning to the financial sector. 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 that utilize model portfolios managed by a centralized Investment Management Team.