Tyler Wachtel is a Series 66-licensed financial advisor based in Atlanta, GA, with five years of industry experience. He has worked at Rockefeller Capital Management since 2020 and previously held roles at AgSouth Farm Credit, W Advisors, and BTG Pactual Timberland Investment Group. 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 a range of portfolio management, financial planning, and consulting services, operating with a unique combination of investment advisory and broker-dealer capabilities.

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® with 21 years of experience at Capital Group Private Client Services, Inc. in Atlanta, GA. He has been with the firm since 2005. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the Capital System. The firm offers access to separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

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.

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. Prior to joining Osaic in 2024, he worked for Triad Advisors, Inc. for 12 years and has been affiliated with Oarsman Capital Inc. since 2008. He is also the owner of Investment Designers, a business through which he offers insurance products to clients as needed, and serves as a notary public. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, with portfolios constructed using proprietary guidance 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.

Christopher Boland is a CFP® professional based in Atlanta, GA, with 12 years of industry experience. He has worked at Corient and its affiliates since 2016, including CI Brightworth Private Wealth and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options as part of its portfolio management.

Antwone Harris is a CFP® professional with 23 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. He previously worked at Charles Schwab and Charles Schwab Bank from 2005 to 2017 and has been with Triad Hybrid Solutions, LLC since 2017. Outside of advisory work, he is the CEO of Platinum Bridge Wealth Strategies, a company focused on selling retirement planning books and digital products, and he founded The New Greenwood Ave, which provides investment education. 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 offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing various program models and platforms to deliver customized advisory solutions.

Hsiu Ching Chiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with several firms throughout her career, including World Financial Group and multiple health insurance providers. Her other business activities involve sales of insurance and non-insurance products across various health and travel insurance companies. Transamerica Financial Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary options.

Thomas Presley is a financial advisor at Corient in Atlanta, GA, with 13 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. His prior experience includes over a decade at CI Brightworth Private Wealth and roles at CIPW Service Company, LLC, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options tailored to client objectives.

James Watt is a financial advisor with Oppenheimer in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at Oppenheimer since 2003 and previously spent 12 years at CIBC World Markets Corp. 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 wide range of programs and advisory services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

James Gnefkow is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds Series 63, 65, and 66 licenses and has 16 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance, and Jackson National Life Distributors. Outside of advising, he is involved in managing several business entities including Southeast Firm, LLC and Peachtree Planning of Georgia, LLC. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

John Shevlin is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Primerica Advisors since 1999 and has been associated with Peachtree Planning Corporation and Guardian Life Insurance Co of America since the early 1990s. He serves on the board of the Cowart YMCA. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through both brokerage and advisory services, offering a range of proprietary and third-party investment programs and financial planning solutions.

Glen Duggan is a CFP® with 30 years of industry experience, currently affiliated with Janney Montgomery Scott in Atlanta, GA. His prior roles include positions at Merrill for 20 years, BB&T Securities, and Truist Advisory Services. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of services including brokerage, financial planning, and advisory programs, combining in-house portfolio management with third-party managers.

Lauren Lingle is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, she worked at ProForce Personnel Group Inc. and has spent significant time in full-time education. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individuals, executives, plan sponsors, and institutions. The firm’s advisory teams tailor strategies using proprietary allocation models and manager selections, with access to a broad array of affiliated resources across the Goldman Sachs ecosystem.

Ray Avrett is a financial advisor with Principal Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at firms including New York Life, Northwestern Mutual, and National Life before joining Principal in 2019. Avrett also maintains an agent role for fixed insurance products such as fixed life, long-term care, disability insurance, annuities, and group health. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm emphasizes financial planning, retirement plan consulting, and access to third-party money manager programs delivered through various advisory and promoter arrangements.