Meghan Hogan is a CFP® professional with six years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at Gratus Capital, Cetera Advisor Networks, The Olivier Group, and The Vanguard Group. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs an investment approach combining active and passive strategies under an enhanced open architecture framework that incorporates fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Savannah Dunn is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. She previously worked at Global One Financial, a division of Synovus Bank, and JRSV, Inc. prior to joining Rockefeller Capital Management. Based in Atlanta, GA, she holds a background that includes both financial and business roles. 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 a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer, with capabilities across equities, fixed income, alternatives, and related trust, insurance, and asset management services.

Carl Merritt is a financial advisor with Empower Advisory Group in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, JPMorgan Securities, and TIAA, and he co-founded Kaizen Travels LLC, a social travel club that organizes annual group trips. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates over short-term forecasts.

Kenneth Willetts is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rockefeller Financial and Rockefeller & Company since 2020, following a 25-year tenure at The AYCO Company, L.P./Mercer Allied. 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 services, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Alan Jotkoff is a CFP® and PFS™ credentialed financial advisor with 39 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Advisors, Inc. and operated his own financial services and CPA firms for several decades. He serves on the board of Plaza Health Network, a not-for-profit rehabilitation and skilled nursing organization. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment management programs and financial planning services, employing both fundamental and technical approaches while leveraging platform relationships and third-party managers.

George Allen is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He previously worked at Seven Seas Capital Partners, LLC and has a background that includes seven years at Emory University and three years at The Browning School. He holds the Series 66 designation. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Gavron Campbell is a CFP® professional with four years of experience at HB Wealth Management, LLC. Prior to his advisory role, he spent time in educational settings and served at Bigwood Boards. Outside of his financial advisory work, he operates Montico, LLC, an office building cleaning service. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across various investment strategies and offers discretionary portfolio management aligned with clients’ objectives.

Alton Meadows Jr. is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Gratus Capital LLC, Creative Planning, and Fidelity Personal Trust Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. 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 within an enhanced open architecture framework.

Serina Shyu is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Schwab Wealth Advisory in Atlanta, GA. Her prior experience includes roles at LPL Financial LLC, Delta Community Credit Union, and Jon Baker Financial Group. Outside of her advisory work, she manages rental property and is involved in property maintenance and tenant relations. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s investment guidance is based on proprietary asset-allocation models and internal research, with trades executed only upon client authorization.

Latorya Brown Bailey is a Series 66-licensed financial advisor at First Command Advisory Services with three years of industry experience. She previously served in the United States Army from 2009 to 2022 before joining First Command in 2022. Brown Bailey is also the owner of Brown-Bailey LLC, which she uses to manage her First Command business. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to select and monitor portfolios and third-party managers.

Jake Servas is a financial advisor with Empower Advisory Group in Atlanta, GA. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior roles include positions at Empower Financial Services, Geneos Wealth Management, and Janus Henderson. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Amy Labarge is a Series 66 credentialed financial advisor with 11 years of industry experience. She has worked at Rockefeller Financial LLC since 2022 and previously spent nine years at Morgan Stanley. 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 through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives.

Spencer Wright is a financial advisor with Truist Advisory Services based in Atlanta, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes positions at Truist Investment Services, Inc. and SunTrust Robinson Humphrey, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Logan Pethel is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, E*TRADE, Morgan Stanley, Fidelity, and Edward Jones. Outside of his advisory role, he operates a small online guitar string retail business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses asset-allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

Todd Ryman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His background includes roles at Truist Investment Services, Suntrust Advisory Services, Raymond James & Associates, Deutsche Bank Securities, Merrill, and Banc of America Investment Services. Outside of his advisory work, he serves as secretary of Ryman Family Holdings LLC, an entity managing personal IRA investments in real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and an Equity Research team that employs AI-enabled tools.

Victoria Collier is a financial advisor at Rockefeller Financial LLC based in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Vanderbilt University, Texas Capital Bank, The University of Alabama, and Saint Joseph's 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Eleanor Millwood is a financial advisor with First Citizens Investor Services, Inc. based in Atlanta, GA. She holds Series 63 and Series 66 registrations and has 21 years of industry experience. Her previous roles include positions at Truist Advisory Services and BB&T. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services through various portfolio management options and focuses on client assessments to guide investment allocations across multiple asset classes.

Jeffrey Schultz is a financial advisor with Janney Montgomery Scott in Atlanta, GA, holding a CFP® designation and over 33 years of industry experience. He joined Janney in 2019 after six years at Raymond James & Associates. Outside of his advisory role, he serves on the advisory board of the Atlanta Food Bank and participates on committees for the Atlanta Women's Foundation and the ACG Fast 40 nonprofit. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients through a combination of in-house and third-party portfolio management across multiple wrap programs and advisory platforms.

Annie Diekema is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 licenses. She has six years of industry experience, including roles at Truist Advisory Services and UBS. Prior to her financial services career, she spent several years in full-time education and administrative positions. 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 combines discretionary and non-discretionary investment management with third-party platforms and manager arrangements, emphasizing inter-affiliate integration and AI-supported equity research.

Curt Spinney is a CFP®-designated financial advisor with Equity Services, Inc., bringing 15 years of industry experience. He has worked with National Life of Vermont and National Financial Services Group since 2010. Outside of his advisory role, Spinney is involved as a crew leader maintaining trails and providing historical information for the Kennesaw Mountain Trail Club and serves as a board member for the Wallis Farm Community Association. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes multiple advisory platforms, including third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.