Carson Lake is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs Ayco since 2020. His prior roles include positions at Raymond James, Academy Sports and Outdoors, and several other firms. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, external manager selections, and proprietary analytics to tailor solutions and leverages capabilities across the broader Goldman Sachs ecosystem.

William Lee is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021. Prior to his financial advisory career, he was employed at Innovative Artists Talent and Literary Agency and the University of Georgia. Outside of his advisory work, William coaches youth lacrosse for a middle school team in Austin, Texas. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships and uses third-party platforms and AI tools to support investment decision-making and oversight.

Benton Rhodan is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and E*TRADE Securities. Outside of finance, he owns Rockin Rhodan Printing Services LLC, a vinyl printing business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail accounts. The firm uses an integrated service model tied to Empower’s recordkeeping platform, focusing on long-term portfolio returns and savings rates.

Julian Davis is a CFP® professional with eight years of industry experience, currently serving at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2015. Outside of his advisory role, he is Treasurer and Director of Keep Growing Daily Institute, a nonprofit organization. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across various public and private strategies and offers discretionary account management aligned with client objectives and risk tolerance.

Olivia Marks is a Series 66-licensed financial advisor at Truist Advisory Services with 18 years of industry experience. She previously worked at Merrill Lynch for 11 years before joining SunTrust Advisory Services and SunTrust Investment Services, both of which are part of her current role at Truist. 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 a range of services including asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting.

Thomas Epperson is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at notable firms including Lehman Brothers Inc. and UBS Financial Services Inc. Since 2014, he has served on the board of directors of Care Services Inc., a pharmacy distribution company. 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, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Connie Ellis Foster is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Investment Services, Merrill, and Bank of America. Outside of her advisory work, she owns and manages several online retail and creative businesses focused on women's fashion accessories, artwork, and photography. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Catalina Soto Busch is a financial advisor at Oppenheimer with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005. 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 range of programs including asset management, consulting, and retirement services, with advisory approaches that cover equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

Daniel Kohler is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at Great-West Financial and the Fund for Equality. Outside of advising, he has worked as an independent Uber driver in the Denver area. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning and manages a large participant base relative to its advisor count.

Michael Lepore is a Series 66 licensed financial advisor with Rockefeller Financial LLC, based in Atlanta, GA, and has 8 years of industry experience. Prior to joining Rockefeller Financial and Rock & Co LLC in 2019, he worked at Bank of America and Merrill. Outside of his advisory role, Mr. Lepore coaches youth basketball and serves on the board of The Terminus Classic, an annual college basketball event in Atlanta. 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 and financial planning services and operates as a registered broker-dealer, providing clients access to discretionary and non-discretionary investment solutions across multiple asset classes.

Christiana Webb is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Webb is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Jeffrey Burrell is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with tailored recommendations and trades executed only with client authorization.

William Howard is a CFP® and CFA® credentialed advisor with 11 years of industry experience. He currently works at Mercer Global Advisors Inc. and previously spent a decade at Kays Financial Advisory Corp. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles, strategic factor tilts, and tax management.

Marvin Brooks III is a CFP® professional with eight years of industry experience. He has been with Homrich Berg since 2014. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, financial planning, outsourced chief investment officer services, and institutional advisory services, employing a combination of quantitative and qualitative due diligence across a range of public and private investment strategies.

Victor Calvert is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Ryan Halpern is a CFP® and PFS™ with 11 years of industry experience, currently serving as an advisor at Corient. His prior experience includes a decade at CI Brightworth Private Wealth and roles within Corient and its affiliates since 2022. He holds a Series 65 license and is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach utilizing both in-house and third-party strategies, supported by continuous portfolio monitoring and risk management tools.

Joshua Tucker is a CFA® charterholder currently with EP Wealth Advisors in Atlanta, GA, where he has worked since 2026. He previously spent ten years at CornerCap Investment Counsel and one year at Atlas Capital Markets LLC USA. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services, utilizing customized model portfolios and a range of investment strategies including third-party manager recommendations.

James Conrod is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with Janney Montgomery Scott LLC, having joined in 2025, and has previous experience at Truist Advisory Services, BB&T Securities, Fidelity, and Charles Schwab. Outside of his advisory work, he is a non-managing member of a family farm, Conrod Farms LLC, in Winfield, Kansas. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a variety of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Greer Henderson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Henderson worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2025, and held positions at Morgan Stanley and E*TRADE Securities from 2020 to 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice relies on Charles Schwab’s asset allocation models and internal research tools, with personalized recommendations and annual reviews tailored to clients’ goals and risk tolerance.

Jasmine Reyes is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and with one year of industry experience. Her work history includes roles at Goldman Sachs & Co. LLC as well as prior positions in education and at the United States Embassy of Sweden. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management through tailored strategies supported by specialized teams and proprietary research, leveraging the broader Goldman Sachs platform and a variety of advisory services.