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.

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.

David Mays is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021, following previous roles at SunTrust Advisory Services and related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

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.

Austin Ralph Charriez is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has a diverse background including roles at Lululemon Athletica and Nazareth College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored investment solutions through integrated teams and proprietary tools, leveraging the broader Goldman Sachs network for expanded product access and specialized services.

Stephanie Atli is a CFP® professional with over a decade of industry experience, currently affiliated with Osaic Advisory Services, LLC. She has worked at Osaic Wealth and EMICO Advisory Services since 2023 and previously spent ten years at Strategic Benefits Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models and collaborates with third-party platforms and managers.

Stephen Roegge Jr. is a CFP® and Series 65 credentialed advisor at Creative Planning with seven years of industry experience. He has worked at Creative Planning since 2021 and previously held roles at Sage Mountain Advisors, Cladding & Component Solutions, and C2 Education. Outside of financial advising, he serves as a financial analyst for his family’s manufacturing business specializing in composite metal panel systems. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing roughly $295.6 billion in client assets.

Connor Carlis is a CFP® professional at HB Wealth with six years of experience at the firm and a prior four years at Ernst & Young, LLP. He is based in Atlanta, GA. 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 employs a combined quantitative and qualitative investment process across public and private strategies and offers services including discretionary portfolio management, outsourced chief investment officer solutions, and advisory services.

Rocky Francis is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services, combining discretionary and non-discretionary management within a large integrated financial group.

Jeffrey Chasman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Truist Advisory Services and its predecessor firms since 2012. Outside of advisory work, he serves as CFO of Innovative Hitting, LLC, a company that develops and sells baseball and softball batting training aids. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools, with an operating structure integrated across affiliated broker-dealer and banking entities.

Wayne Moss is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Homrich Berg since 2008. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients and offers outsourced chief investment officer and institutional advisory services, employing a combination of quantitative and qualitative due diligence across a variety of public and private investment strategies.

Amanda Valenti is a CFP® and holds a Series 66 designation with 13 years of industry experience. She is currently with Corient, where she has worked since 2022, and previously held roles at Ci Brightworth Private Wealth, Lenox Advisors Inc, and Oxford Financial Group. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, continuously monitoring portfolios using various risk management tools and may include alternative investments and private fund allocations.

John Bochniak is a CFP® and holds a Series 65 license, with 23 years of experience in the financial services industry. He has worked at Homrich Berg since 2018 and was previously with Compass Financial Consulting, LLC from 2001 to 2018. 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, and financial planning services, employing a combination of quantitative and qualitative due diligence across a broad range of public and private investment strategies.

Ahmad Grays is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Fifth Third Securities, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of the financial industry, he has experience with Delaware North since 2019. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on its Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, separately managed accounts, and direct indexing, supported by a large team of advisors and affiliated entities.

John Roughen is a financial advisor at First Citizens Investor Services, Inc. in Atlanta, GA, holding Series 63 and Series 66 credentials with 20 years of industry experience. His prior roles include positions at Truist Advisory Services, Suntrust Investment Services, and Bison Wealth, LLC. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a range of portfolio management options, automated investing platforms, and financial planning, using a client process that incorporates assessments of financial needs, risk tolerance, and time horizon supported by fundamental, quantitative, and technical analysis.