ADVISOR BIO

Berkley Kelleher Bryan is a financial advisor based in Atlanta, Georgia. Berkley has been working in the financial industry since April 9, 2021. Berkley currently works for Rockefeller Financial LLC and is registered to provide investment advice in Georgia and Texas. Berkley is also a registered representative in 40 states and territories. Berkley has earned the Series 7TO, Series 65, and Series 63 licenses. In addition to working as a financial advisor, Berkley also serves on the Sheridan Parc Board, a non-investment-related role.

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Berlin Madison Perkins is a registered representative with Wells Fargo Clearing Services, LLC. Berlin has been in the industry since August 15, 1999, working with clients in both Georgia and Texas. Berlin has previously worked with UBS Financial Services Inc., Goldman, Sachs & Co., PaineWebber Incorporated, and J.C. Bradford & Co. Berlin specializes in providing investment consulting services to institutional clients and has experience managing portfolios for individuals and businesses.

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Bernard Atkins is an Investment Advisor Representative with First Advisors National, LLC in Atlanta, GA. Bernard has been in the industry for over 20 years, and has experience with AXA Advisors, LLC and UBS PaineWebber Inc. Bernard's areas of expertise include retirement planning, financial planning, and selection of other advisors. Bernard is a registered Investment Advisor Representative in Georgia.

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Bert C Madden,jr. is an investment professional with over 38 years of experience in the financial services industry. Bert C Madden,jr. is currently registered with Morgan Stanley and is licensed in 27 states. Bert C Madden,jr. has a comprehensive understanding of the financial markets and specializes in providing investment advice to a range of clients, including individuals, families, trusts, and businesses. Bert C Madden,jr. is committed to providing personalized investment solutions that meet each client's unique financial goals and objectives.

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Bert Trapani is a financial advisor with Wells Fargo Clearing Services, LLC. Bert has been in the financial services industry since 1993 and has experience with Citigroup Global Markets Inc., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Bert provides a range of financial services including investment consulting, financial planning, and portfolio management. Bert holds Series 7, 31, 63, and 65 securities licenses.

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Beth Rosner Conklin is a financial advisor at Paces Ferry Wealth Advisors, LLC. Beth is a Chartered Financial Consultant and holds a valid registration with the state of Georgia. She has over 10 years of experience in the financial services industry and specializes in providing financial planning, portfolio management, and pension consulting services to a range of clients, including individuals, families, and charitable organizations.

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Beth McRae Mayfield is an Investment Advisor Representative at Cibc Private Wealth Advisors, Inc. Beth is based in Atlanta, Georgia. Beth has been working in the financial industry since 2014. Beth is registered with the state of Georgia. Beth holds the Series 65 license. Beth is affiliated with Cibc Private Wealth Advisors, Inc. which is a Registered Investment Advisor firm headquartered in Chicago, Illinois.

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Beth Elaine Chessler is a financial advisor with over 30 years of experience in the industry. Beth is currently registered with Raymond James & Associates, Inc. Previously, Beth has held positions with Deutsche Bank Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Wachovia Securities, Inc., and Johnson, Lane, Space, Smith & Co., Inc. Beth holds Series 7, Series 63, and Series 65 licenses. Beth's specializations include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

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ADVISOR BIO

Bethany Paige Tice is a registered investment advisor representative with Rockefeller Financial LLC. Bethany has been in the industry since 2019 and is registered in 46 states, including Texas and Virginia. Bethany's areas of expertise include financial planning, pension consulting, and selection of other advisors. Bethany has a strong focus on working with high-net-worth individuals and corporations.

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Betty jo Renner is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Betty jo has been in the industry for 26 years and has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Betty jo has held previous roles with Wells Fargo Advisors, LLC and First Union Brokerage Services, Inc.. Betty jo holds several licenses and certifications including Series 3, 7, 9, 10, 24, 31, 63 and 65.

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