Inka Ashley Lassen is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2018, with prior roles at SunTrust Advisory Services and SunTrust Investment Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and focuses primarily on non-discretionary asset management rather than high-net-worth or standalone financial planning.

Peter Watt is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2016. Watt serves as a trustee and financial advisor for several family trusts, including managing an investment-related family LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches with a focus on equity, balanced, and fixed-income portfolios.

Mignon Payne is a CFP® and Series 66-registered advisor with 25 years of industry experience. She has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors, LLC serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that include managed portfolios and non-discretionary recommendations. The firm utilizes proprietary software and model asset allocations from Morningstar Investment Management to personalize retirement planning and portfolio construction.

Owen Murphy is a financial advisor at HB Wealth with a Series 65 designation and one year of industry experience. Prior to joining HB Wealth, he worked at Grant Thornton for three years. HB Wealth Management is a registered investment adviser offering wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across various public and private strategies.

Matthew Herzwurm is a CFP® with eight years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2022. His prior roles include positions at Morgan Stanley Private Bank and Sandler O'Neill + Partners. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, and corporations, providing portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and uses a Private Advisor model with a consolidated investment platform offering a broad range of discretionary and non-discretionary investment solutions.

Brandy Seats is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Avalon Financial and Capital Recovery. Outside of her advisory role, she serves as Senior Vice President at Active Wealth, where she acts as a financial advisor and life insurance specialist. Brookstone Capital Management provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Harrison Fant is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Atlanta Financial Associates, Inc. and Commonwealth Financial Network. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on Modern Portfolio Theory and utilizes globally diversified, risk-appropriate portfolios implemented through a combination of ETFs, index funds, separate account managers, and private funds.

Peter Protos is a CFP® with 23 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021, and previously spent nearly two decades at SunTrust in various advisory and securities roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies. The firm integrates multiple affiliated entities and employs AI-enabled research tools alongside traditional analysis in its investment processes.

Barbara Million is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her career includes roles at Triad Advisors, Inc., Wells Fargo Clearing, and Merrill. She is also the owner and principal of Empower Wealth Management, where she provides wealth management, financial planning, and investment management services. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, and access to alternative investments, utilizing various investment strategies and platform partnerships.

Caroline Logozzo is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has previously worked at JPMorgan Chase Bank and Equitable Financial Life Insurance Co. Outside of finance, her background includes roles at Bentley University and involvement with Glenbrooke Swim & Tennis Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is guided by proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Scott Suarez is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds the Series 66 designation and has worked extensively with Truist and its predecessor entities since 2006. Suarez’s career includes roles at BB&T Bank, BB&T Investments, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Shahab Khan is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Charles Schwab and TD Ameritrade. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an employee-only pilot that utilizes algorithmic risk assessment and implements investments via approved mutual fund and ETF strategies.

Sarah Taylor is a Series 65-licensed financial advisor at Carson Wealth in Atlanta, GA, with three years of industry experience. She has worked at DSF Wealth Management, LLC and CWM, LLC over the past several years. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios integrating both fundamental and technical analysis.

Adam Youngman is a financial advisor with Guardian Life based in Atlanta, GA, holding Series 63 and Series 65 licenses and with four years of industry experience. His prior roles include positions at Northwestern Mutual and the Hall and Cherokee County School Districts. He is also involved in offering insurance products outside of Guardian Life on a limited basis. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, offering customized client solutions across investment, retirement plan services, and financial education.

Jessica Mayfield is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Truist Advisory Services, Suntrust Investment Services, and Harrisdirect LLC. Outside of her advisory work, she manages rental properties as a landlord. 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 is based on standard asset-allocation models and internal research, with client-authorized trades and regular portfolio reviews.

John Mason is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services and related entities since 2018, including Bb&T Securities and Bbtis prior to that. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through discretionary and non-discretionary arrangements supported by affiliated broker-dealer relationships and third-party platforms.

Andrew Robertson is a CFP® professional with two years of industry experience, currently serving at HB Wealth Management, LLC in Atlanta, GA. His prior work includes roles at the University of Georgia, Kennesaw State University, and St. Pius X Catholic High School. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm’s investment approach integrates quantitative and qualitative due diligence across a range of public and private strategies and offers outsourced chief investment officer services.

Brian Sipple is a CFP® professional at HB Wealth with one year of industry experience. He began his career at HB Wealth Management, LLC in 2022 following his education at Virginia Tech University and Cornell University. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers wealth management, investment management, and financial planning services, employing a combined quantitative and qualitative investment process across public and private strategies.

Jeffrey Robinson is a financial advisor at Creative Planning with 19 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. Prior to joining Creative Planning in 2026, he worked at Morgan Stanley and E*TRADE in various capacities. He was also involved with the Atlanta Marathon Club from 2011 to 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporate entities. The firm follows a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and various institutional and retirement plan services.

Milton Smith Jr. is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with SunTrust Advisory Services and SunTrust Investment Services Inc. since 2016. He is based in Atlanta, GA. 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 asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that utilizes both discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements.