Jonathan Gerrard is a CFP® professional with four years at HB Wealth Management and a total of 12 years of industry experience, including prior roles at Resource Planning Group and Trimont Real Estate Advisors. 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, and institutional clients. The firm provides wealth management, investment management, and financial planning services, combining quantitative and qualitative due diligence across multiple asset classes and managing both discretionary accounts and registered investment companies.

Kevin Madigan is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Fisher Investments, Wela Strategies, Inc., and E*Trade Securities. Outside of his advisory role, he is involved as a high school soccer referee with the Georgia Soccer Officials Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Ian Davis is a financial advisor at HB Wealth with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Arkadios Wealth Advisors and Arkadios Capital, and has experience outside finance with roles at Caddie Services LLC and Tribe Bicycle Co. 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, financial planning, and outsourced chief investment officer services, employing both quantitative and qualitative due diligence across public and private investment strategies.

Jenny Choi is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Her prior roles include positions at Gibbs Wealth Management and Digital Media Nation. She is based in Atlanta, GA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

April Crews is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 17 years of industry experience. She has worked at Brookstone since 2018 and previously spent four years at Precision Capital Management. April is also CEO of Reed Financial Group, where she provides life insurance, long-term care insurance, and fixed indexed annuity advice and sales. Brookstone Capital Management offers fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles and sub-advisors to implement portfolios.

Marjorie Edenfield is a CFP® professional with 10 years of experience in financial advising. She has worked at Creative Planning since 2020, following prior roles at TrueWealth, LLC and Resource Planning Group, Ltd. based in Atlanta, GA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated legal, trust, and retirement plan service businesses.

Anthony Bello is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2019, following prior roles at E*Trade Securities and over a decade with Publix Supermarkets. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Rushil Kheraj is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently with HB Wealth Management, where he has worked since 2026. Prior to that, he was employed at Balentine, Truist Bank, SunTrust Robinson Humphrey, and Deutsche Bank. 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, family offices, institutional clients, and investment companies. The firm uses a combination of quantitative and qualitative due diligence across public and private strategies and manages accounts primarily on a discretionary basis.

Adam Fuller is a financial advisor at HB Wealth with 12 years of industry experience. He previously worked at Homrich Berg for 26 years. HB Wealth Management provides 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 offers discretionary portfolio management aligned with client objectives and risk tolerance, utilizing a combination of quantitative and qualitative due diligence across a range of public and private investment strategies.

Rebecca Pryor is a financial advisor at Brookstone Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Reed Financial Group and Ameriprise. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Kurt Mattson is a financial advisor at CWM, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent over 30 years with Northwestern Mutual, including roles in wealth management and investment management. Mattson is a minority owner of a financial services business named eCredable. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

Michael Mobilio is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc and Wyatt Law Group. Outside of finance, he has worked as a background actor in movies and TV shows. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Karen Martin is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at Empower Financial Services, Creative Planning, SUNTRUST Investment Services, and SunTrust Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm delivers point-in-time financial plans alongside optional managed account solutions, serving a large participant base relative to its advisor count.

Elizabeth Lawther is a CFA charterholder with six years of industry experience. She has worked at Cresset Asset Management, LLC since 2020 and previously spent nine years with M&T Securities, Inc. and M&T Bank. Cresset Asset Management is a multi-disciplinary adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach across public equities, fixed income, and alternatives, utilizing both active and passive strategies along with tools such as artificial intelligence and machine learning.

Adam Bass is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has previously worked at firms including MassMutual Investors Services, Park Avenue Securities, Guardian Life Insurance Company, Hornor Townsend & Kent, and Penn Mutual Life Insurance Company. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports tailored to clients’ income sources and withdrawal strategies.

Bradley Patterson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm integrates research from Wells Fargo Investment Institute and third-party sources to inform its investment approach and offers a wide range of brokerage and advisory solutions.

Mary Bennett is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMORGAN Securities LLC and JPMorgan Chase Bank NA before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital market strategies.

Maxwell Goldstein is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Morgan Stanley and has a background including roles with Overtime Elite and collegiate basketball programs at Georgia Tech and the University of Arizona. He holds the Series 66 designation. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and offers a range of services including fee-based planning, portfolio management, and capital markets activities.

Kayla Fleming is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for nine years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its advisory services.

David Moran is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has previously worked at UBS Financial Services and AllianceBernstein L.P. Outside of his advisory role, he has partial ownership in two Atlanta-based pickleball-related businesses focused on sports facility management and equipment promotion. Wells Fargo Advisors serves individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets across more than 14,000 financial advisors.