Aaliyah Boney is a financial advisor at Empower Advisory Group with Series 66 and Series 63 designations and one year of industry experience. She has previously worked at several firms including Primerica Advisors and State Farm. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Nadine Virani is a financial advisor with Goldman Sachs Wealth Services in Atlanta, holding a Series 66 designation and 13 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm leverages integrated resources across the Goldman Sachs ecosystem to tailor strategic investment solutions supported by proprietary analytics and various fee arrangements.

John Ellard is a CFP® professional with 34 years of experience in the financial services industry, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2020. His prior roles include positions at JOYN Atlanta, Securian Financial Services, and Veracor Consulting Group. He is a board member of the Atlanta Estate Planning Council and a Legacy Council member of Children's Legacy Advisors, both nonprofit groups focused on education and collaboration among estate planning professionals. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers with analysis overseen by an internal Investment Committee.

Harrison Wiger is a CFP® professional at Creative Planning with one year of industry experience. Prior to joining Creative Planning, he worked at HB Wealth Management, LLC for three years. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a range of affiliated non-investment businesses.

Jennifer Hosch is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience, including roles at Park Avenue Securities and Wells Fargo Advisors. Outside of finance, she is the owner of Freemanville Farms Tree Company, a tree growing and selling business. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies and includes access to proprietary and third-party investment programs.

Paul Rogers is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent nine years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to diverse products and services.

Keith Prybylski is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience and holds a Series 66 designation. His prior experience includes roles at UBS Financial Services, Personal Capital Advisors Corporation, Bank of America, Merrill, TIAA, and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using a variety of investment vehicles including low-cost ETFs, separate accounts, and direct indexing.

Margaret Guenther is a CFP® and CFA® with 18 years of industry experience. She is currently with HB Wealth Management, LLC since 2025 and previously worked at Buffington Mohr McNeal for eight years and A. Montag & Associates, Inc. for eleven years. 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, and outsourced chief investment officer (OCIO) services, utilizing both quantitative and qualitative due diligence across a variety of public and private investment strategies.

Mei Lin is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Regions Bank, Santander Securities, and Wells Fargo, before joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and research tools, with at-least-annual reviews tailored to clients’ goals and risk tolerance.

Philipp Biechteler is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds Series 65 and Series 66 designations and previously worked at JPMorgan Securities LLC and GenSpring Family Offices. He serves as a trustee for the Fernbank Museum and the University of North Georgia, providing guidance on their missions and visions. Truist Advisory Services offers investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients, utilizing a combination of discretionary and non-discretionary management supported by third-party platforms and AI-enhanced research tools.

Timothy Vanderver III is a financial advisor with Oppenheimer, holding a Series 66 credential and bringing 22 years of industry experience. He has worked at Oppenheimer since 2009, following prior roles at Stanford Group Company and Wells Fargo Clearing. Outside of finance, he works part-time as a casting agent for film and television productions. Oppenheimer serves individuals, corporations, and various institutions through a range of advisory programs including discretionary and non-discretionary services, focusing on equity, balanced, and fixed-income portfolios. The firm also acts as a qualified custodian of client assets and offers both commission-based and fee-based advisory programs.

Michael Ghioto is a CFP®, ChFC®, and holds a Series 66 license with 21 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2004. His other business activities include the sale of insurance products outside of Guardian on a brokerage basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Rodrick Sullivan is a CFP® with 11 years of industry experience, currently advising at Schwab Wealth Advisory in Atlanta, GA. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Valic Financial Advisors, Allstate Insurance Company, and New York Life. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referrals, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm bases its guidance on Schwab’s asset-allocation models and internal research, with recommendations tailored to individual goals and risk tolerance.

Wei Li is a financial advisor with Equity Services, Inc. holding a Series 66 designation and 20 years of industry experience. He has worked at Equity Services since 2006 and has been with Apogee Financial Partners since 2019. Outside of his advisory work, Wei Li owns CIMA Farms, which provides self-care equestrian boarding facilities in Georgia. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Eric Lyons is a financial advisor at Oppenheimer with 20 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2017, following a 12-year tenure at Sanford C. Bernstein. Based in Atlanta, GA, Lyons’s career includes extensive work at prominent firms. 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 provides a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Jonathan Cohen is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding Series 63 and 65 licenses with two years of industry experience. Prior to joining Mercer, he worked at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also involved in outside insurance sales, focusing on life, disability, long-term care, and fixed annuities. Mercer Global Advisors serves a diverse client base including individuals, families, small business owners, and non-profits, offering investment advisory along with financial, tax, retirement, and estate planning services. The firm’s investment approach follows Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and tax-managed strategies implemented through various investment vehicles.

Megan Wu is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and began her career with Goldman Sachs in 2026 following her graduation from the University of Rochester. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging integrated resources across the Goldman Sachs ecosystem.

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.

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.

Michael Robinson is a financial advisor at PNC Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wells Fargo Clearing and Principal Financial Services. Robinson is currently based in Lilburn, GA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs such as the Portfolio Solutions Strategist Digital Offering, an employee-only pilot that uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios.