David Mccollum is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and has previously worked at firms including Modera Wealth, Wells Fargo Clearing, and Equitable Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies, supported by AI-enabled research and inter-affiliate integration.

Samantha Mayfield is a Series 66 licensed financial advisor with 16 years of industry experience, currently with Transamerica Retirement Advisors, LLC. Her prior roles include positions at Voya Investments and Cambridge Investment Research, among others. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary portfolio models and third-party expertise to provide tailored asset allocation and retirement guidance to a large client base.

Michael Mohr is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2020. He previously worked at Wilmington Trust from 2009 to 2020. Outside of his advisory role, Mohr chairs the Investment Committee and serves on the Finance and Advisory Council for the Archdiocese of Atlanta, advising on general business and finance matters. Cresset Asset Management manages approximately $71.9 billion in client assets, offering services to a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and conducts structured due diligence across multiple asset classes.

Erika Constantine is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory. She previously worked at JPMorgan Chase Bank N.A., J.P. Morgan Securities LLC, Wells Fargo, and Bank of America/Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to offer tailored recommendations without exercising discretionary trading authority.

Joshua Podczervinski is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. He previously operated his own CPA practice, Joshua J. Podczervinski, CPA, PC, focusing on accounting and bookkeeping services, and has held roles at Capital Directions, LLC and Siok, Podczervinski, Williams and Associates. Savant Wealth Management serves a wide range of clients including individuals, families, pension plans, charitable organizations, and high-net-worth clients. The firm offers comprehensive wealth management and integrates evidence-based, model-driven asset allocation with actively managed strategies, supported by its scale and affiliated accounting, legal, and trust services.

Vernon Purcell Jr. is a financial advisor at Guardian Life with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Park Avenue Securities since 2000. Purcell is the sole owner of Ashford Advisors Inc., a general agency of The Guardian Life Insurance Company of America, and serves on the Dunwoody Country Club Board of Governors. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing customized client relationships through proprietary and third-party platforms.

Robert New is a CFP® professional based in Atlanta, GA, with 14 years of industry experience. He has been with Rockefeller Financial LLC since 2022, having previously worked at Morgan Stanley in various capacities from 2011 to 2022. Outside of his advisory role, he is involved in estate administration activities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Pratt Phillips IV is a CFP® and holds a Series 63 license with 27 years of industry experience. He currently works at Truist Advisory Services and has held positions within affiliated Truist entities since 2016. Prior to that, he worked at Ameriprise from 2003 to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing a mix of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Kevin Myers is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Janney Montgomery Scott since 2021. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2021. Outside of his advisory role, Myers serves on the board of a homeowners association in Hilton Head, SC, and participates on the board of a nonprofit organization that coordinates events to thank local first responders. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, and institutional clients. The firm offers a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Edward Jeter is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Rock & Co LLC, and Rockefeller Financial LLC. He is based in Atlanta, GA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering variable insurance products, placement, and investment banking services.

Ayten Asik Elizondo is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She previously worked at BNY Mellon Securities Corporation and Bank of America, N.A. Outside of her advisory role, she serves as a director for several nonprofit organizations, including Children’s Healthcare of Atlanta and Ian’s Friends Foundation, which focuses on pediatric brain tumor research. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Shaun Aycock is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Merrill, Bank of America Corporation, and Wells Fargo Bank. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized portfolios under a fiduciary standard.

Nzubechukwu Anunobi is a CFP® professional with HB Wealth in Atlanta, GA. Anunobi joined HB Wealth Management in 2024 and has a background that includes teaching experience at Georgia State University and Lycee Francais Louis Pasteur de Lagos. HB Wealth Management serves individuals, families, institutional clients, and corporate entities, providing wealth management, investment management, and financial planning. The firm employs a disciplined investment process that integrates quantitative and qualitative analysis across a range of public and private strategies.

Melanie Fitzgerald is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. She previously worked at Resource Planning Group and Ronald Blue & Co., LLC, and was involved with Women Renewed, Inc. from 2018 to 2022. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Craig Mackenzie Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Sandy Springs, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Equity Services since 2007. Outside of financial advising, Mackenzie is involved in insurance sales and serves as a board member of the National Association of Insurance & Financial Advisors (NAIFA) Atlanta chapter. He also performs as a freelance professional singer for events including weddings and funerals. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Brian Lusink is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Lusink has been with Rockefeller Financial LLC since 2020 and with Rockefeller Capital Management since 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Kimberly Scouller is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 credentials and has 28 years of industry experience. She has worked with multiple firms, including WealthWave Media, LLC and Plan Choice, Inc., and serves as an attorney through her own practice, Jade Law Offices of Kim Scouller. Additionally, she is a board member of the Atlanta Neuroscience Institute and is involved in financial literacy education through How Money Works, LLC and WealthWave Media, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, with regulatory assets under management of approximately $1.7 billion.

Ryan Soule is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC for seven years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Momodou Mbenga is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley, The Strategic Financial Alliance, and E*TRADE Securities. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm uses a range of strategic allocation models and proprietary analytics, leveraging its integration within the broader Goldman Sachs ecosystem to provide expanded product access and tailored wealth management solutions.

Anthony Criscuolo is a CFP® professional with 14 years of industry experience. He has worked at Palisades Hudson Asset Management, L.P. for 16 years before joining Hightower Advisors in 2024. He is currently based in Alpharetta, GA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and registered and private pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions and proprietary research, offering portfolio management, financial planning, and retirement consulting through a network of Advisor Practices.