Alexx Franklin is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Edward Jones. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage model portfolios and third-party managers.

Xiaotian Wang is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, with five years of industry experience. He holds a Series 66 credential and has held positions at Rockefeller Capital Management, Burgiss, Colgate University, Bank of Hangzhou, and Wheaton College. 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, placement, and investment banking services.

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.

Nicholas Coppola is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior roles include positions at Power Wealth Management, Mercer Global Advisors Inc., Kays Financial Advisory Corp., and Thompson Research. He also works part-time as a consultant providing research and analysis services in the utility industry through Henderson Ridge Consulting. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients with a range of portfolio management, financial planning, and consulting services. The firm operates under a Private Advisor model, offering discretionary and non-discretionary investment solutions across multiple asset classes while maintaining broker-dealer registration and capabilities in placement and investment banking services.

Sheila Jacobs is a CFP® credentialed financial advisor with 28 years of industry experience, currently with &PARTNERS since 2026. She previously worked for Wells Fargo Clearing and Wells Fargo Advisors LLC between 2013 and 2026. Jacobs has authored three children’s books focused on savings and sharing, and she also teaches a course on the fundamentals of personal finance in Duluth, GA. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

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.

Robert Heisterberg Jr. is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Stifel Nicolaus & Co. Inc. from 2015 to 2025. 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, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

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 Series 66 credentialed financial advisor with Oppenheimer in Atlanta, GA, where he has worked since 2016. He has nine years of industry experience. Watt serves as a trustee and financial advisor for multiple family trusts, including one for his son, overseeing investment decisions and distributions. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

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.

Caroline Logozzo is a CFP® professional with six years of experience in the financial industry. She is currently with Schwab Wealth Advisory and has prior experience at JPMorgan Chase Bank and Equitable Financial Life Insurance Co. Caroline is based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools, with client trading decisions retained by the client. The firm operates as an internal advisory unit within the Schwab ecosystem and serves individual clients through annual reviews and investment recommendations.

Eric Berry is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Prudential, Fidelity, and TIAA. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Sarah Taylor is a financial advisor with CWM, LLC in Atlanta, GA, holding a Series 65 designation and three years of industry experience. She previously worked at Carson Wealth and DSF Wealth Management, LLC. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, supported by various third-party resources and customization tools.

Adam Youngman is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Northwestern Mutual. Outside of advising, he is involved in offering insurance products beyond his work with Guardian Life. Primerica Advisors serves a broad retail client base and provides a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Jessica Mayfield is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Truist Advisory Services and Suntrust Advisory Services. Outside of her advisory role, she manages rental property as a landlord. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations through Schwab’s research tools and models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

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.