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.

Rodrick Sullivan is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory in Atlanta, GA. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Valic Financial Advisors, Allstate Insurance Company, and New York Life Insurance Company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge fees to clients, differentiating its service model from many enterprise wealth managers.

Kristen Sario is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley for 13 years before joining Rockefeller Financial in 2022. 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, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with a consolidated investment platform.

Eileen Kane is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Atlanta, GA. She previously worked at SunTrust Bank's advisory services before joining Capital Group, where she has been since 2018. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm uses a multi-manager approach called the “Capital System” and invests client assets through separately managed accounts, mutual funds, ETFs, and alternative funds.

Paul Cimino is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Prudential Investment Management Services, Voya Investment Management, and TIAA-CREF. 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 certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Phillip De Golian is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing eight years of industry experience. He has worked at Citigroup since 2020, following prior roles at Carillon Fund Distributors, Raymond James and Associates, and Whatley & Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad suite of advisory, execution, and custody services.

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.

Michael Robinson is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining PNC Investments in 2020. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available as an invitation-only pilot for employees. This offering uses algorithm-driven risk assessment and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

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.

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.

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.