Phil Edgecombe II is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Cushman & Wakefield. His other business activity includes managing a rental property in New York. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice and investment education services. The firm’s investment approach incorporates proprietary software and model portfolios provided by Morningstar Investment Management to deliver personalized guidance on asset allocation, contribution rates, and retirement timing.

Heather Fitzer is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience and a Series 66 designation. She previously worked at Morgan Stanley Smith Barney for 11 years. Outside of finance, she is involved in interior design through her business, Heather Fitzer Interiors LLC, and partners in an apparel e-commerce venture. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating both as a registered investment adviser and a broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

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 with HB Wealth in Atlanta, GA, holding 12 years of industry experience. He has been affiliated with Homrich Berg since 1995. 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, and institutional clients. The firm combines quantitative and qualitative due diligence across various public and private strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Eric Duckworth is a financial advisor at Truist Advisory Services with 27 years of industry experience. He has held roles at Truist Investment Services since 2000 and has been with Truist Advisory Services since 2016. His professional credentials include Series 63 and Series 66 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses both discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, with an emphasis on inter-affiliate integration among Truist entities.

Kurt Mattson is a financial advisor with CWM, LLC located in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has worked extensively with Northwestern Mutual in various capacities from 1995 to 2026 before joining CWM and Yari Capital in 2026. Mattson is a minority owner of eCredable, a financial services business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and employs a mix of fundamental and technical analysis, third-party sub-advisors, and customization tools.

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.

Peter Fleming III is a financial advisor at CIBC Private Wealth Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with 18 years of industry experience. His prior work includes extensive tenures at M HOLDINGS SECURITIES, Inc. and Winged Keel Group. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process featuring internal and external managers, customized portfolios, and strategies incorporating options and structured notes, distinguishing itself by managing a high assets-under-management per advisor ratio and serving as adviser to several investment company clients.

Michael Wall is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at Truist Investment Services, BB&T Securities, and SunTrust Investment Securities. 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, plan sponsor fiduciary support, and the AMC Advantage manager-selection program, using a combination of discretionary manager relationships and non-discretionary consulting.

Eric Hermanson is a CFP® with 20 years of industry experience, currently with Rockefeller Financial LLC. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. He is the proprietor of the Hermanson Family Limited Partnership and serves as a volunteer representative on a homeowners association board. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with a comprehensive investment platform and affiliated trust and insurance services.

Alexandra Carrington is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Roark Capital Group, Avenue Capital Group, Corbin Capital Partners, and SunTrust Robinson Humphrey. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized investment process that includes alternative investments and specialized capabilities such as PPLI sub-advisory services and digital asset exposure.

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.

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 with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Wells Fargo in 2024. Outside of his advisory role, Moran has a partial ownership in two sports-related businesses focused on indoor pickleball and pickleball paddle promotion. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm includes insurance-related investment options and bank deposit sweep programs as part of its broader financial product offerings.

John Malloy is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as an advisory board member for the Smyrna Grove Homeowners Association in Smyrna, Georgia. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized niche services.