Jonathan Gerrard is a CFP® professional with four years at HB Wealth Management and a total of 12 years of industry experience, including prior roles at Resource Planning Group and Trimont Real Estate Advisors. He is based in Atlanta, GA. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth management, investment management, and financial planning services, combining quantitative and qualitative due diligence across multiple asset classes and managing both discretionary accounts and registered investment companies.

Parker Smith is a financial advisor with Principal Financial Services based in Atlanta, GA. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at KSA Insurance Agency from 2016 to 2021. Outside of his advisory work, he is the president and founder of Peachtree Professionals, a networking organization that connects professionals across industries. Principal Securities provides brokerage and registered investment advisory services to a varied client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Janet Bentley Ewers is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 designations and 22 years of industry experience. Her prior roles include positions at Prudential Investment Management Services LLC, San Blas Advisory, Inc., and International Financial Solutions, Inc. Outside of her advisory work, she creates video content focused on personal purpose on her YouTube channel "Level Up with Janet E." and serves as a board member of Faith International Church. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Lewis Grace is a financial advisor with Principal Financial Services in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Nationwide Investment Services Corp, Marathon A Subsidiary Of Stadion Money Management, Alps Distributors, Inc, Independent Financial Partners, and LPL Financial. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kevin Madigan is a CFP® professional with 12 years of industry experience, currently serving with Schwab Wealth Advisory. His career includes roles at Fisher Investments, E*Trade Securities, and Wela Strategies. Outside of his advisory work, he is involved as a referee with the Georgia Soccer Officials Association. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across various asset classes while leaving final trading decisions to clients.

William Rhodes is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes positions at Lehman Brothers Inc., Deutsche Bank Securities Inc., Raymond James & Associates, and SunTrust Advisory. Outside of his advisory work, he is involved in real estate investing and management through various family and private entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrates closely with affiliated broker-dealer and bank services.

Ian Davis is a financial advisor at HB Wealth with Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Arkadios Capital, Arkadios Wealth Advisors, and several companies outside finance such as Caddie Services LLC, Tribe Bicycle Co., and Nobletree Coffee. 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 uses a blend of quantitative and qualitative due diligence across a range of public and private strategies and offers discretionary portfolio management aligned with client objectives and risk tolerance.

Jenny Choi is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. Her prior roles include positions at Gibbs Wealth Management and Digital Media Nation, among others. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities with a wide range of investment and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning. The firm maintains custody of client assets and offers both commission-based and fee-based programs.

Jackson Spyke is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, his background includes roles at Wealth Enhancement Group and academic positions at Western Carolina University and Winthrop University. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets through a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee.

Sarah Mc Rae is a financial advisor at Principal Financial Services in Atlanta, GA, holding Series 65 and Series 63 designations. She has one year of industry experience and prior roles include positions at Principal Life Insurance Company and Angus McRae Insurance Brokerage Services Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

R Scarbrough is a CFP® professional with 43 years of industry experience, currently serving at Rockefeller Financial LLC since 2022. Prior to this, he held positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney from 2009 to 2022. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, 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.

Greg O'ryan Johnson is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, and Amazon.com. Outside of finance, he owns businesses involved in writing and publishing children's books, marketing private label vitamins and supplements, and maintaining an online news publication. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Clare Comstock is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, Clare held positions at Citi Group and Capitala Group and was a student for 20 years. 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 as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

John Hall Jr. is a financial advisor with Truist Advisory Services and holds a Series 65 designation. He has one year of industry experience and previously worked at Meadow Creek Wealth Advisors and Capstone Financial. Outside of advisory roles, Mr. Hall is licensed to sell insurance in Georgia and receives commissions on insurance product sales. 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 manager selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by advanced research tools and inter-affiliate integration.

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.