Jared Sanders is a financial advisor with Truist Advisory Services in Atlanta, holding a Series 65 designation. He has one year of industry experience and has previously worked at BlueTrust, Fidelis Wealth Partners, and Wealth Enhancement Group. Prior to his advisory career, he spent several years as a student and worked at Maggie Valley Nursing & Rehab. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enhanced research to support manager selection and investment oversight.

Javonda Lightner is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. Her career includes tenure at SunTrust Banks and Suntrust Investment Services prior to joining Truist. Outside of finance, she owns a custom interior painting business and is involved in life coaching focused on empowering women and young girls. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches and integrates third-party manager and platform arrangements, supported by AI-enabled research tools and inter-affiliate service structures.

Amanda Lorch is a CFP® professional with 16 years of experience in the financial services industry. She currently works at Schwab Wealth Advisory, Inc., having previously been employed by Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade Investment Management, and Scottrade. Outside of her advisory work, she owns and operates a small business specializing in the sale and installation of yard signs near her home. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s investment guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Eldon Williams Jr. is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the ChFC® designation along with Series 63 and 66 licenses. His prior work includes roles at firms such as Northwestern Mutual and Highland Capital Brokerage, as well as involvement with Outlier AI. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional clients. The firm offers a range of services including brokerage, financial planning, and advisory programs through both in-house and third-party portfolio management.

Robert Schuckmann III is a CFP® professional with nine years of experience, currently serving at Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Bank since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.

Travis Scarbrough is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Morgan Stanley and its affiliated entities from 2013 to 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 both discretionary and non-discretionary portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Jennifer Birchett is a CFP® and PFS™ credentialed financial advisor with 18 years of industry experience. She has been with Creative Planning since 2020 and previously worked at Truewealth, LLC (FNA Windham Brannon) from 2014 to 2020. She is 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 manages approximately $217 billion in assets and employs a financial planning–led investment process centered on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Ameet Tijoriwala is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Morgan Stanley and its affiliated private bank before joining Truist in 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program utilizing both discretionary and non-discretionary approaches, supported by third-party platforms and an Equity Research team that incorporates AI-enabled tools.

Wenyi Wei is a financial advisor with VALIC Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Wei has been with VALIC since 2000 and also works part-time as an accountant at a local CPA firm. Additionally, Wei serves as a registered agent for a family rental property and is involved with Agia as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Marsh is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2022. She previously worked at Morgan Stanley between 2009 and 2016, returned there from 2020 to 2022, and spent four years outside the industry. 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 operates a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services including securities transactions, variable insurance products, and investment banking.

Bryan Wulz is a financial advisor with Eagle Strategies (NY Life) based in Marietta, GA. He holds the ChFC® designation and has 41 years of industry experience, having worked with Nylife Securities Inc. and New York Life Insurance Company since 1984. His other business activities include insurance brokering with various outside carriers. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with institutional plan sponsors.

Joshua Hunter is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2024. His prior roles include positions at Gratus Capital, LLC, Wells Fargo Clearing, and Cetera Advisors LLC. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, focusing on long-term, tax- and fee-sensitive portfolio construction through a blend of active and passive strategies and access to private funds and third-party managers.

Patricia Mack is a financial advisor with Truist Advisory Services in Hiram, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at PNC Wealth Management and has been with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and extensive inter-affiliate integration.

April Jackson is a financial advisor with Lincoln Investment in Atlanta, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1996 and has additional long-term experience with Northern Life Insurance Co, Great Southern Life Insurance Co, and Investors Life Insurance Co. Jackson is a co-owner and CFO of an insurance agency and serves as Immediate Past National President of the National Women of Achievement, Incorporated. She also owns a tax preparation business. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and uses a layered delivery model combining independent advisors and third-party managers.

Tania Lawrence is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Fulton County Schools and Lansing Central School District. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms.

Eryk Watson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and with four years of industry experience. Prior to his current role, he has worked at Northwestern Mutual Wealth Management and related entities. Outside of finance, he owns and manages E33 Eagles, a sports coaching and development business. Park Avenue Securities, a subsidiary of Guardian Life, serves individuals, corporate, and nonprofit clients with brokerage and advisory services, combining advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms.

Geoffrey Nadler is a CFP® and CFA® with 20 years of experience in the financial advisory industry. He is currently with Mercer Global Advisors Inc. and previously worked at Bessemer Investor Services, Inc. for nearly a decade. 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, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options.

Austin Geils is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Oppenheimer, he worked at Spiniolas Inc. and was involved with Geils Farms. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers diverse programs encompassing asset management, consulting, and retirement services, with advisory portfolios managed through strategic and tactical asset allocation and regular portfolio reviews.

Seana Heath is a CFP® professional affiliated with Truist Advisory Services, bringing 11 years of industry experience. She has held positions at Wells Fargo and its affiliated clearing services before joining Truist Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Alexis Dudley is a CFP® professional at Mercer Global Advisors Inc. in Atlanta, GA, with one year of industry experience. Her career has been exclusively with Mercer Global Advisors and includes prior academic experience at Virginia Polytechnic Institute and State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory alongside financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and combines low-cost ETFs, index funds, separate account managers, and other investment vehicles to implement tailored portfolios.