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 with five years of industry experience. Wang holds a Series 66 designation and has worked at Rockefeller Financial LLC since 2020. Prior roles include 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 offers a range of portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Eric Lyons is a financial advisor at Oppenheimer with 20 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2017, following a 12-year tenure at Sanford C. Bernstein. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies tailored to client objectives.

Nicholas Coppola is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2026. His prior experience includes roles at Power Wealth Management, Mercer Global Advisors Inc., Kays Financial Advisory Corp., and Thompson Research. Outside of advising, he works part-time as a consultant in the utility industry with Henderson Ridge Consulting. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as institutional clients. The firm offers a range of portfolio management and financial planning services through its Private Advisor model and integrated investment platform, alongside broker-dealer capabilities and alternative investment placements.

Robert Heisterberg Jr. is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise and Stifel Nicolaus & Co. Inc. since 2015. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, as well as brokerage and placement capabilities.

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 financial advisor with Oppenheimer in Atlanta, GA, holding a Series 66 credential and nine years of industry experience. He has been with Oppenheimer since 2016. Watt serves as a trustee and manager of several family investment trusts, including acting as trustee and financial advisor for his son’s trust. Oppenheimer provides advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans, offering a range of portfolio management and financial planning programs. The firm employs varied investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 31, 2025.

Mignon Payne is a CFP®-certified financial advisor with 24 years of industry experience, currently with Transamerica Retirement Advisors, LLC. She has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that offer managed advice, portfolio recommendations, and investment education. The firm uses Morningstar Investment Management’s proprietary tools and model portfolios to provide personalized asset allocation and retirement guidance.

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® certificant with seven years of industry experience. He is currently an advisor at Rockefeller Financial LLC, where he has worked since 2022. Prior to this, he held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2018 to 2022, and spent time at Sandler O'Neill + Partners and the University of Georgia earlier in his career. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, brokerage and placement capabilities, and access to alternative and private investments, operating under the Rockefeller Global Family Office platform.

Harrison Fant is a CFP® with 12 years of industry experience, currently advising at Mercer Global Advisors Inc. in Atlanta, GA. He previously worked at Atlanta Financial Associates, Inc. and Commonwealth Financial Network. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm emphasizes globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, supported by educational programming and integrated affiliated service lines.

Peter Protos is a CFP® and Series 66-registered advisor with Truist Advisory Services in Atlanta, GA. He has 23 years of industry experience, including roles at SunTrust Advisory Services since 2016 and SunTrust Securities since 2002. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a blend of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and is distinguished by its inter-affiliate integration and related operating requirements.

Barbara Million is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She previously worked at Triad Advisors, Inc. and Triad Hybrid Solutions, LLC. Million is also the owner and principal of Empower Wealth Management, an independent wealth management and financial planning firm based in Knoxville, Tennessee. OSAIC Advisory Services, LLC is an SEC-registered investment adviser that serves a broad client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and a blend of proprietary and third-party platforms.

Caroline Logozzo is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s standard asset allocation models and research tools to support investment recommendations without discretionary trading authority.

Scott Suarez is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds the Series 66 designation and has worked extensively with Truist and its predecessor entities since 2006. Suarez’s career includes roles at BB&T Bank, BB&T Investments, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

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.

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.