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 with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Morgan Stanley and its affiliated private bank from 2010 to 2019, followed by positions within Truist’s advisory and investment services since 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, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary investment approaches supported by third-party platforms and proprietary research tools.

Brianna Shealey is a Series 66 credentialed advisor with NewEdge Advisors, bringing four years of industry experience. Her prior roles include positions at Raymond James & Associates and Wells Fargo. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a wide range of clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive portfolio management and consulting services through a network of independent advisers and utilizes a variety of program structures supported by centralized due diligence and advanced technology 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 financial advisor at Rockefeller Financial LLC in Atlanta, GA, with 14 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank, National Association. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

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 at Focus Partners Wealth, LLC since 2024. He previously worked at Gratus Capital, LLC, Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Cetera Advisors LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

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 holds Series 63 and Series 66 licenses. He has four years of industry experience and previously worked at Northwestern Mutual. Outside of his advisory role, he owns and operates E33 Eagles, a non-financial services business focused on coaching, scheduling, and budgeting. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage, financial planning, and investment advisory services to individuals, pension plans, nonprofits, and corporate clients using both proprietary and third-party investment programs.

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® certified financial advisor at Truist Advisory Services with 11 years of industry experience. She has worked at Truist since 2024 and previously held roles at Wells Fargo Bank from 2013 to 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources.

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.

Katherine Degiorgi is a CFP® professional with six years of industry experience, currently affiliated with Mercer Global Advisors Inc. in Atlanta, GA. Her prior experience includes roles at Atlanta Financial Associates and Northwestern Mutual. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and planning services.

Caitlin Kennedy is a CFP® professional with 13 years of experience in financial advisory roles. She has been with Truist Advisory Services since 2016 and holds a Series 66 license. Her prior work includes a decade at SunTrust Bank and its related investment services entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party manager relationships and AI-enabled research tools.

Brett Godwin is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has previously worked with Ashford Advisors and Park Avenue Securities. Outside of his advisory role, he is involved in private soccer training. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

Lee Vanleuvan is a CFP® professional with 23 years of industry experience, currently serving as an advisor at HB Wealth in Atlanta, GA. He has been with Homrich Berg since 2013. 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 combined quantitative and qualitative due diligence process across a range of public and private investment strategies and provides outsourced chief investment officer (OCIO) and institutional advisory services.

George Lupton III is a financial advisor at Truist Advisory Services with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and affiliated firms since 2013, including BB&T Securities and Scott & Stringfellow. Lupton is based in Atlanta, GA. 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 manager relationships and non-discretionary consulting, using third-party platforms and AI-enabled research tools to support its investment approach.

Joseph Campbell is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at SunTrust Advisory Services and related SunTrust entities since 2014. Campbell serves as co-trustee and co-executor for the estate of Joel Katz, working alongside Katz’s daughters on trust and estate matters. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by an Equity Research team that uses AI-enabled tools and maintains inter-affiliate integration with affiliated broker-dealer and bank services.