Harrison Wiger is a CFP® professional at Creative Planning with one year of industry experience. Prior to joining Creative Planning, he worked at HB Wealth Management, LLC for three years. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a range of affiliated non-investment businesses.

Jennifer Hosch is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has nine years of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Wells Fargo Advisors. Outside of financial services, she is the owner of Freemanville Farms Tree Company, LLC, a business focused on selling live trees. Park Avenue Securities LLC serves a wide range of clients, including individual investors, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and consulting, utilizing a combination of proprietary and third-party investment strategies across various asset classes.

Paul Rogers is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent nine years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to diverse products and services.

Ryan Mcdonald is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Rockefeller Financial LLC since 2020 and previously spent nine years at Merrill. 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 an advisory firm and a registered broker-dealer with additional capabilities in placement and investment banking.

Brian Nelson is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2020. Prior to joining Rockefeller Financial, he worked for 15 years at Invesco. He is also a board member and part-owner of RecruitU, a small sports recruiting service. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a broad range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Keith Prybylski is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience and holds a Series 66 designation. His prior experience includes roles at UBS Financial Services, Personal Capital Advisors Corporation, Bank of America, Merrill, TIAA, and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using a variety of investment vehicles including low-cost ETFs, separate accounts, and direct indexing.

Christian Young is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Securities, Charles Schwab & Co., Inc., and Edward Jones. Outside of his advisory role, he is the owner and partner of a catering company that serves weddings, corporate events, and social gatherings. Citigroup Global Markets serves individual and institutional clients across various segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities, and provides a broad range of advisory and execution services.

Margaret Guenther is a CFP® and CFA® with 18 years of industry experience. She is currently with HB Wealth Management, LLC since 2025 and previously worked at Buffington Mohr McNeal for eight years and A. Montag & Associates, Inc. for eleven years. 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 offers wealth management, investment management, financial planning, and outsourced chief investment officer (OCIO) services, utilizing both quantitative and qualitative due diligence across a variety of public and private investment strategies.

Sheryl Hines is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Her career includes roles at Truist Investment Services, BB&T Securities, and SunTrust Investment Services. 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 integration to deliver its AMC Advantage manager-selection program.

Mei Lin is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Regions Bank, Santander Securities, and Wells Fargo, before joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and research tools, with at-least-annual reviews tailored to clients’ goals and risk tolerance.

Philipp Biechteler is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and GenSpring Family Offices. He serves as a trustee for the Fernbank Museum and the University of North Georgia, providing guidance on their mission and vision. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary strategies and integrates third-party managers and AI-enabled research tools in its investment approach.

Timothy Vanderver III is a financial advisor with Oppenheimer, holding a Series 66 credential and bringing 22 years of industry experience. He has worked at Oppenheimer since 2009, following prior roles at Stanford Group Company and Wells Fargo Clearing. Outside of finance, he works part-time as a casting agent for film and television productions. Oppenheimer serves individuals, corporations, and various institutions through a range of advisory programs including discretionary and non-discretionary services, focusing on equity, balanced, and fixed-income portfolios. The firm also acts as a qualified custodian of client assets and offers both commission-based and fee-based advisory programs.

Michael Ghioto is a financial advisor with Primerica Advisors based in Atlanta, GA, holding CFP®, ChFC®, and Series 66 designations and bringing 20 years of industry experience. He has worked with Park Avenue Securities since 2005 and with Guardian Life Insurance Company since 2004. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm uses a combination of proprietary and third-party investment strategies, supporting various account types and lending solutions.

Rodrick Sullivan is a CFP® with 11 years of industry experience, currently advising at Schwab Wealth Advisory in Atlanta, GA. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Valic Financial Advisors, Allstate Insurance Company, and New York Life. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referrals, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm bases its guidance on Schwab’s asset-allocation models and internal research, with recommendations tailored to individual goals and risk tolerance.

Kristen Sario is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley for 13 years before joining Rockefeller Financial in 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with a consolidated investment platform.

Wei Li is a financial advisor with Equity Services, Inc. holding a Series 66 designation and 20 years of industry experience. He has worked at Equity Services since 2006 and has been with Apogee Financial Partners since 2019. Outside of his advisory work, Wei Li owns CIMA Farms, which provides self-care equestrian boarding facilities in Georgia. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Eileen Kane is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Atlanta, GA. She previously worked at SunTrust Bank's advisory services before joining Capital Group, where she has been since 2018. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm uses a multi-manager approach called the “Capital System” and invests client assets through separately managed accounts, mutual funds, ETFs, and alternative funds.

Paul Cimino is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Prudential Investment Management Services, Voya Investment Management, and TIAA-CREF. 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 certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Phillip De Golian is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing eight years of industry experience. He has worked at Citigroup since 2020, following prior roles at Carillon Fund Distributors, Raymond James and Associates, and Whatley & Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad suite of advisory, execution, and custody services.

Xiaotian Wang is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, with five years of industry experience. He holds a Series 66 credential and has held 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.