Christian Young is a Series 66-licensed financial advisor with seven years of industry experience, currently with Citigroup Global Markets. His prior roles include positions at JPMorgan Chase Securities, Charles Schwab, and Edward Jones. Outside of financial services, 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 wealth segments, providing a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains extensive in-house research and market roles, supporting large and complex client relationships.

Sean Dehaan is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Private Advisor Group since 2019 and previously held roles at Independent Financial Partners, LPL Financial, and Merrill. Outside of his primary advisory work, he has experience selling and servicing disability income insurance policies. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm operates a fiduciary-based advisory model that combines client goals with a range of investment strategies and technology-driven platforms, often implementing advice through third-party managers and TAMPs.

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 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Charles Schwab, Regions Bank, Santander Securities, and Wells Fargo. Mei Lin is based in Atlanta, GA. 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 that utilize Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Philipp Biechteler is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Suntrust Advisory Services, and GenSpring Family Offices. He serves as a trustee for the Fernbank Museum and the University of North Georgia, providing guidance related to their missions and visions. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships with non-discretionary consulting and leveraging third-party platforms and AI-enabled research tools.

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.

Rodrick Sullivan is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory in Atlanta, GA. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Valic Financial Advisors, Allstate Insurance Company, and New York Life Insurance Company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge fees to clients, differentiating its service model from many enterprise wealth managers.

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.

Kristol Luke is a financial advisor with Truist Advisory Services in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Truist in 2023, he worked at Raymond James & Associates for six years. He is also a commissioned Notary Public in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program implemented through a mix of discretionary and non-discretionary relationships, supported by third-party platforms and AI-enhanced research.

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.

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 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.

Eric Lyons is a financial advisor at Oppenheimer with 20 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2017, following a 12-year tenure at Sanford C. Bernstein. Based in Atlanta, GA, Lyons’s career includes extensive work at prominent firms. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Nicholas Coppola is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior roles include positions at Power Wealth Management, Mercer Global Advisors Inc., Kays Financial Advisory Corp., and Thompson Research. He also works part-time as a consultant providing research and analysis services in the utility industry through Henderson Ridge Consulting. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients with a range of portfolio management, financial planning, and consulting services. The firm operates under a Private Advisor model, offering discretionary and non-discretionary investment solutions across multiple asset classes while maintaining broker-dealer registration and capabilities in placement and investment banking services.

Jonathan Cohen is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding Series 63 and 65 licenses with two years of industry experience. Prior to joining Mercer, he worked at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also involved in outside insurance sales, focusing on life, disability, long-term care, and fixed annuities. Mercer Global Advisors serves a diverse client base including individuals, families, small business owners, and non-profits, offering investment advisory along with financial, tax, retirement, and estate planning services. The firm’s investment approach follows Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and tax-managed strategies implemented through various investment vehicles.

Sheila Jacobs is a CFP® credentialed financial advisor with 28 years of industry experience, currently with &PARTNERS since 2026. She previously worked for Wells Fargo Clearing and Wells Fargo Advisors LLC between 2013 and 2026. Jacobs has authored three children’s books focused on savings and sharing, and she also teaches a course on the fundamentals of personal finance in Duluth, GA. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.