Megan Wu is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and began her career with Goldman Sachs in 2026 following her graduation from the University of Rochester. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging integrated resources across the Goldman Sachs ecosystem.

Robert Heisterberg Jr. is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Stifel Nicolaus & Co. Inc. from 2015 to 2025. 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, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

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 Series 66 credentialed financial advisor with Oppenheimer in Atlanta, GA, where he has worked since 2016. He has nine years of industry experience. Watt serves as a trustee and financial advisor for multiple family trusts, including one for his son, overseeing investment decisions and distributions. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Mignon Payne is a CFP® and Series 66-registered advisor with 25 years of industry experience. She has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors, LLC serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that include managed portfolios and non-discretionary recommendations. The firm utilizes proprietary software and model asset allocations from Morningstar Investment Management to personalize retirement planning and portfolio construction.

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® with eight years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2022. His prior roles include positions at Morgan Stanley Private Bank and Sandler O'Neill + Partners. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, and corporations, providing portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and uses a Private Advisor model with a consolidated investment platform offering a broad range of discretionary and non-discretionary investment solutions.

Brandy Seats is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Avalon Financial and Capital Recovery. Outside of her advisory role, she serves as Senior Vice President at Active Wealth, where she acts as a financial advisor and life insurance specialist. Brookstone Capital Management provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

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® with 23 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021, and previously spent nearly two decades at SunTrust in various advisory and securities roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies. The firm integrates multiple affiliated entities and employs AI-enabled research tools alongside traditional analysis in its investment processes.

Barbara Million is a financial advisor with Osaic Advisory Services, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Osaic since 2024 and previously spent eight years with Triad Advisors, Inc. and continues with Triad Hybrid Solutions, LLC. Million is also the principal and CEO of Empower Wealth Management, an independent wealth management and financial planning firm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, and other entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms and managers.

Caroline Logozzo is a CFP® professional with six years of experience in the financial industry. She is currently with Schwab Wealth Advisory and has prior experience at JPMorgan Chase Bank and Equitable Financial Life Insurance Co. Caroline is based in Atlanta, GA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools, with client trading decisions retained by the client. The firm operates as an internal advisory unit within the Schwab ecosystem and serves individual clients through annual reviews and investment recommendations.

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.

John Mason is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services and related entities since 2018, including Bb&T Securities and Bbtis prior to that. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through discretionary and non-discretionary arrangements supported by affiliated broker-dealer relationships and third-party platforms.

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.

Jeffrey Robinson is a financial advisor at Creative Planning with 19 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. Prior to joining Creative Planning in 2026, he worked at Morgan Stanley and E*TRADE in various capacities. He was also involved with the Atlanta Marathon Club from 2011 to 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporate entities. The firm follows a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and various institutional and retirement plan services.