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.

Britain Pierce is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes over two decades at SunTrust Securities, Inc. and affiliated entities. 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, supported by third-party platform arrangements and AI-enabled research tools, to deliver portfolio management and fiduciary services.

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.

Alicia Sher is a CFP® professional with nine years of industry experience, currently advising at Hightower Advisors since 2021. Her prior roles include positions at Bluerock Wealth Management, Redwood Wealth Management, and Nova Wealth Management Group. Hightower Advisors serves a diverse client base including individuals, institutions, and pooled investment vehicles, offering a range of investment advisory and planning services. The firm employs a multi-manager approach with access to affiliated and third-party managers, utilizing proprietary research and a variety of investment strategies across mutual funds, ETFs, and alternative investments.

Peter Watt is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2016. Watt serves as a trustee and financial advisor for several family trusts, including managing an investment-related family LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches with a focus on equity, balanced, and fixed-income portfolios.

Meredith Moore is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has worked at Artisan Financial Strategies, LLC since 2019 and previously led Moore and Associates Wealth Management from 2001 to 2019. Outside of advising, she is involved in public speaking, writing articles for publications such as Forbes and Harvard Business Review, and serves on investment committees for Leadership Atlanta and the Atlanta Women’s Foundation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of programs tailored to client and plan sponsor objectives, with a significant portion of assets managed on a non-discretionary basis and integrates advisory services with insurance and annuity products.

Matthew Stewart is a Series 65 licensed advisor at AE Wealth Management, LLC with two years of industry experience. He has previously worked at Brookstone Wealth Advisors, Hoffman Financial Group, and Three Bridges Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a range of investment strategies supported by regular performance reporting and operates on a large scale with a platform-focused approach.

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.

Michael Robinson is a financial advisor at PNC Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wells Fargo Clearing and Principal Financial Services. Robinson is currently based in Lilburn, GA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs such as the Portfolio Solutions Strategist Digital Offering, an employee-only pilot that uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios.

Rheannon Boddie is a CFP® professional with nine years of industry experience, currently affiliated with Commonwealth Financial Network. Her career includes roles at Woodbury Financial Services, Questar Asset Management, and Infinity Financial Partners. She also provides divorce planning services through Beyond Financial, a private entity she owns. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliates and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with access to both internally managed and third-party investment programs.

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® professional with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Atlanta Financial Associates, Inc. and Commonwealth Financial Network. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on Modern Portfolio Theory and utilizes globally diversified, risk-appropriate portfolios implemented through a combination of ETFs, index funds, separate account managers, and private funds.

Bezawit Mezretab is a financial advisor with Empower Advisory Group in Lawrenceville, GA. She holds a Series 66 designation and has recently started her career in the industry. Prior to her current role, she worked at Morgan Stanley and held positions at Oglethorpe University and Georgia State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and savings rates rather than short-term forecasts.

Susan Tordik Atchison is a financial advisor with Truist Advisory Services in Alpharetta, GA. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. Her prior roles include positions at Merrill, Wells Fargo Clearing, and Primerica Advisors. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, leveraging third-party platform and manager arrangements to support its investment programs.

Caroline Logozzo is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has previously worked at JPMorgan Chase Bank and Equitable Financial Life Insurance Co. Outside of finance, her background includes roles at Bentley University and involvement with Glenbrooke Swim & Tennis Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is guided by proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Shahab Khan is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Charles Schwab and TD Ameritrade. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an employee-only pilot that utilizes algorithmic risk assessment and implements investments via approved mutual fund and ETF strategies.

Sarah Taylor is a Series 65-licensed financial advisor at Carson Wealth in Atlanta, GA, with three years of industry experience. She has worked at DSF Wealth Management, LLC and CWM, LLC over the past several years. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios integrating both fundamental and technical analysis.

Adam Youngman is a financial advisor with Guardian Life based in Atlanta, GA, holding Series 63 and Series 65 licenses and with four years of industry experience. His prior roles include positions at Northwestern Mutual and the Hall and Cherokee County School Districts. He is also involved in offering insurance products outside of Guardian Life on a limited basis. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, offering customized client solutions across investment, retirement plan services, and financial education.

Jessica Mayfield is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Truist Advisory Services, Suntrust Investment Services, and Harrisdirect LLC. Outside of her advisory work, she manages rental properties as a landlord. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standard asset-allocation models and internal research, with client-authorized trades and regular portfolio reviews.