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.

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.

Michael Dudash is a financial advisor with Truist Advisory Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fiber Mortgage, Bank of America, Merrill, and Cobblestone Retail Group. Outside of his advisory work, he has delivered food via DoorDash for additional income. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Jay Patel is a CFP® and Series 66-licensed financial advisor with Guardian Life, based in Atlanta, GA, and has three years of industry experience. His prior work includes roles at Peachtree Planning Inc. and operating Jay Kunjan Investments. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions.

Kimberly Maxwell is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has been with Mercer since 2022 and previously worked at Stewart, Kizzar, and Brockelbank, CPAs. Outside of her financial advisory work, she is involved in theater as an actor. 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 emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies, supported by a range of implementation options and additional estate, tax, and private-asset services.

Justin Stevenson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the financial services industry since 2024. Prior to joining Fifth Third, he worked in mortgage and automotive sectors and served at Brookdale Senior Living. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs on the Passageway platform and is a wholly owned subsidiary of Fifth Third Bank.

Dustin Mcarthur is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. He previously worked at Fidelity Brokerage Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to implement its investment strategies.

Chad Hermanson is a financial advisor with Rockefeller Financial LLC based in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also the sole proprietor of the Hermanson Family Limited Partnership, overseeing its record keeping and payment activities. 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 operates as a registered broker-dealer and offers a range of portfolio management, financial planning, consulting, and investment banking services through a Private Advisor model and a consolidated investment platform.