John Ellard is a CFP® with 34 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2020. His prior experience includes roles at JOYN Advisors, Inc., Securian Financial Services, Inc., and Veracor Consulting Group. Ellard serves as a board member of the Atlanta Estate Planning Council and is a Legacy Council member of Children’s Legacy Advisors, both nonprofit groups focused on education and collaboration among estate planning professionals. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm emphasizes strategic allocation across risk classes using both passive and active managers, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Evan Duncan is a financial advisor with Rockefeller Financial LLC, holding Series 66 and Series 63 licenses and having one year of industry experience. His prior roles include positions at Foreside Fund Services, Angel Oak Capital Advisors, Invista, and Rockefeller Capital Management. 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 portfolio management, financial planning, and consulting services, operating as a registered broker-dealer and providing access to a consolidated investment platform with solutions across equities, fixed income, and alternatives.

Scott Stearsman is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds Series 63 and Series 66 licenses and has seven years of industry experience, including eleven years at Truist Bank prior to joining Truist Investment 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 AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

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 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 34 years of industry experience. He has worked at Private Advisor Group since 2019 and has previous experience with Independent Financial Partners and LPL Financial. Outside of his advisory work, he has involvement in selling and servicing disability income policies. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

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 in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. He has been with Oppenheimer since 2009. Outside of finance, he works occasionally as a casting agent and background extra in film and television productions. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm uses strategic and tactical asset allocation along with manager selection and various investment vehicles to construct client solutions.

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 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.