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Robert N

Series 63, Series 65

Atlanta, GA

Truist Advisory Services

Robert Null is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Truist Investment Services, BB&T Securities, and SunTrust Advisory Services throughout his career. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, supported by third-party platform arrangements and AI-enabled research tools to assist in manager selection and investment oversight.

Founder/Business Owner Executive
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Bruce H

Series 63, Series 65

Atlanta, GA

Osaic Advisory Services, LLC

Bruce Hermann II is a financial advisor at Osaic Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors, Inc. and American Financial Management Group. Outside of his advisory role, he serves as Membership Chairperson for the Milford Lions Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of advisory services including investment management, financial planning, retirement plan consulting, and third-party manager oversight through multiple program models and a combination of proprietary and third-party platforms.

Annuities
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Alexandra E

CFP®, Series 63, Series 65

Atlanta, GA

Hightower Advisors

Alexandra Emma is a CFP® with six years of industry experience, currently serving as a financial advisor at Hightower Advisors. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and JPMorgan Distribution Services. She also spent four years at the University of Alabama. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that combines affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Aaliyah B

Series 63, Series 66

Stone Mountain, GA

Empower Advisory Group

Aaliyah Boney is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials. She has been in the financial services industry since 2024, with prior experience at firms including Primerica and State Farm. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed accounts within plan lineups selected by sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Galen M

CFP®, Series 63, Series 65

Atlanta, GA

Valic Financial Advisors

Galen Mayo is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently with VALIC Financial Advisors, Inc. and has previously worked at firms including Fidelity Brokerage Services and Advisory Services Network. Mayo is also appointed as an agent to sell non-securities insurance products for AGIA. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Nadine V

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Nadine Virani is a financial advisor with Goldman Sachs Wealth Services in Atlanta, holding a Series 66 designation and 13 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm leverages integrated resources across the Goldman Sachs ecosystem to tailor strategic investment solutions supported by proprietary analytics and various fee arrangements.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Michael M

Series 66

Atlanta, GA

Rockefeller Financial LLC

Michael Meshad is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Rockefeller Financial, he worked for two years with the U.S. House of Representatives and has a background that includes roles in education at the University of Georgia and North Atlanta High School. 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 through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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Ashaunda D

Series 63, Series 65

Atlanta, GA

Guardian Life

Ashaunda Davis is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Park Avenue Securities since 2021 and previously held roles at Northwestern Mutual Wealth Management and Northwestern Mutual Investment Services. Davis is also an author of "Wealth Over Riches." Park Avenue Securities, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and a combination of proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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John E

CFP®, Series 63, Series 65

Atlanta, GA

Wealth Enhancement Advisory Services, LLC

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.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Evan D

Series 63, Series 66

Atlanta, GA

Rockefeller Financial LLC

Evan Duncan is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Foreside Fund Services, Angel Oak Capital Advisors, 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 a 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 various asset classes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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Scott S

Series 63, Series 66

Atlanta, GA

Truist Advisory Services

Scott Stearsman is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Truist Bank for 11 years before joining Truist Investment Services, Inc. in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program supported by both discretionary and non-discretionary approaches, integrating multiple affiliated entities and advanced research tools.

Founder/Business Owner Executive
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Harrison W

CFP®

Atlanta, GA

Creative Planning

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.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Jennifer H

Series 66

Atlanta, GA

Guardian Life

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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Paul R

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

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.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Ryan M

Series 63, Series 65

Atlanta, GA

Rockefeller Financial LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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Brian N

CFA®, Series 63

Atlanta, GA

Rockefeller Financial LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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Keith P

Series 66

Atlanta, GA

Mercer Global Advisors Inc.

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.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Christian Y

Series 66

Atlanta, GA

Citigroup Global Markets

Christian Young is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Securities, Charles Schwab & Co., Inc., and Edward Jones. Outside of his advisory role, 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 segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities, and provides a broad range of advisory and execution services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Sean D

Series 63, Series 66

Atlanta, GA

Private Advisor Group, LLC

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.

Annuities Founder/Business Owner
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Margaret G

CFP®, CFA®

Atlanta, GA

HB Wealth

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.

Private / alternative investments Real estate investing Retirement income strategy
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