Kristol Luke is a financial advisor with Truist Advisory Services in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Truist in 2023, he worked at Raymond James & Associates for six years. He is also a commissioned Notary Public in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program implemented through a mix of discretionary and non-discretionary relationships, supported by third-party platforms and AI-enhanced research.

Eileen Kane is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Atlanta, GA. She previously worked at SunTrust Bank's advisory services before joining Capital Group, where she has been since 2018. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm uses a multi-manager approach called the “Capital System” and invests client assets through separately managed accounts, mutual funds, ETFs, and alternative funds.

Paul Cimino is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Prudential Investment Management Services, Voya Investment Management, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Phillip De Golian is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing eight years of industry experience. He has worked at Citigroup since 2020, following prior roles at Carillon Fund Distributors, Raymond James and Associates, and Whatley & Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad suite of advisory, execution, and custody services.

Alexx Franklin is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Edward Jones. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage model portfolios and third-party managers.

Xiaotian Wang is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, with five years of industry experience. He holds a Series 66 credential and has held positions at Rockefeller Capital Management, Burgiss, Colgate University, Bank of Hangzhou, and Wheaton College. 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, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Eric Lyons is a financial advisor at Oppenheimer with 20 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2017, following a 12-year tenure at Sanford C. Bernstein. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies tailored to client objectives.

Nicholas Coppola is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior roles include positions at Power Wealth Management, Mercer Global Advisors Inc., Kays Financial Advisory Corp., and Thompson Research. He also works part-time as a consultant providing research and analysis services in the utility industry through Henderson Ridge Consulting. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients with a range of portfolio management, financial planning, and consulting services. The firm operates under a Private Advisor model, offering discretionary and non-discretionary investment solutions across multiple asset classes while maintaining broker-dealer registration and capabilities in placement and investment banking services.

Jonathan Cohen is a financial advisor at Mercer Global Advisors Inc. in Atlanta, GA, holding Series 63 and 65 licenses with two years of industry experience. Prior to joining Mercer, he worked at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also involved in outside insurance sales, focusing on life, disability, long-term care, and fixed annuities. Mercer Global Advisors serves a diverse client base including individuals, families, small business owners, and non-profits, offering investment advisory along with financial, tax, retirement, and estate planning services. The firm’s investment approach follows Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and tax-managed strategies implemented through various investment vehicles.

Sheila Jacobs is a CFP® credentialed financial advisor with 28 years of industry experience, currently with &PARTNERS since 2026. She previously worked for Wells Fargo Clearing and Wells Fargo Advisors LLC between 2013 and 2026. Jacobs has authored three children’s books focused on savings and sharing, and she also teaches a course on the fundamentals of personal finance in Duluth, GA. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

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 financial advisor with Oppenheimer in Atlanta, GA, holding a Series 66 credential and nine years of industry experience. He has been with Oppenheimer since 2016. Watt serves as a trustee and manager of several family investment trusts, including acting as trustee and financial advisor for his son’s trust. Oppenheimer provides advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans, offering a range of portfolio management and financial planning programs. The firm employs varied investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 31, 2025.

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.

Michael Robinson is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining PNC Investments in 2020. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available as an invitation-only pilot for employees. This offering uses algorithm-driven risk assessment and delegates portfolio management to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

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.