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Justin G

CFP®

Alpharetta, GA

Hightower Advisors

Justin Gillette is a CFP® professional with five years of industry experience. He has worked at Hightower Advisors since 2021 and previously held roles at BlueRock Wealth Management, Homrich Berg, and Smith & Howard. He is based in Alpharetta, GA. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to various investment vehicles and strategies.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Rachel Walsh is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and five years of industry experience. She has worked at Goldman Sachs since 2019, following roles at The Ayco Company and Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm leverages integrated resources across Goldman Sachs affiliates and employs strategic allocation models, tax-aware techniques, and proprietary analytics to tailor investment solutions.

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

CFP®, Series 66

Atlanta, GA

Corient

Kevin Mccall is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Corient, where he has worked since 2022, following prior roles at Valic Financial Advisors and Purshe Kaplan Sterling Investments. He is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies and third-party managers, employing risk management tools and potentially incorporating alternative investments and private funds.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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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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Nicole R

Series 63, Series 65

Alpharetta, GA

Truist Advisory Services

Nicole Robinson is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*Trade Securities LLC. Outside of her advisory role, Robinson is the founder and CEO of two small businesses: Cole'd Designs, a clothing brand specializing in hand-sewn garments, and Shea'd LLC, which offers homemade, all-natural skincare products. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches and utilizes third-party platforms and manager arrangements, supplemented by AI-enabled research, to support client portfolios.

Founder/Business Owner Executive
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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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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 with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, he worked for the U.S. House of Representatives from 2022 to 2024. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with access to alternative and private investments and a comprehensive wealth, trust, and insurance platform.

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 Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Northwestern Mutual, and State Farm. She is also the author of "Wealth Over Riches." Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering a range of investment programs and financial planning solutions supported by proprietary and third-party strategies.

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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Michael W

Series 65

Atlanta, GA

Savant Wealth Management

Michael Washburne is a financial advisor at Savant Wealth Management in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Savant in 2025, he worked for four years at the University of Georgia and six years at Fellowship Christian School. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm uses an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a wide range of in-house capabilities and centralized resources.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Evan D

Series 66, Series 63

Atlanta, GA

ROCKEFELLER FINANCIAL Llc

Evan Duncan is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Foreside Fund Services, Angel Oak Capital Advisors, and Rockefeller Capital Management. His background also includes roles outside the financial industry, such as at Kanakuk Kamps and the Atlanta Braves. 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 combines discretionary and non-discretionary portfolio management with financial planning and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services through a Private Advisor model and a consolidated investment platform.

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 66, Series 63

Atlanta, GA

Truist Advisory Services

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.

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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John B

Series 63, Series 65

Alpharetta, GA

Truist Advisory Services

John Buchanan is a financial advisor at Truist Advisory Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 1996. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform and manager arrangements.

Founder/Business Owner 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 bringing 19 years of industry experience. He previously worked at Merrill for nine years before joining Rockefeller, where he has been since 2020. 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, and it is notable for its registered broker-dealer status and its involvement in placement and investment banking services.

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 11 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2020. He previously worked at Invesco from 2004 to 2019. Nelson is a board member and minority investor in RecruitU, a small sports recruiting service. Rockefeller Financial LLC provides wealth management and financial planning services to ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans. The firm offers integrated investment solutions through a designated Private Advisor, combining in-house and third-party managers, alternative investments, and trust and insurance capabilities.

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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