Brian Minto is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Merrill, Bank of America Corporation, Morgan Stanley, and BOFA Securities. Outside of his advisory work, he is an owner and partner of Minto Holdings, LLC, an entity involved in real estate investments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Diane Krause is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 2005 and operates under the DBA Krause Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a variety of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Keith Altobelli is a financial advisor with Cetera, holding a Series 66 designation and over 21 years of industry experience. His prior roles include extensive tenure with Avantax Insurance Agency, Avantax Advisory Services, and operating his own advisory business. Outside of his advisory work, he serves on the Board of Advisors for the Tau Kappa Epsilon fraternity at Georgia Tech and acts as an executor and trustee for personal estate matters. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Maria Jose Mc Chesney is a Series 66-licensed financial advisor with Edward Jones in Acworth, GA, where she has worked since 2022. She has three years of industry experience and previously worked at DHL Express for eight years. Outside of her advisory role, she is involved in a flooring franchise business as a consulting secretary alongside her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and services with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors.

Jacob Yingling is a CFP®, CFA®, and Series 66 registered financial advisor with Edward Jones, where he has worked for nine years. He also serves as a finance officer and detachment commander with the Georgia National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Richard Ross is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. He has a long history in tax preparation and accounting through his role as president of Ross Accounting & Financial Services, Inc., and has worked extensively with Avantax Advisory Services prior to joining Cetera. Ross is also involved in tax preparation services through Ross Tax Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Luke Maxwell is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corp, Waterstone Wealth Strategies, and Robert Half International Inc. Outside of advising, he has experience working with Bentwater Golf Club and the Georgia Aquarium. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory services supported by a nationwide network of financial advisors and branch offices.

Hafeeza Tyrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Regions Bank and Delta Community Credit Union. Outside of her advisory role, she has been involved with Tyrell Ventures LLC since 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Jason Kolacz is a Series 66-registered financial advisor with Edward Jones in Hiram, GA, where he has worked since 2018. He has eight years of industry experience and previously spent ten years at Darden Restaurants. Outside of his advisory role, he maintains a rental property in Douglasville, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive network of financial advisors and branch offices, as well as its fiduciary standard and a variety of investment and tax-efficient services.

John Golemo is a CFP®-certified financial advisor with Edward Jones in Marietta, GA, where he has worked for 13 years. He holds a Series 66 license and has experience exclusively with Edward Jones throughout his career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Anthony Sodipo is a financial advisor with Ameriprise in Powder Springs, GA, holding Series 63 and Series 65 designations and over 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team working alongside financial advisors.

Ryan Frantik is a financial advisor with Ameriprise in Smyrna, GA, holding a Series 66 designation and beginning his career in 2024. Prior to joining Ameriprise, he held various roles outside the financial industry, including work at Rookies Pub and Ambassador Wealth Management. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to create written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Flor Grosch is a financial advisor at Wells Fargo Clearing with four years of industry experience. Prior to joining Wells Fargo, Flor held positions at J.P. Morgan Securities, Merrill, and Bank of America Corporation. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Evelyn Dinkins II is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with Ameriprise Financial Service, LLC since 1986 and worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of advising, he owns and manages Silver Lining Stables Inc., a stable offering boarding, training, lessons, and sales in equestrian disciplines, and consults for Procarian Wealth Advisors on team practice systems and marketing. Ameriprise serves individuals approaching or in retirement, generally with significant investable assets, through a retirement-income planning service that delivers written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawals. The firm combines research and modeling with advisory services and offers a broad range of brokerage and insurance solutions.

Christopher Hynek is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2016. Based in Marietta, GA, he provides financial advisory services through this firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Conchata Taylor Kendrick is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked for Warner Bros Discovery/Warner Media/Turner Broadcasting for 16 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Anthony Mc Intosh is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Evan Robinson is a financial advisor with Fidelity in Dallas, GA, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity Investments, he worked at Northwestern Mutual and has experience in various roles outside the financial sector, including positions at Buffalo Wild Wings and Escalade Rock Climbing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Lafayette Huston is a financial advisor with Fidelity Investments in Powder Springs, GA, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Fidelity, he worked at LPL Financial LLC for five years. Outside of his advisory role, he provides pet-sitting services to his community. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Henry Sullivan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Henry earned a Master's Degree from Baruch College and a Bachelor's Degree from Dillard University. His educational background supports his work in providing financial advisory services within the wealth management sector.