Evan Robinson is a financial advisor with Osaic Wealth, Inc. based in Marietta, GA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Stratos Wealth Partners since 2012 and previously at Fsc Securities Corp. Robinson also operates under the marketing DBA Robson Planning Group and is licensed to sell life insurance. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, employing asset-allocation tools, risk tolerance assessments, and automated rebalancing in its portfolio construction.

Kristal Sizemore is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at JP Morgan Securities, Scottrade, and Sloe', LLC. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across a broad investable universe of mutual funds, ETFs, and ETPs.

Michelle Martin Yoder is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. She has 35 years of industry experience, including over a decade with Dempsey Lord Smith, LLC. Outside of advisory work, she is involved in insurance sales as an agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals using various portfolio management and platform arrangements.

Damien Garner is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes five years at E-Trade from Morgan Stanley and roles in software and health-related companies before entering the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Corey Moody is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Services, Regions Bank, and TD Ameritrade before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Guy Moore is a financial advisor with Ameriprise in Douglasville, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliates since 2011. Outside of his advisory role, he is involved with Southeastern Business Endeavors, LLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary retirement recommendations delivered through a centralized consulting team.

Enos Slauson Jr. is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Nancy Demirtas is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, she worked at Maximum One Realtors, Spectra Metal Sales, and Tie Down Engineering Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Antoine Dent is a Series 66-credentialed financial advisor with Thrivent Investment Management. He joined Thrivent in 2025 and previously worked in real estate and wellness-related roles. Outside of financial advising, he is involved in nonprofit work focused on education and wellness, serves as a director of community engagement for a scholarship organization, and manages initiatives supporting men's faith and discipline. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Heather Elsenbach is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional entities, and charitable organizations—and offers financial planning and non-discretionary investment consulting through various advisory programs.

Michael Jankowski is a financial advisor with LPL Financial in Powder Springs, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, he worked at multiple Cetera entities from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside proprietary and third-party research and model portfolios.

Robert Maranghi is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Retirement Systems Inc since 2001, alongside previous roles at Dempsey Lord Smith, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third‑party investment strategies.

Kennie Taylor is a financial advisor with Raymond James & Associates in Powder Springs, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James since 2015 and provides impartial financial guidance as an independent contractor at Next Generation Divorce, assisting clients with financial evaluations related to divorce. Additionally, he is involved with the YMCA of Greater St. Petersburg and the Tampa Bay Free Dentistry Charity. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Angela De Lion is a CFP® with 27 years of industry experience, currently serving at Ameriprise Financial Service, LLC since 2003. She previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she is involved in managing commercial real estate holdings and consults on practice systems and marketing for a wealth advisory team. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Malcolm Lewis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Equitable Advisors, he worked at Mass Mutual Investors Services and Pruco Securities. Outside of his advisory role, he is involved in several entrepreneurial and community activities, including ownership of a tax and accounting firm, co-ownership of a restaurant/bar, and leadership roles in religious ministries and private educational institutions focused on entrepreneurship and financial literacy. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate advisory programs and third-party asset managers, delivering services through various proprietary and third-party models.

Mark Lawrence Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked across multiple Fidelity entities since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, often delegating day-to-day management to sub-advisers while overseeing conflicts of interest and governance.

David Thompson is a financial advisor with OSAIC in Villa Rica, GA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His prior firms include Woodbury Financial Services and Questar Asset Management. He is the owner of JKL Financial Services, LLC, an operating entity for his advisory business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management options.

Jonathan Robson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fsc Securities Corp for seven years. Outside of his advisory role, he serves as a trustee for a family insurance trust. OSAIC serves a diverse client base including retail and institutional investors, offering advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

James Cushingham is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is the owner and performer of Energemata Poi LLC, an entertainment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Corey Short is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, Woodforest National Bank, Carmax Auto Finance, Waffle House, and SunTrust Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.