Juan Castillo is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' immediate, short-term, and long-term financial goals to provide tailored advice and guidance aimed at meeting and exceeding those objectives. He utilizes the full investment platform of Merrill Lynch alongside the suite of banking products available through Bank of America to assist clients in achieving financial independence. Juan's areas of expertise include employee benefits planning, executive compensation, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, and retirement income. He holds a Personal Investment Advisor (PIA) designation and has completed a non-accredited certificate program from Andrews University as well as earned a bachelor's degree from the University of Maryland. He is fluent in both Spanish and English. Outside of his professional duties, Juan enjoys football, golfing, reading, soccer, and spending time with his family.

Steven Gillespie is a CFP® professional affiliated with LPL Financial, with 16 years of industry experience. He has been with LPL Financial since 2014 and also works with Delta Community Credit Union. Gillespie holds additional roles involving retirement and investment services and non-variable insurance related to the credit union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, with a broad platform supported by technology and a large network of advisors.

Austin Carroll is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at several firms, including Amentum, Mutual Advisors, Prime Capital Investment Advisors, and Cornerstone Retirement Group, and spent nine years at DynCorp International before entering the financial advisory field. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds and integrates advisory services with other financial products and referral channels.

Charles Boyd is a financial advisor with Merrill in Peachtree City, GA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Merrill since 2012 and associated with Bank of America, N.A. since 2013. Outside of advisory work, Boyd owns a referral business through which he receives fees by connecting leads to a contractor. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Carroll is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones and James M Pleasants Company. Carroll owns and operates 1519 Wealth Management LLC and works as an independent contractor for CoWealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance services, along with specialized advisory programs.

Glenda Whitlock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she serves as president of Largin Co, an investment-related business based in Fayetteville, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Avon Drummond is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. Prior to joining Primerica Advisors in 2019, Drummond has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of financial advising, Drummond serves as a minister at the Spiritual Living Center of Atlanta and operates a writing and publishing platform through Substack. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven portfolio strategies managed by unaffiliated asset managers, with trade execution and custody support provided by BNY Mellon Advisors and Pershing.

Jasmine Silas is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Thrivent Financial, Truist, and Marriott International. She has also been involved with Sharon Mann designs in two separate periods. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alonso Gomez Martinez is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and six years of industry experience. He previously worked at Puerta Del Sol for 14 years and currently has a half ownership in a hospitality business where he is involved in day-to-day operations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Kelly Baker is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his financial services career, he worked in the hospitality industry at Hyatt Place locations in Atlanta. 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 and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a nationwide network of financial advisors and branch offices.

Jeffrey Westfall is a Series 66 registered financial advisor at Edward Jones in Fayetteville, GA, with 13 years of industry experience. He has been with Edward Jones since 2012. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Diana Avery is a financial advisor at LPL Financial with 30 years of industry experience. She holds the CFP® and Series 63 designations. Her prior roles include positions at Avery Financial Services, USA Financial Securities, Valic Financial Advisors, and MetLife Investment Fund Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Julie Matulia is a financial advisor with Osaic Wealth Inc. and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including prior roles at Cambridge Investment Research Advisors and Guardian Life Insurance Co. of America. In addition to her advisory work, she provides divorce coaching through JM Financial Planning, LLC, assisting clients with financial settlements during divorce proceedings. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers.

Scott Fennel is a financial advisor with Ameriprise in Peachtree City, GA, holding a Series 66 designation and two years of industry experience. His work history includes roles at Ameriprise since 2023 and earlier experience at the University of Georgia and Advanced Aquatics. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning.

Matthew Fry is a financial advisor with Cetera holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Summit Financial Networks and Summit Financial Group. He is also a member of the US Air Force Reserves and has been employed by Delta Air Lines since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and supports multiple investment program structures and custodian relationships.

Sidney Baker is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 66 credentials with 14 years of industry experience. His prior roles include work at Hartford Funds Distributors LLC, Chartwell Investment Partners, Edward Jones, and United Community Bank. In addition to his advisory work, he owns S. Baker Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies.

Tanner Low is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, N.A., and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers financial planning, investment consulting, and municipal advisory services.

Eric Adams is a financial advisor with Edward Jones in Hampton, GA, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 14 years at SunTrust Bank. Adams serves as an at-large member of the finance committee at Jodeco Road United Methodist Church, where he participates in budgeting reviews and internal audits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Luke Ellis is a financial advisor at Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 designation with two years of industry experience. His previous work includes roles at Auburn University, ClubCorp, and Fayette County Schools. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services incorporating proprietary research and planning tools, with tailored recommendations delivered through advisory engagements covering diverse areas such as retirement, education, and specialized planning needs.

Hansena Hansen is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. Hansen holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC. Outside of advisory work, Hansen serves as an executor for family estates in Georgia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute and third-party sources.