Yasmina Rabhi is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at Bank of America, Del Taco, Taco Bell, Panda Express, and Chattahoochee Tech. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Rossi is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked with Elevation Church and has founded and managed a nonprofit organization, Takin Back, where he serves as Executive Director. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Timeka Arora is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. She provides ongoing advice and adjusts financial plans as clients' situations evolve. Ms. Arora’s expertise includes general investing, retirement planning, and preparing for unexpected expenses. She holds professional designations such as Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed an Accredited Certificate Program at the University of Pune. Fluent in English, Hindi, Punjabi, and Urdu, Ms. Arora emphasizes understanding the priorities important to each individual and family to create tailored financial plans.

Scottie Ringer is a financial advisor with Fidelity Investments, holding Series 63 and 65 licenses and 31 years of industry experience. He previously worked at Lincoln Investment Planning for eight years before joining Fidelity in 2021. Outside of his advisory role, he works as an independent contractor providing ride share services with Uber and Lyft. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create and oversee model portfolios.

Richard Nixon is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding ChFC® and Series 63 credentials and possessing 40 years of industry experience. His career includes 25 years at Cumberland Financial Group, Inc. and prior roles with Avantax Advisory Services. Outside of his advisory work, he serves as an estate co-executor and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through various platforms and proprietary model strategies, supporting a large network of financial professionals.

William Howard is a financial advisor with Osaic Wealth in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at FSC Securities Corporation, Wells Fargo Advisors, Merrill, Banc of America Investment Services, and A. G. Edwards & Sons. He is also an insurance agent and owner of Howard Private Wealth Management, LLC, which he administers. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization tools and supports discretionary and third-party managed strategies.

Steven Bontempi is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 25 years of industry experience. Prior to joining Cambridge in 2024, he worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, New England Securities, and Equitable Advisors. Outside of his advisory role, he provides private music lessons. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms, custodians, and proprietary model strategies.

Evan Robinson is a financial advisor at OSAIC in Marietta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Fsc Securities Corp, Stratos Wealth Partners, and Hornor, Townsend & Kent, LLC. Outside of his advisory work, he is also licensed as a life insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based asset allocation approach with support for discretionary management, third-party managers, and alternative investments, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Kristal Sizemore is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including JP Morgan Securities and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Nader Kaliel is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at several notable firms, including JPMorgan Chase Bank, Fidelity, Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates ESG considerations within a non-discretionary program.

Damien Garner is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked for E*Trade from Morgan Stanley for five years and has experience in software and healthcare-related companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

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 at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliates since 2011. Outside of his advisory role, he is involved with Southeastern Business Endeavors, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focusing on retirement-income planning and tax-aware withdrawal strategies, supported by research and proprietary tools.

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.

Kevin Hyland is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he serves on the Planned Giving Advisory Committee for Wellstar Health Systems Foundation and is a member of Wellstar Health Systems. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Heather Elsenbach is a Series 66-registered financial advisor with Raymond James & Associates, based in Dallas, GA. She has 26 years of industry experience, including seven years at RBC Capital Markets before joining Raymond James in 2008. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Jankowski is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Cetera Investment Services and Edward Jones, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

Robert Maranghi is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He previously worked at Dempsey Lord Smith, LLC for ten years and has been associated with Retirement Systems Inc. since 2001. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jack Berends is a Series 66 licensed financial advisor with Fidelity, based in Kennesaw, GA, and has four years of industry experience. His prior roles include positions at Equitable Advisors, BlueChip Wealth Advisors, and Reliant Real Estate Management. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and holds unique registrations such as with the CFTC as a commodity pool operator.