Anna Matricardi is a financial advisor with Fidelity Investments, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Fidelity and several First Command entities. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 the ChFC® and Series 63 designations and possessing 40 years of industry experience. He previously worked at Cumberland Financial Group, Inc. for 25 years and has been involved in insurance and advisory roles since the early 1990s. Nixon also serves as a co-executor for a family estate. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a range of investment platforms and strategies.

William Howard is a financial advisor at Osaic with 27 years of industry experience. He has previously worked at Wells Fargo Advisors for nine years and Fsc Securities Corporation for one year. In addition to his advisory role, he is an insurance agent and owns Howard Private Wealth Management, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk assessment methods to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Steven Bontempi is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He also provides private music lessons as an entrepreneurial activity outside of finance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and custody arrangements.

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.

Nader Kaliel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Fidelity, Bank of America, Merrill, Wells Fargo, and JPMorgan Chase Bank. J.P. Morgan Securities LLC 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

Kevin Hyland is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entities since 2008. Outside of his advisory role, he serves on the Planned Giving Advisory Committee for the Wellstar Health Systems Foundation and is a member of Wellstar Health Systems in non-investment capacities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a range of portfolio management strategies across multiple custody and platform arrangements.

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.