Jackson Bentz is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, offering multi-asset model portfolios and a range of integrated brokerage, custody, and cash-sweep services.

Ryan Dolar is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He brings over 15 years of experience delivering customized financial planning and advice to individuals, families, and business owners. His expertise encompasses various facets of wealth management including risk management, retirement planning, banking and lending, portfolio construction, tax minimization strategies, trust and estate planning concepts, as well as distribution advice in retirement. Ryan holds a Bachelor's degree in Finance from Georgia Southern University and is a CERTIFIED FINANCIAL PLANNER (CFP) professional and a Personal Investment Advisor (PIA). His approach centers on understanding clients' life priorities to create personalized plans tailored to their goals, family needs, and aspirations. He resides in the Laurel Springs Golf Community in Suwanee, Georgia, with his wife Kimberly and their two children, Hudson and Margo. Ryan enjoys playing golf and tennis and values spending time with his family. He is a member of Northpoint Community Church and a long-time Atlanta Falcons season ticket holder.

Matthew Oliver is a financial advisor with Primerica Advisors in Woodstock, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 2007. Outside of advisory work, he owns Apex AF LLC, a tax preparation and bookkeeping business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Angad Tomar is a financial advisor with Merrill holding a Series 66 credential and three years of industry experience. His work history includes positions at Bank of America, LPL Financial, New York Life, Auto Gallery Imports, and T-Mobile. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, pension plans, corporations, and charitable organizations.

Gabriel Baawo is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2014, with a break during which he was affiliated with Invesco Distributors and Crystal Path Enterprises. Outside of his advisory role, he provides marketing and brand consulting services to startups through his own companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated products. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Chaminda Mahawela is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Equitable Advisors. 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 support customized investment solutions.

Brett Blackwelder is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Raymond James Financial and Gulf Winds Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to support tailored financial planning and portfolio management.

Matthew Atwood is a CFP® professional with seven years of industry experience. He is currently with Cetera and has previously worked with Avantax Advisory Services and several other financial firms. Outside of advising, he is involved with Timewise Financial LLC, providing accounting and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a diverse client base, offering a range of portfolio management and retirement services through a multi-manager platform with both discretionary and non-discretionary options.

Richard Wilkes is a financial advisor at Edward Jones in Canton, GA, holding a Series 66 designation. He has one year of industry experience, with prior roles including work at Jorns & Associates LLC and several self-employed ventures. Outside of advising, he is co-owner of a local cleaning service, Super Clean Cans ATL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a large national network of advisors and branch offices.

DJ Marzetta is the Vice President and Branch Leader at Fidelity Investments, a position held since 2021. Prior to this role, he served as a Financial Consultant at Fidelity from 2019 to 2021. His career in financial services spans over 25 years, during which he has held various positions including Director of Wealth Management at USAA from 2014 to 2019, Account Executive at Fidelity Investments from 2013 to 2014, and Vice President - Partner at Met Life from 2011 to 2013. Marzetta's extensive experience also includes roles at Lincoln Financial Group from 2004 to 2011 where he was Regional Vice President, District Manager, and Retirement Consultant, as well as Financial Planner at First Command Financial Planning from 2000 to 2004. He emphasizes building strong relationships with Fidelity clients and colleagues. Outside of his professional career, DJ Marzetta has interests in baseball, football, lake activities, military service, reading, and traveling.

Joseph Wilber is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, portfolio management services, and tax minimization. Joseph works with individuals and families to help them accomplish their financial goals. Joseph holds a Bachelor's Degree in Finance from the University of Georgia. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Joseph is involved in community and volunteer activities including the Atlanta Outdoor Club, Northside Youth Organization where he helps coach a youth baseball team, the UGA Mentorship Program, and the UGA Alumni Association. He lives in Brookhaven with his wife and enjoys spending time with family and friends, as well as activities such as baseball, billiards, fishing, football, golfing, skiing, and traveling.

Eric Rice is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, State Farm as an independent agent, Rocket Mortgage, Regions, and Citi, spanning nearly two decades. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Christina Patel is a Series 66 licensed financial advisor at Merrill with seven years of industry experience. She previously worked at Boulevard Homes and Keller Williams Buckhead and spent six years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christina is also the registered agent of CP Real Estate LLC, an entity formed for real estate activities; she currently holds an inactive real estate license. 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 supported by internal and third-party managers for a variety of individual and institutional clients.

Matt Ellis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo and Truist Advisory Services. 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.

Noah Brand is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses. He has been with Thrivent and its affiliates since 2025. Outside of financial services, Brand has experience managing small businesses in exterior cleaning and automotive repair. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic analyses covering a wide range of planning topics, with clients able to integrate planning with managed-account services under the WealthPlan billing option.

Cameron Everhardt is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Cetera. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also provides discretionary and non-discretionary advisory work and serves as an advisor to multiple registered investment companies.

Robert Christian is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Wells Fargo Advisors, LLC and Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Paul Kidder III is a financial advisor with Charles Schwab in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Isabell Lee is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been active in the financial services industry since 2012, focusing on developing potential solutions and providing investment guidance tailored to individuals, families, and businesses by understanding their short- and long-term financial objectives. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, institutional and corporate benefit services, employee financial health, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Isabell holds a bachelor's degree and a master's degree from Marshall University. She is a CERTIFIED FINANCIAL PLANNER™ certificant, a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She brings a collaborative approach to financial planning, aiming to create personalized plans designed around clients' lives, families, goals, and aspirations. Outside of her professional role, Isabell, along with her husband Mat and their two children, live in Alpharetta, GA. She is active in the community, supporting organizations such as Habitat for Humanity, International Charter School of Atlanta, and United Futbol Academy. Her interests include soccer, spending time with family, tennis, traveling, and volleyball.

John Kloecker is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Alpharetta, GA. He has been with Raymond James since 2005 and is also the owner and president of Creative Financial Team, LLC, a support company he founded. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary, tailored investment consulting supported by analytical tools and sponsors wrap-fee advisory programs.