Ann Bolton is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026, following a decade at Wells Fargo Clearing and three years at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations through research and planning tools, with clients able to choose implementation through various brokerage or advisory programs.

Colin Evert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at TSYS and CorpSteamServicesLLC, among other diverse positions. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Andrew Moore is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 63 designation and over 34 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1991. Outside of his advisory work, he owns a management consulting business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses data-driven tools to support collaborative, goal-oriented financial planning engagements.

Daniel Molloy is a financial advisor with Ameriprise Financial Services in Atlanta, GA. He holds Series 65, Series 63, and Series 66 designations and has 25 years of industry experience. His prior roles include positions at Lincoln Financial Distributors and Colonial Life. 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 annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christal White Stevens is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and having 10 years of industry experience. She has been with Raymond James Financial Services since 2016 and currently serves as Vice President for On Purpose Financial Management, a non-investment-related support company based in Fayetteville, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Ronald Burdekin is a CFP® and holds a Series 66 license with 26 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2018, and previously spent nine years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he serves as CEO, Treasurer, and Corporate Secretary of Starr's Mill Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and maintains specialized programs and partnerships in municipal finance and retirement plan advisory services.

William Stone III is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at Raymond James Financial since 2009. Prior to this, he was involved with McMullin-Stone Properties, LLC and McMullin, Stone & Associates, Inc. Stone is also the owner of On Purpose Financial Management, Inc., where he took on the role of branch manager in 2021. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Derek Mathison is a CFP®-credentialed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial in Atlanta, GA. He has worked at LPL Financial since 2014 and has been associated with Delta Community Credit Union since 2008. Outside of his advisory role, he is employed as a baggage service agent with Delta Air Lines and serves as a trust liaison officer for Members Trust Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Mark Mcneight is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Derbend Asset Management. Outside of his advisory role, he co-owns a family RV rental business. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research-driven strategies and a combination of brokerage and advisory solutions.

Keri Green is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, she worked in various roles including at Sorin Blu Aesthetics and The Arc of Jacksonville. She is also involved in assisting with logistical support at The Harlem Tap Room, a family-owned business in St. Louis. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Kevin Butler is a Planning Consultant at Fidelity Investments. He works closely with clients to develop tailored financial plans aimed at supporting and protecting what is most important in their lives. His role focuses on building client confidence through personalized planning. Kevin has held multiple positions at Fidelity Investments since 2021, including Relationship Manager, Investment Solutions Representative, High Net Worth advisor, and Customer Relationship Advocate. This range of experience has contributed to his understanding of client needs and financial planning strategies. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Paul Rippa is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Diamond Ferguson is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and its affiliated entities since 2012. Outside of his advisory role, he is employed part-time in retail customer service at Sephora. Charles Schwab serves a large client base primarily composed of 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 separately managed accounts and employs multi-asset model portfolios supported by central custody and operational infrastructure.

Eduardo Pinson Garcia is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 66 and Series 63 licenses and three years of industry experience. He has worked at multiple Charles Schwab entities since 2023 and previously at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he owns and operates Mirage Media, LLC, a creative media business providing photography, videography, and graphic design services, and occasionally acts in productions. 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 offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

James Mc Curry Jr. is a CFP®-designated financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2016. Outside of his advisory role, he owns Buzzo LLC, a real estate partnership based in Newnan, Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing over $1 trillion in assets. The firm is notable for its extensive advisor and branch network, discretionary and non-discretionary strategies, and affiliated financial services beyond traditional advisory offerings.

Elijah Wieder is a financial advisor at LPL Financial in Atlanta, GA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Shorter University, Delta Community Credit Union, Georgia Gwinnett College, and Gwinnett County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kathryn Glynn is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Thrivent Financial and teaching positions at Elon University and Glenbard West High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations on various planning topics without implementation, and combines these with managed-account options under a consolidated billing program called “WealthPlan.”

Matthew Rix is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Berry Global, Inc., Cardinal Health, and Covidien. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Martin II is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is co-owner of Early Bird Termite and Pest Control LLC, where he consults on strategic decisions and provides capital funding. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Kevin Giddens is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.