Philip Downing is a financial advisor at Edward Jones in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. His previous roles include positions at Base64.ai, Inc., NiX Software, Inc., and Arcos LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

William Tallman Jr. is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 credential and has been with Merrill since 1999, also working concurrently at Bank of America, N.A. since 2011. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Anderson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles outside the financial industry, such as with Jackson Healthcare LocumTenens.com and Your Pie Pizza. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, registered commodity pool operations, and advisory roles with multiple registered investment companies.

Scott Schoenberg is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He holds the Certified Private Wealth Advisor® designation and has served in roles including Branch Manager and Wealth Management Advisor. Scott regularly works with strategic client management to help clients utilize firm resources and address financing and advisory needs for individuals and their businesses. Scott's expertise encompasses all aspects of wealth management, advisory, and banking. His background also includes working at IBM as a Co-Op during his college years, running for the Georgia House of Representatives, and working as a freelance writer. He has served on the Board of Directors for the Georgia Chamber of Commerce, Folds of Honor Georgia, and the Terry College Executive MBA program. He holds a Bachelor's Degree and a Master of Business Administration (MBA) from the University System of Georgia. Scott is committed to promoting financial literacy among young people. He and his wife, Stephanie, reside in Peachtree Corners, GA, and have three children.

David Houck III is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and previously worked at Google, Cisco Systems, and NCR Corporation. Outside of his advisory role, he serves as president of the Houck Foundation, a private family foundation that provides grants to nonprofit organizations such as the Atlanta Humane Society, Rotary, and Georgia Aquarium. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans without discretionary portfolio management. The firm emphasizes thorough planning on topics including retirement, estate, and tax issues, while keeping planning and managed-account services separate.

Courtney Walls is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Stifel Nicolaus & Co., JP Morgan Chase Bank, and Fidelity. Merrill, along 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.

Patricia Winske is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2019 and has been associated with Nettuno & Associates since 2005, where she serves as Compliance Director. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing multiple platform arrangements and a combination of proprietary and third-party strategies tailored to client objectives.

Sally Meide is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2017. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

William Stanton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Linsco Private Ledger Corp since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Amanda Morland is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James & Associates since 2007. Raymond James & Associates, Inc. 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, institutional and pension plans, charitable organizations, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.

Arpit Shah is a financial advisor at Edward Jones in Milton, GA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at OPPOQUEST, Tech Mahindra, ADP, and FedEx. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jennifer Moseley is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has worked with Avantax Investment Services, Avantax Advisory Services, and operates TimeWise Financial LLC, through which she provides retirement planning and client advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning options through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Alvaro Galvis Pineda serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He supports a diverse client base including business owners, executives, and individuals navigating life transitions, focusing on comprehensive wealth management plans, retirement benefits planning, and institutional investment consulting. Alvaro's expertise encompasses college education planning, corporate benefits, divorce transition planning, and services for defined benefit and contribution plans. He holds several professional designations including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Alvaro earned a Bachelor's Degree from Florida International University and is bilingual in Spanish and English. Beyond his professional commitments, Alvaro participates in various community organizations such as ASPPA, Big Brother Big Sister, Child Development Association, Meals by Grace, Pension Education Council of Atlanta (PECA), and United Way. His personal interests include cooking, dancing, golfing, horseback riding, spending time with family, and tennis.

Natalie O'Reilly is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2019, as well as at Mid-American Wealth Advisory Firm and The Vanguard Group. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios comprised of mutual funds, ETFs, and ETPs.

Olen Suire is a financial advisor with Edward Jones in Cartersville, GA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns and manages office building rental properties in Cartersville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Arifa Maqbool is a financial advisor with UBS Financial Services in Alpharetta, GA, holding a Series 66 designation and bringing 19 years of industry experience. She has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm also integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Kayla Plott is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent six years at Peak Fitness. Outside of her advisory role, she reviews products and posts videos on TikTok. Wells Fargo Advisors 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dustie Kirley is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 28 years of industry experience. She has been with Merrill since 1995. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Richard Goldman is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Fidelity subsidiaries since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of AI in research, and formal governance procedures.

Andrew Zvanut is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. He has worked with Wells Fargo entities since 2014. Outside of his advisory role, he co-owns AWZ Wholesale LLC, an online wholesale garment and accessories business based in Kennesaw, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.