Derek Mathison is a CFP® professional at LPL Financial with 14 years of industry experience. He has been with LPL Financial since 2014 and also has a long-standing role at Delta Community Credit Union beginning in 2008. Outside of his advisory work, Mathison is employed as a baggage service agent for 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 that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a wide range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

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 Series 66–licensed advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, she held roles at Sorin Blu Aesthetics and Saint Leo University. She assists her father with logistical support for The Harlem Tap Room, a real estate management business. Fidelity Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Andres Rubio is a financial advisor with Edward Jones in Conyers, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Branch Banking & Trust Co and Moody Capital Solutions, Inc., as well as ownership of a small roofing contracting business. He has also been involved with Jack's Bar & Grill since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment products supported by a nationwide network of more than 23,700 financial advisors.

James Moore IV is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Mass Mutual Investors Services in Atlanta, GA. He previously held roles at MassMutual Life Insurance Company, Moore Insight Inc., and Waddell & Reed, Inc. He is also involved in managing private investment portfolios and holding companies through his ownership of MC Private Label, LLC. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved tools for goal analysis and planning.

Jade Smith is a financial advisor with Edward Jones in Atlanta, GA, holding a Series 66 designation. Jade has one year of industry experience, including prior roles at LPL Enterprise LLC, Real Floors, Waste Pro, and Virtual Properties Net. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Kimberly Hudson is a financial advisor at Edward Jones in Decatur, GA, holding a Series 66 designation with 12 years of industry experience. She has worked at Edward Jones since 2014 and is also a co-owner and investor in N-Motion Stone & Tile Restoration. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Karl Kennedy is a financial advisor with Thrivent Investment Management in Decatur, GA. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at Bankers Life and various nonfinancial roles. 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 financial planning without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

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.

Burton Banks is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Atlanta, GA. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing several business ventures including JodyBeau, LLC and The 825 Group, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Donald Gifford Jr. is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Ameriprise Financial Services, Inc. and Dempsey Lord Smith, LLC. Outside of his advisory work, he serves as President of the Atlanta Lions Club Foundation and holds board or committee roles with several nonprofit organizations, including the Georgia Lions Lighthouse Foundation and International Women’s House. He is also a bass player and vocalist in the band All In Red. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary models and third-party strategies tailored to client objectives.

Ryan Odendahl is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Aston Carter and Consolidated Planning, as well as several years focused on full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and multi-asset investment approach supported by comprehensive due diligence.