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.

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.

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.”

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, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Bankers Life and has experience in the fitness industry with Youfit and LA Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors, offering goal-based analyses and written recommendations on various financial planning topics without portfolio management or institutional advisory services.

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.

Joseph Faxio is a financial advisor with Equitable Advisors in Decatur, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Morgan Stanley, Merrill, and TD Ameritrade. Outside of his advisory work, he serves as Vice President and Pastoral Consultant at Calvary Worship Center International and holds board memberships with organizations such as Families First and The Mary Parker Foundation, along with coaching youth sports and leading small group discussions in his community. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves matching client information and risk profiles to various advisory programs and third-party managers, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Whitney Delaney is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously with Avantax Advisory Services and Avantax Insurance Agency. Outside of her advisory role, she serves as president of Kingsley Racquet & Swim Club, managing board activities and budgeting. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management through a multi-manager platform that includes affiliated and third-party strategies.

Kerry Evert is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 33 years of industry experience. Prior to joining Cetera in 2025, Evert worked at Concourse Financial Group Securities Inc for more than two decades. He is also an elected board member of the First Baptist Church of Senoia, where he helps oversee budgeting and the allocation of donated funds. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

James Herndon III is a CFP® professional with seven years of experience at Edward Jones in Decatur, GA. Prior to joining Edward Jones in 2019, he spent over a decade at Emory University and was involved with the University of Michigan Debate team. He serves as the chair of the City Schools of Decatur Board, overseeing the superintendent, budget, and school operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices.

Kaylyn Truelove is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to this, she was employed at Source4Teachers and Hampton University. 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 nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Carlos Montoya is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2009. 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 developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Wookuen An is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Grand Canyon University. An is a co-owner of Corbieres LLC, managing his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scott Laurentius is a financial advisor with Edward Jones in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2011 and previously worked at Target. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a large nationwide network of advisors and branch offices.

Damon Butler is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Primerica Advisors since 1996 and concurrently works with the General Services Administration since 1991. Outside of financial advising, he is involved as an investor in a faith-based production company and is a partner in a meat and produce farming business in Georgia. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts tailored for individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing to implement its investment models within a wrap-fee structure.

James Ewing is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory work, he serves as a board member of the DeKalb Symphony Orchestra. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Travis Haines is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill for 19 years and has been involved with Cetera and Cetera Advisors since 2022. Haines is also a registered administrative assistant at Chastain Park Capital Partners, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and manages over $256 billion in assets through a network of more than 10,000 advisors.