Eric Scott is a financial advisor with Merrill, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he participates in a for-profit Airbnb business where he personally manages a guest bedroom rental in his home. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Joseph Faxio is a financial advisor at Equitable Advisors with 18 years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley and Prudential Insurance Company of America. Outside of his advisory work, he serves as Vice President and Pastoral Consultant for Calvary Worship Center International and holds several nonprofit board memberships, including Families First and The Mary Parker Foundation, as well as leadership roles in community organizations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that offers both advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizon.

Samuel Kelly is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax and H.D. Vest Advisory Services. Outside of his advisory work, he owns CTA Financial, providing accounting and tax preparation services, and serves on the advisory board of the nonprofit Back on My Feet Atlanta. He also volunteers as a team leader for the Ivy Haywood Education Initiative, assisting students in Uganda, and serves as a trustee at Discover Point Church. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party investment managers.

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.

James Herndon III is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his advisory role, he spent time at the University of Michigan Debate and Emory University. He is the chair of the City Schools of Decatur board, overseeing the superintendent, budget, and district operations. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kaylyn Truelove is a financial advisor with Edward Jones in Fayetteville, GA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Source4Teachers and Hampton University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Carlos Montoya is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been associated with both Merrill and Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical investment offerings.

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 Series 66-licensed financial advisor with Edward Jones in Atlanta, GA, where he has worked since 2011. He has 12 years of industry experience and concurrently has a role with TARGET since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

Bradley Marshall is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2007. Fidelity's affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages a range of model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Shengbo Wang is a financial advisor with Edward Jones in Atlanta, GA, holding Series 63 and Series 66 licenses and with 12 years of industry experience. Prior to joining Edward Jones in 2023, he worked at Morgan Stanley from 2020 to 2023 and Wells Fargo Advisors from 2014 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including both discretionary and non-discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Jesse Thompson is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Mass Mutual in 2019, he worked at Boca Resort and Club. He also conducts outside insurance sales, specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved analytical tools and emphasizing collaborative, annual planning relationships.

Robert Dick is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. He has worked with various Fidelity entities, including Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, the Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund‑of‑funds.

Shaun Crawley is a CFP® professional affiliated with LPL Financial in Fayetteville, GA, with 22 years of industry experience. He has worked at LPL Financial since 2014 and has been associated with Delta Community Credit Union since 2009. In addition to his advisory role, he is involved in offering fixed annuities and long-term care insurance through Ashe Brokerage. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services with varied investment management approaches and research support.

Carolyn Fraser is a CFP® and Series 66 credentialed financial advisor with Edward Jones in McDonough, GA, where she has worked since 2013. She has 12 years of industry experience. Outside of her advisory role, she serves as Chair of the Finance Team at Wesley Chapel United Methodist Church, managing financial meetings and budgeting. 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 reported approximately $1.01 trillion in assets under management and supports clients through a nationwide network of over 23,000 advisors.

Linda Smith is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 36 years of industry experience. She has been with Cambridge Investment Research Advisors since 2011. In addition to her advisory work, she is an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals using both proprietary and third-party strategies tailored to client objectives.

Timothy Johnson is a financial advisor with Edward Jones in Conyers, GA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns a rental property business in Monroe, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.