Sarah Glover is a financial advisor with Charles Schwab in Alpharetta, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Charles Schwab and its affiliated Charles Schwab Bank since 1997. 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 both non-discretionary and discretionary investment options supported by centralized supervision, custody, and research resources.

Guillermo Parra is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 1995, advancing through various roles including Financial Consultant, Investments Representative, Retirements Specialist, and Mutual Fund Representative. Over his more than three decades at Fidelity Investments, Parra has focused on managing the complex financial needs of high-net-worth individuals and families. His professional efforts are aimed at bridging the gap between clients' personal goals and Fidelity's resources, developing and maintaining disciplined frameworks for retirement, income, and wealth preservation. Outside of his professional work, Parra enjoys family activities and tennis.

Andre Vanhorn is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He previously worked at UBS Financial Services Inc for 15 years before joining Wells Fargo Advisors in 2023. Outside of advisory work, he is involved in several business ventures, including ownership interests in multiple financial practices and investment-related companies. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and planning tools, delivering tailored recommendations through meetings and written summaries.

Ben Rutledge is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge, he worked for over two decades at Anheuser-Busch Commercial Strategy, LLC. Outside of his advisory role, he is involved with Unique Remodel Concepts, LLC, serving as registered agent and managing bookkeeping duties. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm provides a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client goals.

Glenn Frank is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for nine years before joining Wells Fargo Advisors in 2023. Outside of his advisory role, he has full ownership of JBC Greenpoint LLC, an investment-related business based in Alpharetta, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu covering retirement, education, risk, wealth-transfer, and specialized planning areas. Advisors utilize Wells Fargo’s research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients selecting which services or brokerage options to implement.

Robert Greisinger is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Fidelity Investments, and Merrill. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lewis Walker Jr. is a financial advisor with LPL Financial in Woodstock, GA, holding Series 63, 65, and 66 licenses and possessing 28 years of industry experience. He has been with LPL Financial since 2008. Outside of advising, he is engaged in a partnership with his spouse for commercial real estate investment. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both proprietary and third-party research to support diversified investment strategies.

Ivan Garcia is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Woodstock, GA. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Kendall is a financial advisor with Edward Jones in Canton, GA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2009. 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 through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kiel Shaw is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and formerly served sixteen years in the U.S. Marine Corps. Shaw has been with Edward Jones since 2018, based in Milton, GA. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Harvey Snider Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he began his career in 1981. He leads a multigenerational family team, serving clients through various stages of their lives and collaborating with both his teammates and clients' outside counselors. His approach involves fostering open dialogue and understanding client families to develop customized strategies that align with their life goals, emphasizing risk management and enhancing cash flow and tax efficiency to sustain and grow wealth. He holds multiple professional certifications, including Certified Investment Management Analyst (CIMA®), Certified Portfolio Manager (CPM®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Harvey graduated from the University of Alabama and serves on the Board of Visitors for the Culverhouse College of Business. He is also involved with the Norcross Touchdown Club, the Rober D. Fowler Family YMCA, and co-founded the Norcross High School Foundation for Excellence. Harvey's client focus areas include family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, retirement planning, philanthropic and socially responsible investing, and women and wealth. His personal interests include basketball, football, and gardening.

Zachary Aumage is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2009 and has held roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Kristie Ingle is an Investment Consultant currently working at Fidelity Investments since 2026. Her role involves partnering with clients to provide clarity and assist them in making informed financial decisions. She collaborates with clients to create financial plans that help navigate major life events. Kristie has accumulated experience in the financial advisory field through various roles. She served as Director Retirement Planner at Fidelity Investments from 2025 to 2026 and as Central Relationship Manager at the same company between 2023 and 2025. Prior to this, she worked as a Client Service Advisor at Nicholas Wealth in 2023, a Branch Office Administrator at Edward Jones from 2021 to 2023, a Financial Advisor at AIG from 2020 to 2021, and at Edward Jones from 2019 to 2020. Outside of her professional responsibilities, Kristie has interests in beach activities, concerts, fitness, horseback riding, pets, and traveling.

Steffan Schirle is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He previously worked at JP Morgan Securities and JP Morgan Chase Bank before joining Fisher Investments in 2017. Outside of his advisory role, Schirle is an independent business owner distributing household products through Amway. Fisher Investments serves both institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis, and it manages risk through various tactics including derivatives and tax-aware strategies.

Michael Dijak is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has been affiliated with various divisions of Raymond James since 2016. Outside of his advisory role, he serves as a trustee for a family trust and acts as power of attorney for his spouse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm specializes in tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Nathan Smith is a Series 66-licensed advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab, he worked at Thomasville National Bank Financial and has a background that includes several years in full-time education and a role in network technology solutions. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance with multi-asset model portfolios and access to alternative investments, supported by a large-scale, integrated operational platform.

Patricia Christian is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1983, also working with Bank of America N.A. since 2023. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Robert Gustafson is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2007. He owns a legal entity, Robert E Gustafson & Associates LLC, used for processing practice expenses. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice, supported by a centralized consulting team and algorithmic tools.

Richard Palhegyi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial advisors.

Robert Smith Jr. is a financial advisor at Cetera with four years of industry experience. He holds a Series 65 designation and previously worked at Avantax Advisory Services. In addition to his advisory roles, he has operated Robert Smith CPA since 2011. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with various program options and custodial relationships.