Rudolph Burlin is a financial advisor with Edward Jones in Atlanta, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He worked at Merrill from 2010 to 2017 before joining Edward Jones in 2017. 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 strategies through a nationwide network of more than 23,000 financial advisors.

Kalli Cuny is a financial advisor with LPL Financial, holding a Series 66 designation and based in Atlanta, GA. She has experience working at Delta Community Credit Union since 2014 and joined LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Malcolm Lewis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Equitable Advisors, he worked at Mass Mutual Investors Services and Pruco Securities. Outside of his advisory role, he is involved in several entrepreneurial and community activities, including ownership of a tax and accounting firm, co-ownership of a restaurant/bar, and leadership roles in religious ministries and private educational institutions focused on entrepreneurship and financial literacy. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate advisory programs and third-party asset managers, delivering services through various proprietary and third-party models.

Ashley Ross is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including Fidelity Investments, Wells Fargo, and KIM COOLBROTH Insurance Agency. Ross is based in Atlanta, 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 advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Michael Garfoli is a Senior Resident Director and Wealth Management Advisor at Merrill, where he serves as a First Vice President. He began his financial services career in 1992 and specializes in helping clients develop wealth management strategies tailored to their individual needs. Michael works closely with clients to create comprehensive plans that address areas such as college education planning, corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Michael has a focused expertise in working with restaurant owners to transition their business from a demanding lifestyle into a source of financial flexibility and wealth creation. He employs Merrill's proprietary Wealth Outlook™ process, which involves assessing current cash flow, designing plans to improve working capital and cash flow, and regularly tracking progress to ensure financial goals are met. He holds a High School Diploma/GED from Canfield High School and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Michael is involved in community activities including Habitat for Humanity and pursues personal interests in basketball, biking, football, and traveling.

Michael Lopata is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation and Ameriprise. Outside of his advisory role, he serves as a volunteer on the Dekalb County Audit Oversight Committee. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and custodial arrangements.

Lewis Brooks is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at FabricAir for five years and State Farm for one year. He also has experience at Hampden-Sydney College in multiple roles from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services and maintains a large nationwide network of financial advisors and branch offices.

Steven Shumpert is a Series 66–licensed financial advisor with two years of industry experience, currently with Fidelity in Atlanta, GA. He previously worked at Edward Jones for two years and operated Shumpert Financial Solutions, LLC for six years, where he authored books and developed online educational courses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Mohamed Aalen is a Series 65-licensed financial advisor with Cetera in Decatur, GA, with one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and also operates multiple accounting and tax businesses, including MMA CPA Inc., Childcare CFO Ltd Co, and Childcare Business Academy LLC, providing specialized tax and accounting services particularly focused on the childcare industry. He serves as a director for the Al Hilal Sports Association Inc., a youth soccer organization in DeKalb County. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary programs and access to diverse investment strategies.

Megan Henry is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Northwestern Mutual Investment Management. She joined Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Keith Clark is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and previously worked at Connecticut General Life Insurance Company. Outside of his advisory role, he operates an independent insurance agency and serves as CEO of Paradise Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional entities such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and proprietary model strategies.

Elida Rosales Mendez is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and bringing one year of industry experience. She has worked at Merrill since 2022 and is also the owner of ZionFleet LLC, a car rental business operating via Turo. 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 a range of clients including individuals, high-net-worth clients, and institutions.

William Serverian is a financial advisor at Edward Jones in Atlanta, GA, with five years of industry experience and a Series 66 credential. His prior experience includes roles at GAP Solutions, Inc., and the University of Virginia’s Darden School of Business. 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, supported by a large nationwide network of financial advisors and branch offices.

Glenn Hollingsworth IV is a financial advisor with LPL Financial based in Atlanta, GA. He holds a Series 66 designation and has been with LPL Financial since 2026. He has also worked at Delta Community Credit Union since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Kevin Kelley is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held several positions at Fidelity Investments, including Planning Consultant from 2024 to 2025, Relationship Manager in 2023 to 2024, and Central Relationship Manager in 2023. Before joining Fidelity, Kevin was the Director of Operations at HC Planning Partners from 2021 to 2023 and an Account Analyst at Capital Financial Group from 2018 to 2021. In his current role, Kevin focuses on understanding client goals and creating personalized financial plans that integrate all aspects of their financial strategies. He prioritizes building lasting relationships based on trust and aims to be a reliable partner for his clients and their families. Outside of his professional work, Kevin has interests in fishing, golf, playing musical instruments, parenthood, pets, and surfing.

Elainia Holloman is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 65 and Series 63 credentials and two years of industry experience. Her work history includes roles at PFS Investments Inc. and Four Seasons Hotels & Resorts. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors who use model-based investment strategies managed by third-party asset managers.

Miranda Mccoy is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has worked with various Cetera entities since 2015 and previously with Cambridge Investment Research Advisors and Harrisdirect LLC. Outside of her advisory role, she serves as president of the Milam Park Homeowners Association and is secretary of I Am Military, Inc., a social networking organization for military personnel. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, retirement, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients.

Reuben Lewis IV is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has worked at several firms, including Investacorp and Metlife Securities, before joining Cambridge in 2018. Lewis serves as a board member of the King-Tisdell Foundation and holds various leadership roles in insurance and financial services companies. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers access to third-party advisers along with proprietary model strategies.

Ashwin Patel is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2021. Outside of his advisory role, he serves as an agent for term and permanent insurance through AB Patel Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Thomas Barnhart is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. The firm serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. Fisher Investments uses a centralized investment approach with a combination of quantitative and qualitative research to construct diversified portfolios and applies tax-aware processes and defensive strategies to manage risk.