Angad Tomar is a financial advisor with Merrill holding a Series 66 credential and three years of industry experience. His work history includes positions at Bank of America, LPL Financial, New York Life, Auto Gallery Imports, and T-Mobile. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, pension plans, corporations, and charitable organizations.

Christian Raynor is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in September 1998 and focuses on personal retirement planning, portfolio management services, and retirement income strategies. Christian works with clients to develop personalized financial strategies tailored to their long-term goals. Christian graduated from Florida State University in 1995 and subsequently played professional golf for three years before joining Merrill Lynch. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Christian participates in community volunteering and enjoys football, golfing, running, and spending time with his family.

Gabriel Baawo is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2014, with a break during which he was affiliated with Invesco Distributors and Crystal Path Enterprises. Outside of his advisory role, he provides marketing and brand consulting services to startups through his own companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated products. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Matthew Atwood is a CFP® professional with seven years of industry experience. He is currently with Cetera and has previously worked with Avantax Advisory Services and several other financial firms. Outside of advising, he is involved with Timewise Financial LLC, providing accounting and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a diverse client base, offering a range of portfolio management and retirement services through a multi-manager platform with both discretionary and non-discretionary options.

Eric Reynolds is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at several affiliated firms including Truist Advisory Services and Pinnacle Financial Partners. In addition to his advisory role, he is an associate at Pinnacle Asset Management, where he assists clients with banking and investment needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Lynda Smith is a financial advisor with LPL Financial in Kennesaw, GA, holding a Series 66 designation and 20 years of industry experience. She has been with LPL Financial since 2006. Outside of her advisory role, she has worked as an insurance specialist focusing on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients across the U.S. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by proprietary research and third-party strategies.

Richard Wilkes is a financial advisor at Edward Jones in Canton, GA, holding a Series 66 designation. He has one year of industry experience, with prior roles including work at Jorns & Associates LLC and several self-employed ventures. Outside of advising, he is co-owner of a local cleaning service, Super Clean Cans ATL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a large national network of advisors and branch offices.

Lourdes Lima Wallace is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at FSC Securities Corporation and Cetera Advisors LLC before her current role. Outside of her advisory work, she co-owns and manages a real estate rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Eric Rice is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, State Farm as an independent agent, Rocket Mortgage, Regions, and Citi, spanning nearly two decades. Merrill, together 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Gorav Baidwan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jackson Daigle is a financial advisor with Fidelity in Marietta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at LPL Enterprise and Pruco Securities LLC. Outside of finance, he has worked as a bakery associate at Whole Foods Market. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from mutual funds, ETFs, and ETPs.

John Pence is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2025, he spent 22 years with The Strategic Financial Alliance, Inc. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation overseen by specialized committees to generate tailored retirement income recommendations.

Daryl Ullmer is a financial advisor at Edward Jones in Acworth, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. Prior to joining Edward Jones in 2017, he worked for State Farm in management and insurance roles for 14 years. He established a corporation related to insurance during his time at State Farm, although he did not pursue the agency further. 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.

Robert Christian is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Wells Fargo Advisors, LLC and Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christian Bratton is a CFP® professional with six years of industry experience, currently advising at Osaic Wealth, Inc. in Marietta, GA. Prior to joining Osaic, he worked at FSC Securities / The Legacy One Group and has a background that includes seven years at Wellstar Cobb Hospital. He holds additional roles including supervising functions at SingleTrack Financial LLC and is involved in insurance sales. Osaic Wealth, Inc. serves a diverse clientele ranging from individual investors to institutions, providing integrated brokerage, investment advisory, and financial planning services. The firm employs a range of tools and third-party platforms to construct and manage portfolios across multiple asset classes, offering discretionary and non-discretionary account management.

Clark Turner III is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at firms including Morgan Stanley, E*TRADE Capital Management, and SunTrust Investment Services. Outside of his advisory role, Turner is involved as an agent team member at Tim Broyles and Phillip Bell Insurance Agencies. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment companies and fund-of-funds.

Charul Bharat is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Their work history includes roles at Bank of America, N.A., and Merrill dating back to 2006. Outside of advising, Charul is a partner at Blue Mango Properties LLC, a company involved in property management. Merrill, together 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 various model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sandra Acosta Kaasbell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior work history includes positions at Berkshire Hathaway HomeServices Georgia Properties and FlightSafety International. Outside of her advisory role, she is an active real estate agent with VPR Virtual Properties Realty. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Delton Hudgens is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. His work history includes roles at Wells Fargo Bank, Thrivent Financial, International Business Machines, and State Farm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics from Wells Fargo Investment Institute and third-party sources.

Eric Ortiz is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2023 and has prior experience with Regions Bank dating back to 2016. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that allows advisors to implement various investment strategies across discretionary and non-discretionary accounts.