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.

Treasure Edwards is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2013. She has 12 years of industry experience. Outside of her advisory role, she owns and operates ART Home Designs LLC, a business specializing in interior decorating services. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support client financial goals.

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.

Timothy Bonner is a financial advisor with Cetera in Atlanta, GA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for nine years. Outside of his advisory role, he is involved as an insurance agent selling life, disability, fixed annuities, and long-term care products, and is affiliated with Totus Wealth Management, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

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.

Randall Martinez is a CFP® professional with 21 years of industry experience. He has been with OSAIC since 2024 and previously worked at Triad Advisors, Inc. for 18 years. Martinez also owns Asset Advisors Group, LLC, where he leads CFP programs at universities nationwide and provides tax planning and film tax credit services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services using proprietary asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

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.

Keaton Russell is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Hilltop Securities, and Southbridge Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Eric Scott is a financial advisor with Merrill and holds a Series 66 designation. He has 19 years of industry experience, including 11 years at Bank of America and Merrill. Outside of his advisory role, he participates in an Airbnb business where he personally manages a guest bedroom listing in his home. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

Bonnie Passannante is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Eagle Strategies, LLC and New York Life Insurance Company and its related securities firm, where she spent over two decades. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.

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.

Rafael Gutierrez Meza is a financial advisor at Merrill in Atlanta, GA, holding a Series 66 designation with three years of industry experience. His career includes roles at Bank of America and GameStop. Merrill, together with its affiliate Managed Account Advisors LLC, provides model-based and discretionary managed account services to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs strategies developed by internal teams and third-party managers and offers support in trading, account administration, and custody.

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.