Eden Schwallier is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 65 and Series 63 designations and previously worked at Valic Financial Advisors for seven years. Outside of her advisory role, she is a partner at MEDDS, LLC, where she is involved in interviewing renters and reviewing rental agreements. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm engages in discretionary and non-discretionary advisory work, fund management, and model portfolio delivery, with notable activities including registration as a commodity pool operator and formal advisory roles to multiple registered investment companies.

Amanda Gibb is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. She has worked at Ameriprise since 2018, including her current role that began in 2020, and previously worked at RBC Capital Markets from 2014 to 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, 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 to deliver tailored advice and offers a broad range of advisory, brokerage, and insurance solutions.

Alan Evans is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors and Principal Financial. Additionally, he is an insurance agent with Sterling Wealth Management, focusing on disability renewals. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach that includes asset allocation and portfolio optimization, offering a range of advisory and brokerage services through multiple affiliated entities.

Alexandra Quinn is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 credential and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and operated Quinn Peak Management. Outside of her advisory role, she works as an independent travel agent for Fora Travel, assisting clients with travel arrangements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of financial topics, with the option to combine planning with managed-account programs under a consolidated billing system.

Kimberly Weaver is a CFP® and holds a Series 66 license, with 23 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2008, previously serving at Questar Asset Management and PRUCO Securities. Outside of her advisory role, she is a board member of the Emory University Alumni Group and owns a custom floral design business. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Frank Clay Jr. is a financial advisor at Edward Jones in Douglasville, GA, holding the ChFC® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2009. Clay serves as a board member and volunteer for local education-focused nonprofits, assisting with fundraising efforts and scholarship programs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Fred Miles is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes roles at Primerica Financial Services, PFS Investments Inc., Health Quest America, and Landmark Financial Group. Outside of advisory, he is involved in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Paul Berry is a financial advisor with OSAIC in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with OSAIC since 1989 and has owned Berry Investment Group, LLC since 2003. Berry is also a licensed insurance agent, providing life insurance and servicing existing long-term care and medical plans. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing a range of tools and programs supported by its extensive affiliate network and scale.

Maria Jose Mc Chesney is a Series 66-licensed financial advisor with Edward Jones in Acworth, GA, where she has worked since 2022. She has three years of industry experience and previously worked at DHL Express for eight years. Outside of her advisory role, she is involved in a flooring franchise business as a consulting secretary alongside her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and services with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors.

Winston Walker is a financial advisor at Thrivent Investment Management in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Thrivent in 2025, he worked at Fidelity International Limited for 19 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jacob Yingling is a CFP®, CFA®, and Series 66 registered financial advisor with Edward Jones, where he has worked for nine years. He also serves as a finance officer and detachment commander with the Georgia National Guard. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Aaron Newman is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2019. Outside of his advisory role, he is a 50% owner of Mommy Gut Fitness LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Sergio Villa is a financial advisor with Merrill in Marietta, GA, holding a Series 66 credential and seven years of industry experience. He has been associated with Bank of America and Merrill since 2007. Outside of his advisory role, he is a member of Project Cinco LLC, a company involved in purchasing, renovating, and selling residential properties. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Andrew Masseo is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies designed by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luke Maxwell is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corp, Waterstone Wealth Strategies, and Robert Half International Inc. Outside of advising, he has experience working with Bentwater Golf Club and the Georgia Aquarium. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory services supported by a nationwide network of financial advisors and branch offices.

Gbar Grimes is a financial advisor at Thrivent Investment Management with eight years of industry experience and a Series 66 designation. Prior to joining Thrivent in 2025, he worked at Merrill from 2015 to 2023 and at Truist Advisory Services and Truist Investment Services from 2023 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

James Gossett is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America and work with the Empire Mock Trial. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hafeeza Tyrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Regions Bank and Delta Community Credit Union. Outside of her advisory role, she was involved with Tyrell Ventures LLC from 2023 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence that combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Albert Wolfe Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 12 years of industry experience. His career includes multiple tenures at Edward Jones as well as two years with J.P. Morgan Securities LLC. 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 national network of financial advisors and branch offices.

Keith Madrigal is a financial advisor with Cetera in Atlanta, GA, holding a Series 66 designation and 25 years of industry experience. He has previously worked at Sigma Financial Corporation and currently provides investment advisory services through Legacy Capital Advisors. Outside of his advisory roles, he is involved in buying, selling, and trading sports cards and collectibles. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across multiple program structures.