Perry Lundy is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at both Merrill and Bank of America since 2010. 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.

Michael Lowe Jr. is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves on the advisory board of the Public School Employees' Retirement System, providing recommendations for its management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and public entities. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research.

Peter Starr is a financial advisor at Cetera with 30 years of industry experience. He has held positions at Summit Financial Group and Summit Brokerage Services Inc before joining Cetera Wealth Services, LLC in 2019 and Cetera in 2023. He holds the Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and a nationwide network of over 10,000 advisors.

Franklyn Simmons is a financial advisor with Cetera in Atlanta, GA, holding Series 63, 65, and 66 licenses and having 13 years of industry experience. He has worked with Cetera since 2019 and previously held positions at First Investors Corporation and Family Health Centers of Georgia, Inc. Simmons serves on the Board of Directors for 10K Minority Appraisers and is involved in structured settlement consulting. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets under management.

Scott Harwell is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 designations and bringing 30 years of industry experience. Before joining Osaic in 2024, he spent 17 years at Securities America Advisors, Inc., and Securities America, Inc., and has been the owner of Private Asset Management LLC since 2005. He is also involved with The Harwell Family Foundation Inc. as treasurer. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services and employs firm-provided asset-allocation tools and automated rebalancing to construct diversified portfolios.

Brian Minto is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Merrill, Bank of America Corporation, Morgan Stanley, and BOFA Securities. Outside of his advisory work, he is an owner and partner of Minto Holdings, LLC, an entity involved in real estate investments. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Steven Johnson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked previously at Kestra Investment Services, Bank of America, and Merrill. Outside of his advisory role, he serves as treasurer for the Addison Elementary School PTA and owns Booker & Company Consulting LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and retirement-plan sponsors with financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through independent Financial Professionals, including discretionary and non-discretionary strategies across multiple platforms and proprietary as well as third-party models.

Thomas Seamans is a CFP® professional with 11 years of industry experience based in Atlanta, GA. He is currently affiliated with LPL Financial and Delta Community Credit Union, where he also serves as Assistant Vice President. His prior experience includes roles at Morgan Stanley and Duval County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various technology-driven investment solutions.

Stefanie Yelverton is a financial advisor at Thrivent Investment Management based in Atlanta, GA. She holds a Series 66 designation and has recently begun her career in the industry, joining Thrivent Investment Management in 2025. Prior to her current role, she worked for over two decades at The Westin Peachtree Plaza. 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 financial planning across various topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Diane Krause is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 2005 and operates under the DBA Krause Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a variety of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Keith Altobelli is a financial advisor with Cetera, holding a Series 66 designation and over 21 years of industry experience. His prior roles include extensive tenure with Avantax Insurance Agency, Avantax Advisory Services, and operating his own advisory business. Outside of his advisory work, he serves on the Board of Advisors for the Tau Kappa Epsilon fraternity at Georgia Tech and acts as an executor and trustee for personal estate matters. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Jonathan Burklow Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Marietta, GA, holding a Series 66 designation and bringing 19 years of industry experience. Prior to joining Raymond James, he worked for Truist Advisory Services and Truist Investment Services for a combined 20 years. Outside of his advisory role, he periodically plays guitar at various local churches in the Metro Atlanta area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a broad network of advisors with programs that include municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Eden Schwallier is a financial advisor at Fidelity with 12 years of industry experience. Prior to joining Fidelity, Schwallier worked at Valic Financial Advisors for seven years. Outside of advising, Schwallier is a partner at MEDDS, LLC, where responsibilities include interviewing renters and reviewing rental agreements. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing a range of portfolios including funds and model portfolios for intermediary platforms.

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 with OSAIC in Marietta, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Securities America Advisors and Principal Financial, and he has operated his own advisory service since 2006. In addition to advisory work, he is an owner and insurance agent at Sterling Wealth Management, LLC, focusing on disability renewals. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Alexandra Quinn is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and two years of industry experience. Prior to joining Thrivent, she held roles at Charles Schwab and has experience as an independent travel agent with Fora Travel. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial plans without discretionary trading authority, and allowing clients to combine planning with managed-account programs under consolidated billing.

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 credentials and bringing 44 years of industry experience. He has worked with Osaic since 1989 and founded Berry Investment Group, LLC in 2003. Outside of advising, he owns a business involved in the sale and service of life insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of services including brokerage and investment advisory, financial planning, retirement consulting, and access to third-party managers, using asset-allocation tools and automated portfolio management.

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.