Lisa Cyr is a financial advisor with Cetera, holding a Series 63 license and 27 years of industry experience. She has worked at multiple firms including Citigroup Global Markets and J P Turner & Company Capital Management. Outside of advising, she is a partner in a business involved in the resale of season tickets. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities, and supports access to third-party money managers and customized investment strategies.

Eli Maughan is a financial advisor with Thrivent Investment Management in Atlanta, GA. He holds a Series 66 designation and has been with Thrivent and its affiliates since 2025. Prior to this, he worked at Northwestern Mutual and had experience outside the financial industry, including a role at Domino’s Pizza. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans that address a broad range of topics such as retirement, tax, and estate planning. The firm delivers these services through a large network of advisors while keeping planning and managed-account services separate.

Juliana Ferreira Lemos Kriske is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, and Truist Bank. Outside of her advisory role, she owns a consulting business focused on personal shopping and image consulting for women. 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.

Lisa Roepke is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the firm in 1994 and holds the CERTIFIED FINANCIAL PLANNER™ designation. In her role, Lisa focuses on delivering a wealth management planning approach tailored to her clients’ financial goals, using Merrill’s platform and resources to develop investment strategies aligned with those objectives. Lisa and her team assist clients in addressing diverse financial priorities, including estate planning, tax minimization, wealth transfer, retirement income, and personalized investment management. She is registered with the Nationwide Mortgage Licensing System (NMLS) and licensed by the State of Georgia Department of Insurance. Lisa is also a qualified Portfolio Advisor, capable of recommending various Merrill or approved third-party investment strategies and portfolios. She holds a bachelor’s degree from the University of South Carolina. Outside of her professional activities, Lisa’s personal interests include baseball, cooking, football, gardening, photography, and skiing. She resides in Atlanta with her husband.

James Lam is a financial advisor with OSAIC in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining OSAIC in 2023, he worked for 19 years at FSC Securities Corporation. OSAIC serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and operates a complex network of affiliated broker-dealers, asset managers, and other entities.

Michael Ambrose is a financial advisor with Cetera and holds a Series 66 credential. He has three years of industry experience, including prior roles at Avantax Investment Services and Avantax Advisory Services. Outside of finance, he serves as the head coach of a semi-professional soccer team. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, employing a multi-manager platform with various discretionary and non-discretionary program options.

Timothy O'Brien is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Morgan Stanley and E*TRADE in various roles. He is based in Atlanta, GA. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk assessment tools and access to third-party managers and proprietary investment models.

Eric Matthews is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in retirement planning, education planning, and a broad range of investment needs, working closely with clients to develop personalized wealth management strategies aligned with their life priorities. Eric emphasizes flexibility in financial planning to adapt to changing circumstances and regularly engages with clients to update their plans as needed. Eric's areas of expertise include family wealth management, legacy planning, philanthropic planning, socially responsible investing, and strategies for endowments, foundations, non-profits, and small businesses. He holds a Personal Investment Advisor (PIA) designation and earned both his bachelor's and master's degrees from Appalachian State University. Eric is also a member of the Sigma Phi Epsilon Fraternity. In addition to his professional work, Eric participates in community activities focused on youth sports. He enjoys playing golf and baseball, as well as coaching Little League in his spare time.

Jeffery Beamer is a financial advisor with Edward Jones in Marietta, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Mark Jenkins is a CFP® professional with 19 years of industry experience, currently affiliated with Charles Schwab in Atlanta, GA. He has been with Charles Schwab and Charles Schwab Bank since 2009. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Lillie Louis Fils is a Series 66 licensed financial advisor with 16 years of industry experience, currently with Merrill. She has worked at Bank of America, N.A. and Merrill since 2011, following prior roles at Wells Fargo Clearing and Edward Jones. She serves on the boards of several Atlanta-based charitable organizations, including Horizons Atlanta, Covenant House Georgia, and Atlanta Habitat for Humanity. 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, corporations, and charitable organizations.

Michael Bean is a financial advisor at Osaic with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corp., Triad Advisors LLC, and 1717 Capital Management Company. Outside of his advisory role, he owns Divorce Sense LLC, which assists individuals with the financial aspects of divorce, and serves on the board of Free TV Networks, a startup over-the-air television network. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with discretionary and non-discretionary strategies, supported by various custodial and program arrangements, and is notable for its scale, complex affiliate network, and private-equity ownership.

Jaggen Farwell is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Edward Jones in 2021, he worked at Principal Securities and Principal Life Insurance from 2016 to 2021. He maintains a real estate license for personal and family transactions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Kristian Faria is a financial advisor with Charles Schwab holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab in 2023, Faria held various positions including roles at Lowes Home Improvement and Crane Industry Services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers centralized supervisory, custody, and order-routing arrangements.

Jason Kolacz is a Series 66-registered financial advisor with Edward Jones in Hiram, GA, where he has worked since 2018. He has eight years of industry experience and previously spent ten years at Darden Restaurants. Outside of his advisory role, he maintains a rental property in Douglasville, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive network of financial advisors and branch offices, as well as its fiduciary standard and a variety of investment and tax-efficient services.

Gloria Koester is a financial advisor at OSAIC with 25 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2024. Her prior work includes over 20 years at Nettuno & Associates Inc. and 16 years at FSC Securities Corporation. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm utilizes a model-based investment approach with tools like asset allocation optimization and risk-tolerance assessments, supporting multiple program types and third-party manager options.

Peter Wilder is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Wilder is involved in coaching other financial practice owners through eXtraordinary Coaching, LLC and serves on the Board of Directors for the Marietta Firefighter Support Fund. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Michael Mattix is a Series 66 licensed financial advisor with UBS Financial Services in Marietta, GA. He has 24 years of industry experience and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers proprietary research and capital markets solutions through its platform.

Johnathan Moulton is a financial advisor with Cetera, holding Series 66 and Series 65 licenses and eight years of industry experience. He has worked with multiple Cetera entities since 2017 and previously with New England Strategic Analytics. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Joseph Caccippio is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He previously worked at Wells Fargo Clearing before joining Wells Fargo Advisors in 2022. Outside of his advisory role, he is involved with LawVest, an insurance agency based in Atlanta, where he serves as a senior financial advisor. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm uses proprietary research, planning tools, and simulation models to develop tailored recommendations delivered through meetings and written summaries.