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 financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. She has been with Merrill and Bank of America since 2011. Outside of her advisory role, she serves on the boards of several Atlanta-based nonprofits including Horizons Atlanta, Covenant House Georgia, and Atlanta Habitat for Humanity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Bean is a financial advisor at OSAIC based in Atlanta, GA, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management and Questar Capital Corp. He is involved in several business ventures, including ownership of Divorce Sense, LLC, which assists clients with financial aspects of divorce, and participation on the board of Free TV Networks, a startup developing an over-the-air television network. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a wide network of advisors. The firm offers integrated brokerage and advisory services, employing various tools for portfolio construction and management, and supports multiple platforms and third-party managed-account solutions.

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 FSC Securities Corporation and Nettuno & Associates Inc. since 2006. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and a variety of investment options across multiple platforms.

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.

Joseph Caccippio is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He has been with Wells Fargo in various capacities since 2013. Outside of his advisory role, he owns and operates Caccippio Financial Planning, Inc., and serves as a trustee for its associated 401(k) plan. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm provides tailored recommendations based on proprietary research and planning tools, with optional implementation through brokerage or advisory programs.

Sibyl Steverson Slade is a financial advisor at Osaic with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of her advisory role, Sibyl is co-founder of the Small Business Mastermind Forum, a collaborative network that provides training and education to small business owners, and serves on the advisory board of the One Million Dreams Foundation. OSAIC serves a diverse client base including individual investors, corporations, pension plans, and charitable organizations through a large network of financial advisors. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools and third-party money managers.

John Golemo is a CFP®-certified financial advisor with Edward Jones in Marietta, GA, where he has worked for 13 years. He holds a Series 66 license and has experience exclusively with Edward Jones throughout his career. 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, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Kenneth Brandenburg is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and Ashworth & Sullivan Wealth Management Group, LLC for 11 years. He is also president of Brandenburg Wealth Advisors, where he manages and services investor investment accounts. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and employs a variety of asset-allocation tools and third-party solutions to manage portfolios.

Jason Walker is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 17 years. Walker is also involved with Three Pines LLC in Atlanta, where he spends limited time monthly. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and research from both in-house and third-party sources, along with various investment management and consulting services.

Rory Mckendrick is a financial advisor at LPL Financial with 20 years of industry experience and a Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Fisher Investments. He also serves as a FINRA arbitrator and is involved with a transportation referral business, Sharco Express LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by discretionary and non-discretionary management, as well as research and technology resources.

Faizan Moosa is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term financial goals. His approach focuses on understanding each client's full financial picture to create adaptable wealth management plans tailored to changing market conditions. Moosa's expertise includes managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. He holds professional designations such as Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Moosa earned his Bachelor's Degree from Mercer University. In addition to his professional work, Moosa is actively involved in the community. He serves as the 2025 President of the Buckhead Business Association and is a member of the Board of Directors for Susan G. Komen, Atlanta. His community involvement spans organizations including the Alzheimer's Association, Atlanta Community Food Bank, Buckhead Business Association, Habitat For Humanity, and Susan G. Komen. Moosa is also multilingual, speaking English, Urdu, French, and Hindi.

Robert Duerre is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to his current role at Merrill and Bank of America, he worked at E*TRADE Capital Management LLC and E*Trade Securities Inc. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Wagoner is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior firms include J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. He has also been involved with Unwine'd & Tap/MTMT, LLC. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Mark Bloom is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 credential and eight years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Edward Jones, among other firms. Outside of his advisory role, he serves as an independent director on the board of Georgia Soccer and co-founded a nonprofit organization to support youth sports access in Atlanta. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides access to a range of investment strategies and affiliated resources, managing over $256 billion in assets.

Michael Lowe is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in agricultural and farming activities through Millpond Farm and Timber. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, charitable organizations, and governmental entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.