Malcolm Lewis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Equitable Advisors, he worked at Mass Mutual Investors Services and Pruco Securities. Outside of his advisory role, he is involved in several entrepreneurial and community activities, including ownership of a tax and accounting firm, co-ownership of a restaurant/bar, and leadership roles in religious ministries and private educational institutions focused on entrepreneurship and financial literacy. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate advisory programs and third-party asset managers, delivering services through various proprietary and third-party models.

Michael Hooker is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations with two years of industry experience. Prior to his advisory role, he worked as an audio engineer and owns Mike Hook Music LLC, a small business focused on audio engineering and recording. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Ashley Ross is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including Fidelity Investments, Wells Fargo, and KIM COOLBROTH Insurance Agency. Ross is based in Atlanta, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Richard Holt is a financial advisor at Osaic Wealth, Inc. with 40 years of industry experience. He holds a Series 63 designation and has been with Osaic since 2011. Outside of his advisory role, he serves as a board member of The Ivys Condominium Association in Atlanta, GA. 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. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to construct and manage portfolios across a broad range of investment types.

Michael Lopata is a financial advisor with OSAIC in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 15 years before joining OSAIC in 2025. Outside of his advisory role, Lopata serves as a volunteer on the Dekalb County Audit Oversight Committee. OSAIC serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and managed account solutions.

Lewis Brooks is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at FabricAir for five years and State Farm for one year. He also has experience at Hampden-Sydney College in multiple roles from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services and maintains a large nationwide network of financial advisors and branch offices.

Michael Campbell is a financial advisor with Primerica Advisors in Decatur, GA, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1990. Outside of advisory activities, he is involved in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio trading delegated to BNY Mellon Advisors.

Steven Shumpert is a Series 66–licensed financial advisor with two years of industry experience, currently with Fidelity in Atlanta, GA. He previously worked at Edward Jones for two years and operated Shumpert Financial Solutions, LLC for six years, where he authored books and developed online educational courses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Mohamed Aalen is a Series 65-licensed financial advisor with Cetera in Decatur, GA, with one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and also operates multiple accounting and tax businesses, including MMA CPA Inc., Childcare CFO Ltd Co, and Childcare Business Academy LLC, providing specialized tax and accounting services particularly focused on the childcare industry. He serves as a director for the Al Hilal Sports Association Inc., a youth soccer organization in DeKalb County. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary programs and access to diverse investment strategies.

Megan Henry is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Northwestern Mutual Investment Management. She joined Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Keith Clark is a financial advisor with Cambridge Investment Research Advisors in Atlanta, GA, holding a Series 63 designation and 37 years of industry experience. He has worked at Cambridge since 2011 and previously with Connecticut General Life Insurance Company. Outside of his advisory role, Clark is involved as CEO of Paradise Wealth Advisors and has experience as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment implementation through multiple platforms and both proprietary and third-party strategies.

Elida Rosales Mendez is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and bringing one year of industry experience. She has worked at Merrill since 2022 and is also the owner of ZionFleet LLC, a car rental business operating via Turo. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

William Serverian is a financial advisor at Edward Jones in Atlanta, GA, with five years of industry experience and a Series 66 credential. His prior experience includes roles at GAP Solutions, Inc., and the University of Virginia’s Darden School of Business. 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 nationwide network of financial advisors and branch offices.

Glenn Hollingsworth IV is a financial advisor at LPL Financial based in Atlanta, GA. He holds the Series 66 designation and has experience with Delta Community Credit Union since 2016. He began his role at LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Kevin Kelley is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held several positions at Fidelity Investments, including Planning Consultant from 2024 to 2025, Relationship Manager in 2023 to 2024, and Central Relationship Manager in 2023. Before joining Fidelity, Kevin was the Director of Operations at HC Planning Partners from 2021 to 2023 and an Account Analyst at Capital Financial Group from 2018 to 2021. In his current role, Kevin focuses on understanding client goals and creating personalized financial plans that integrate all aspects of their financial strategies. He prioritizes building lasting relationships based on trust and aims to be a reliable partner for his clients and their families. Outside of his professional work, Kevin has interests in fishing, golf, playing musical instruments, parenthood, pets, and surfing.

Miranda Mccoy is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been associated with various Cetera entities since 2015 and currently serves as the president of her local homeowners association board. Additionally, she holds a secretary position at I Am Military, Inc., a nonprofit developing a social networking platform for military personnel. Cetera Investment Advisers LLC is an SEC-registered advisor that provides services to individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and supports various investment strategies and program structures.

Reuben Lewis IV is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Investacorp Advisory Services, Metlife Securities, and National Financial Group of Georgia. He serves as a board member of the King-Tisdell Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across various platform arrangements.

Ashwin Patel is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial in 2021. Outside of his advisory role, Patel is involved with a wealth management firm where he acts as a fiduciary for Roth 401(k) plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.

Thomas Barnhart is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. The firm serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. Fisher Investments uses a centralized investment approach with a combination of quantitative and qualitative research to construct diversified portfolios and applies tax-aware processes and defensive strategies to manage risk.

Keisha Cole is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has worked at Merrill since 2013 and at Bank of America, N.A. since 2022. Outside of her advisory work, she owns and operates DRIP NATURALS LLC, a business specializing in handmade body butters, scrubs, and candles. 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, and institutions.