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.

Richard Ross is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. He has a long history in tax preparation and accounting through his role as president of Ross Accounting & Financial Services, Inc., and has worked extensively with Avantax Advisory Services prior to joining Cetera. Ross is also involved in tax preparation services through Ross Tax Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

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.

Hafeeza Tyrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Regions Bank and Delta Community Credit Union. Outside of her advisory role, she has been involved with Tyrell Ventures LLC since 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

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.

Lisa Cyr is a financial advisor with Cetera, holding a Series 63 designation and over 26 years of industry experience. She has worked at several firms, including Summit Brokerage Services, First Allied Securities, and multiple Cetera affiliates since 2015. Outside of her advisory role, she is a partner in a resale business focused on season tickets. Cetera Investment Advisers LLC provides services through a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning options, supporting discretionary and non-discretionary account structures.

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.

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 designations and 26 years of industry experience. He has worked at OSAIC since 2023 and concurrently at Fsc Securities Corporation since 2004. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various investment types on both discretionary and non-discretionary bases.

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 with OSAIC based in Atlanta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Securities. 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, financial planning, and access to third-party money managers, employing various asset-allocation tools and supports multiple advisory platforms.

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 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.

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.

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.