Elizabeth Burbage is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals and families to develop personalized wealth management strategies that reflect their financial goals and changing market conditions. Elizabeth focuses on areas including managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Elizabeth earned a Bachelor's Degree from Clemson University. In her personal time, she enjoys cooking, music, pickleball, traveling, and yoga.

Brian Marek is a financial advisor with Merrill in Marietta, GA, holding a Series 66 designation and 12 years of industry experience. His career includes positions at Bank of America, N.A., Merrill, LPL, and Wealthspan Financial Group. 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 developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bruce Alden is a financial advisor at Edelman Financial Engines in Atlanta, GA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, Llc, LPL Financial, and Securian Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term investment approach.

Timeka Arora is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. She provides ongoing advice and adjusts financial plans as clients' situations evolve. Ms. Arora’s expertise includes general investing, retirement planning, and preparing for unexpected expenses. She holds professional designations such as Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed an Accredited Certificate Program at the University of Pune. Fluent in English, Hindi, Punjabi, and Urdu, Ms. Arora emphasizes understanding the priorities important to each individual and family to create tailored financial plans.

Scottie Ringer is a financial advisor with Fidelity Investments, holding Series 63 and 65 licenses and 31 years of industry experience. He previously worked at Lincoln Investment Planning for eight years before joining Fidelity in 2021. Outside of his advisory role, he works as an independent contractor providing ride share services with Uber and Lyft. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create and oversee model portfolios.

Richard Nixon is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding ChFC® and Series 63 credentials and possessing 40 years of industry experience. His career includes 25 years at Cumberland Financial Group, Inc. and prior roles with Avantax Advisory Services. Outside of his advisory work, he serves as an estate co-executor and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through various platforms and proprietary model strategies, supporting a large network of financial professionals.

William Howard is a financial advisor with Osaic Wealth in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at FSC Securities Corporation, Wells Fargo Advisors, Merrill, Banc of America Investment Services, and A. G. Edwards & Sons. He is also an insurance agent and owner of Howard Private Wealth Management, LLC, which he administers. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization tools and supports discretionary and third-party managed strategies.

Steven Bontempi is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 25 years of industry experience. Prior to joining Cambridge in 2024, he worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, New England Securities, and Equitable Advisors. Outside of his advisory role, he provides private music lessons. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms, custodians, and proprietary model strategies.

Mayra Guigou is a Series 66-licensed financial advisor with LPL Financial, based in Atlanta, GA, and has seven years of industry experience. She has been with LPL Financial since 2019 and also has a background with Delta Community Credit Union dating back to 2015. Outside of her advisory role, she works as an independent travel consultant with Travelmation, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management programs using both proprietary and third-party strategies, supported by extensive operational and research tools.

Evan Robinson is a financial advisor at OSAIC in Marietta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Fsc Securities Corp, Stratos Wealth Partners, and Hornor, Townsend & Kent, LLC. Outside of his advisory work, he is also licensed as a life insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based asset allocation approach with support for discretionary management, third-party managers, and alternative investments, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Kristal Sizemore is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including JP Morgan Securities and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Larry Olajide is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides financial guidance and planning services, focusing on helping clients develop strategies to meet their financial goals across various stages of life. His approach involves understanding clients' priorities to create tailored plans that address education funding, retirement planning, legacy considerations, and investment strategies. With expertise in college education planning, family wealth management strategies, services for defined benefit plans, legacy planning, individual and corporate investment strategy, tax minimization, and retirement income, Larry works with professionals including doctors, lawyers, engineers, and IT specialists. He serves as a resource for general investing, retirement planning, and financial milestones, offering access to additional banking, credit, home financing, and small business solutions through Bank of America specialists. Larry holds a Bachelor's Degree from Federal University of Technology and an MBA from Virginia International University. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is multilingual, speaking English, Spanish, Yoruba, and Hausa. Larry is involved with the Foster Care Support Foundation Inc. and participates in adventure sports, basketball, biking, boxing, golfing, music, skiing, tennis, traveling, and watching movies in his personal time.

Alexander King is a financial advisor with Cetera, holding a Series 66 designation and based in Atlanta, GA. He has one year of industry experience. Prior to his current role, King worked at the University of Georgia and held positions outside the financial industry, including at Vineyard Vines and Zoes Kitchen. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Paul Egan is a financial advisor at Merrill in Atlanta, GA, holding a Series 66 designation. He has been with Merrill and Bank of America since 2026. Prior to his current roles, he worked at multiple companies including Uber Technologies, Inc. and Mursion, Inc., and was involved with the wine and provisions business Wahoo! Wine & Provisions. 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, pension plans, corporations, and charitable organizations.

Nicholas Joiner is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual, Cross Country Healthcare, City Bar Athens, and Athens Country Club. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational services.

Yanique Elliston is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and two years of industry experience. She has worked at Primerica Advisors since 2023 and is involved with Landmark Financial Group. Outside of her advisory role, she serves as a teaching artist for Art With a Heart in Baltimore, committing significant time to the organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Noni Carter is a Series 66-licensed financial advisor with Edward Jones in Atlanta, GA, with three years of industry experience. Before joining Edward Jones, she held roles at Kweli Journal Inc. and Small Axe Inc., and was affiliated with Columbia University for eight years. Outside of finance, she works as a writer and novelist, focusing on fiction and academic topics, and has consulted remotely in academic publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Nader Kaliel is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at several notable firms, including JPMorgan Chase Bank, Fidelity, Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates ESG considerations within a non-discretionary program.

Damien Garner is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked for E*Trade from Morgan Stanley for five years and has experience in software and healthcare-related companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Corey Moody is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Services, Regions Bank, and TD Ameritrade before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.