Nader Kaliel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Fidelity, Bank of America, Merrill, Wells Fargo, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Mark Conard is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of experience. He is currently with Cetera and has previously worked at Voya Financial Advisors and Legacy Financial Advisors. He is also the owner of Aspen Financial Solutions, LLC, which provides insurance and investment products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of over 10,000 independent advisors and provides access to both affiliated and third-party managers across multiple program structures.

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.

Enos Slauson Jr. is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Wright is a financial advisor with OSAIC based in Marietta, GA. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Royal Alliance Associates, INC. in 2019, he worked at LoCorr Distributors from 2014 to 2019. Wright is also president of CW Wealth Management, LLC, where he manages administrative operations and fixed insurance services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm employs asset-allocation tools and multiple advisory platforms to offer integrated brokerage, investment advisory services, and access to third-party money managers.

Matthew Roberts is a financial advisor at Merrill Lynch Wealth Management. He serves as the first point of contact and trusted confidant for clients, managing all aspects of their financial lives with a focus on delivering a comprehensive service experience. Matthew approaches wealth management with a commitment to collaboration, intentionality, and integrity, working closely with individuals and families to simplify complex financial decisions while prioritizing clients' interests. Matthew is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Economics with minors in Business Administration and Spanish from the University of South Carolina. During his college years, he competed on the Carolina Club Tennis travel team and held the position of Lead Trumpet Section Leader for the Carolina Band. His professional career includes experience at The Vanguard Group, where he developed skills in disciplined investing and client-focused advice before joining Merrill Lynch in Charlotte, North Carolina. Outside of his professional work, Matthew enjoys tennis, table tennis, and pickleball, along with supporting local musicians at small-venue concerts. He listens to cinematic scores, particularly those composed by John Williams and Hans Zimmer, as part of his personal interests.

Brian Owens is a CFP®-designated financial advisor with 16 years of industry experience, currently affiliated with J.P. Morgan Securities in Woodstock, GA. He has been with JP Morgan Chase Bank, N.A. and JP Morgan Securities LLC since 2016. J.P. Morgan Securities LLC 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 support non-discretionary decision-making.

Kevin Hyland is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entities since 2008. Outside of his advisory role, he serves on the Planned Giving Advisory Committee for the Wellstar Health Systems Foundation and is a member of Wellstar Health Systems in non-investment capacities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a range of portfolio management strategies across multiple custody and platform arrangements.

Corey Hawkins is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services since 2016 and has worked at Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Maranghi is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Retirement Systems Inc since 2001, alongside previous roles at Dempsey Lord Smith, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third‑party investment strategies.

Jack Berends is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and BlueChip Wealth Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm also acts as an advisor to multiple registered investment companies and develops model portfolios for intermediary platforms.

Nirmala Sarju Wulfers is a financial advisor at Raymond James Financial with 11 years of industry experience. She previously worked at Edward Jones before joining Raymond James in 2025. Outside of her advisory role, she is a vice president and co-owner of Luxury Wealth Advisors, where she manages client investments and office operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and also offers specialized services such as municipal advising and SIMPLE IRA employer consulting.

Joseph Eggensperger is a financial advisor at Edward Jones in Milton, GA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Crystal Thomas is a CFP® with five years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Prior to Ameriprise, she worked at Main Street Advisors and LPL Financial from 2018 to 2023. Outside of her advisory role, she is registered with PASJ LLC, where she manages an advisory business as a team member. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors to deliver written Recommendation Reports and ongoing advice, operating within an investment universe influenced by affiliated product relationships.

Diana Sanchez Nazario is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked previously at Bank of America, Wells Fargo, and has a background including roles outside finance such as at Montero Drapes and the Cheesecake Factory. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Danielle Herritt is a Series 66-licensed financial advisor with Edward Jones, based in Woodstock, GA, and has 14 years of industry experience. Prior to joining Edward Jones in 2020, she spent 13 years with Raike Financial Group and Woodstock Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bret Bond is a financial advisor at Edward Jones based in Marietta, GA, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of financial advisors.

Timothy Lally is a financial advisor with Robert Baird & Co. in Cumming, GA, holding Series 63, 65, and 66 designations and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 1998. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary portfolio management, separately managed accounts, and both traditional and non-traditional investment strategies.

Amelia Wakefield is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she spent sixteen years as a homemaker in Canton, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Erwing Landazabal is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity and Primerica, among other firms. 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 applying an ESG eligibility framework when recommending strategies.