Anna Stoica is a Series 66 licensed financial advisor with Merrill in Marietta, GA, and has six years of industry experience. Her prior work includes roles at Bank of America, N.A., Georgia State University, and Synappio. 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Heather Elsenbach is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional entities, and charitable organizations—and offers financial planning and non-discretionary investment consulting through various advisory programs.

Michael Jankowski is a financial advisor with LPL Financial in Powder Springs, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, he worked at multiple Cetera entities from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside proprietary and third-party research and model portfolios.

John Hydrick is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with LPL Financial, where he has worked since 2024, following an eight-year tenure at Lincoln Financial Advisors Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutional clients. The firm offers diverse advisory programs and financial planning services supported by research, model portfolios, and various investment strategies.

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.

Michael Meschke is a financial advisor with Cetera in Atlanta, GA, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and Avantax, with concurrent involvement at Legacy Capital Advisors, where he provides financial planning and client management services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options and custodial relationships.

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.

Naaman Vanvelsor is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and one year of industry experience. He has been with Merrill since 2008 and also worked at Bank of America, N.A. since 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kennie Taylor is a financial advisor with Raymond James & Associates in Powder Springs, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James since 2015 and provides impartial financial guidance as an independent contractor at Next Generation Divorce, assisting clients with financial evaluations related to divorce. Additionally, he is involved with the YMCA of Greater St. Petersburg and the Tampa Bay Free Dentistry Charity. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Angela De Lion is a CFP® with 27 years of industry experience, currently serving at Ameriprise Financial Service, LLC since 2003. She previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she is involved in managing commercial real estate holdings and consults on practice systems and marketing for a wealth advisory team. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Matthew Gallo is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes positions at Publix and multiple roles within Cetera and affiliated entities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports a range of investment strategies and program structures.

George Christman is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he has ownership interests in several investment-related entities and a social media marketing business. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools and integrates advisory services with other financial products and referral channels.

Mark Lamprecht is a Series 66 licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2007, totaling 26 years in the industry. In addition to his advisory work, he owns Pulpit Supply Preachers, a nationwide directory connecting churches with preachers, and also engages in public speaking. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 a variety of portfolio management platforms and proprietary model strategies.

Benjamin Hunter is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at SunTrust Advisory Services and Truist Advisory Services before joining Raymond James and affiliated Pinnacle entities. He is also associated with Pinnacle Bank in a financial institution capacity. 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 institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Rami Roe serves as a Wealth Management Advisor, focusing on delivering integrated investment services that are planning based, process driven, and goals oriented. In this role, Rami assists clients with a range of wealth management strategies including portfolio management, retirement planning, legacy planning, college education funding, and business-related financial strategies. Rami holds a Bachelor's degree from the University of Illinois and an MBA from DePaul University. Professional credentials include the Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA®), and Certified Exit Planning Advisor (CEPA®) designations. Rami holds FINRA Series 7 and Series 66 registrations and maintains memberships in professional organizations such as the Illinois CPA Society, Investments and Wealth Institute, National Association of Plan Advisors, and the Joliet Area Chamber of Commerce. Beyond the professional realm, Rami has been engaged in community service through various board memberships and volunteer roles, including involvement with the Lurie Children's Hospital New Hospital Steering Committee, Community Foundation of Will County, The Blues Foundation, and Ronald McDonald House music volunteer efforts. Rami’s approach centers on clear and consistent communication, delivering high quality investment services with a focus on clients’ best interests.

Julie Bailey is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She previously worked at UBS Financial Services Inc. for 10 years before joining Wells Fargo Advisors in 2024. Bailey holds a Series 66 designation and is based in Atlanta, GA. She has ownership in Acunis Wealth Partners, LLC, where she is actively involved. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Raphael Fairell is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he serves as a Legacy Pastor at Mountain West Church, preaching several times a year and advising church leadership, and is a board member of MW Hope Center, supporting community assistance programs. He is also an owner of an Orange Theory Fitness location in Stone Mountain, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning focused on a wide range of financial topics, delivered either as one-time or ongoing engagements without managing client accounts directly.

Thomas Rudderow IV is a CFP® professional with 10 years of experience, currently advising at Raymond James & Associates since 2016. He holds the Series 66 license and is based in Atlanta, GA. 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 diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Arthur Matthias is a Financial Advisor at Merrill Lynch Wealth Management. He works alongside his team to develop personalized financial strategies that address general investing, retirement planning, and saving for unexpected events. His practice emphasizes trust and transparency in managing evolving financial goals for individuals and families. Arthur's expertise includes areas such as executive compensation, family wealth management strategies, personal retirement planning, women and wealth, sports and entertainment, and tax minimization. He also facilitates access to Bank of America specialists to provide clients with comprehensive banking, credit, home financing, and business solutions. He holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from the University of North Carolina System. Arthur participates in community programs including Better Money Habits and Habitat for Humanity. He has personal interests in chess, dancing, football, golfing, hiking, music, traveling, and yoga.