Kimberly Evans is a CFP®-certified financial advisor with 28 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2020, and she spent 23 years at Wells Fargo Advisors LLC prior to that. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary consulting using analytical tools and supports municipal advisory and SIMPLE IRA employer consulting services.

Kenyetta Stewart is a financial advisor with Primerica Advisors in Canton, GA, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at PFS Investment Inc., Atlanta VA Healthcare System, Piedmont Hospital, Primerica Financial Services, and WellStar Cobb Hospital. She is involved in sales of investment-related products and also receives compensation for referring home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

Joshua Ketchie is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations along with a Series 66 license. He has 12 years of industry experience and previously held roles at Guardian Life Insurance and Park Avenue Securities. Ketchie serves as a board member for the MDRT Foundation Life Insurance Committee and is a certified public accountant. 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 proprietary and third-party strategies tailored to client objectives.

Katrina Everett is a CFP® professional with 24 years of experience in financial advising, currently with Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2023. Everett has ownership interests in several rental property investment ventures and holds executive roles in related private investment entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, and specialized planning services. The firm utilizes Wells Fargo research and planning tools to develop tailored financial recommendations delivered through meetings and client summary letters.

Shafiq Jadavji is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. His career includes roles at Principal Securities Inc., Principal Life Insurance Co., Summit Financial Group, and founding 60 Financial, where he serves as CEO. Outside of financial services, he is actively involved in community organizations in Johns Creek, GA, including serving as president of the Johns Creek Cricket Association and holding board positions with the Indo-American Chamber of Commerce and the Johns Creek Symphony Orchestra. He is also a candidate for the Johns Creek City Council. Cetera Investment Advisers LLC is an SEC-registered adviser that serves 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 account options.

Darryl Trimble is a financial advisor with Wealth Management Group of Georgia, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at ChangePath, LLC and Corecap Investments. Wealth Management Group of Georgia is a registered investment adviser specializing in managing pooled vehicles and institutional mandates rather than individual retail accounts. The firm operates with a single advisory professional and offers both percentage-of-assets-under-management and hourly fee arrangements.

Bobby Thompson Aniekwu is the sole advisor at Boskia Wealth Management & Advisory Services, L.L.C., holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 16 years of experience in investment management and has been with Boskia since 2008. In addition to his advisory work, he owns and operates a legal practice through Bobby C. Aniekwu & Associates, LLC. Boskia Wealth Management & Advisory Services serves pooled investment vehicles and institutional investors, focusing on manager selection and oversight rather than individual retail clients. The firm integrates legal and compliance considerations into its advisory services and offers educational seminars and workshops as part of its client support.