Neha Mathur is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Outside of finance, she has participated in acting roles for movie and TV commercial productions. Merrill provides managed account services through the Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Thomas Young is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. His prior roles include positions at Merrill Lynch and Agwest. Outside of his advisory work, he serves as President of the Ravalli County Montana Farm Bureau, focusing on public education and community activities related to agriculture. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Vanessa Conwell is a financial advisor at Edward Jones in Locust Grove, GA, holding a Series 66 designation with 16 years of industry experience. She has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated services, and fiduciary standard in advisory services.

Ann Bolton is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026, following a decade at Wells Fargo Clearing and three years at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations through research and planning tools, with clients able to choose implementation through various brokerage or advisory programs.

Mark Mcneight is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Derbend Asset Management. Outside of his advisory role, he co-owns a family RV rental business. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research-driven strategies and a combination of brokerage and advisory solutions.

Paul Rippa is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2011. 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 solutions, supported by a large national network of advisors and branch offices.

Matthew Rix is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Berry Global, Inc., Cardinal Health, and Covidien. 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 large network of financial advisors and branch offices nationwide.

Kevin Giddens is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Eric Scott is a financial advisor with Merrill and holds a Series 66 designation. He has 19 years of industry experience, including 11 years at Bank of America and Merrill. Outside of his advisory role, he participates in an Airbnb business where he personally manages a guest bedroom listing in his home. 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 and profit-sharing plans, corporations, and charitable organizations.

Kaylyn Truelove is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to this, she was employed at Source4Teachers and Hampton University. 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 solutions supported by a nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Kemar Bernard is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity, Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s advisory business operates within the broader J.P. Morgan organization and primarily offers non-discretionary services through a select group of Wealth Advisors.

Shaun Crawley is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2014. He also holds a longstanding role at Delta Community Credit Union beginning in 2009 and is involved with Ashe Brokerage as an insurance agent providing fixed annuities and long-term care insurance. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios and research from various sources.

Carolyn Fraser is a CFP® and Series 66 credentialed financial advisor with Edward Jones in McDonough, GA, where she has worked since 2013. She has 12 years of industry experience. Outside of her advisory role, she serves as Chair of the Finance Team at Wesley Chapel United Methodist Church, managing financial meetings and budgeting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and supports clients through a nationwide network of over 23,000 advisors.

Brian Carpenter is a CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the finance committee at Harmony Hall Baptist Church in Gainesville, GA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute and third-party analytics.

Bruce Olmstead is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Cetera and has also worked at Summit Financial Networks and related firms. Outside of his advisory work, he serves on the board of Mom2Mom Atlanta South, a nonprofit focused on mentoring young mothers. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients with a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joy Cutter is a Series 66–licensed financial advisor with UBS Financial Services in Fayetteville, GA, with 17 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

John Dorminy IV is a financial advisor with Edward Jones in McDonough, GA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Dorminy serves as president of Dorminy Technologies LLC and is involved in managing family land and timber assets, including participating in an organic farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering various advisory programs and managed solutions with a fiduciary standard. The firm is noted for its extensive branch network and affiliated capabilities beyond advisory services.

Crystal Nesbit is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Avantax Advisory Services and 1 St Global Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies.

Keely Griffith is a financial advisor with Edward Jones in Fayetteville, GA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked for the Association for Unmanned Vehicle Systems International for six years and at Southern New Hampshire University for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering various advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Miguel Chavarria Cardenas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., and Ramada Plaza. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.