George Johnson is a Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill after graduating from Berry College, where he spent several years assisting clients with important financial decisions and building the foundation of his advisory practice. He later joined a Family Office team in the southeast, working with financially sophisticated families, before returning to Merrill to focus on delivering personalized advice and client service. George works with affluent individuals, multigenerational families, business owners, and corporate clients to help simplify their financial lives, uncover opportunities, and implement strategies aligned with their values and long-term goals. His expertise includes family wealth management, legacy planning, retirement planning, philanthropic planning, portfolio management, and tax minimization. Outside of his professional role, George maintains connections to the Atlanta community through involvement with the Berry College Alumni Association, Make-A-Wish Georgia, and the Piedmont Park Conservancy. He enjoys outdoor activities such as hiking, running, golfing, and spending time on the water, as well as traveling and dining with family and friends.

Gerald Koehler is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked in the IT sector with Tata Consultancy Services and Atos. Outside of his advisory role, Koehler serves as a Service Delivery Manager at NTT DATA, overseeing operations related to End User Compute and Virtual Desktop Infrastructure Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses without discretionary trading authority. The firm emphasizes written, holistic planning across various financial topics and offers clients the option to combine planning with managed accounts under a consolidated billing program.

Jeffrey Panik is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Cetera and has previously worked with firms including LPL Financial and Ameriprise Financial. Panik is also an author and president of Financial Literacy First, LLC, a publishing and marketing business focused on financial literacy books. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals across wealth levels, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Malcolm Lewis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Equitable Advisors, he worked at Mass Mutual Investors Services and Pruco Securities. Outside of his advisory role, he is involved in several entrepreneurial and community activities, including ownership of a tax and accounting firm, co-ownership of a restaurant/bar, and leadership roles in religious ministries and private educational institutions focused on entrepreneurship and financial literacy. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate advisory programs and third-party asset managers, delivering services through various proprietary and third-party models.

Rodney Mckine is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked with Wells Fargo-related firms since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Christian Salhuana is a financial advisor at Edward Jones in Marietta, GA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has been with Edward Jones since 2013. 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. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Ashley Wood is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Primerica Advisors since 2013 and has worked at Primerica Financial Services since 2012. In addition to her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based investment strategies and separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Chanyoung Lee is a financial advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab, Lee worked at Morgan Stanley for two years and has held various roles outside of finance, including positions at the International Rescue Committee and the City of Powder Springs. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm’s model combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and emphasizes multi-asset strategic allocation supported by in-house research and alternative investment options.

Michael Garfoli is a Senior Resident Director and Wealth Management Advisor at Merrill, where he serves as a First Vice President. He began his financial services career in 1992 and specializes in helping clients develop wealth management strategies tailored to their individual needs. Michael works closely with clients to create comprehensive plans that address areas such as college education planning, corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Michael has a focused expertise in working with restaurant owners to transition their business from a demanding lifestyle into a source of financial flexibility and wealth creation. He employs Merrill's proprietary Wealth Outlook™ process, which involves assessing current cash flow, designing plans to improve working capital and cash flow, and regularly tracking progress to ensure financial goals are met. He holds a High School Diploma/GED from Canfield High School and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Michael is involved in community activities including Habitat for Humanity and pursues personal interests in basketball, biking, football, and traveling.

Phillip Graham is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Avantax Insurance Agency LLC, Avantax Investment Services, INC., and his own practice, Phillip Graham & Associates, P.C., where he has served as a CPA. He is also involved as treasurer of Cornerstone Community Church, overseeing its financial activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to implement various investment strategies through affiliated and third-party managers, supporting discretionary and non-discretionary portfolio management.

Dennis Cepress is a financial advisor with Edward Jones in Kennesaw, GA. He holds the CFP® designation and Series 66 license and has 12 years of industry experience, including 13 years with Edward Jones. Outside of advising, he manages a rental property in Trenton, OH. 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.

Akilah Johnson is a financial advisor at Thrivent Investment Management based in Atlanta, GA. She holds the Series 66 designation and has held roles at Thrivent Financial since 2025. Prior to joining Thrivent, she worked at Spring Venture Group and has experience in various non-financial roles including Michigan Health and Human Services and the U.S. Census Bureau. Outside of her financial advisory work, she has served as a field photographer for an auto appraisal company and worked as a delivery associate for Amazon Flex. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed-account programs while keeping services separate. Thrivent does not provide portfolio management for institutional clients, which distinguishes it from many other large institutional advisors.

Emily Lemmy is a Series 66-licensed financial advisor with Edward Jones, based in Atlanta, GA. She has six years of industry experience, all of which has been with Edward Jones since 2019. Prior to her advisory role, she was affiliated with Florida State University from 2016 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and investment products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a network of more than 23,000 advisors and 15,000 branch offices.

Casey Field is a CFP®-certified financial advisor with Edward Jones in Smyrna, GA, bringing 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in personal purchasing activities related to local hobby shops and online retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Mark Lawrence Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked across multiple Fidelity entities since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, often delegating day-to-day management to sub-advisers while overseeing conflicts of interest and governance.

Andrew Kunce is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Fidelity Investments, Morgan Stanley, and E*Trade Securities. Outside of financial services, he serves as a board member of Armstrong Garden Centers and Pike Nurseries, a family business in the retail and wholesale horticulture industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services with integrated brokerage, custody, and financial planning capabilities.

Joshua Windham is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, he held roles at Ameriprise and several smaller firms and ventures. Outside of advisory work, his background includes entrepreneurial activities such as Windham Landscaping. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and uses research-driven, diversification-based investment strategies while offering both brokerage and advisory solutions.

David Mattox is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 63 designation and over 30 years of industry experience. He has been with Charles Schwab and its affiliate Charles Schwab Bank since 1995 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to affiliated discretionary separately managed accounts. The firm combines extensive scale, integrated brokerage and advisory services, and a multi-asset investment approach augmented by alternative investment offerings.

David Thompson is a financial advisor with OSAIC in Villa Rica, GA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His prior firms include Woodbury Financial Services and Questar Asset Management. He is the owner of JKL Financial Services, LLC, an operating entity for his advisory business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management options.

Kalen Tavassoli is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 63 designation and five years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Tavassoli worked with Wells Fargo Clearing and Equitable Advisors LLC. He also has experience outside finance, including in the catering and hospitality sectors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm integrates advisory services with other financial product offerings and uses proprietary research and planning tools to develop tailored recommendations.