Andrew White is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 13 years of industry experience. Prior to joining Cambridge in 2024, he worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. He is also the owner of AA White & Sons LLC and serves as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and custodians and offers proprietary model strategies under the Founders Gate Capital brand.

Kevin Butler is a Planning Consultant at Fidelity Investments. He works closely with clients to develop tailored financial plans aimed at supporting and protecting what is most important in their lives. His role focuses on building client confidence through personalized planning. Kevin has held multiple positions at Fidelity Investments since 2021, including Relationship Manager, Investment Solutions Representative, High Net Worth advisor, and Customer Relationship Advocate. This range of experience has contributed to his understanding of client needs and financial planning strategies. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Diamond Ferguson is a financial advisor at Charles Schwab with 24 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab and Charles Schwab Bank since 2012, with prior experience at Merrill. Outside of advising, he has worked part-time in retail customer service at Sephora. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Eduardo Pinson Garcia is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at Wells Fargo in various roles and has operated Mirage Media, LLC, a creative media business specializing in photography, videography, and graphic design, where he also occasionally acts in productions. 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 with integrated brokerage and custodial services.

Elijah Wieder is a financial advisor with LPL Financial based in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Delta Community Credit Union and teaching positions at Shorter University, Georgia Gwinnett College, and Gwinnett County Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Zachary Lurry is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at various firms within the Cetera network since 2019, as well as Foresters Advisory Services and Foresters Financial Services prior to that. He is also involved as a financial advisor at Manhattan Ridge Advisors. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that features both affiliated and third-party managers, accommodating discretionary and non-discretionary arrangements across diverse program structures.

James Moore IV is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Mass Mutual Investors Services in Atlanta, GA. He previously held roles at MassMutual Life Insurance Company, Moore Insight Inc., and Waddell & Reed, Inc. He is also involved in managing private investment portfolios and holding companies through his ownership of MC Private Label, LLC. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved tools for goal analysis and planning.

Seth Adams is a CFP® with 21 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Atlanta, GA. His prior experience includes roles at Hightower Advisors, BlueRock Wealth Management, and Sagepoint Financial, among others. He is also involved with finoBlue, Inc., an outside business activity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using risk profiling and modeling tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA advisory services.

Brandon Porter is a CFP®-designated financial advisor with LPL Financial in Atlanta, GA, bringing over 16 years of experience in wealth management and financial services. He previously worked at Northwestern Mutual in various capacities from 2015 to 2026. Outside of his advisory role, he has been involved with X3 Sports since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Kathryn Glynn is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Thrivent Financial and teaching positions at Elon University and Glenbard West High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations on various planning topics without implementation, and combines these with managed-account options under a consolidated billing program called “WealthPlan.”

Jansen Bailey is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Wells Fargo Advisors in 2024. Bailey serves on the finance committee of the Georgia Transplant Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, delivering tailored recommendations through meetings and written summaries.

Gary Pike is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Avantax and Cumberland Financial Group, with additional involvement in tax preparation and accounting services through Cumberland Financial Group. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, proprietary model strategies, and third-party advisers.

Luis Menendez is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2012. Merrill, along 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Treasure Edwards is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2013. She has 12 years of industry experience. Outside of her advisory role, she owns and operates ART Home Designs LLC, a business specializing in interior decorating services. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support client financial goals.

Burton Banks is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Atlanta, GA. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing several business ventures including JodyBeau, LLC and The 825 Group, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dontae Simmons is a financial advisor at Edward Jones in Atlanta, GA, with eight years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley, E*TRADE Securities LLC, Propane Taxi, and Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Douglas Peterson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Douglas provides access to investment insights from Merrill as well as the banking and lending solutions of Bank of America. With a background as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), Douglas focuses on helping clients achieve their financial objectives through service-oriented, client-centered advice. He values building meaningful relationships and making a positive impact on the lives of those he serves. Douglas earned his bachelor’s degree from Loma Linda University. Outside of his professional responsibilities, Douglas participates in community volunteer activities and pursues personal interests including tennis, golf, and travel.

Donald Gifford Jr. is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and Dempsey Lord Smith, LLC. Outside of his advisory role, he is president of the Atlanta Lions Club Foundation and serves on several nonprofit boards, including the Georgia Lions Lighthouse Foundation and International Women's House. He is also a bass player and vocalist in the All In Red Band. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Keith Mason is a financial advisor with Thrivent Investment Management in Atlanta, GA. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior work includes roles at Thrivent Financial and a tax preparation business, Ayoby Taxes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary trading authority. The firm integrates planning with managed accounts under a consolidated billing option called “WealthPlan” while maintaining separate service structures.

Randall Martinez is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at OSAIC since 2024 and spent 18 years at Triad Advisors, Inc. Outside of advising, he owns Asset Advisors Group, LLC, where he leads CFP programs at universities nationally, develops tax minimization plans, and offers film tax credit services. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by a variety of tools and offers a wide array of investment programs through its complex affiliate network.