Andrew White is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 12 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Northwestern Mutual Wealth Management. Outside of his advisory work, he is involved as an independent insurance agent and holds ownership in a family business. 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 range of portfolio management and model-based solutions tailored to client objectives.

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 23 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and its affiliated entities since 2012. Outside of his advisory role, he is employed part-time in retail customer service at Sephora. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by central custody and operational infrastructure.

Eduardo Pinson Garcia is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 66 and Series 63 licenses and three years of industry experience. He has worked at multiple Charles Schwab entities since 2023 and previously at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he owns and operates Mirage Media, LLC, a creative media business providing photography, videography, and graphic design services, and occasionally acts in productions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jeannie Darwin is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 27 years of industry experience. She has been with Merrill since 1999. 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 constructed by internal and third-party managers.

Elijah Wieder is a financial advisor at LPL Financial in Atlanta, GA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Shorter University, Delta Community Credit Union, Georgia Gwinnett College, and Gwinnett County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 20 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has held advisory roles at firms including Hightower Advisors, BlueRock Wealth Management, and Sagepoint Financial. In addition to his advisory work, Adams is involved with finoBlue, Inc. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs and institutional consulting services.

Jade Smith is a financial advisor with Edward Jones in Atlanta, GA, holding a Series 66 designation. Jade has one year of industry experience, including prior roles at LPL Enterprise LLC, Real Floors, Waste Pro, and Virtual Properties Net. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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® and Series 66 designations. His prior experience includes roles at Avantax Advisory Services and Cumberland Financial Group, where he also provides tax preparation and accounting services as a CPA enrolled agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning and investment management through a network of independent professionals. The firm provides various investment strategies, including proprietary models and third-party manager referrals, with both discretionary and non-discretionary options tailored to client objectives.

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 Series 66-licensed financial advisor with 17 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Ameriprise Financial Services, Inc. and Dempsey Lord Smith, LLC. Outside of his advisory work, he serves as President of the Atlanta Lions Club Foundation and holds board or committee roles with several nonprofit organizations, including the Georgia Lions Lighthouse Foundation and International Women’s House. He is also a bass player and vocalist in the band All In Red. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary models and third-party strategies tailored to client objectives.

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.