Glenn Gilliard II is a financial advisor at Thrivent Investment Management in Atlanta, GA, with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A. and Loan Depot among other firms. Outside of his advisory role, he owns Tunesley LLC, a custom gift song company that creates personalized music for special occasions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning without portfolio management or institutional advisory services. Their approach focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Steve Kaasbell is a financial advisor at Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of advisory work, he is the owner of WVP Ventures LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary consulting services, utilizing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

La Rhonda Jones is a financial advisor with Edward Jones in Marietta, GA, holding CFP® and Series 66 credentials and 12 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is the owner of Curious Calvin LLC, a children's book business. Edward Jones is a full-service wealth management firm serving 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 manages over $1 trillion in assets and operates a nationwide network of advisors and branches.

Devin Williams is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank and CoStar/Ten-X. Wells Fargo Advisors is a national securities firm that provides 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 sources.

Nicholas Strother is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes positions at Primerica Financial Services and PFS Investments Inc., along with involvement in N.E.S. Construction Inc. since 2015. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Joseph Catalfano is a financial advisor with OSAIC in Atlanta, GA, holding Series 63 and Series 66 licenses and 38 years of industry experience. He previously worked at FSC Securities Corporation and SagePoint Financial and has operated La Familia Hair Salon since 2008. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to managed accounts and third-party money managers. The firm employs multiple asset-allocation tools and portfolio management options, utilizing a complex platform structure with various third-party commercial arrangements.

David Lingel is a Series 66-licensed financial advisor at LPL Financial with 11 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Cetera Advisors, and Wells Fargo Clearing. He is based in Atlanta, GA. 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 consulting, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

Joshua Tenery is a Certified Financial Planner (CFP®) with 18 years of industry experience, currently serving clients at Edward Jones since 2008. He is based in Marietta, GA. Outside of his advisory role, he is involved with NEWSMITH, INC., a jewelry industry newspaper. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individual and institutional clients. The firm offers a range of investment strategies and maintains a large nationwide network of advisors and branch offices.

James Hale is a financial advisor with Edward Jones in Dallas, GA, holding Series 63 and Series 66 credentials and having 26 years of industry experience. He has been with Edward Jones since 1999. 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 nationwide network of advisors and branch offices.

Lyle Morgan is a financial advisor at Thrivent Investment Management in Atlanta, GA, holding a Series 66 designation with one year of industry experience. He worked at JMMB Group for ten years prior to joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Anna Matricardi is a financial advisor with Fidelity Investments, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Fidelity and several First Command entities. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Yasmina Rabhi is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at Bank of America, Del Taco, Taco Bell, Panda Express, and Chattahoochee Tech. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Newsome is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has worked within various Wells Fargo entities since 2015, including Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, employing proprietary research and tools to develop tailored recommendations.

Kristin Prentice is a financial advisor at Cetera with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James Financial Services and Wells Fargo Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with discretionary and non-discretionary program options.

Benjamin Taylor is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Wells Fargo Bank NA and Wells Fargo Advisors, LLC since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, employs over 14,000 financial advisors, and offers both brokerage and advisory solutions.

Paul Rossi is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked with Elevation Church and has founded and managed a nonprofit organization, Takin Back, where he serves as Executive Director. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Scott Steinitz is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He has held positions at Wells Fargo Advisors, LLC, and has been with Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Elizabeth Burbage is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals and families to develop personalized wealth management strategies that reflect their financial goals and changing market conditions. Elizabeth focuses on areas including managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Elizabeth earned a Bachelor's Degree from Clemson University. In her personal time, she enjoys cooking, music, pickleball, traveling, and yoga.

Bruce Alden is a financial advisor with Edelman Financial Engines in Atlanta, GA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously spent a year with TMFS Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and long-term investment orientation.

Kristopher Krause is a CFP® professional with 16 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.