Richard Nixon is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding the ChFC® and Series 63 designations and possessing 40 years of industry experience. He previously worked at Cumberland Financial Group, Inc. for 25 years and has been involved in insurance and advisory roles since the early 1990s. Nixon also serves as a co-executor for a family estate. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a range of investment platforms and strategies.

William Howard is a financial advisor at Osaic with 27 years of industry experience. He has previously worked at Wells Fargo Advisors for nine years and Fsc Securities Corporation for one year. In addition to his advisory role, he is an insurance agent and owns Howard Private Wealth Management, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk assessment methods to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Steven Bontempi is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He also provides private music lessons as an entrepreneurial activity outside of finance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and custody arrangements.

John Flint is a Series 66-registered financial advisor with Edward Jones, based in Woodstock, GA, and has nine years of industry experience. He has been with Edward Jones since 2016. Prior to that, he held roles at the YMCA and The Hookah Spot. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non‑high-net-worth and high-net-worth households, pension plans, corporate clients, 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, operating under a fiduciary standard.

Mayra Guigou is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and possessing six years of industry experience. She has been with LPL Financial since 2019 and also works with Delta Community Credit Union, where she has been employed since 2015. In addition to her advisory role, she is an independent travel consultant for Travelmation, LLC. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Evan Robinson is a financial advisor with Osaic Wealth, Inc. based in Marietta, GA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Stratos Wealth Partners since 2012 and previously at Fsc Securities Corp. Robinson also operates under the marketing DBA Robson Planning Group and is licensed to sell life insurance. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, employing asset-allocation tools, risk tolerance assessments, and automated rebalancing in its portfolio construction.

Kristal Sizemore is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at JP Morgan Securities, Scottrade, and Sloe', LLC. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across a broad investable universe of mutual funds, ETFs, and ETPs.

Travis Mccloskey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of advising, he is the CFO and co-owner of McCloskey and Associates Legal Nurse Consulting, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Larry Olajide is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides financial guidance and planning services, focusing on helping clients develop strategies to meet their financial goals across various stages of life. His approach involves understanding clients' priorities to create tailored plans that address education funding, retirement planning, legacy considerations, and investment strategies. With expertise in college education planning, family wealth management strategies, services for defined benefit plans, legacy planning, individual and corporate investment strategy, tax minimization, and retirement income, Larry works with professionals including doctors, lawyers, engineers, and IT specialists. He serves as a resource for general investing, retirement planning, and financial milestones, offering access to additional banking, credit, home financing, and small business solutions through Bank of America specialists. Larry holds a Bachelor's Degree from Federal University of Technology and an MBA from Virginia International University. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is multilingual, speaking English, Spanish, Yoruba, and Hausa. Larry is involved with the Foster Care Support Foundation Inc. and participates in adventure sports, basketball, biking, boxing, golfing, music, skiing, tennis, traveling, and watching movies in his personal time.

Alexander King is a financial advisor with Cetera, holding a Series 66 designation and based in Atlanta, GA. He has one year of industry experience. Prior to his current role, King worked at the University of Georgia and held positions outside the financial industry, including at Vineyard Vines and Zoes Kitchen. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Matthew Anderson is a financial advisor at Raymond James & Associates with 27 years of industry experience. He held a position at Robert W. Baird & Co. for 14 years before joining Raymond James in 2022. He holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Travis Lowis is a CFP® and ChFC® with 15 years of industry experience. He has been with Edward Jones since 2010. 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 strategies, with an emphasis on fiduciary standards and comprehensive affiliated services.

William Thompson is a financial advisor at Raymond James Financial in Cartersville, Georgia, holding a Series 66 designation with two years of industry experience. Prior to his current role, he has worked in various positions including at Moore's Gourmet Market and Jacksonville State University. He is also involved with Sam Jones Methodist Church and assists clients through Merritt Financial, where he provides operational support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth investors, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and employs analytical tools to help clients understand potential outcomes, supporting implementation through advisory programs and affiliated providers.

Nicholas Joiner is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual, Cross Country Healthcare, City Bar Athens, and Athens Country Club. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational services.

Yanique Elliston is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and two years of industry experience. She has worked at Primerica Advisors since 2023 and is involved with Landmark Financial Group. Outside of her advisory role, she serves as a teaching artist for Art With a Heart in Baltimore, committing significant time to the organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Noni Carter is a Series 66-licensed financial advisor with Edward Jones in Atlanta, GA, with three years of industry experience. Before joining Edward Jones, she held roles at Kweli Journal Inc. and Small Axe Inc., and was affiliated with Columbia University for eight years. Outside of finance, she works as a writer and novelist, focusing on fiction and academic topics, and has consulted remotely in academic publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Daniel De Scalzo is a financial advisor with Edward Jones in Canton, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked for the Hamilton County Department of Education for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds, with a nationwide network of financial advisors and branch offices.

Nader Kaliel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Fidelity, Bank of America, Merrill, Wells Fargo, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Damien Garner is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes five years at E-Trade from Morgan Stanley and roles in software and health-related companies before entering the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Corey Moody is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Services, Regions Bank, and TD Ameritrade before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.