Kelly Cobb is a financial advisor at Morgan Stanley in Atlanta, GA, with 21 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Foreside Fund Services, LLC and Angel Oak Capital Advisors from 2019 to 2022. Prior to that, she took six years off as a full-time stay-at-home mother. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

Eden Schwallier is a financial advisor at Fidelity with 12 years of industry experience. Prior to joining Fidelity, Schwallier worked at Valic Financial Advisors for seven years. Outside of advising, Schwallier is a partner at MEDDS, LLC, where responsibilities include interviewing renters and reviewing rental agreements. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing a range of portfolios including funds and model portfolios for intermediary platforms.

Amanda Gibb is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. She has worked at Ameriprise since 2018, including her current role that began in 2020, and previously worked at RBC Capital Markets from 2014 to 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice and offers a broad range of advisory, brokerage, and insurance solutions.

Alan Evans is a financial advisor with OSAIC in Marietta, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Securities America Advisors and Principal Financial, and he has operated his own advisory service since 2006. In addition to advisory work, he is an owner and insurance agent at Sterling Wealth Management, LLC, focusing on disability renewals. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Aneesh Nair is a financial advisor at Fisher Investments with a Series 65 designation and nine years of industry experience. He has worked exclusively with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment approach combining quantitative and qualitative research.

Alexandra Quinn is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and two years of industry experience. Prior to joining Thrivent, she held roles at Charles Schwab and has experience as an independent travel agent with Fora Travel. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial plans without discretionary trading authority, and allowing clients to combine planning with managed-account programs under consolidated billing.

Kimberly Weaver is a CFP® with 23 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2008. She holds Series 66 licensure and has been involved in various roles including consulting on elder and special needs planning and serving as a board member of the Emory University Alumni Group. Additionally, she owns a custom floral design business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering a variety of implementation platforms and both proprietary and third-party investment strategies.

Montrice Robinson is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has worked previously at BNY Mellon Wealth Management, Raymond James & Associates, and BB&T. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Samuel Armstrong is a financial advisor with Edward Jones in Marietta, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. 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 through a network of over 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Frank Clay Jr. is a financial advisor at Edward Jones in Douglasville, GA, holding the ChFC® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2009. Clay serves as a board member and volunteer for local education-focused nonprofits, assisting with fundraising efforts and scholarship programs. 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 strategies, tax-efficient solutions, and access to affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Fred Miles is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes roles at Primerica Financial Services, PFS Investments Inc., Health Quest America, and Landmark Financial Group. Outside of advisory, he is involved in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Winston Walker is a financial advisor at Thrivent Investment Management in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Thrivent in 2025, he worked at Fidelity International Limited for 19 years. 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 analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Rasheeda Zamudio is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and possessing 23 years of industry experience. She has been with Merrill Lynch and Bank of America since 2014. Outside of her financial advisory role, she works as a Zumba fitness instructor and an independent Mary Kay beauty consultant. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional plans.

Aaron Newman is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2019. Outside of his advisory role, he is a 50% owner of Mommy Gut Fitness LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Sergio Villa is a financial advisor with Merrill in Marietta, GA, holding a Series 66 credential and seven years of industry experience. He has been associated with Bank of America and Merrill since 2007. Outside of his advisory role, he is a member of Project Cinco LLC, a company involved in purchasing, renovating, and selling residential properties. 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Christopher Lingle is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of advising, he serves as a trustee for a family trust and holds power of attorney responsibilities for his parents. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Masseo is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies designed by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Gossett is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America and work with the Empire Mock Trial. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hafeeza Tyrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Regions Bank and Delta Community Credit Union. Outside of her advisory role, she has been involved with Tyrell Ventures LLC since 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Albert Wolfe Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 12 years of industry experience. His career includes multiple tenures at Edward Jones as well as two years with J.P. Morgan Securities LLC. 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 strategies, supported by a large national network of financial advisors and branch offices.