Matthew Gallo is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes positions at Publix and multiple roles within Cetera and affiliated entities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports a range of investment strategies and program structures.

George Christman is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he has ownership interests in several investment-related entities and a social media marketing business. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools and integrates advisory services with other financial products and referral channels.

Joseph Thompson is a financial advisor at LPL Financial with five years of industry experience. His prior work includes roles at Wealth Enhancement & Preservation and Triad Advisors, as well as a 13-year tenure at Cox Enterprises. He holds a Series 66 designation. Thompson is involved with Incremental Increases, LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by extensive research and technology.

Guy Levhar is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and multiple J.P. Morgan Chase entities. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Benjamin Hunter is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at SunTrust Advisory Services and Truist Advisory Services before joining Raymond James and affiliated Pinnacle entities. He is also associated with Pinnacle Bank in a financial institution capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Rami Roe serves as a Wealth Management Advisor, focusing on delivering integrated investment services that are planning based, process driven, and goals oriented. In this role, Rami assists clients with a range of wealth management strategies including portfolio management, retirement planning, legacy planning, college education funding, and business-related financial strategies. Rami holds a Bachelor's degree from the University of Illinois and an MBA from DePaul University. Professional credentials include the Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA®), and Certified Exit Planning Advisor (CEPA®) designations. Rami holds FINRA Series 7 and Series 66 registrations and maintains memberships in professional organizations such as the Illinois CPA Society, Investments and Wealth Institute, National Association of Plan Advisors, and the Joliet Area Chamber of Commerce. Beyond the professional realm, Rami has been engaged in community service through various board memberships and volunteer roles, including involvement with the Lurie Children's Hospital New Hospital Steering Committee, Community Foundation of Will County, The Blues Foundation, and Ronald McDonald House music volunteer efforts. Rami’s approach centers on clear and consistent communication, delivering high quality investment services with a focus on clients’ best interests.

Julie Bailey is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She previously worked at UBS Financial Services Inc. for 10 years before joining Wells Fargo Advisors in 2024. Bailey holds a Series 66 designation and is based in Atlanta, GA. She has ownership in Acunis Wealth Partners, LLC, where she is actively involved. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Raphael Fairell is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he serves as a Legacy Pastor at Mountain West Church, preaching several times a year and advising church leadership, and is a board member of MW Hope Center, supporting community assistance programs. He is also an owner of an Orange Theory Fitness location in Stone Mountain, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning focused on a wide range of financial topics, delivered either as one-time or ongoing engagements without managing client accounts directly.

Gregory Russell is a Series 66 licensed financial advisor with 12 years of industry experience. He has worked at LPL Financial since 2023 and previously spent nine years at Edward Jones. Outside of his advisory role, he serves on the HOA Board of the Summer Winds Neighborhood in Acworth, GA, and engages in reselling Atlanta Braves season tickets. 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 brokerage services with both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Thomas Rudderow IV is a CFP® professional with 10 years of experience, currently advising at Raymond James & Associates since 2016. He holds the Series 66 license and is based in Atlanta, GA. 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Arthur Matthias is a Financial Advisor at Merrill Lynch Wealth Management. He works alongside his team to develop personalized financial strategies that address general investing, retirement planning, and saving for unexpected events. His practice emphasizes trust and transparency in managing evolving financial goals for individuals and families. Arthur's expertise includes areas such as executive compensation, family wealth management strategies, personal retirement planning, women and wealth, sports and entertainment, and tax minimization. He also facilitates access to Bank of America specialists to provide clients with comprehensive banking, credit, home financing, and business solutions. He holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from the University of North Carolina System. Arthur participates in community programs including Better Money Habits and Habitat for Humanity. He has personal interests in chess, dancing, football, golfing, hiking, music, traveling, and yoga.

George Johnson is a Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill after graduating from Berry College, where he spent several years assisting clients with important financial decisions and building the foundation of his advisory practice. He later joined a Family Office team in the southeast, working with financially sophisticated families, before returning to Merrill to focus on delivering personalized advice and client service. George works with affluent individuals, multigenerational families, business owners, and corporate clients to help simplify their financial lives, uncover opportunities, and implement strategies aligned with their values and long-term goals. His expertise includes family wealth management, legacy planning, retirement planning, philanthropic planning, portfolio management, and tax minimization. Outside of his professional role, George maintains connections to the Atlanta community through involvement with the Berry College Alumni Association, Make-A-Wish Georgia, and the Piedmont Park Conservancy. He enjoys outdoor activities such as hiking, running, golfing, and spending time on the water, as well as traveling and dining with family and friends.

Parker Hendrixson is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for four years and spent one year at Thrivent Financial. 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 uses research and analytics to support its investment approach, which emphasizes diversification and modern portfolio theory.

Gerald Koehler is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked in the IT sector with Tata Consultancy Services and Atos. Outside of his advisory role, Koehler serves as a Service Delivery Manager at NTT DATA, overseeing operations related to End User Compute and Virtual Desktop Infrastructure Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses without discretionary trading authority. The firm emphasizes written, holistic planning across various financial topics and offers clients the option to combine planning with managed accounts under a consolidated billing program.

Jeffrey Panik is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Cetera and has previously worked with firms including LPL Financial and Ameriprise Financial. Panik is also an author and president of Financial Literacy First, LLC, a publishing and marketing business focused on financial literacy books. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals across wealth levels, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Christian Salhuana is a financial advisor at Edward Jones in Marietta, GA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Ashley Wood is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Primerica Advisors since 2013 and has worked at Primerica Financial Services since 2012. In addition to her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based investment strategies and separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Amanda Telotte is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She serves as an executor and trustee for investment-related estate and trust matters in Kennesaw, GA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Chanyoung Lee is a financial advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab, Lee worked at Morgan Stanley for two years and has held various roles outside of finance, including positions at the International Rescue Committee and the City of Powder Springs. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm’s model combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and emphasizes multi-asset strategic allocation supported by in-house research and alternative investment options.

Michael Garfoli is a Senior Resident Director and Wealth Management Advisor at Merrill, where he serves as a First Vice President. He began his financial services career in 1992 and specializes in helping clients develop wealth management strategies tailored to their individual needs. Michael works closely with clients to create comprehensive plans that address areas such as college education planning, corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Michael has a focused expertise in working with restaurant owners to transition their business from a demanding lifestyle into a source of financial flexibility and wealth creation. He employs Merrill's proprietary Wealth Outlook™ process, which involves assessing current cash flow, designing plans to improve working capital and cash flow, and regularly tracking progress to ensure financial goals are met. He holds a High School Diploma/GED from Canfield High School and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Michael is involved in community activities including Habitat for Humanity and pursues personal interests in basketball, biking, football, and traveling.