Manga Rau is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has 26 years of industry experience. Rau has been with Charles Schwab since 1999 and also has a role at Charles Schwab Bank ssb since 2015. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with due diligence from its financial research division, supported by a large-scale, integrated operational structure.

John Mc Coll is a Series 66 licensed financial advisor at Edward Jones in Marietta, GA, with nine years of industry experience. He has been with Edward Jones since 2017 and briefly operated as a self-employed professional in 2016. Outside of his advisory role, he runs an e-commerce business specializing in buying and reselling collectible Lego sets and sporting event tickets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Michael Kennedy is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and has worked at Life Investors since 1999, Royal Alliance Associates since 2018, and Signator Investors from 2016 to 2018 before joining OSAIC in 2023. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party platforms to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Kaitlyn Poss is a financial advisor at Edelman Financial Engines in Atlanta, GA, holding a Series 65 credential. She has been with Edelman Financial Engines since 2022 and has prior experience in various roles outside the financial services industry. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary services for retirement accounts.

Amanda Yingling is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at SunTrust and FedEx Office. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ashley Hornsby is a CFP®-designated financial advisor with Edward Jones in Atlanta, GA, and has 17 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a rental property in Atlanta. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Muftau Bello is a financial advisor at Thrivent Investment Management in Atlanta, GA, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Thrivent, he served in the U.S. Army Reserve as a specialist and motor operator and has held roles at companies including Uber Logistics and Amazon. He continues to serve in the U.S. Army Reserve. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses and offering planning on a one-time or ongoing basis without discretionary trading authority.

Michael Hebdon is a financial advisor with Edward Jones in Marietta, GA, holding CFP®, Series 63, and Series 66 credentials and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is the sole member and manager of Seek First Real Estate, 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Irwin Yamada is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Dick's Sporting Goods, E*TRADE Securities LLC, and JPMorgan Chase Bank. He also has experience in the food service industry with Quik N Tasty. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Christopher Mills is a financial advisor at Fidelity with Series 65 and Series 63 licenses and six years of industry experience. His background includes roles at First Command Insurance Services and advisory, as well as service in the United States Army National Guard and United States Marine Corps. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios delivered through Fidelity Institutional Wealth Adviser.

Casey Patrick is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2004, alongside leading Patrick Financial Group since 2013. Patrick is a board member of the Vinings Cumberland Rotary Foundation Investment Committee, providing investment guidance to the nonprofit. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting that incorporates risk profiling and modeling tools and supports municipal and public-finance work through unique affiliations.

Douglas Roberts is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Roberts is also the owner of Stonehouse Management, LLC, a business related to financial planning practice expenses. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Harold Braswell is a financial advisor at LPL Financial in Atlanta, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. Prior to joining LPL Financial in 2024, he was with Lincoln Financial Advisors Corporation for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various technology tools.

Stephen Turner is a financial advisor with LPL Financial based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, retirement plan consulting, and brokerage services with access to model portfolios, research, and various management options.

Joel Thacker is a financial advisor with Edward Jones in Hiram, GA, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2026, he worked for ADP for seven years and at Ansley Golf Club at Settindown Creek for two years. 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. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Joseph Lawlor Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016, preceded by seven years at Wells Fargo Advisors LLC and 24 years at Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Ryan Butterfield is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for seven years at Atlanta Beverage Company and six years at Ruth's Chris Steakhouse. 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 and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Michael Crawford is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Primerica Advisors since 1983 and Ridley International Inc. since 1994. Outside of advisory services, he is involved in the sale of home security and automation products through referrals with affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on individual investors rather than institutional pension or profit-sharing plans.

Justin Hamon is a financial advisor with Wells Fargo Clearing in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he was involved with Free Chapel Worship Center for 15 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics from Wells Fargo Investment Institute and offers both brokerage and advisory solutions through a large network of advisors.

Kimberly Evans is a CFP®-certified financial advisor with 28 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2020, and she spent 23 years at Wells Fargo Advisors LLC prior to that. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary consulting using analytical tools and supports municipal advisory and SIMPLE IRA employer consulting services.