Mitchell Boehm is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings a diverse background to his practice, drawing on experience as a former corporate executive at a Fortune 50 company and as a small business owner in industries ranging from technology to consumer products. Mitchell focuses on providing personalized wealth management strategies that help clients pursue their long-term financial goals. Mitchell holds a Bachelor's degree in Finance and Business from the University of Tulsa. He began his financial advising career with Edward Jones before transitioning his practice to Merrill Lynch Wealth Management. He maintains FINRA Series 7 and Series 6 registrations and holds the Personal Investment Advisor (PIA) designation. His client focus areas include personal retirement planning, small business strategies, and helping widowed or divorced women manage their financial futures. Outside of his professional life, Mitchell is married to a CPA and has three children. He is committed to ongoing learning and community involvement, volunteering with local organizations. His personal interests include baseball, chess, cooking, football, golf, table tennis, tennis, and spending time with his family.

Tory Hunter is a financial advisor with Primerica Advisors in Douglasville, GA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with PFS Investments Inc. since 2014 and has been affiliated with Primerica Financial Services since 2001. Outside of his advisory role, Hunter co-founded The Hunter Associates Group, where he is involved in motivational speaking and self-improvement life coaching. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Bari Beilinson is a CFP® certificant with nine years of industry experience, currently affiliated with Charles Schwab. She has worked at Charles Schwab & Co., Inc. since 2017 and at Charles Schwab Bank, SSB since 2018. Prior to that, she was involved with the Education Leadership & Research Center and Texas A&M University. Outside of her advisory role, she teaches Sunday school, focusing on Hebrew and Jewish studies for first graders. Charles Schwab serves a large client base that primarily includes high- and ultra-high-net-worth individuals, offering both non-discretionary advisory services and access to discretionary separately managed accounts through affiliated investment managers. The firm integrates investment advisory, brokerage, custody, and cash management services across a broad scale.

John Ferris is a Series 66-licensed financial advisor with 16 years of industry experience, currently with OSAIC since 2023. His prior roles include positions at Fsc Securities Corp, Stratos Wealth Partners, Ltd, and Hornor, Townsend & Kent, LLC. He is also president of Waterstone Wealth Strategies, Inc., a business he owns and operates in Marietta, Georgia. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a range of investment programs including Unified Managed Accounts and third-party money manager offerings.

Andrew Hoeflinger is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, J.P. Morgan Securities, JPMorgan Chase Bank, and Raiser LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee‑based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu and personalized recommendations supported by proprietary research and tools, with flexible implementation options across brokerage and advisory programs.

Darrell James is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill, Bank of America, and JP Morgan Chase. Outside of his financial advisory work, he occasionally works as a part-time Uber Eats driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-driven and diversification-based approaches in its investment strategies.

Peter Miralles is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Cambridge since 2007 and previously worked at Ameriprise Advisor Services from 2003 to 2007. Outside of his advisory role, he is involved in tax services and serves as president of a business entity unrelated to his advisory activities. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organization clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a network of financial professionals, offering both discretionary and non-discretionary management along with proprietary model strategies under the Founders Gate Capital brand.

Seth Austin is a financial advisor at Edward Jones in Kennesaw, GA, holding a Series 66 credential with three years of industry experience. Prior to joining Edward Jones, he was involved with several organizations including Orange Cone Productions and served as owner of CrazyLegs Creative Group, a marketing agency. He is also engaged in medical health navigation on a consulting basis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of advisors and branch offices.

Christian Raynor is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in September 1998 and focuses on personal retirement planning, portfolio management services, and retirement income strategies. Christian works with clients to develop personalized financial strategies tailored to their long-term goals. Christian graduated from Florida State University in 1995 and subsequently played professional golf for three years before joining Merrill Lynch. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Christian participates in community volunteering and enjoys football, golfing, running, and spending time with his family.

Gabriel Baawo is a financial advisor with Edward Jones in Woodstock, GA, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Invesco Distributors and ran Crystal Path Enterprises, a brand consulting firm. He currently consults startups on marketing and brand development through his own businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Matthew Atwood is a CFP® professional with seven years of industry experience. He is currently with Cetera and has previously worked with Avantax Advisory Services and several other financial firms. Outside of advising, he is involved with Timewise Financial LLC, providing accounting and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a diverse client base, offering a range of portfolio management and retirement services through a multi-manager platform with both discretionary and non-discretionary options.

Marquise Williams is a financial advisor at Cetera with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at J.P. Morgan Securities, Bank of America, Merrill, and Fidelity Investments. Outside of financial services, he is the owner of Abditrade LLC, an e-commerce business focused on buying and selling trading cards online. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Eric Reynolds is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at several affiliated firms including Truist Advisory Services and Pinnacle Financial Partners. In addition to his advisory role, he is an associate at Pinnacle Asset Management, where he assists clients with banking and investment needs. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Lynda Smith is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2006. In addition to her advisory role, she spends a significant portion of her time specializing in non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Cody Hamilton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Inc. for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods.

Lourdes Lima Wallace is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at FSC Securities Corporation and Cetera Advisors LLC before her current role. Outside of her advisory work, she co-owns and manages a real estate rental business. 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 multi-manager platform with access to affiliated and third-party managers.

Michael Evanoff is a CFP® professional with 30 years of experience in the financial services industry. He has been with Ameriprise since 2009, currently serving as an advisor in Norcross, GA. His credentials also include the Series 63 and Series 65 licenses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions.

Eric Rice is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, State Farm as an independent agent, Rocket Mortgage, Regions, and Citi, spanning nearly two decades. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Gorav Baidwan is a financial advisor with J.P. Morgan Securities in Marietta, GA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, with an emphasis on eligible strategies and integration of ESG considerations.

Jackson Daigle is a financial advisor with Fidelity in Marietta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at LPL Enterprise and Pruco Securities LLC. Outside of finance, he has worked as a bakery associate at Whole Foods Market. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from mutual funds, ETFs, and ETPs.