Lyle Morgan is a financial advisor at Thrivent Investment Management in Atlanta, GA, holding a Series 66 designation with one year of industry experience. He worked at JMMB Group for ten years prior to joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Anna Matricardi is a financial advisor with Fidelity Investments, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Fidelity and several First Command entities. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Craig Glover is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at E*TRADE Capital Management, Morgan Stanley, AXA Advisors, and a 17-year service in the U.S. Army. J.P. Morgan Securities 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Avon Drummond is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. Prior to joining Primerica Advisors in 2019, Drummond has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of financial advising, Drummond serves as a minister at the Spiritual Living Center of Atlanta and operates a writing and publishing platform through Substack. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven portfolio strategies managed by unaffiliated asset managers, with trade execution and custody support provided by BNY Mellon Advisors and Pershing.

Michael Newsome is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has worked within various Wells Fargo entities since 2015, including Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, employing proprietary research and tools to develop tailored recommendations.

Leonard Starr is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking products.

Kristin Prentice is a financial advisor with Cetera in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. She has worked with Cetera since 2019 and previously held roles at Raymond James Financial Services and Wells Fargo Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a variety of investment strategies.

Paul Rossi is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked with Elevation Church and has founded and managed a nonprofit organization, Takin Back, where he serves as Executive Director. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Dena Sellers is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones from 2005 to 2022 before joining Equitable Advisors in 2022. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Kimberly Wyatt is a financial advisor with Equitable Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of her advisory role, she is president and co-owner of Wyatt's Woodworking, a small woodworking business she manages with her husband. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Elizabeth Burbage is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals and families to develop personalized wealth management strategies that reflect their financial goals and changing market conditions. Elizabeth focuses on areas including managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Elizabeth earned a Bachelor's Degree from Clemson University. In her personal time, she enjoys cooking, music, pickleball, traveling, and yoga.

Brian Marek is a financial advisor with Merrill in Marietta, GA, holding a Series 66 designation and 12 years of industry experience. His career includes positions at Bank of America, N.A., Merrill, LPL, and Wealthspan Financial Group. 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 developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bruce Alden is a financial advisor with Edelman Financial Engines in Atlanta, GA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously spent a year with TMFS Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and long-term investment orientation.

Timeka Arora is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. She provides ongoing advice and adjusts financial plans as clients' situations evolve. Ms. Arora’s expertise includes general investing, retirement planning, and preparing for unexpected expenses. She holds professional designations such as Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed an Accredited Certificate Program at the University of Pune. Fluent in English, Hindi, Punjabi, and Urdu, Ms. Arora emphasizes understanding the priorities important to each individual and family to create tailored financial plans.

Langley Respess is a financial advisor at UBS Financial Services in Atlanta, GA, with 35 years of industry experience and Series 63 and 65 credentials. He has been with UBS since 1995. Outside of finance, Respess is involved in fiction novel writing and owns a music composition, publishing, and performance business. He also serves as chairman of the capital campaign committee at Atlanta Classical Academy, a K-12 school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining wealth management with institutional trading and capital markets services.

Scottie Ringer is a financial advisor with Fidelity Investments, holding Series 63 and 65 licenses and 31 years of industry experience. He previously worked at Lincoln Investment Planning for eight years before joining Fidelity in 2021. Outside of his advisory role, he works as an independent contractor providing ride share services with Uber and Lyft. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create and oversee model portfolios.

Tiaudra Shaw is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2020. Her background includes roles at USAA Investment Management Company and USAA Financial Advisors, Inc. She also serves as Chapter President of the Greater Metropolitan Atlanta chapter of Jack and Jill of America, Inc., a nonprofit organization. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through both non-discretionary and discretionary investment programs, offering integrated brokerage, custody, and financial planning solutions.

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.

Anthony Vitulli is a financial advisor with Equitable Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is a partner in a business partnership that owns office condominium space. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

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.