Steven Bontempi is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He also provides private music lessons as an entrepreneurial activity outside of finance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and custody arrangements.

Lori Dello Russo is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Mayra Guigou is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and possessing six years of industry experience. She has been with LPL Financial since 2019 and also works with Delta Community Credit Union, where she has been employed since 2015. In addition to her advisory role, she is an independent travel consultant for Travelmation, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Evan Robinson is a financial advisor with Osaic Wealth, Inc. based in Marietta, GA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Stratos Wealth Partners since 2012 and previously at Fsc Securities Corp. Robinson also operates under the marketing DBA Robson Planning Group and is licensed to sell life insurance. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, employing asset-allocation tools, risk tolerance assessments, and automated rebalancing in its portfolio construction.

James Norton is a financial advisor at Charles Schwab in Atlanta, GA, holding the Series 63 and Series 66 designations with 16 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Patrice Smith is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Merrill since 2005 and is also affiliated with Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a lay member on the advisory council to the Archbishop of the Archdiocese of Atlanta, providing counsel on confidential parish matters. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristal Sizemore is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at JP Morgan Securities, Scottrade, and Sloe', LLC. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across a broad investable universe of mutual funds, ETFs, and ETPs.

Milic Zecevic is a financial advisor with LPL Financial in Atlanta, GA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has worked at notable firms including Raymond James & Associates and Delta Community Credit Union. Zecevic has also been involved with the Emory University Osher Lifelong Learning Institute. LPL Financial serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Larry Olajide is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides financial guidance and planning services, focusing on helping clients develop strategies to meet their financial goals across various stages of life. His approach involves understanding clients' priorities to create tailored plans that address education funding, retirement planning, legacy considerations, and investment strategies. With expertise in college education planning, family wealth management strategies, services for defined benefit plans, legacy planning, individual and corporate investment strategy, tax minimization, and retirement income, Larry works with professionals including doctors, lawyers, engineers, and IT specialists. He serves as a resource for general investing, retirement planning, and financial milestones, offering access to additional banking, credit, home financing, and small business solutions through Bank of America specialists. Larry holds a Bachelor's Degree from Federal University of Technology and an MBA from Virginia International University. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is multilingual, speaking English, Spanish, Yoruba, and Hausa. Larry is involved with the Foster Care Support Foundation Inc. and participates in adventure sports, basketball, biking, boxing, golfing, music, skiing, tennis, traveling, and watching movies in his personal time.

Kariyah Ward is a financial advisor at Edward Jones in Atlanta, GA, holding Series 66 and Series 63 credentials with six years of industry experience. Prior to joining Edward Jones in 2024, Ward worked at Thrivent Financial, Morgan Stanley, Td Ameritrade, and Scottrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

William Schoeffler is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of St. James United Methodist Church. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Paul Egan is a financial advisor at Merrill in Atlanta, GA, holding a Series 66 designation. He has been with Merrill and Bank of America since 2026. Prior to his current roles, he worked at multiple companies including Uber Technologies, Inc. and Mursion, Inc., and was involved with the wine and provisions business Wahoo! Wine & Provisions. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Joiner is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual, Cross Country Healthcare, City Bar Athens, and Athens Country Club. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational services.

Yanique Elliston is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and two years of industry experience. She has worked at Primerica Advisors since 2023 and is involved with Landmark Financial Group. Outside of her advisory role, she serves as a teaching artist for Art With a Heart in Baltimore, committing significant time to the organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Geoffrey Fishman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC. Fishman is a 33.3% owner of Rockaway Investments LLLP, a family investment entity based in Clarkesville, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm follows an IPS-driven approach grounded in modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Marquis Springer is a financial advisor at Fidelity with nine years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including JP Morgan Chase, Morgan Stanley, and Fidelity Brokerage Services. Outside of his advisory role, Springer is involved as a partner in music and media production companies and participates in ride-sharing services as an independent contractor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with particular capabilities in fund advisory and model portfolio delivery.

Noni Carter is a Series 66-licensed financial advisor with Edward Jones in Atlanta, GA, with three years of industry experience. Before joining Edward Jones, she held roles at Kweli Journal Inc. and Small Axe Inc., and was affiliated with Columbia University for eight years. Outside of finance, she works as a writer and novelist, focusing on fiction and academic topics, and has consulted remotely in academic publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Barry Dekreek is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at LPL Financial for 12 years and has been with Cetera and related firms since 2025. Outside of his advisory role, he is a member of Oceanview Ventures LLC, which manages business-related financial operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and program structures.

Jessica Hernandez is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial and its affiliated entities since 2014, with an earlier position at Liberty House in 2016. In addition to her advisory role, she is an Investment Advisor Representative at Harmon Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and it supports its clients through various advisory programs and institutional consulting services.

Damien Garner is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes five years at E-Trade from Morgan Stanley and roles in software and health-related companies before entering the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.