Evan Robinson is a financial advisor at OSAIC in Marietta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Fsc Securities Corp, Stratos Wealth Partners, and Hornor, Townsend & Kent, LLC. Outside of his advisory work, he is also licensed as a life insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based asset allocation approach with support for discretionary management, third-party managers, and alternative investments, and is notable for its scale, complex affiliate network, and recent consolidation activity.

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 Series 66 and Series 63 licenses and has worked at firms including JP Morgan Securities and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Milic Zecevic is a CFP® professional affiliated with LPL Financial, based in Atlanta, GA, with 10 years of industry experience. His career includes roles at Delta Community Credit Union, Raymond James & Associates, and Capital Management Advisors Inc. Zecevic has also been involved with Emory University’s Osher Lifelong Learning Institute. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, leveraging a broad network of investment adviser representatives and advanced operational tools.

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, with six years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Thrivent Financial, Morgan Stanley, TD Ameritrade, Scottrade, Carmax, and T-Mobile. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexander King is a financial advisor with Cetera, holding a Series 66 designation and based in Atlanta, GA. He has one year of industry experience. Prior to his current role, King worked at the University of Georgia and held positions outside the financial industry, including at Vineyard Vines and Zoes Kitchen. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

William Schoeffler is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Schoeffler serves as a finance committee member at St. James United Methodist Church in Atlanta. 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 employs a research-driven approach and offers a broad range of brokerage and advisory solutions through its extensive network of financial advisors.

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 in Atlanta, GA, holding a Series 63 designation and 35 years of industry experience. His prior work includes 13 years at Credit Suisse Securities (USA) LLC and 3 years at Pershing LLC. He is a 33.3% owner of a family investment partnership, Rockaway Investments LLLP. 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 roughly $671 billion in assets across more than 14,000 advisors and combines brokerage and advisory solutions informed by research from Wells Fargo Investment Institute and third-party data.

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 at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial, Morgan Keegan & Company, and Raymond James & Associates. He is also a member of Oceanview Ventures LLC, which manages business expenses related to his previous roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with model portfolios, third-party managers, and bespoke strategies, supporting a wide range of investment programs under discretionary and non-discretionary authorities.

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 Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked for E*Trade from Morgan Stanley for five years and has experience in software and healthcare-related companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

James Roberts is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 22 years of industry experience. His prior work includes positions at Merrill, FSC Securities Corp, and Citigroup Global Markets. Outside of advising, he serves as Treasurer for the Atlanta Archdiocese Catholic Cursillo and is a director of the Marist School Alumni Association. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of professionals. The firm provides both discretionary and non-discretionary management, utilizes multiple platforms, and offers proprietary model strategies under the Founders Gate Capital brand.

Corey Moody is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Services, Regions Bank, and TD Ameritrade before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Guy Moore is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliates since 2011. Outside of his advisory role, he is involved with Southeastern Business Endeavors, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focusing on retirement-income planning and tax-aware withdrawal strategies, supported by research and proprietary tools.