George Christman is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo since 2016, initially at Wells Fargo Clearing before joining Wells Fargo Advisors in 2023. Outside his advisory role, he is involved in multiple business ventures, including ownership interests in investment-related entities and a social media marketing business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options and integrating advisory services with other financial products and referral channels.

Rudolph Burlin is a financial advisor with Edward Jones in Atlanta, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He worked at Merrill from 2010 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

Kalli Cuny is a financial advisor with LPL Financial, holding a Series 66 designation and based in Atlanta, GA. She has experience working at Delta Community Credit Union since 2014 and joined LPL Financial in 2026. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Benjamin Hunter is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at SunTrust Advisory Services and Truist Advisory Services before joining Raymond James and affiliated Pinnacle entities. He is also associated with Pinnacle Bank in a financial institution capacity. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Rami Roe serves as a Wealth Management Advisor, focusing on delivering integrated investment services that are planning based, process driven, and goals oriented. In this role, Rami assists clients with a range of wealth management strategies including portfolio management, retirement planning, legacy planning, college education funding, and business-related financial strategies. Rami holds a Bachelor's degree from the University of Illinois and an MBA from DePaul University. Professional credentials include the Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA®), and Certified Exit Planning Advisor (CEPA®) designations. Rami holds FINRA Series 7 and Series 66 registrations and maintains memberships in professional organizations such as the Illinois CPA Society, Investments and Wealth Institute, National Association of Plan Advisors, and the Joliet Area Chamber of Commerce. Beyond the professional realm, Rami has been engaged in community service through various board memberships and volunteer roles, including involvement with the Lurie Children's Hospital New Hospital Steering Committee, Community Foundation of Will County, The Blues Foundation, and Ronald McDonald House music volunteer efforts. Rami’s approach centers on clear and consistent communication, delivering high quality investment services with a focus on clients’ best interests.

Julie Bailey is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She previously worked at UBS Financial Services Inc. for 10 years before joining Wells Fargo Advisors in 2024. Bailey holds a Series 66 designation and is based in Atlanta, GA. She has ownership in Acunis Wealth Partners, LLC, where she is actively involved. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Raphael Fairell is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he serves as a Legacy Pastor at Mountain West Church, preaching several times a year and advising church leadership, and is a board member of MW Hope Center, supporting community assistance programs. He is also an owner of an Orange Theory Fitness location in Stone Mountain, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning focused on a wide range of financial topics, delivered either as one-time or ongoing engagements without managing client accounts directly.

Thomas Rudderow IV is a CFP® professional with 10 years of experience, currently advising at Raymond James & Associates since 2016. He holds the Series 66 license and is based in Atlanta, GA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Arthur Matthias is a Financial Advisor at Merrill Lynch Wealth Management. He works alongside his team to develop personalized financial strategies that address general investing, retirement planning, and saving for unexpected events. His practice emphasizes trust and transparency in managing evolving financial goals for individuals and families. Arthur's expertise includes areas such as executive compensation, family wealth management strategies, personal retirement planning, women and wealth, sports and entertainment, and tax minimization. He also facilitates access to Bank of America specialists to provide clients with comprehensive banking, credit, home financing, and business solutions. He holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from the University of North Carolina System. Arthur participates in community programs including Better Money Habits and Habitat for Humanity. He has personal interests in chess, dancing, football, golfing, hiking, music, traveling, and yoga.

George Johnson is a Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill after graduating from Berry College, where he spent several years assisting clients with important financial decisions and building the foundation of his advisory practice. He later joined a Family Office team in the southeast, working with financially sophisticated families, before returning to Merrill to focus on delivering personalized advice and client service. George works with affluent individuals, multigenerational families, business owners, and corporate clients to help simplify their financial lives, uncover opportunities, and implement strategies aligned with their values and long-term goals. His expertise includes family wealth management, legacy planning, retirement planning, philanthropic planning, portfolio management, and tax minimization. Outside of his professional role, George maintains connections to the Atlanta community through involvement with the Berry College Alumni Association, Make-A-Wish Georgia, and the Piedmont Park Conservancy. He enjoys outdoor activities such as hiking, running, golfing, and spending time on the water, as well as traveling and dining with family and friends.

Malcolm Lewis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Equitable Advisors, he worked at Mass Mutual Investors Services and Pruco Securities. Outside of his advisory role, he is involved in several entrepreneurial and community activities, including ownership of a tax and accounting firm, co-ownership of a restaurant/bar, and leadership roles in religious ministries and private educational institutions focused on entrepreneurship and financial literacy. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate advisory programs and third-party asset managers, delivering services through various proprietary and third-party models.

Rodney Mckine is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2006, with an eight-year tenure at Truist Investment Services from 2007 to 2015. 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 utilizes research and analytics to support diversified investment strategies.

Ashley Wood is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Primerica Advisors since 2013 and has worked at Primerica Financial Services since 2012. In addition to her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based investment strategies and separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Ashley Ross is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including Fidelity Investments, Wells Fargo, and KIM COOLBROTH Insurance Agency. Ross is based in Atlanta, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Chanyoung Lee is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Charles Schwab in 2026, Lee worked at Morgan Stanley for two years and has held various roles including at the City of Powder Springs and the International Rescue Committee. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, with a multi-asset model portfolio approach and centralized operational infrastructure.

Michael Garfoli is a Senior Resident Director and Wealth Management Advisor at Merrill, where he serves as a First Vice President. He began his financial services career in 1992 and specializes in helping clients develop wealth management strategies tailored to their individual needs. Michael works closely with clients to create comprehensive plans that address areas such as college education planning, corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Michael has a focused expertise in working with restaurant owners to transition their business from a demanding lifestyle into a source of financial flexibility and wealth creation. He employs Merrill's proprietary Wealth Outlook™ process, which involves assessing current cash flow, designing plans to improve working capital and cash flow, and regularly tracking progress to ensure financial goals are met. He holds a High School Diploma/GED from Canfield High School and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Michael is involved in community activities including Habitat for Humanity and pursues personal interests in basketball, biking, football, and traveling.

Michael Lopata is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation and Ameriprise. Outside of his advisory role, he serves as a volunteer on the Dekalb County Audit Oversight Committee. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and custodial arrangements.

Akilah Johnson is a financial advisor at Thrivent Investment Management based in Atlanta, GA. She holds the Series 66 designation and has held roles at Thrivent Financial since 2025. Prior to joining Thrivent, she worked at Spring Venture Group and has experience in various non-financial roles including Michigan Health and Human Services and the U.S. Census Bureau. Outside of her financial advisory work, she has served as a field photographer for an auto appraisal company and worked as a delivery associate for Amazon Flex. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed-account programs while keeping services separate. Thrivent does not provide portfolio management for institutional clients, which distinguishes it from many other large institutional advisors.

Emily Lemmy is a Series 66-licensed financial advisor with Edward Jones, based in Atlanta, GA. She has six years of industry experience, all of which has been with Edward Jones since 2019. Prior to her advisory role, she was affiliated with Florida State University from 2016 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and investment products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a network of more than 23,000 advisors and 15,000 branch offices.

Casey Field is a CFP®-certified financial advisor with Edward Jones in Smyrna, GA, bringing 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in personal purchasing activities related to local hobby shops and online retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.