Naaman Vanvelsor is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and one year of industry experience. He has been with Merrill since 2008 and also worked at Bank of America, N.A. since 2025. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kennie Taylor is a financial advisor with Raymond James & Associates in Powder Springs, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James since 2015 and provides impartial financial guidance as an independent contractor at Next Generation Divorce, assisting clients with financial evaluations related to divorce. Additionally, he is involved with the YMCA of Greater St. Petersburg and the Tampa Bay Free Dentistry Charity. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Angela De Lion is a CFP® with 27 years of industry experience, currently serving at Ameriprise Financial Service, LLC since 2003. She previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she is involved in managing commercial real estate holdings and consults on practice systems and marketing for a wealth advisory team. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Matthew Gallo is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes positions at Publix and multiple roles within Cetera and affiliated entities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports a range of investment strategies and program structures.

George Christman is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he has ownership interests in several investment-related entities and a social media marketing business. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools and integrates 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 at LPL Financial based in Atlanta, GA, holding a Series 66 designation. She has been with LPL Financial since 2026 and has 12 years of experience with Delta Community Credit Union prior to joining the firm. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 with Merrill Lynch Wealth Management. After graduating from Berry College in 2021, he began his career at Merrill, where he developed the foundation of his advisory practice by assisting clients with important financial decisions. He later joined a Family Office team in the southeast, working with financially sophisticated families. He has since returned to Merrill to focus on delivering personalized advice and client service, helping clients navigate complexity and plan confidently for their financial futures. His expertise includes working with affluent individuals, multigenerational families, business owners, and corporations on complex financial decisions. George specializes in areas such as family wealth management strategies, legacy planning, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, and tax minimization. George holds a Bachelor's Degree from Berry College and is a CERTIFIED FINANCIAL PLANNER® professional. He maintains community involvement through memberships in the Berry College Alumni Association, the Make-A-Wish Georgia Young Professionals Board, and the Piedmont Park Conservancy. In his free time, he enjoys outdoor activities including hiking, running, golfing, and traveling with his wife, as well as spending time with family and friends.

Malcolm Lewis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Pruco Securities. Outside of advising, he is involved in multiple entrepreneurial and community activities, including serving as CEO and pastor of Beacon of Light Christian Church and owning a private school focused on entrepreneurship and financial literacy. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through a variety of third-party programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Rodney Mckine is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked with Wells Fargo-related firms since 2015. 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 manages approximately $671 billion in assets through over 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Michael Hooker is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations with two years of industry experience. Prior to his advisory role, he worked as an audio engineer and owns Mike Hook Music LLC, a small business focused on audio engineering and recording. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

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 at Charles Schwab with one year of industry experience. Prior to joining Schwab, Lee worked at Morgan Stanley for two years and has held various roles outside of finance, including positions at the International Rescue Committee and the City of Powder Springs. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm’s model combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and emphasizes multi-asset strategic allocation supported by in-house research and alternative investment options.