Dorian Holmes is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. He is also an associate wealth advisor with Mangham Scott Wealth Management, where he works with clients on planning and investment needs. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Alvin Francis is a financial advisor with Merrill in Marietta, GA, holding Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with Merrill since 2010. Outside of his advisory role, he is a co-owner of a family rental property in Palm Bay, Florida. 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, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

William Serverian is a financial advisor at Edward Jones in Atlanta, GA, with five years of industry experience and a Series 66 credential. His prior experience includes roles at GAP Solutions, Inc., and the University of Virginia’s Darden School of Business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Glenn Hollingsworth IV is a financial advisor at LPL Financial based in Atlanta, GA. He holds the Series 66 designation and has experience with Delta Community Credit Union since 2016. He began his role at LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Kevin Kelley is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held several positions at Fidelity Investments, including Planning Consultant from 2024 to 2025, Relationship Manager in 2023 to 2024, and Central Relationship Manager in 2023. Before joining Fidelity, Kevin was the Director of Operations at HC Planning Partners from 2021 to 2023 and an Account Analyst at Capital Financial Group from 2018 to 2021. In his current role, Kevin focuses on understanding client goals and creating personalized financial plans that integrate all aspects of their financial strategies. He prioritizes building lasting relationships based on trust and aims to be a reliable partner for his clients and their families. Outside of his professional work, Kevin has interests in fishing, golf, playing musical instruments, parenthood, pets, and surfing.

Scott King is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services and Legacy Capital Advisors. King serves as a board member of BCR Holdings LLC, a wastewater technology company. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Patrick Lovell is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2009. He is also involved in investment-related business activities, including ownership interests in Ramsey Capital, LLC and 1792 Capital Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with various financial products and referral channels, offering customized recommendations supported by Wells Fargo research and planning tools.

Reuben Lewis IV is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at multiple firms, including Metlife Securities and Investacorp Advisory Services, before joining Cambridge Investment Research Advisors in 2018. Lewis serves as a board member of the King-Tisdell Foundation in Savannah, GA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals of varying wealth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies across multiple custody platforms and model-based solutions.

Ashwin Patel is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial in 2021. Outside of his advisory role, Patel is involved with a wealth management firm where he acts as a fiduciary for Roth 401(k) plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.

James Cushingham is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is the owner and performer of Energemata Poi LLC, an entertainment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Scott Orr is a financial advisor with Cetera based in Atlanta, GA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, Orr is involved with the Center for Family Resources and serves on the Marietta FUMC Weekday Board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors. It offers a range of services to individual, corporate, charitable, and institutional clients, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through various program platforms.

Larry Goodwin Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Jeffrey Cox is a financial advisor with Raymond James Financial Services Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes more than a decade with Synovus Bank and Synovus Securities. Outside of advisory services, he serves as an insurance agent assisting with fixed insurance products and is a vice president at Pinnacle Asset Management. 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 investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting.

Thomas Barnhart is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. The firm serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. Fisher Investments uses a centralized investment approach with a combination of quantitative and qualitative research to construct diversified portfolios and applies tax-aware processes and defensive strategies to manage risk.

Corey Short is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, Woodforest National Bank, Carmax Auto Finance, Waffle House, and SunTrust Bank. 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 a range of individual and institutional clients.

Keisha Cole is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has worked at Merrill since 2013 and at Bank of America, N.A. since 2022. Outside of her advisory work, she owns and operates DRIP NATURALS LLC, a business specializing in handmade body butters, scrubs, and candles. 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, and institutions.

Jason Hollon is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing thoughtful guidance and planning to individuals and families preparing for their financial goals. He focuses on connecting clients with tailored strategies that align with their unique ambitions and priorities. Jason’s expertise encompasses corporate benefits, divorce transition planning, employee benefits planning, personal retirement planning, small business strategies, tax minimization, and retirement income. He began his career with Bank of America in 2005 and has held various roles in banking, wealth management, and investments. Jason holds a Bachelor’s Degree in Finance from the University of Alabama, earned in 2002, and has pursued additional coursework in finance and accounting. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jason enjoys a range of outdoor and recreational activities including adventure sports, baseball, boating, cooking, fishing, football, gardening, golfing, hiking, and hunting. His approach emphasizes simplicity and transparency to help clients navigate complex financial decisions.

Javion Rookard is a financial advisor with Merrill based in Atlanta, GA, holding Series 63 and Series 66 credentials and having four years of industry experience. His prior roles include positions at Bank of America, NYLIFE Securities LLC, New York Life Insurance Co, and Northwestern Mutual. 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 and profit-sharing plans, corporations, and charitable organizations.

Aamina Siddiqui is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has held roles at firms including IRC Wealth, Fidelity Investments, Charles Schwab, and Morgan Stanley. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, managing approximately $326 billion for around 477,000 clients across diversified portfolios and a range of investment products.

Zachary Ayoub Ziegler is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. He previously worked at Angler Fund Advisors LLC and has held positions outside finance, including roles at Art for Heart and Jimmy John's. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics without discretionary trading authority.