Matthew Anderson is a Financial Advisor at Merrill Lynch Wealth Management. He brings over 15 years of experience in accounting, finance, and business leadership, having served in senior finance and operational roles across venture-backed technology companies, professional services firms, and closely held businesses. His career includes positions such as Chief Financial Officer of a professional services firm and Director of Finance for a venture-backed fintech company, where he worked closely with owners, executives, and boards to navigate complex financial decisions, growth initiatives, and long-term planning. At Merrill, Matthew applies a goals-based wealth management approach, focusing on personalized financial plans aligned with clients' priorities. He works with individuals, families, business owners, and senior executives on areas including retirement planning, wealth preservation, and legacy considerations. His expertise covers corporate executive services, executive compensation, family wealth management strategies, liquidity management, and investment strategy. He holds the Personal Investment Advisor (PIA) designation. Matthew earned dual Bachelor of Business Administration degrees in Accounting and Management from Kennesaw State University in the University System of Georgia. He has been actively involved with his alma mater, Young Harris College, serving on its Board of Trustees and previously as Founding President of the Young Alumni Council. Outside of his professional work, Matthew's interests include baseball, camping, cooking, fishing, golfing, hiking, skiing, spending time with family, traveling, and woodworking.

Nicholas Benzor is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and Northwestern Mutual, as well as Infra Metals Co. He is also owner of Benzor Capital Holdings LLC and president of Benzor Capital Wealth, with additional involvement in marketing activities through Veranovia. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms, offers access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.

Collin Mcclain is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles at Freedoms Foundation at Valley Forge and The Heritage Foundation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Larry Garletts is a financial advisor with LPL Financial, holding a Series 66 credential and 17 years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company and Waddell & Reed, Inc., along with service on the Virginia Beach Mayor's Commission of Aging. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies and tools.

Manga Rau is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has 26 years of industry experience. Rau has been with Charles Schwab since 1999 and also has a role at Charles Schwab Bank ssb since 2015. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with due diligence from its financial research division, supported by a large-scale, integrated operational structure.

Michael Halberg is a Series 66 licensed advisor with two years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at IFP Securities, LLC and Independent Financial Partners. Outside of his advisory role, he assists friends and family with residential real estate transactions on a limited, part-time basis. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals and multiple platform solutions.

Michael Kennedy is a financial advisor with OSAIC in Atlanta, GA, holding a Series 63 designation and 31 years of industry experience. His career includes roles at Royal Alliance Associates, Signator Investors, and Life Investors. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and multiple program options.

Kaitlyn Poss is a financial advisor at Edelman Financial Engines in Atlanta, GA, holding a Series 65 credential. She has been with Edelman Financial Engines since 2022 and has prior experience in various roles outside the financial services industry. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary services for retirement accounts.

Ashley Hornsby is a CFP®-designated financial advisor with Edward Jones in Atlanta, GA, and has 17 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a rental property in Atlanta. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Muftau Bello is a financial advisor at Thrivent Investment Management in Atlanta, GA, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Thrivent, he served in the U.S. Army Reserve as a specialist and motor operator and has held roles at companies including Uber Logistics and Amazon. He continues to serve in the U.S. Army Reserve. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses and offering planning on a one-time or ongoing basis without discretionary trading authority.

Michael Hebdon is a financial advisor with Edward Jones in Marietta, GA, holding CFP®, Series 63, and Series 66 credentials and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is the sole member and manager of Seek First Real Estate, LLC. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Irwin Yamada is a financial advisor with J.P. Morgan Securities in Marietta, GA, holding Series 65 and Series 63 credentials and four years of industry experience. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, E*TRADE Securities, and a decade associated with Quik N Tasty. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and offers a range of portfolio services through its affiliates.

Christopher Mills is a financial advisor at Fidelity with Series 65 and Series 63 licenses and six years of industry experience. His background includes roles at First Command and service in the United States Army National Guard and Marine Corps. Mills is based in Villa Rica, GA. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Casey Patrick is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2004, alongside leading Patrick Financial Group since 2013. Patrick is a board member of the Vinings Cumberland Rotary Foundation Investment Committee, providing investment guidance to the nonprofit. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting that incorporates risk profiling and modeling tools and supports municipal and public-finance work through unique affiliations.

Kassi Lee is a Series 66-credentialed financial advisor with Wells Fargo Advisors, based in Atlanta, GA. Lee joined Wells Fargo Advisors in 2025 and has prior experience working with SportsTrust Advisors and in various roles spanning technology and wellness sectors. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas, utilizing proprietary research and planning tools.

Douglas Roberts is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Roberts is also the owner of Stonehouse Management, LLC, a business related to financial planning practice expenses. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Harold Braswell is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors Corporation and Valic Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Stephen Turner is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Prudential Equity Group. 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, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Joel Thacker is a financial advisor with Edward Jones in Hiram, GA, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2026, he worked for ADP for seven years and at Ansley Golf Club at Settindown Creek for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Nicholas Hines is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked at Northwestern Mutual from 2021 to 2025. Outside of his advisory career, he is a co-owner of multiple residential rental properties with his wife. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program emphasizes non-discretionary, written asset allocation advice, manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.