Kari Knudsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2018, Kari worked at FSC Securities Corp and has been associated with The Lawandales Group since 1989. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

William Taylor is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Steven Gutke is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked with WFGIA and Transamerica Financial Advisors. Outside of his advisory work, he was involved with the Lutheran Church of Resurrection for eight years. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering various advisory programs and financial planning services. The firm provides discretionary and non-discretionary management supported by research and model portfolios, alongside additional financial products and technology-driven solutions.

Manila Mathur is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 28 years of industry experience. Prior to joining Merrill in 2019, she worked at Ameriprise Financial Services, Inc. for 14 years. Merrill, along 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Devyne Washington is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior experience at Bank of America and in the automotive industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

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 at Cambridge Investment Research Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and Northwestern Mutual. Outside of his advisory role, he is involved in several business ventures including Benzor Capital Holdings LLC and Benzor Capital Wealth, where he serves as president. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides flexible investment implementation through various platforms, proprietary and third-party model strategies, and maintains institutional features such as equity participation and advisor support programs.

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 designation and 17 years of industry experience. He has previously worked at firms including Mass Mutual Life Insurance Company and Waddell & Reed, Inc. Garletts also served on the Virginia Beach Mayor's Commission on Aging for 11 years. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

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 financial advisor with two years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at IFP Securities, LLC and Independent Financial Partners. Outside of his advisory role, he occasionally assists friends and family with real estate transactions on weekends. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, charitable organizations, and trusts—by providing financial planning, investment management, and retirement advisory services. The firm offers both discretionary and non-discretionary investment solutions through proprietary models and third-party strategists, supported by a network of independent Financial Professionals.

Michael Kennedy is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and has worked at Life Investors since 1999, Royal Alliance Associates since 2018, and Signator Investors from 2016 to 2018 before joining OSAIC in 2023. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party platforms to construct diversified portfolios managed on both discretionary and non-discretionary bases.

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.

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 Insurance Services and advisory, as well as service in the United States Army National Guard and United States Marine Corps. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios delivered through Fidelity Institutional Wealth Adviser.

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.

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 in Atlanta, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. Prior to joining LPL Financial in 2024, he was with Lincoln Financial Advisors Corporation for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various technology tools.