Howard Wingfield is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Bank of America and Fidelity Brokerage Services. 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 plans, corporations, and charitable organizations.

Joseph Lawlor Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. for over two decades. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and employing diversification principles and modern portfolio theory in its investment evaluations.

Thomas Suydam is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Atlanta, GA. His prior work includes roles at Wells Fargo Bank NA and Advisory Services Network. 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 searches, and customized performance reporting within a non-discretionary framework.

Chris Fletcher is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, and previously held roles at Securities America Advisors, WFG Advisors, and Pro-Integrity Securities. Fletcher is involved in non-variable insurance through his interest in the Milner 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 a large network of over 22,800 advisors.

Ryan Butterfield is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for seven years at Atlanta Beverage Company and six years at Ruth's Chris Steakhouse. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Michael Crawford is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Primerica Advisors since 1983 and Ridley International Inc. since 1994. Outside of advisory services, he is involved in the sale of home security and automation products through referrals with affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on individual investors rather than institutional pension or profit-sharing plans.

Jeana Salman is a CFP®-certified financial advisor with LPL Financial in Atlanta, GA, and has 21 years of industry experience. She previously worked at Fidelity for five years and has been associated with Delta Community Credit Union since 2016. In addition to her advisory role, she serves as a Trust Liaison Officer and works part-time as a travel agent. 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, model portfolio programs, and access to third-party asset management, supported by various institutional platforms and technological tools.

Brian Hulsey is a financial advisor with Cetera and holds the Series 63 and Series 66 credentials. He has 25 years of industry experience and has been with Cetera and its affiliated entities since 2013. Outside of his advisory work, he is also involved in financial consulting and investment management through Chastain Park Capital Partners, LLC, and sells life, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Douglas Aldridge Jr 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 prior roles at Morgan Stanley and Wells Fargo Clearing. He also owns and operates two investment-related businesses, Aldridge Private Wealth Management Group LLC and Adopio Capital LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, and specialized services such as business-owner transition and special-needs planning. Advisors use Wells Fargo’s research and tools to develop tailored recommendations, with clients deciding how to implement them through the firm’s brokerage or advisory programs.

Justin Hamon is a financial advisor with Wells Fargo Clearing in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he was involved with Free Chapel Worship Center for 15 years. 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 utilizes research and analytics from Wells Fargo Investment Institute and offers both brokerage and advisory solutions through a large network of advisors.

Kimberly Evans is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2020. Prior to this, she worked for 23 years at Wells Fargo Advisors LLC. 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 planning and consulting using risk profiling and analytical tools, and is notable for its affiliation with a municipal advisor and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Joshua Ketchie is a CFP® and ChFC® credentialed advisor with 12 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Guardian Life Insurance and Park Avenue Securities. He serves on the MDRT Foundation Life Insurance Committee and volunteers on its Target Marketing Task Force. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, ongoing investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Katrina Everett is a CFP® professional with 24 years of industry experience. She is currently with Wells Fargo Advisors, joining the firm in 2023 after seven years at Wells Fargo Clearing and six years at Banc Of America Investment Services, Inc. Everett has interests outside of finance including ownership roles and secretarial duties in several investment-related businesses and private companies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services that address a wide range of needs, including retirement, education, and niche areas like business-owner transition and special-needs planning.

Shafiq Jadavji is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. His career includes roles at Principal Securities Inc., Principal Life Insurance Co., Summit Financial Group, and founding 60 Financial, where he serves as CEO. Outside of financial services, he is actively involved in community organizations in Johns Creek, GA, including serving as president of the Johns Creek Cricket Association and holding board positions with the Indo-American Chamber of Commerce and the Johns Creek Symphony Orchestra. He is also a candidate for the Johns Creek City Council. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary account options.

Quiana Jackson is a financial advisor at Morgan Stanley in Atlanta, GA, holding the Series 66 designation with five years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory work, she is the author of a book titled *Black Economics The Financial Journey and Activity Plan to Holistic Health* and is involved with the National Coalition of 100 Black Women Metro Atlanta Chapter and local public school committees. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm that provides tailored financial planning and investment services to both individual and institutional clients. The firm employs a structured planning process incorporating firm-approved tools and comprehensive investment analyses.

Darryl Trimble is a financial advisor at Wealth Management Group of Georgia with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including ChangePath, LLC, Corecap Investments, Wells Fargo Clearing, Merrill, and Edward Jones. Wealth Management Group of Georgia is an independent registered investment adviser that primarily manages pooled vehicles and institutional mandates rather than individual retail accounts. The firm operates with a single advisory professional and offers both percentage-of-assets and hourly fee billing arrangements, an uncommon approach in its peer group.

Mark Freret is a CFP® professional with 18 years of industry experience. He has been with Covered Bridge Financial LLC since 2004. Covered Bridge Financial LLC provides financial planning and investment advisory services to a small client base, focusing on a planning-centered approach with documented analysis and regular account reviews. The firm uses a distinctive fixed-fee structure for certain services, emphasizing long-term financial objectives over transactional product sales.

Bobby Thompson Aniekwu is the sole advisor at Boskia Wealth Management & Advisory Services, L.L.C., holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 16 years of experience in investment management and has been with Boskia since 2008. In addition to his advisory work, he owns and operates a legal practice through Bobby C. Aniekwu & Associates, LLC. Boskia Wealth Management & Advisory Services serves pooled investment vehicles and institutional investors, focusing on manager selection and oversight rather than individual retail clients. The firm integrates legal and compliance considerations into its advisory services and offers educational seminars and workshops as part of its client support.

Joseph Havasy is a financial advisor with Advocacy Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation and six years of industry experience. He has worked at Advocacy Wealth Management since 2019 and is also associated with Forge Consulting LLC, an insurance agency. Outside of his advisory work, Havasy operates an online art business, creating and selling artwork through his website and other platforms since 2004. Advocacy Wealth Management is a multi-team firm with 28 advisors that provides wealth management services.

Jordan Hillyer is a financial advisor at Advocacy Wealth Management, LLC in Atlanta, GA, with four years of industry experience. He holds a Series 65 designation and has worked at Advocacy Wealth Management since 2021. Outside of his advisory role, Hillyer coaches a 16-17u baseball team at Titans Sports Academy. Advocacy Wealth Management is a multi-team firm with 30 advisors that provides financial planning and investment management services.