Eden Schwallier is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 65 and Series 63 designations and previously worked at Valic Financial Advisors for seven years. Outside of her advisory role, she is a partner at MEDDS, LLC, where she is involved in interviewing renters and reviewing rental agreements. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm engages in discretionary and non-discretionary advisory work, fund management, and model portfolio delivery, with notable activities including registration as a commodity pool operator and formal advisory roles to multiple registered investment companies.

Amanda Gibb is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. She has worked at Ameriprise since 2018, including her current role that began in 2020, and previously worked at RBC Capital Markets from 2014 to 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice and offers a broad range of advisory, brokerage, and insurance solutions.

Alan Evans is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors and Principal Financial. Additionally, he is an insurance agent with Sterling Wealth Management, focusing on disability renewals. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach that includes asset allocation and portfolio optimization, offering a range of advisory and brokerage services through multiple affiliated entities.

Richard Battle II is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding Series 63 and Series 65 licenses. He has 49 years of industry experience and has been with Morgan Stanley Private Bank since 2015, after joining Morgan Stanley Smith Barney in 2009. Outside of his advisory work, he is involved as a partner and owner of the Battle Family Foundation, and he serves in fiduciary roles for various trusts and estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery and advanced modeling tools while offering comprehensive retail and institutional investment services.

Alexandra Quinn is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 credential and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and operated Quinn Peak Management. Outside of her advisory role, she works as an independent travel agent for Fora Travel, assisting clients with travel arrangements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of financial topics, with the option to combine planning with managed-account programs under a consolidated billing system.

Samuel Armstrong is a financial advisor with Edward Jones in Marietta, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. 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 under management through a network of over 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Steven Zamojski is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds a Series 63 designation and has worked in various roles within Morgan Stanley and Wells Fargo Clearing. Outside of his advisory work, he serves as a board member for House of Cherith, a nonprofit organization based in Atlanta. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support its advisory process.

Fred Miles is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes roles at Primerica Financial Services, PFS Investments Inc., Health Quest America, and Landmark Financial Group. Outside of advisory, he is involved in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Paul Berry is a financial advisor with OSAIC in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with OSAIC since 1989 and has owned Berry Investment Group, LLC since 2003. Berry is also a licensed insurance agent, providing life insurance and servicing existing long-term care and medical plans. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing a range of tools and programs supported by its extensive affiliate network and scale.

Warren Mitchell II is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including JP Morgan Securities, Bank of America Private Bank, and Charles Schwab. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and custodial relationships.

Maria Jose Mc Chesney is a Series 66-licensed financial advisor with Edward Jones in Acworth, GA, where she has worked since 2022. She has three years of industry experience and previously worked at DHL Express for eight years. Outside of her advisory role, she is involved in a flooring franchise business as a consulting secretary alongside her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and services with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors.

Winston Walker is a financial advisor at Thrivent Investment Management in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Thrivent in 2025, he worked at Fidelity International Limited for 19 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Nicholas Holguin is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior roles include positions at The Family Heritage Division of Globe Life, Hutchinson Automotive Group, State Farm, and GEICO Corporate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Renee Jenkins is a financial advisor with Primerica Advisors in Woodstock, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at The Avenue Agency and the Georgia Department of Labor. Outside of financial advising, she is involved in acting, dedicating significant time monthly to this activity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Michael Radetsky is a financial advisor at Morgan Stanley with 39 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2025. He holds Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Shieldox USA LLC, an investment LLC he established to fund private investments. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

Theodore Arch is a CFP®-designated financial advisor with 43 years of industry experience. He has been with Cambridge Investment Research Advisors since 2019 and previously worked at FSC Securities Corporation and Guardian Life. In addition to his advisory role, Arch is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of advisors and provides access to multiple platforms, custodians, and proprietary model strategies.

Jacob Yingling is a CFP®, CFA®, and Series 66 registered financial advisor with Edward Jones, where he has worked for nine years. He also serves as a finance officer and detachment commander with the Georgia National Guard. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Aaron Newman is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2019. Outside of his advisory role, he is a 50% owner of Mommy Gut Fitness LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Sergio Villa is a financial advisor with Merrill in Marietta, GA, holding a Series 66 credential and seven years of industry experience. He has been associated with Bank of America and Merrill since 2007. Outside of his advisory role, he is a member of Project Cinco LLC, a company involved in purchasing, renovating, and selling residential properties. 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Andrew Masseo is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies designed by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.