Lillie Louis Fils is a Series 66 licensed financial advisor with 16 years of industry experience, currently with Merrill. She has worked at Bank of America, N.A. and Merrill since 2011, following prior roles at Wells Fargo Clearing and Edward Jones. She serves on the boards of several Atlanta-based charitable organizations, including Horizons Atlanta, Covenant House Georgia, and Atlanta Habitat for Humanity. 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, corporations, and charitable organizations.

Michael Bean is a financial advisor at Osaic with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corp., Triad Advisors LLC, and 1717 Capital Management Company. Outside of his advisory role, he owns Divorce Sense LLC, which assists individuals with the financial aspects of divorce, and serves on the board of Free TV Networks, a startup over-the-air television network. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with discretionary and non-discretionary strategies, supported by various custodial and program arrangements, and is notable for its scale, complex affiliate network, and private-equity ownership.

Robert Boisvert is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley Private Bank and Bank of America. He is based in Roswell, GA. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jaggen Farwell is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Edward Jones in 2021, he worked at Principal Securities and Principal Life Insurance from 2016 to 2021. He maintains a real estate license for personal and family transactions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Jason Kolacz is a Series 66-registered financial advisor with Edward Jones in Hiram, GA, where he has worked since 2018. He has eight years of industry experience and previously spent ten years at Darden Restaurants. Outside of his advisory role, he maintains a rental property in Douglasville, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive network of financial advisors and branch offices, as well as its fiduciary standard and a variety of investment and tax-efficient services.

Gloria Koester is a financial advisor at OSAIC with 25 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2024. Her prior work includes over 20 years at Nettuno & Associates Inc. and 16 years at FSC Securities Corporation. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm utilizes a model-based investment approach with tools like asset allocation optimization and risk-tolerance assessments, supporting multiple program types and third-party manager options.

Peter Wilder is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Wilder is involved in coaching other financial practice owners through eXtraordinary Coaching, LLC and serves on the Board of Directors for the Marietta Firefighter Support Fund. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Michael Mattix is a Series 66 licensed financial advisor with UBS Financial Services in Marietta, GA. He has 24 years of industry experience and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers proprietary research and capital markets solutions through its platform.

Johnathan Moulton is a financial advisor with Cetera, holding Series 66 and Series 65 licenses and eight years of industry experience. He has worked with multiple Cetera entities since 2017 and previously with New England Strategic Analytics. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Joseph Caccippio is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He previously worked at Wells Fargo Clearing before joining Wells Fargo Advisors in 2022. Outside of his advisory role, he is involved with LawVest, an insurance agency based in Atlanta, where he serves as a senior financial advisor. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm uses proprietary research, planning tools, and simulation models to develop tailored recommendations delivered through meetings and written summaries.

Sibyl Steverson Slade is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms including Securities America Advisors, Inc., Investacorp Advisory Services, and Waddell & Reed Inc. Outside of her advisory role, she co-founded the Small Business Mastermind Forum, a collaborative network providing training and education to small business owners. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, delivered through a network of affiliated broker-dealers and registered investment advisors.

Adam Corwin is a financial advisor with Cetera holding CFP® and Series 66 credentials and has 10 years of industry experience. He has worked at multiple firms including MML Investors Services, LLC and Mass Mutual Life Insurance Co. Corwin is also involved in other business activities as a financial professional at Totus Wealth Management and participates as an insurance agent and business owner in related fields. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base through a nationwide network of independent advisors. The firm offers diversified portfolio management, financial planning, and retirement services utilizing multiple program structures and investment strategies.

Miglena Guleva is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked at Wells Fargo affiliates since 2010, including ten years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party databases.

Hui Kim is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2017, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Outside of his advisory work, Kim owns and operates VKC Organic LLC, a farming business focused on fruits and vegetables. 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 manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Richard Gankofskie is a financial advisor with LPL Financial in Woodstock, GA, holding a Series 63 license and 31 years of industry experience. He has worked at LPL Financial since 2010 and previously held positions at Edward Jones, Truist Investment Services, Valic Financial Advisors, and MetLife Investment Fund Services. He also operates a separate business under the name Gankofskie Financial Strategies, LLC. 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.

John Golemo is a CFP®-certified financial advisor with Edward Jones in Marietta, GA, where he has worked for 13 years. He holds a Series 66 license and has experience exclusively with Edward Jones throughout his career. 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, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Kenneth Brandenburg is a financial advisor with OSAIC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Triad Advisors, Ashworth & Sullivan Wealth Management Group, Ameriprise, Summit Financial Group, Citigroup Global Markets, and UBS Financial Services. He is also president of Brandenburg Wealth Advisors, managing investor investment accounts. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional clients, offering a variety of brokerage and advisory services supported by a model-based investment process and multiple proprietary and third-party strategies.

Jason Walker is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 17 years. His activities include involvement with Wealthstead Financial Advisors and Three Pines LLC in Atlanta. 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 services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and various technological tools.

Rory Mckendrick is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley and Fisher Investments. Outside of advisory work, he serves as a FINRA arbitrator and is involved in a transportation referral business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party model portfolios, and supports its advisors with advanced operational and research tools.

Faizan Moosa is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term financial goals. His approach focuses on understanding each client's full financial picture to create adaptable wealth management plans tailored to changing market conditions. Moosa's expertise includes managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. He holds professional designations such as Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Moosa earned his Bachelor's Degree from Mercer University. In addition to his professional work, Moosa is actively involved in the community. He serves as the 2025 President of the Buckhead Business Association and is a member of the Board of Directors for Susan G. Komen, Atlanta. His community involvement spans organizations including the Alzheimer's Association, Atlanta Community Food Bank, Buckhead Business Association, Habitat For Humanity, and Susan G. Komen. Moosa is also multilingual, speaking English, Urdu, French, and Hindi.