Erlina Ciraldo is a financial advisor with Edward Jones in Roswell, GA, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services supported by a large network of advisors and branch offices.

Kimberly Wyatt is a financial advisor with Equitable Advisors in Marietta, GA, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of her advisory role, she is involved in managing a woodworking business she co-owns with her husband and serves on boards related to her office property. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and institutions. The firm utilizes a range of advisory programs and third-party asset managers to tailor solutions based on client risk tolerance and goals.

Elizabeth Burbage is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals and families to develop personalized wealth management strategies that reflect their financial goals and changing market conditions. Elizabeth focuses on areas including managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Elizabeth earned a Bachelor's Degree from Clemson University. In her personal time, she enjoys cooking, music, pickleball, traveling, and yoga.

Brian Marek is a financial advisor with Merrill in Marietta, GA, holding a Series 66 designation and 12 years of industry experience. His career includes positions at Bank of America, N.A., Merrill, LPL, and Wealthspan Financial Group. 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 developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bruce Alden is a financial advisor at Edelman Financial Engines in Atlanta, GA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, Llc, LPL Financial, and Securian Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term investment approach.

Kristopher Krause is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Edward Jones from 2010 to 2014. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management, offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm provides a range of brokerage and advisory solutions, leveraging research and analytics and employing diversification principles and modern portfolio theory in its investment approach.

Michael Borchers is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Sherry Perchik is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory work, she is involved with Camvid LLC, a real estate-related business based in Atlanta. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Richard Nixon is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding ChFC® and Series 63 credentials and possessing 40 years of industry experience. His career includes 25 years at Cumberland Financial Group, Inc. and prior roles with Avantax Advisory Services. Outside of his advisory work, he serves as an estate co-executor and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through various platforms and proprietary model strategies, supporting a large network of financial professionals.

Anthony Vitulli is a financial advisor with Equitable Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is a partner in a business partnership that owns his office condominium. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes a range of third-party investment management solutions and provides ERISA fiduciary services through credentialed representatives.

William Howard is a financial advisor with Osaic Wealth in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at FSC Securities Corporation, Wells Fargo Advisors, Merrill, Banc of America Investment Services, and A. G. Edwards & Sons. He is also an insurance agent and owner of Howard Private Wealth Management, LLC, which he administers. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization tools and supports discretionary and third-party managed strategies.

Steven Bontempi is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 25 years of industry experience. Prior to joining Cambridge in 2024, he worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, New England Securities, and Equitable Advisors. Outside of his advisory role, he provides private music lessons. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms, custodians, and proprietary model strategies.

Brandis Barnes is a financial advisor with Fidelity in Sandy Springs, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His work history includes roles at Fidelity Investments, J.P. Morgan Securities, and Scottrade. Barnes also owned and managed an online retail store, Gold Racks Boutique, and was involved with Living N Luxury LLC, providing rental housing services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a variety of clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

John Flint is a financial advisor with Edward Jones in Woodstock, GA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Mayra Guigou is a Series 66-licensed financial advisor with LPL Financial, based in Atlanta, GA, and has seven years of industry experience. She has been with LPL Financial since 2019 and also has a background with Delta Community Credit Union dating back to 2015. Outside of her advisory role, she works as an independent travel consultant with Travelmation, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management programs using both proprietary and third-party strategies, supported by extensive operational and research tools.

Evan Robinson is a financial advisor at OSAIC in Marietta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Fsc Securities Corp, Stratos Wealth Partners, and Hornor, Townsend & Kent, LLC. Outside of his advisory work, he is also licensed as a life insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based asset allocation approach with support for discretionary management, third-party managers, and alternative investments, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Kristal Sizemore is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including JP Morgan Securities and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Cameron Di Terlizzi is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill and Bank of America, he worked in various roles including positions at The Home Depot and involvement with Casa Ludovico Fine Italian Dining. 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.

Travis Mccloskey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Keegan & Company, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is the CFO and co-owner of a legal nurse consulting firm. 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 combines research from its investment institute with third-party analytics to support diversified portfolio strategies and offers a range of brokerage and advisory solutions.

Larry Olajide is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He serves clients by focusing on blended family financial planning, retirement planning for professionals—including doctors, lawyers, engineers, IT professionals—and small business owners. Larry offers guidance on a range of financial matters, including college education planning, family wealth management strategies, services for defined benefit plans, legacy planning, investment strategy, tax minimization, and retirement income. Larry holds a Bachelor's degree from the Federal University of Technology and an MBA from Virginia International University. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Larry is licensed under NMLS ID 1223214 and communicates in English, Yoruba, and Hausa. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. His personal interests include adventure sports, basketball, biking, boxing, golfing, music, skiing, tennis, traveling, and watching movies. Larry participates in community activities through his involvement with the Foster Care Support Foundation Inc.