Kariyah Ward is a financial advisor at Edward Jones in Atlanta, GA, with six years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Thrivent Financial, Morgan Stanley, TD Ameritrade, Scottrade, Carmax, and T-Mobile. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexander King is a financial advisor with Cetera, holding a Series 66 designation and based in Atlanta, GA. He has one year of industry experience. Prior to his current role, King worked at the University of Georgia and held positions outside the financial industry, including at Vineyard Vines and Zoes Kitchen. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Matthew Anderson is a financial advisor at Raymond James & Associates with 27 years of industry experience. He held a position at Robert W. Baird & Co. for 14 years before joining Raymond James in 2022. He holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Travis Lowis is a CFP® and ChFC® with 15 years of industry experience. He has been with Edward Jones since 2010. 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, including discretionary and non-discretionary strategies, with an emphasis on fiduciary standards and comprehensive affiliated services.

William Thompson is a financial advisor at Raymond James Financial in Cartersville, Georgia, holding a Series 66 designation with two years of industry experience. Prior to his current role, he has worked in various positions including at Moore's Gourmet Market and Jacksonville State University. He is also involved with Sam Jones Methodist Church and assists clients through Merritt Financial, where he provides operational support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth investors, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and employs analytical tools to help clients understand potential outcomes, supporting implementation through advisory programs and affiliated providers.

Nicholas Joiner is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual, Cross Country Healthcare, City Bar Athens, and Athens Country Club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational services.

Marc Gendell is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services for 17 years before joining Ameriprise in 2021. Outside of his advisory role, he owns The Sports Gallery, a sports-related sales business, and serves on the board of The Gendell Family Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brenda Estrada is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Wells Fargo Clearing Services, and Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services directly and through employer-based financial planning agreements.

Gary Casey is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and over 43 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Zachary Koffler is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory work, he serves on the Finance Committee and Advisory Board of Jewish Family & Career Services in Atlanta. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and combines comprehensive financial services with access to both retail and institutional investment offerings.

Yanique Elliston is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and two years of industry experience. She has worked at Primerica Advisors since 2023 and is involved with Landmark Financial Group. Outside of her advisory role, she serves as a teaching artist for Art With a Heart in Baltimore, committing significant time to the organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Noni Carter is a Series 66-licensed financial advisor with Edward Jones in Atlanta, GA, with three years of industry experience. Before joining Edward Jones, she held roles at Kweli Journal Inc. and Small Axe Inc., and was affiliated with Columbia University for eight years. Outside of finance, she works as a writer and novelist, focusing on fiction and academic topics, and has consulted remotely in academic publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Margery Farr is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers financial planning through its Financial Advisors and Estate Planning Strategies Group.

David Westnedge is a CFP®-certified financial advisor with 23 years of industry experience, currently working at OSAIC since 2024. Prior to this, he held positions at American Portfolios Financial Services, Axa Advisors, and Truist Investment Services. He is also active as a life insurance agent for ITP Partners. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization tools, supported by a large advisor network and a complex affiliate structure.

Nader Kaliel is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at several notable firms, including JPMorgan Chase Bank, Fidelity, Bank of America, Merrill, and Wells Fargo. 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. The firm’s advisory process combines quantitative screening with qualitative research and incorporates ESG considerations within a non-discretionary program.

Damien Garner is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked for E*Trade from Morgan Stanley for five years and has experience in software and healthcare-related companies. 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 program.

Corey Moody is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Services, Regions Bank, and TD Ameritrade before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Enos Slauson Jr. is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, 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 in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Wright is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including LoCorr Distributors and J.J.B. Hilliard, W.L. Lyons, LLC. He is also president of CW Wealth Management, LLC, where he manages administrative operations and fixed insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization, supported by technology and a broad range of investment programs.

James Burk is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has previously worked at UBS Financial Services before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.