Angela De Lion is a CFP® with 27 years of industry experience, currently serving at Ameriprise Financial Service, LLC since 2003. She previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she is involved in managing commercial real estate holdings and consults on practice systems and marketing for a wealth advisory team. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Matthew Gallo is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes positions at Publix and multiple roles within Cetera and affiliated entities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports a range of investment strategies and program structures.

Warren Small is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers advisory programs including tailored financial planning supported by structured discovery conversations and planning tools, with a broad range of retail and institutional investment options.

George Christman is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo since 2016, initially at Wells Fargo Clearing before joining Wells Fargo Advisors in 2023. Outside his advisory role, he is involved in multiple business ventures, including ownership interests in investment-related entities and a social media marketing business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options and integrating advisory services with other financial products and referral channels.

Mark Lamprecht is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Cambridge since 2007 and previously worked at Ameriprise Advisor Services from 2003 to 2007. Outside of his advisory role, he owns Pulpit Supply Preachers, a nationwide directory connecting churches with preachers. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multibillion-dollar asset base across multiple platforms.

Alexander Westberry is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at Catrett Casting & Associates and Waddell & Reed, Inc. He has served in the Army Reserves and Georgia Army National Guard for over a decade. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and technology tools.

Joseph Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, he worked at Wealth Enhancement & Preservation and Triad Advisors. Outside of his advisory role, he is involved with Incremental Increases, LLC, a business entity unrelated to investment activities. 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 and access to third-party asset management, supported by a broad platform and extensive network of advisors.

Guy Levhar is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and multiple J.P. Morgan Chase entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Benjamin Hunter is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at SunTrust Advisory Services and Truist Advisory Services before joining Raymond James and affiliated Pinnacle entities. He is also associated with Pinnacle Bank in a financial institution capacity. 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 consulting using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Rami Roe serves as a Wealth Management Advisor, focusing on delivering integrated investment services that are planning based, process driven, and goals oriented. In this role, Rami assists clients with a range of wealth management strategies including portfolio management, retirement planning, legacy planning, college education funding, and business-related financial strategies. Rami holds a Bachelor's degree from the University of Illinois and an MBA from DePaul University. Professional credentials include the Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA®), and Certified Exit Planning Advisor (CEPA®) designations. Rami holds FINRA Series 7 and Series 66 registrations and maintains memberships in professional organizations such as the Illinois CPA Society, Investments and Wealth Institute, National Association of Plan Advisors, and the Joliet Area Chamber of Commerce. Beyond the professional realm, Rami has been engaged in community service through various board memberships and volunteer roles, including involvement with the Lurie Children's Hospital New Hospital Steering Committee, Community Foundation of Will County, The Blues Foundation, and Ronald McDonald House music volunteer efforts. Rami’s approach centers on clear and consistent communication, delivering high quality investment services with a focus on clients’ best interests.

Julie Bailey is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She previously worked at UBS Financial Services Inc. for 10 years before joining Wells Fargo Advisors in 2024. Bailey holds a Series 66 designation and is based in Atlanta, GA. She has ownership in Acunis Wealth Partners, LLC, where she is actively involved. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Raphael Fairell is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he serves as a Legacy Pastor at Mountain West Church, preaching several times a year and advising church leadership, and is a board member of MW Hope Center, supporting community assistance programs. He is also an owner of an Orange Theory Fitness location in Stone Mountain, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning focused on a wide range of financial topics, delivered either as one-time or ongoing engagements without managing client accounts directly.

Gregory Russell is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years. Outside of his advisory role, he serves on the board of his neighborhood homeowners association and occasionally resells Atlanta Braves season tickets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors who utilize a variety of strategies, including model portfolios, third-party subadvisors, and customized approaches.

Thomas Rudderow IV is a CFP® professional with 10 years of experience, currently advising at Raymond James & Associates since 2016. He holds the Series 66 license and is based in Atlanta, GA. 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Arthur Matthias is a Financial Advisor at Merrill Lynch Wealth Management. He works alongside his team to develop personalized financial strategies that address general investing, retirement planning, and saving for unexpected events. His practice emphasizes trust and transparency in managing evolving financial goals for individuals and families. Arthur's expertise includes areas such as executive compensation, family wealth management strategies, personal retirement planning, women and wealth, sports and entertainment, and tax minimization. He also facilitates access to Bank of America specialists to provide clients with comprehensive banking, credit, home financing, and business solutions. He holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from the University of North Carolina System. Arthur participates in community programs including Better Money Habits and Habitat for Humanity. He has personal interests in chess, dancing, football, golfing, hiking, music, traveling, and yoga.

Alexandria Rasin is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. Her prior work includes roles at UBS Financial Services, Wells Fargo Clearing, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

George Johnson is a Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill after graduating from Berry College, where he spent several years assisting clients with important financial decisions and building the foundation of his advisory practice. He later joined a Family Office team in the southeast, working with financially sophisticated families, before returning to Merrill to focus on delivering personalized advice and client service. George works with affluent individuals, multigenerational families, business owners, and corporate clients to help simplify their financial lives, uncover opportunities, and implement strategies aligned with their values and long-term goals. His expertise includes family wealth management, legacy planning, retirement planning, philanthropic planning, portfolio management, and tax minimization. Outside of his professional role, George maintains connections to the Atlanta community through involvement with the Berry College Alumni Association, Make-A-Wish Georgia, and the Piedmont Park Conservancy. He enjoys outdoor activities such as hiking, running, golfing, and spending time on the water, as well as traveling and dining with family and friends.

Parker Hendrixson is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for four years and spent one year at Thrivent Financial. 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 uses research and analytics to support its investment approach, which emphasizes diversification and modern portfolio theory.

Gerald Koehler is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked in the IT sector with Tata Consultancy Services and Atos. Outside of his advisory role, Koehler serves as a Service Delivery Manager at NTT DATA, overseeing operations related to End User Compute and Virtual Desktop Infrastructure Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses without discretionary trading authority. The firm emphasizes written, holistic planning across various financial topics and offers clients the option to combine planning with managed accounts under a consolidated billing program.

Jeffrey Panik is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Cetera and has previously worked with firms including LPL Financial and Ameriprise Financial. Panik is also an author and president of Financial Literacy First, LLC, a publishing and marketing business focused on financial literacy books. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals across wealth levels, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.