Kari Knudsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at LPL Financial since 2018 and previously spent three years with Fsc Securities Corp. Knudsen is also affiliated with The Lawandales Group, a business she has been involved with since 1989. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zachary Carden is a financial advisor with J.P. Morgan Securities in Acworth, GA, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Equitable Advisors from 2023 to 2026. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes a broad range of investment and derivative capabilities.

Andrew Jones is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. 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 investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Manila Mathur is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 28 years of industry experience. Prior to joining Merrill in 2019, she worked at Ameriprise Financial Services, Inc. for 14 years. Merrill, along 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 individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Jamie Hale is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked in education-related roles, including positions at the Atlanta English Institute and The English Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stephen Hansen is a financial advisor at LPL Financial with 49 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Raymond James Financial Services for seven years. Hansen also operates Hansen Financial Services, Inc., where he has been involved since 1991, including working as a non-variable insurance agent. 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, model portfolios, third-party asset management, and institutional platforms.

Matthew Anderson is a Financial Advisor at Merrill Lynch Wealth Management. He brings over 15 years of experience in accounting, finance, and business leadership, having served in senior finance and operational roles across venture-backed technology companies, professional services firms, and closely held businesses. His career includes positions such as Chief Financial Officer of a professional services firm and Director of Finance for a venture-backed fintech company, where he worked closely with owners, executives, and boards to navigate complex financial decisions, growth initiatives, and long-term planning. At Merrill, Matthew applies a goals-based wealth management approach, focusing on personalized financial plans aligned with clients' priorities. He works with individuals, families, business owners, and senior executives on areas including retirement planning, wealth preservation, and legacy considerations. His expertise covers corporate executive services, executive compensation, family wealth management strategies, liquidity management, and investment strategy. He holds the Personal Investment Advisor (PIA) designation. Matthew earned dual Bachelor of Business Administration degrees in Accounting and Management from Kennesaw State University in the University System of Georgia. He has been actively involved with his alma mater, Young Harris College, serving on its Board of Trustees and previously as Founding President of the Young Alumni Council. Outside of his professional work, Matthew's interests include baseball, camping, cooking, fishing, golfing, hiking, skiing, spending time with family, traveling, and woodworking.

Nicholas Benzor is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and Northwestern Mutual, as well as Infra Metals Co. He is also owner of Benzor Capital Holdings LLC and president of Benzor Capital Wealth, with additional involvement in marketing activities through Veranovia. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms, offers access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.

Billy Chandler Jr. is a financial advisor with Edward Jones in Cartersville, GA, holding Series 63 and Series 66 licenses, and has 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Collin Mcclain is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles at Freedoms Foundation at Valley Forge and The Heritage Foundation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Larry Garletts is a financial advisor with LPL Financial, holding a Series 66 credential and 17 years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company and Waddell & Reed, Inc., along with service on the Virginia Beach Mayor's Commission of Aging. 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, utilizing various investment strategies and tools.

Manga Rau is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has 26 years of industry experience. Rau has been with Charles Schwab since 1999 and also has a role at Charles Schwab Bank ssb since 2015. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with due diligence from its financial research division, supported by a large-scale, integrated operational structure.

Richard Juliano is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Merrill, SunTrust Bank, and JPMorgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

John Mc Coll is a Series 66-credentialed financial advisor with Edward Jones in Marietta, GA, where he has worked since 2017. He has nine years of industry experience. Outside of his advisory role, he operates an e-commerce business focused on buying and selling collectible Lego sets and sporting event tickets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non–high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Michael Kennedy is a financial advisor with OSAIC in Atlanta, GA, holding a Series 63 designation and 31 years of industry experience. His career includes roles at Royal Alliance Associates, Signator Investors, and Life Investors. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and multiple program options.

Kaitlyn Poss is a financial advisor at Edelman Financial Engines in Atlanta, GA, holding a Series 65 credential. She has been with Edelman Financial Engines since 2022 and has prior experience in various roles outside the financial services industry. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary services for retirement accounts.

Amanda Yingling is a Certified Financial Planner (CFP®) with seven years of industry experience. She has worked at Edward Jones since 2019 and previously spent time at SunTrust and FedEx Office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Gibboney is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and also has concurrent experience with Six Flags Over Georgia and Wachovia Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory and financial planning services, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Justin Jenniges is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co., and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its financial planning process.

Ashley Hornsby is a CFP®-designated financial advisor with Edward Jones in Atlanta, GA, and has 17 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a rental property in Atlanta. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.