Kevin Hallam is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. Prior to joining Cambridge in 2019, he worked at Triad Advisors and Resource Horizons Investment Advisory. He serves as board treasurer for the Norcross Foundation for Excellence and is CEO of H & H Assets. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, 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 across multiple platforms and custodians.

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.

Christopher Holness is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2016. Outside of his advisory role, he is a passive partner and owner in a digital content company and is involved in property management through a separate real estate business. 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 advisory program.

Carole Tholen is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2025, she spent ten years at 1.800MD, LLC. 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, pension plans, corporations, and charitable organizations.

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.

Richard Weil is a financial advisor at Raymond James & Associates with 45 years of industry experience. He has been with Raymond James & Associates since 2002 and holds Series 63 and Series 65 designations. 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, institutional and pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Jeff Hogan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2008 and joined Merrill Lynch in 2013. Jeff's work focuses on creating strategies and providing advice tailored to individuals, families, and businesses to help meet both their short- and long-term financial objectives. Jeff’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. He holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Jeff earned a bachelor's degree in Business Administration with a specialty in Finance from the University of Mississippi. Residing in Atlanta with his wife Kara and their three children, Jeff engages in baseball, basketball, biking, football, golfing, and spending time with his family. He is also involved in his community through Catholic Charities Atlanta and the Northside Youth Organization.

Ryan Zielinski is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 registrations and has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and E*Trade Securities. Outside of his financial advisory work, he is the owner and operator of Beaver Run Land and Road Co. Ltd., a construction and engineering business based in Ball Ground, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering 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 to support its advisory programs.

Pat Holcombe is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2017, having worked with Primerica Financial Services since 2009. Outside of advisory services, he is involved in sales of loan products and referrals for home security and automation services through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure while maintaining oversight of its investment models.

Emily Schmutz is a financial advisor at Raymond James & Associates with four years of industry experience. She has worked at Raymond James since 2022 and previously held roles at Fiserv and MarketSource. Emily took a one-year career hiatus as a full-time parent. 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, non-discretionary investment consulting, and specialized municipal advisory services.

Dylan Haynes is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at E*TRADE Securities LLC and Farmers Insurance. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Terius Dolby is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016, following a decade at Banc of America Investment Services, Inc. and Bank of America, N.A. 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, and various institutional investors.

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.

Hipolita Garcia Piota is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and two years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and has prior experience at PalmerHouse Properties, Keller Williams, and American Express. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Lester Bourne Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Knights of Columbus Asset Advisors and Knights of Columbus Insurance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Brandon Williams is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked at Primerica Financial Services since 2019 and previously held roles at Randstad and a parking management company. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

Marc Walker is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Kestra Financial Services and Retirement Capital Group Southeast. He is involved with Legacy Executive Benefits, LLC, where he provides consulting on transition planning and key employee retention, and he also leads Momentum Financial Consulting of Georgia. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Erin Raby is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Wells Fargo Clearing and Wells Fargo Bank NA from 2010 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include tailored financial planning without providing individual security recommendations as part of its standalone planning program.

Tamseel Fatema is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 66 and Series 63 credentials and has worked with JPMorgan Chase Bank, N.A. since 2018. Outside of her advisory role, she was involved with Nayaab Collections, LLC from 2019 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s investment process combines quantitative screens and qualitative research, incorporates ESG criteria, and reflects broader derivatives and commodities capabilities.