Harold Vincent is a financial advisor with Attainment Asset Management LLC in Clayton, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and Bb&T Investment Services, Inc. He is also a licensed insurance agent. Attainment Asset Management provides discretionary asset management and separate financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental and technical analysis to manage client portfolios according to their objectives and risk tolerance.

Logan Mc Coy is a financial advisor at Freedom Capital Advisors Inc with a Series 65 credential and one year of industry experience. Prior to his current role, he worked at NewLife Auto for five years and Firestone for four years. Freedom Capital Advisors Inc. provides personalized investment advisory and financial planning services to individual and institutional clients, employing a disciplined approach that combines fundamental, technical, and economic analysis to implement conservative, value- and income-oriented strategies.

Stephen Nash is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Empower Advisory Group and previously worked at TIAA and TIAA-CREF for 13 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and client savings rates, offering point-in-time financial plans and optional managed account solutions.

Lee Penland is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 46 years of industry experience, including prior roles at Kestra Advisory, Kestra Investment Services, and NFP Securities. Outside of his advisory work, he is involved with the Lake Burton Civic Association and operates Penland Associates, LLC. Primerica Advisors serves a broad retail client base and offers both transaction-based brokerage and fee-based advisory services. The firm provides a range of investment programs, financial planning, and consulting services supported by proprietary and third-party investment strategies.

Robert Restino is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been affiliated with Legend Equities Corporation since 1994. In addition to his advisory role, he owns Pinnacle Financial Advisors, providing insurance sales and service. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and brokerage and insurance products.

James Duncan is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 22 years of industry experience. His career includes roles at several Cetera entities since 2017 as well as prior positions at First Allied Securities, Summit Brokerage Services, and AIG Advisor Group. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, retirement, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions within a distinctive institutional and fiduciary framework.

Joshua Parker is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial and Vanderbilt University, as well as service in the U.S. Army from 2010 to 2023. Outside of his advisory work, he is a partner in an LLC that manages a rental cabin property. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed options.

Ronald May is a CFP® professional with 48 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Wells Fargo Advisors for 13 years. May is a majority owner of May Wealth Advisors Raymond James, an independent support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Jerry Wright is a financial advisor with LPL Financial in Clayton, GA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with LPL Financial and Wright & Frank since 1994. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering diverse investment solutions supported by an in-house research team.

Richard Curcio is a CFP® professional with 23 years of experience in financial advising, currently affiliated with Mass Mutual Investors Services. His prior work includes positions at AXA Advisors LLC, Raymond James Financial Services, and Fulton Bank. Beyond his advisory role, he owns RMC Consulting Services, providing CPA and tax preparation, and also consults and coaches chiropractors and business owners on business development. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses a structured, collaborative planning process supported by firm-approved analytical tools and provides a range of educational and event-driven planning programs.

Martin Truax is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Truax is CEO of Chota Falls LLC, a business he oversees with his wife, and serves as a board member and CEO of the Two Hearts Foundation, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Jeff Velastegui is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2007. Outside of his advisory role, Velastegui is the founder and president of the Sonrisa Foundation, a nonprofit organization that organizes annual toy and food drives and provides financial assistance to youth for education. He also serves on the trust committee of Saint Peters Church and the board of directors at Rabun Gap-Nacoochee School. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management for individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a collaborative, annual planning process using firm-approved tools and delivers written recommendations, focusing on investment categories and strategies rather than specific product selections.

Kevin McGrath is a financial advisor with UBS Financial Services and holds Series 63 and Series 65 designations. He has 31 years of industry experience, all spent with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its advisory approach.

Ara Joyce is a financial advisor at Edward Jones in Clayton, GA, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, Joyce is involved in operating a craft brewery, Currahee Brewing, where he hosts nonprofit and trivia events. 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. The firm offers a range of advisory strategies and maintains a large national presence with over 23,700 financial advisors and $1.01 trillion in assets under management.

Matthew Pileski is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Piper Jaffray & Co, Hilltop Securities Inc, and Edward Jones. His background also includes a role at Georgia Mountain Psychological Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is recognized for its use of systematic methodologies, managed fund-of-funds structures, and its role as a registered commodity pool operator and adviser to multiple registered investment companies.