Joshua Arrowood is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2021, he worked at Heidelberg USA for seven years. He is also affiliated with Main Street Advisors. 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 model portfolios, third-party asset management, and institutional platforms.

William Murphy is a financial advisor at OSAIC with three years of industry experience and holds the Series 66 designation. He has held roles at several firms including Waterstone Weather Strategies and FSC Securities Corporation. In addition to his advisory work, he is an independent producer of life and health insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Brandon Courson is a CFP® professional with 11 years of experience, currently advising clients at Edward Jones since 2014. He holds the Series 66 designation and is based in Hiram, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Audrey Croft is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliates since 2005. In addition to her advisory role, she is involved with LegalShield, soliciting memberships for legal service plans. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides tailored planning advice and written recommendations focused on reliable income strategies for clients approaching or in retirement.

Garrett Hurst is a financial advisor with Ameriprise in Roswell, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2015, including six years at the current firm. Outside of advisory services, he is co-owner of APC Holdings Group LLC, which manages an Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Curtis Wright is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Cetera, where he has worked since 2021, and previously worked at VOYA Financial Advisors for seven years. Wright is also the owner of Wright Financial Group, LLC, a firm involved in insurance and financial product sales. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, employing a multi-manager platform that includes both affiliated and third-party managers.

Vicky Deshazier is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver written investment strategy recommendations.

Monique Ellis is a financial advisor at Fidelity with seven years of industry experience and a Series 66 designation. Her career includes roles at Merrill and Bank of America, N.A., in addition to her current position at Fidelity. Prior to rejoining Fidelity, she operated Smart Money Accountability Coaching, LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Michael Mc Cracken is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 credential with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Emerson from 2016 to 2019. Outside his advisory role, he is the owner of an e-commerce business, Kraken LLC, and has veteran disability status with the Department of Veteran Affairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Amiyah Seals is a financial advisor at Fidelity with one year of industry experience. She previously worked at Bank of America Merrill Lynch for 12 years. She is registered with a Series 66 credential. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves in advisory roles that include commodity pool operations and fund management.

John Mcharg is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked with firms including Merrill and FSC Securities Corporation. Outside of his advisory role, he serves as Compliance Manager for Nettuno & Associates LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Paul Jacobson is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he held positions at KidsPeace and White's Residential and Family Services. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harry Arrowood is a CFP® professional with 34 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corp. from 2005 to 2018. Outside of his advisory role, he owns and manages A.A. Coffee Service Inc., a for-profit business 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Roberto De Jesus is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones from 2007 to 2026 and currently owns an Edward Jones office in Acworth, GA. Roberto joined Raymond James Financial Services Advisors, Inc. in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored planning and analytical tools to support client goals and offers unique municipal advisory services and SIMPLE IRA Employer Advisory programs.

Dina Joseph is Vice President and Branch Leader at Fidelity Investments, where she leads a team dedicated to assisting clients and their families in achieving their financial goals. She has been with Fidelity Investments since 2007, progressing through roles from Financial Representative to her current leadership position. Her professional experience spans over a decade in wealth management and client relationship roles, including Regional Director, Wealth Management Planning Consultant, and Senior Relationship Manager. This extensive background supports her expertise in guiding clients through financial planning and investment strategies. Outside of her professional responsibilities, Dina has interests in art, music, outdoor adventures, traveling, and yoga.

Michael Hebdon is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2026. Prior to joining Edward Jones, he worked at The Vanguard Group, Inc. for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Steven Rothschild is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently associated with Osaic Wealth and has previously worked at Securities America and operated his own firm, Rothschild and Associates, where he also provided accounting and tax preparation services as a CPA. Osaic Wealth serves a wide range of clients, including retail and institutional investors, with services spanning financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and access to alternative investments through multiple custodial and affiliate platforms.

Jeffrey Ramsey is a CFP®-certified financial advisor with 31 years of industry experience, currently practicing at LPL Financial since 2018. He previously worked at Invest Financial Corp. for nine years and Sovereign Financial Services, LLC for one year. Outside of his advisory work, he is a partner in Buckhead Beans, a for-profit business. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Virginia Jones Smith is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2014. She has been self-employed since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Haley Berger is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and previously worked for Triad Advisors, Inc. from 2012 to 2022 before joining Edward Jones in 2022. Outside of her advisory role, she owns an art and e-commerce business called Haley Hamilton Art, LLC. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.