Nathaniel Langley is a CFP® with 14 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2026. His prior experience includes roles at Commonwealth Financial Network, Avantax, and 1st Global Advisors. He is also a co-owner of Gwinnett Financial Services, a private entity facilitating securities, advisory, and insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations within a large advisor network.

Hang Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Wells Fargo, Nguyen worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Austin Schlieman is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BlackRock for seven years. 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 financial planning and investment management services, utilizing various advisor-facing tools and a large network of investment adviser representatives.

Jonathan Peterson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for nine years. Outside of his advisory role, he is also an associate at Windsor Wealth Planners & Strategists. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting services using analytical tools and supports its clients through a broad network and specialized programs.

Christopher Chance is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing, Merrill, and First Allied Advisory Services. He is currently based in Johns Creek, GA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a wide range of program options and custodial arrangements.

Clay Pilgrim is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He serves as Treasurer of the Georgia Society of CPAs and is an audit partner at Rushton, LLC, managing government and nonprofit financial audits. Clay also acts as Treasurer for his local property owners association. Cetera Investment Advisers LLC is a nationwide network of independent advisors offering a range of financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporations, charitable clients, and institutions. The firm provides access to multiple investment programs and managers, overseeing more than $256 billion in assets.

Bryan Richards is a financial advisor at Edward Jones in Buford, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Patrick Rice Jr. is a financial advisor with LPL Financial in Suwanee, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked concurrently at Renasant Bank and LPL Financial since 2010 and previously held roles at Cherry Bekaert Wealth Management LLC and Synovus Securities, Inc. In addition to his advisory work, Rice serves as an officer of Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive non-advisory financial activities and oversight of over $819 billion in discretionary assets.

Chelsea Demetre is a CFP® professional with 17 years of industry experience, currently with Cetera. She has been affiliated with Cetera Advisors LLC since 2013 and is also associated with Pascarella Wealth Partners LLC, where she serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment strategies.

Steven Voshall is a ChFC® credentialed financial advisor at OSAIC with 36 years of industry experience. He previously worked at Investacorp, Inc., Securities America Advisors, Inc., and Equity Services, Inc. Outside of his advisory role, he is an owner of North Georgia Senior Home Care, LLC, which operates a home care service. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a range of managed account programs.

Dillon Hemphill is a CFP® professional with six years of experience in the financial services industry, currently associated with Edward Jones in Gainesville, GA. His work history includes multiple engagements with Edward Jones since 2019 and prior roles at Textron Aviation and other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Jeffrey Gunter is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. He has worked at Cetera and affiliated entities since 2025 and previously at Concourse Financial Group Securities and REO Partners. Outside of his advisory role, he serves on the board of a local pre-school and is a deacon at his church in Cumming, GA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

David Moore is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Woodbury Financial Services and Equitable Advisors prior to joining OSAIC. He is also licensed as an insurance agent, focusing on life, long-term care, and disability insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services across various programs. The firm’s investment process centers on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party managed strategies.

Samuel Latimer is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He also serves as a partner at Rushton, LLC, a full-service accounting firm specializing in audits of local governments, construction, and nonprofit entities, where he leads audit teams and oversees technical compliance. In addition, he refers clients to Rushton Wealth Management, an investment advisory firm connected to the accounting practice. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across diverse program structures and custodial relationships.

Dorian Piekarz is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2026, he worked at Edward Jones for four years and Backbone International for one year. Outside of advising, he has participated occasionally in disaster relief efforts by transporting supplies to areas affected by natural disasters and has assisted community members with setting up LLCs and business licenses. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of investment adviser representatives.

Debby Minot is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she provides wealth management services and financial strategies to affluent individuals, retirees, executives, women, and business owners. She focuses on creating comprehensive plans to build, manage, preserve, and transfer wealth, tailoring advice to clients' risk tolerance, investment goals, and liquidity needs through a disciplined, long-term process. Debby’s expertise includes college education planning, divorce transition planning, executive compensation, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. She is a member of the Wood DeTienne O'Connor Group, which has been recognized on Forbes' "Best-in-State Wealth Management Teams" list in 2023 and 2024. Debby holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Minot State University. Her community involvement includes participation with the American Heart Association, Boys and Girls Clubs of the Valley, and Phoenix Children's Hospital. Debby enjoys adventure sports, basketball, golfing, hiking, running, skiing, traveling, and spending time with her family. Born and raised in North Dakota, she relocated to Arizona in 2000 to begin her career in the financial industry.

Cathy Couch is a Series 66-licensed financial advisor with 18 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked for Dempsey Lord Smith, LLC and WFG Investment Inc. Outside of advising, she provides bookkeeping and accounting services for local organizations, including a humane society resale shop and a condominium association. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a wide network of financial professionals and multiple platform options.

Vishal Padda is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His prior positions include roles at Morgan Stanley and JPMorgan Chase. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Jolette Landress is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Renasant Bank, Bank of America, Merrill, Wells Fargo Clearing, and Wachovia Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bradley Roberson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Merrill for 12 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.