Ragan Gootee is a financial advisor with Edward Jones in Marietta, GA, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a member of Parable Real Estate, LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

J Moore is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has worked at Cetera since 2009 and is also the owner of Mapec Group, LLC, which sells health insurance. Additionally, he co-owns a tea wholesale and retail business and serves as assistant treasurer at Zion Baptist Church of Marietta. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions and operates a multi-manager platform with access to affiliated and third-party investment managers.

La Rhonda Jones is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Marietta, GA, where she has worked since 2014, totaling 11 years of industry experience. Prior to joining Edward Jones, she served as an adjunct faculty member at the University of Phoenix. She is also the owner of Curious Calvin LLC, a children’s book publishing venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Devin Williams is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank and CoStar/Ten-X. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeanette Leith is a financial advisor with Edward Jones in Douglasville, GA. She holds a Series 66 designation and has three years of industry experience, including prior work at Mountain Motorsports and Endeavor Air. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Joshua Tenery is a financial advisor with Edward Jones in Marietta, GA, holding CFP® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved with NEWSMITH, INC., a jewelry industry newspaper based in Greensboro, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

James Hale is a financial advisor with Edward Jones in Dallas, GA, holding Series 63 and Series 66 credentials and having 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Scottie Ringer is a financial advisor with Fidelity Investments, holding Series 63 and 65 licenses and 31 years of industry experience. He previously worked at Lincoln Investment Planning for eight years before joining Fidelity in 2021. Outside of his advisory role, he works as an independent contractor providing ride share services with Uber and Lyft. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create and oversee model portfolios.

Steven Bontempi is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He also provides private music lessons as an entrepreneurial activity outside of finance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and custody arrangements.

Kristal Sizemore is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at JP Morgan Securities, Scottrade, and Sloe', LLC. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across a broad investable universe of mutual funds, ETFs, and ETPs.

Nader Kaliel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Fidelity, Bank of America, Merrill, Wells Fargo, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Damien Garner is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes five years at E-Trade from Morgan Stanley and roles in software and health-related companies before entering the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nancy Demirtas is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, she worked at Maximum One Realtors, Spectra Metal Sales, and Tie Down Engineering Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Antoine Dent is a Series 66-credentialed financial advisor with Thrivent Investment Management. He joined Thrivent in 2025 and previously worked in real estate and wellness-related roles. Outside of financial advising, he is involved in nonprofit work focused on education and wellness, serves as a director of community engagement for a scholarship organization, and manages initiatives supporting men's faith and discipline. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Heather Elsenbach is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional entities, and charitable organizations—and offers financial planning and non-discretionary investment consulting through various advisory programs.

Michael Jankowski is a financial advisor with LPL Financial in Powder Springs, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, he worked at multiple Cetera entities from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside proprietary and third-party research and model portfolios.

Jack Berends is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and BlueChip Wealth Advisors. 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 to manage mutual funds, ETFs, and ETPs. The firm also acts as an advisor to multiple registered investment companies and develops model portfolios for intermediary platforms.

Kennie Taylor is a financial advisor with Raymond James & Associates in Powder Springs, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James since 2015 and provides impartial financial guidance as an independent contractor at Next Generation Divorce, assisting clients with financial evaluations related to divorce. Additionally, he is involved with the YMCA of Greater St. Petersburg and the Tampa Bay Free Dentistry Charity. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Gregory Russell is a Series 66 licensed financial advisor with 11 years of industry experience. He has worked at LPL Financial since 2023 and previously spent nine years at Edward Jones. Outside of his advisory role, he serves on the HOA Board of Summer Winds Neighborhood in Acworth, GA, and resells tickets for an Atlanta Braves season package. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Gerald Koehler is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked in the IT sector with Tata Consultancy Services and Atos. Outside of his advisory role, Koehler serves as a Service Delivery Manager at NTT DATA, overseeing operations related to End User Compute and Virtual Desktop Infrastructure Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses without discretionary trading authority. The firm emphasizes written, holistic planning across various financial topics and offers clients the option to combine planning with managed accounts under a consolidated billing program.