Luke Ellis is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022. Prior to his advisory role, Ellis was associated with Auburn University and ClubCorp, and he spent twelve years working with Fayette County Schools. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, delivering planning solutions that span areas such as retirement, education, risk management, and niche services including business-owner transition and special-needs planning.

Christina Clark is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Don Carter is a Series 66 licensed financial advisor at Edward Jones with six years of experience at the firm and five years in the industry. Prior to joining Edward Jones in 2020, he was self-employed for one year and worked at WXIA-TV and Tegna Media from 2011 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Darin Ruttenberg is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Woodbury Financial Services, United Community Bank, LPL Financial, Cuna Brokerage Services, and Suncoast Credit Union. Outside of his advisory work, he serves as an assistant basketball coach at a local middle school. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to multiple managed account solutions.

Cooper Helm is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Magnuson Hotels from 2015 to 2017. 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 through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Scott Slavik is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a broad range of solutions, including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Michele Hall is a financial advisor with Edward Jones in Peachtree City, GA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Edward Jones since 1991. Outside of her advisory work, she serves as a soccer referee for Upward soccer at New Hope Baptist Church in Senoia, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Jeffrey Truitt serves as a Resident Director and Wealth Management Advisor at Merrill. In this role, he works closely with clients to develop personalized financial strategies that align with their long-term goals. He leverages Merrill's investment insights alongside Bank of America's banking and lending solutions to offer comprehensive wealth management services tailored to changing market conditions. Jeffrey holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from The University of Georgia. In addition to his advisory responsibilities, Jeffrey is committed to community involvement and volunteers with local organizations in line with Merrill’s tradition of service.

Barry Ellis is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He holds Series 63 and Series 66 licenses and is based in Peachtree City, GA. Ellis has a significant role outside of advisory services as a 22% owner of M.E.B., LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, leveraging Wells Fargo’s research and planning tools to develop tailored client recommendations.

Chryl Curtis is a financial advisor at Merrill with 12 years of industry experience. Curtis holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2013 and Bank of America, N.A. since 2014. Outside of advising, Curtis is a general partner and managing member of Family Beach House, LLC, a limited liability company co-owned and managed with family. 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 for individuals, high-net-worth clients, and various institutional entities, combining internal Chief Investment Office teams with third-party managers to implement portfolio management and account administration.

Jeffery Bickel is a financial advisor with LPL Financial in Newnan, GA, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, BB&T Investment Services, Guardian Life, and Banc of America Investment Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, institutions, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Chad Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Raymond James since 2019 and previously spent a decade with Morgan Stanley in various capacities. Outside of advising, he serves as an officer and secretary on his local homeowners association board. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Richelle Jordan is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds a Series 66 designation and previously spent 15 years with Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools, supports municipal and public-finance work through a municipal advisor affiliation, and provides specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Arenas is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current role at Edward Jones since 2014 and holds the Series 66 designation. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Mark Passalacqua is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Cambridge, he worked at SunTrust Advisory Services and Suntrust Investment Services for nine years. He is also the owner of Sentinel Wealth Advisors, an independent investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management strategies and custody arrangements.

Kevin Keelen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 66 licenses and 13 years of industry experience. He has previously worked at Btig LLC for 12 years and held positions at Merrill, Verity Investment Partner, and FBN Securities. Keelen is based in Peachtree City, GA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary investment consulting using risk profiling and modeling tools and supports a wide advisor network with specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Vladimir Nikitenko is a CFP® professional affiliated with LPL Financial, with 12 years of industry experience. He worked at Lincoln Financial Advisors for 10 years before joining LPL Financial in 2024. Nikitenko is also a business owner of NFH LLC DBA LANDFIX, a non-investment-related venture based in Peachtree City, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios to support diversified investment approaches.

Linwood Thompson is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is involved in LHT II LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

William Waller is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Synovus Securities. He is currently based in Peachtree City, GA. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Scott Trammell is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.