Erica Carson is a Series 66-licensed financial advisor with three years of industry experience, currently with Cetera since 2026. Prior to joining Cetera, she worked at Edward Jones for three years and held roles at Amazon Web Services, CommScope, and Fiserv. Outside of her financial career, she has operated a consignment business and engaged in retail arbitrage sales on eBay. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing approximately $256 billion in assets.

David Hendricks is a financial advisor with Wells Fargo Clearing, holding the Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Banc of America Investment Services. He is based in Duluth, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Shelby Hall is a CFP® with six years of experience in the financial industry, currently affiliated with Cetera. Prior to joining Cetera, Shelby worked at Morgan Stanley for six years. Outside of financial advising, Shelby is a member of Little Oaks Preschool LLC, a faith-based childcare center providing education for children ages 8 weeks to 4 years. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, operating through a large network of over 10,000 advisors.

Jeffrey Huenniger is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. 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 financial planning that addresses a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Michael Scott is a financial advisor with LPL Financial in Lawrenceville, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Invest Financial Corp., OSAIC, and Equitable Advisors. He is also involved with Wadley Financial Group, LLC, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning, portfolio management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational tools.

Ahmed Zaki is a CFP®-designated financial advisor with 24 years of industry experience, currently serving at Cetera since 2025. He has held roles at Avantax Advisory Services and Avantax Investment Services and manages his own CPA firm, Ahmed H. Zaki CPA, PC, specializing in tax preparation and accounting. Zaki also serves as president of Pinnacle Wealth Management, Inc. and acts as an executor for multiple estates. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various program structures and custodial relationships.

Jeffrey Thomas is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Triad Advisors and Resource Horizons Investment Advisory. Outside of his advisory role, he serves as CEO of J & N Thomas Inc., a business focused on managing income flow. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and offers discretionary and non-discretionary management across multiple platforms.

Jennifer Skurpski is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. She has nine years of industry experience and has been with Cambridge Investment Research Advisors since 2024. Outside of her advisory role, she serves as a committee member at Mary Our Queen Catholic Church and is captain of an ALTA tennis team. 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 through thousands of financial professionals. The firm offers access to multiple platforms and custodians and maintains proprietary model strategies under the Founders Gate Capital brand.

Cynthia Elsmore is a financial advisor at Edward Jones with 23 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Richard Jones is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at PFS Investments Inc. since 2015 and with Primerica Financial Services since 1998. Outside of advisory activities, he is co-owner of R. Jones Jr & Associates, LLC, formed for Primerica business purposes, and serves as Chief Executive Member of Jones5 Family Holding LLC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodians. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Cornelius Clark is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their financial situations and introduce solutions provided by Merrill and Bank of America. His position involves helping clients take control of their financial lives by selecting platforms and strategies suited to their current needs. Clark's expertise includes general investing, retirement planning, and preparing for unexpected financial events. He emphasizes the importance of understanding what matters to clients and their families to develop strategies aimed at pursuing their financial goals. He provides ongoing advice and guidance, adjusting to clients' evolving financial needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Kennesaw State University.

Quinton Green is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and 17 years of industry experience. He has worked with various Cetera entities since 2017 and also has experience with AIG Advisor Group. Outside of his advisory role, he is involved in food delivery as a Door Dash driver and manages a room rental business on Airbnb. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and affiliations that support diverse investment strategies.

Roderick Agard is a financial advisor with Wells Fargo Clearing in Athens, GA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America, where he worked from 2015 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. 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.

Charles Pinigis is a financial advisor with Ameriprise in Duluth, GA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that addresses income sources, tax-aware withdrawal strategies, and Social Security options.

Mark Long is a Series 66 licensed financial advisor at Edward Jones in Monroe, GA, with 16 years of industry experience, all with his current firm since 2010. Outside of advising, he serves as a board member of the Walton County Christian Learning Center in Monroe. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Charles Nelson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Outside of his advisory role, he has ownership in Noslen Group LLC, involved in investment-related activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shelly Beaulieu is a financial advisor at Merrill with 26 years of industry experience. She has held her current position since 1999 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Cabada is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families navigate important financial decisions with confidence, focusing on building strong, trust-based relationships through clear communication and responsive service. Joshua works closely with clients on areas such as family wealth management strategies, retirement planning, portfolio management, socially responsible investing, tax minimization, and small business strategies. Joshua holds a Bachelor's Degree from Kennesaw State University and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is bilingual, proficient in both English and Spanish. Outside of his professional role, Joshua enjoys camping, genealogy, hunting, music, soccer, spending time with his family, and woodworking. His approach centers on uncovering what matters most to clients and their families to create strategies aimed at pursuing their financial goals.

Charlton Bulkin is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding a Series 66 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with MassMutual Life Insurance Co and MetLife Securities Inc. 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, wrap and money-manager programs, and educational seminars.

James Tuenge is a financial advisor with Thrivent Investment Management in Johns Creek, GA. He holds a Series 66 credential and began his advisory career in 2025 after a 28-year tenure at Newell Brands. Outside of his advisory role, he participates in market research studies related to food product testing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary portfolio management. Their approach includes comprehensive written recommendations across various planning areas and allows clients to integrate planning with managed-account services through a consolidated billing option called WealthPlan.