Adil Ali is a financial advisor at Charles Schwab in Buford, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He previously worked at Scottrade, Inc. for 16 years and had a brief tenure at Synovous Bank before joining Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Christopher Burns is a financial advisor at Edward Jones in Cumming, GA, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis of Cumming and is involved in preaching at Berea Baptist Church in Commerce, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a comprehensive range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Christina Jones is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2016. She holds the Series 66 designation and is based in Gainesville, GA. Outside of her advisory role, Jones is active in her community as an officer and treasurer of the Chattahoochee Country Club, a board member and investment committee chair at the North Georgia Community Foundation, and the immediate past president of The Rotary Club of Gainesville. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a non-discretionary, client-tailored approach supported by analytical modeling and provides specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Linda Hertog is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 65 and Series 63 licenses and three years of industry experience. She previously worked at Deloitte & Touche LLP for 18 years and serves on the board of a nonprofit organization since 2018. Outside of her advisory role, she works as a self-employed auditor. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets across nearly 3,700 financial advisors. The firm primarily serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that uses model-driven strategies supported by third-party asset managers and custodial services.

Steven Fincher is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and has worked at several firms including Securities America Advisors, Inc., Investacorp Advisory Services, and Equity Services, Inc. Outside of his advisory role, Fincher is involved as a social chairperson for his homeowners association and participates in charitable fundraising for a foundation serving children with illnesses. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation and portfolio optimization, supporting various strategies and third-party manager options.

Dwight Larkins Sr. is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Chang Han is a financial advisor at Cetera with Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Han is also the CEO and financial consultant of Harvest Financial Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Marilou Frizzell is a financial advisor with Edward Jones in Gainesville, GA, holding a Series 66 designation and seven years of experience at the firm. Prior to joining Edward Jones, she worked at Sam's Club for over three decades. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Russell Roush is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James and its affiliates since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools, and it supports a wide advisor network with specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.

Jonathan Stuckey is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. He is also associated with Weeping Oaks Holdings, doing business as Cornerstone Private Client Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, 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 over 10,000 advisors and $256 billion in assets under management.

Howard Burke is a financial advisor with Equitable Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Equitable Advisors since 1999, including during its period as AXA Advisors, LLC. Outside of advising, he owns and manages a direct marketing business. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs through a broad network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance to match them with advisory models or discretionary managers, utilizing both proprietary and third-party solutions.

Amy Jones is a financial advisor at Osaic with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Equitable Advisors. Outside of her advisory role, she operates a sole proprietorship designing and selling University of Georgia game day apparel on Etsy. Osaic Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform, offering a range of brokerage and advisory services including financial planning, portfolio management, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by advanced risk assessment tools.

Ty Goodbar is a CFP®-designated financial advisor with Edward Jones in Gainesville, GA, where he has worked since 2021. He has five years of industry experience and served nine years with the United States Marine Corps. He currently serves as an Intelligence Officer in the United States Marine Corps Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Steven Markel is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 21 years and 1717 Capital Management Company for one year. Outside of his advisory role, Markel is president of Markel Financial Services, an insurance brokerage specializing in life, health, disability, long-term care, dental, and Medicare products. OSAIC Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Gregory Garvin is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 20 years at American Century Investment Services and other roles at Park Avenue Securities and Guardian Life Insurance. Outside of advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms and third-party advisers.

Victor Sze is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James Financial since 1999, including 17 years at the current firm. Outside of his advisory role, he serves as director of the nonprofit Hui Tz Inc. and is the CFO responsible for investment accounts at the World Hope Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized municipal and SIMPLE IRA advisory programs.

Christian Roach is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he held positions at several financial institutions, including Employee Benefits of Atlanta, Group Resources, American Commerce Bank, Quantum National Bank, and First Horizon Bank/IberiaBank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Camp is a financial advisor with LPL Financial based in Hoschton, GA, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Raymond James Financial and A. G. Edwards & Sons, Inc. He has also operated his own firm, Dave Camp & Associates Inc., since 2003. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Kevin O'Brien is a financial advisor at Ameriprise with 27 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with Ameriprise since 2005. O'Brien serves as president of the Suwanee Downtown Development Authority and is on the Board of Advisors for the North Gwinnett Schools Foundation. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kenneth Johnson is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James and its affiliates since 2013. Johnson is also the owner and CEO of Cumulus Capital Advisors, a business unrelated to investment advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers non-discretionary consulting tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.