Edward Wise is a CFP® with 35 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He spent 21 years at Triad Advisors, Inc. prior to joining OSAIC. Outside of his advisory role, he owns E.F. Wise Planning LLC, an insurance sales and marketing business. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with a platform supported by both proprietary models and third-party managers.

Kimberly Fox Griffin is a financial advisor at Ameriprise with 33 years of industry experience. She has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 1993. In addition to her advisory work, she manages a business that tracks revenues and expenses related to her financial advisor activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research, algorithmic tools, and a defined service team to deliver non-discretionary recommendations within a structured investment framework.

Hunter Crain is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked in various roles including at UberEats and the University of North Georgia. Crain also has outside involvement managing an advisory business as a franchise advisor with Kevin L Murphy, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with a written recommendation report and ongoing advice.

Larry Dennis Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Merrill, Bank of America, and PRUCO Securities. He is based in Dacula, GA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Jai Hong Park is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and offers a range of investment options through both proprietary and third-party programs.

Scott Hogan is a CFP® with 36 years of industry experience. He is currently with Cetera, having joined the firm in 2021, and previously worked at VOYA Financial Advisors. Hogan also serves as secretary on the board of the Michael D Stephens Memorial Foundation. Cetera Investment Advisers LLC is a large SEC-registered adviser that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of investment solutions through affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Sebastian Sanabria is a financial advisor with Primerica Advisors in Lawrenceville, GA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Berkmar High School and Killian Hill Christian School. In addition to his advisory work, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies and operates at scale with approximately 3,935 financial advisors and $15.5 billion in assets under management.

Brittany Floyd is a Series 66-credentialed financial advisor with 12 years of industry experience. She is currently with Fidelity Investments and has prior experience at Wells Fargo and BB&T. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Robert Eaker is a financial advisor with Edward Jones in Lawrenceville, GA. He holds Series 63 and Series 66 credentials and has 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Lilly III is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. He is a partner in 620 Spring Street Partners, a business that owns and manages commercial property in Gainesville, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting supported by analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Naveed Lalani is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes positions at UBS and Cambridge Investment Research, among others. Outside of his advisory role, he is involved in healthcare operations and data analysis with Sentara. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships supported by research and a range of portfolio management styles.

Jean Louis Sankale is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses. He has experience working with PFS Investments Inc. and Primerica Financial Services since 2026, and previously worked at PDTi [Pasaca Capital Inc.] in 2022. He is also involved with Globomics LLC, a role he has held since 2009. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of financial advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Scott Martin is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., and SunTrust Bank. Martin also served on the faculty at Georgia Southern University for two years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Bortak II is a CFP® credentialed financial advisor with 29 years of industry experience, currently with Wells Fargo Advisors since 2025. His prior roles include positions at Wells Fargo Clearing from 2002 to 2025 and Truist Investment Services in 2007. He serves as a Design Review Board Committee member for the Stonecrest Homeowners Association in Buford, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and tools, integrating advisory solutions with multiple financial product offerings.

Bianka Guzman is a financial advisor at Fidelity with 10 years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 2025 and previously spent five years at Merrill. Outside of her advisory role, she is a partner in MBD Rental Solutions, LLC, where she manages rental payment collections and property maintenance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Cynthia Rivas is a Financial Advisor at Merrill Lynch Wealth Management, where she works with individuals and families on investment management, retirement planning, portfolio strategy, and long-term financial planning. She holds the FINRA Series 7 and Series 66 registrations and has earned both the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, reflecting her focus on retirement planning and investment advisory services. Cynthia is fluent in English and Spanish, allowing her to serve clients from diverse backgrounds. She earned a Bachelor's Degree from Georgia Gwinnett College. Cynthia's approach emphasizes building long-term relationships by understanding her clients' goals, priorities, and visions for the future. She encourages open communication so clients feel comfortable discussing their changing financial needs over time. Outside of her professional work, Cynthia enjoys traveling, running—including completing half and full marathons—fitness activities, cooking, dancing, hiking, soccer, reading, and spending time with family and friends. Her Salvadoran heritage and family are important to her and influence her commitment to relationships, hard work, and careful planning.

Lawrence Roemer is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Cetera and has held roles at firms including LPL Financial and Infinity CPA Network. In addition to his advisory work, he is involved in tax and accounting consulting for business owners and owns an insurance wholesaler business focused on fixed insurance products. 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 multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Elizabeth Baldwin is a financial advisor with Edward Jones in Gainesville, GA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1990. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Prerak Patel is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones and Walmart Stores Inc. Mass Mutual Investors Services is a subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers structured, collaborative planning engagements using firm-approved analytical tools and delivers written recommendations across various investment categories.

Jordan Fidanza is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his career in finance, he worked at Waffle House, Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.