Langley Respess is a financial advisor at UBS Financial Services in Atlanta, GA, with 35 years of industry experience and Series 63 and 65 credentials. He has been with UBS since 1995. Outside of finance, Respess is involved in fiction novel writing and owns a music composition, publishing, and performance business. He also serves as chairman of the capital campaign committee at Atlanta Classical Academy, a K-12 school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining wealth management with institutional trading and capital markets services.

Alonso Gomez Martinez is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and six years of industry experience. He previously worked at Puerta Del Sol for 14 years and currently has a half ownership in a hospitality business where he is involved in day-to-day operations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Patrice Smith is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Merrill since 2005 and is also affiliated with Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a lay member on the advisory council to the Archbishop of the Archdiocese of Atlanta, providing counsel on confidential parish matters. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Baker is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his financial services career, he worked in the hospitality industry at Hyatt Place locations in Atlanta. 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 and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a nationwide network of financial advisors and branch offices.

Ashley Warren is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and two years of industry experience. Warren previously worked at Merrill from 2014 to 2017 before joining Morgan Stanley Smith Barney LLC. Outside of advisory work, Warren is involved in a construction and engineering business through a volunteer role connected to a spouse’s company. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive investment approach tailored to client needs.

Milic Zecevic is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Atlanta, GA. His prior roles include positions at Raymond James & Associates, Capital Management Advisors Inc, and Delta Community Credit Union. Zecevic has also been involved with the Emory University Osher Lifelong Learning Institute. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Jeffrey Westfall is a Series 66 registered financial advisor at Edward Jones in Fayetteville, GA, with 13 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 manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Diana Avery is a financial advisor at LPL Financial with 30 years of industry experience. She holds the CFP® and Series 63 designations. Her prior roles include positions at Avery Financial Services, USA Financial Securities, Valic Financial Advisors, and MetLife Investment Fund Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Schoeffler is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of St. James United Methodist Church. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Geoffrey Fishman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC. Fishman is a 33.3% owner of Rockaway Investments LLLP, a family investment entity based in Clarkesville, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm follows an IPS-driven approach grounded in modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Marquis Springer is a financial advisor at Fidelity with nine years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including JP Morgan Chase, Morgan Stanley, and Fidelity Brokerage Services. Outside of his advisory role, Springer is involved as a partner in music and media production companies and participates in ride-sharing services as an independent contractor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with particular capabilities in fund advisory and model portfolio delivery.

Julie Matulia is a financial advisor with Osaic Wealth Inc. and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including prior roles at Cambridge Investment Research Advisors and Guardian Life Insurance Co. of America. In addition to her advisory work, she provides divorce coaching through JM Financial Planning, LLC, assisting clients with financial settlements during divorce proceedings. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers.

Barry Dekreek is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at LPL Financial for 12 years and has been with Cetera and related firms since 2025. Outside of his advisory role, he is a member of Oceanview Ventures LLC, which manages business-related financial operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and program structures.

Jessica Hernandez is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial and its affiliated entities since 2014, with an earlier position at Liberty House in 2016. In addition to her advisory role, she is an Investment Advisor Representative at Harmon Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and it supports its clients through various advisory programs and institutional consulting services.

Scott Fennel is a financial advisor with Ameriprise in Peachtree City, GA, holding a Series 66 designation and two years of industry experience. His work history includes roles at Ameriprise since 2023 and earlier experience at the University of Georgia and Advanced Aquatics. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning.

James Roberts is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. His career includes roles at Merrill and Fsc Securities Corp before joining Cambridge in 2019. Outside of his advisory work, Roberts serves as Treasurer for the Atlanta Archdiocese Catholic Cursillo and is owner of Robert Capital Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Matthew Fry is a financial advisor with Cetera holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Summit Financial Networks and Summit Financial Group. He is also a member of the US Air Force Reserves and has been employed by Delta Air Lines since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and supports multiple investment program structures and custodian relationships.

Sidney Baker is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 66 credentials with 14 years of industry experience. His prior roles include work at Hartford Funds Distributors LLC, Chartwell Investment Partners, Edward Jones, and United Community Bank. In addition to his advisory work, he owns S. Baker Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies.

Brian Ritchie is a financial advisor at Osaic with 27 years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corporation and Financial Service Corporation for 25 years. He is also the owner of Singletrack Financial LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and supports third-party money managers and wrap programs.

Jason Davis is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the Fayetteville Police Department. Davis is also associated with Reveille Wealth Management, an affiliated independent practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. 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.