Carol Fromhagen is a financial advisor at LPL Financial with 36 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at H. Beck, Inc. and operates Grove Point Investments, LLC and Grove Point Advisors, LLC. Outside of her advisory work, she is a general partner in The Gilly Partnership, which manages an Airbnb property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, supported by model portfolios, third-party subadvisors, and technology-driven investment strategies.

Joseph David is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley since 2009 and has been part of Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate firm-approved tools and modeling techniques.

Kenneth Nettuno is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors and FSC. His background also includes time at Castellucci Hospitality Group, Cans Taqueria, and Kennesaw State University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Jamie Spradley is a financial advisor with Primerica Advisors in Morrow, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at DMG Worldwide, Inc., Georgia Green Energy Services, The Intersect Group, and PFS Investments Inc. Outside of advising, he is involved with Atlanta Habitat for Humanity. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by custodial and trade execution services from Pershing.

Christopher Stanford is a financial advisor with Raymond James & Associates in Fayetteville, GA, holding a Series 66 designation and having 21 years of industry experience. His prior firms include Bank of America and Merrill. He serves as a director on the board of the Worldwide Discipleship Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Steven Gillespie is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2014. He has also been associated with Delta Community Credit Union since 2009. He holds the Series 66 designation and operates out of McDonough, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, leveraging both discretionary and non-discretionary management supported by in-house and third-party research.

Royce Kountis is a financial advisor at Merrill with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at First Citizens Bank and First Citizens Investor Services. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Bondoch is a CFP® with 25 years of experience in the financial industry, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. since 2009. He is the CEO of AMB Financial Services and owner of Anthony M Bondoch & Associates, LLC, which engages in both support services and non-variable insurance product solicitation. Bondoch also holds a durable power of attorney role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides non-discretionary planning tailored to client goals, utilizing risk profiling and analytic tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

Austin Carroll is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at several firms, including Amentum, Mutual Advisors, Prime Capital Investment Advisors, and Cornerstone Retirement Group, and spent nine years at DynCorp International before entering the financial advisory field. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds and integrates advisory services with other financial products and referral channels.

Craig Carroll is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones and James M Pleasants Company. Carroll owns and operates 1519 Wealth Management LLC and works as an independent contractor for CoWealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance services, along with specialized advisory programs.

Avon Drummond is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. Prior to joining Primerica Advisors in 2019, Drummond has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of financial advising, Drummond serves as a minister at the Spiritual Living Center of Atlanta and operates a writing and publishing platform through Substack. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven portfolio strategies managed by unaffiliated asset managers, with trade execution and custody support provided by BNY Mellon Advisors and Pershing.

Leonard Starr is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking products.

Jasmine Silas is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Bank of America, Thrivent Financial, Truist, Marriott International, and Georgia State University. She has also been involved with Sharon Mann Designs in two separate periods. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Dena Sellers is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for seventeen years before joining Equitable Advisors in 2022. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a combination of proprietary and third-party advisory models, with a focus on matching clients to appropriate program solutions based on personal information and risk tolerance.

Timeka Arora is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. She provides ongoing advice and adjusts financial plans as clients' situations evolve. Ms. Arora’s expertise includes general investing, retirement planning, and preparing for unexpected expenses. She holds professional designations such as Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed an Accredited Certificate Program at the University of Pune. Fluent in English, Hindi, Punjabi, and Urdu, Ms. Arora emphasizes understanding the priorities important to each individual and family to create tailored financial plans.

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.

Tiaudra Shaw is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2020. Her background includes roles at USAA Investment Management Company and USAA Financial Advisors, Inc. She also serves as Chapter President of the Greater Metropolitan Atlanta chapter of Jack and Jill of America, Inc., a nonprofit organization. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through both non-discretionary and discretionary investment programs, offering integrated brokerage, custody, and financial planning solutions.

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.