John Hall Jr. is a financial advisor with Truist Advisory Services and holds a Series 65 designation. He has one year of industry experience and previously worked at Meadow Creek Wealth Advisors and Capstone Financial. Outside of advisory roles, Mr. Hall is licensed to sell insurance in Georgia and receives commissions on insurance product sales. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by advanced research tools and inter-affiliate integration.

Phil Edgecombe II is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Cushman & Wakefield. His other business activity includes managing a rental property in New York. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice and investment education services. The firm’s investment approach incorporates proprietary software and model portfolios provided by Morningstar Investment Management to deliver personalized guidance on asset allocation, contribution rates, and retirement timing.

Eric Duckworth is a financial advisor at Truist Advisory Services with 27 years of industry experience. He has held roles at Truist Investment Services since 2000 and has been with Truist Advisory Services since 2016. His professional credentials include Series 63 and Series 66 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses both discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, with an emphasis on inter-affiliate integration among Truist entities.

Michael Mobilio is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc and Wyatt Law Group. Outside of finance, he has worked as a background actor in movies and TV shows. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Michael Wall is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at Truist Investment Services, BB&T Securities, and SunTrust Investment Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and the AMC Advantage manager-selection program, using a combination of discretionary manager relationships and non-discretionary consulting.

Mark Delmonte is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership with Timberline Partners, LLC, a real estate holding company, and The 825 Group, LLC, which provides payroll and benefits services to Ameriprise financial advisors. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

David Dodd Jr. is a financial advisor with Edward Jones in McDonough, GA, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with Edward Jones since 2007. 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 and advisory services supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Sydnee Scruggs is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Sydnee is based in Atlanta, GA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of services.

Natasha Mathis is a financial advisor with Fidelity in Atlanta, GA, holding Series 66 and Series 63 credentials and 12 years of industry experience. She has been associated with various branches of Fidelity since 2015. Outside of her advisory role, Mathis is involved in real estate sales and operations management through her membership in SANMAR AND ASSOCIATES LLC and as a real estate agent with Metrobroker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Mark Johnson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Next Financial Group Inc for 13 years. Outside of his advisory role, he is involved in insurance sales focused on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Virgil Hooper Jr. is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including CoreCap Investments and Hero Wealth Management. Outside of financial services, he is involved in engineering consulting through ownership of Red Tail Engineering & Construction and serves as a board member for the Fayette County Planning Commission. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts by offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides tailored investment strategies using both proprietary models and unaffiliated third-party managers across various custody platforms.

William Dickerson is a financial advisor with Edward Jones in Fayetteville, GA, holding CFP® and Series 66 designations and possessing six years of industry experience. He has been with Edward Jones since 2019 and previously worked at GovStrive, LLC and Acuity Brands Lighting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.

Keli Hazel is a financial advisor with OSAIC, holding a Series 66 designation and bringing 15 years of industry experience. Her prior work includes roles at Royal Alliance Associates, Woodbury Financial Services, and Money Concepts Capital Corp. Hazel is also an author of a book aimed at helping women navigate divorce from both personal and financial perspectives. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services alongside financial planning and retirement plan consulting. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management, featuring access to third-party money managers and wrap programs.

David Feroleto is a Series 66 licensed financial advisor with UBS Financial Services in Atlanta, GA, with 24 years of industry experience. He has been with UBS since 2001. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and access to alternative products. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform of capital markets and banking services.

Jessica Hensley is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of her advisory role, she is co-owner of R.W. Duren, CFP, LLC and owner of JBH Enliven, LLC, both investment-related businesses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Margaret Orson is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Her prior roles include positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in Atlanta, 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 advice grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Demetrios Protopapadakis is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base—including individuals, pension plans, corporations, and government entities—providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Frednesha Hamm is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and serves in a formal advisory role to multiple registered investment companies.

Michael Ferrara is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Cetera. His prior work history includes a 15-year tenure at AT&T. Outside of his advisory role, he serves as a financial mentor at Buckhead Church, teaching budgeting and financial literacy, and he is the founder of the Lone Wolfpack Running Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, corporate, and charitable clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services across multiple program structures, emphasizing a multi-manager platform with access to third-party money managers and bespoke investment strategies.

Nicole Avery is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining J.P. Morgan. Avery also operated Nic Avery Coaching, LLC from 2021 to 2024. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering services on a non-discretionary basis.