Ryan Tuff is a CFP® professional with 12 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at Ameriprise Financial Services, Royal Alliance Associates, John Hancock, and VOYA Financial Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mike Verroi is the Vice President, Wealth Planner at Fidelity Investments, where he has worked since 2018. In this role, he focuses on helping families and philanthropies build a legacy of meaningful impact through a structured financial planning process. He has extensive experience in the financial services industry, having served as Vice President, Financial Consultant at Fidelity Investments from 2010 to 2018. Prior to that, he held positions including Vice President, Sales Development at Futurity First Insurance Group in 2009, Assistant Regional Marketing Director at MetLife in 2008, Managing Partner at New England Financial from 2003 to 2008, and Senior Partner at New York Life Insurance Company from 1991 to 2003. Outside of his professional work, Mike has interests in baseball, football, military service, outdoor adventures, and softball.

Anthony Chen is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Jhfn Sii from 2013 to 2018. Outside of his advisory work, Chen hosts the podcast Family Business Radio and serves as board member and president of the Exit Planning Exchange, a nonprofit for advisors focused on business succession planning. 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 and utilizes a range of asset-allocation tools and third-party platforms to construct and manage tailored portfolios.

Steven Marcu is a financial advisor with Charles Schwab in Alpharetta, GA, holding a Series 63 designation and with 27 years of industry experience. He has been with Charles Schwab and its affiliated bank since 1997 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research and due diligence.

Dylan Kepes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, Truist Advisory Services, and Wells Fargo. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lauren Russell serves as a Branch Leader at Fidelity Investments, a role she has held since 2023. She leads a team of financial professionals dedicated to partnering with families to pursue their financial goals. Lauren's approach emphasizes building meaningful, lasting relationships by understanding her clients' stories and supporting them through all stages of their lives while co-creating plans aligned with their definitions of success. Her experience at Fidelity Investments includes positions as a Planning Consultant from 2021 to 2023, Relationship Manager in 2021, Investor Center Financial Representative in 2020, and High Net Worth Service Associate from 2018 to 2020. This progression reflects her expertise in financial planning and client relationship management. Outside of her professional role, Lauren enjoys cooking and baking, fitness activities including Pilates, exploring culinary experiences as a foodie, socializing with friends, and traveling.

Joseph Tortora is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at National Financial Services LLC and Kohl's Corporation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and delivers model portfolios to intermediary platforms.

Kayla Ledford is a financial advisor with Edward Jones in Acworth, GA, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and previously spent twelve years at Taco Bell. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Kenneth Johnson is a CFP®-credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at United Parcel Services for over three decades. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Karen Reed is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo since 2018. Prior to her financial services career, she spent 21 years as a homemaker. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Christopher Wallace is a Series 66 licensed financial advisor with LPL Financial, based in Woodstock, GA, and has two years of industry experience. Prior to joining LPL Financial in 2024, his background includes roles in education and hospitality. He also coaches at King's Academy in Woodstock outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Matthew Simmons is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Charles Schwab and Co., Inc., having previously worked at TD Ameritrade Investment Management, LLC and Scottrade, Inc. His career includes roles at both Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2022. 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 discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Jason Walling is a CFP® professional with 24 years of experience in the financial services industry. He is currently with OSAIC and previously spent nine years at LPL Financial. Walling is also president of Walling Financial Group, an LLC through which he provides financial advice and trades securities on clients’ behalf. OSAIC serves retail and institutional clients, including high-net-worth individuals and charitable organizations, offering a range of advisory services such as financial planning, retirement plan consulting, and managed portfolios. The firm integrates multiple platforms and uses various tools and third-party services to construct and manage diversified portfolios.

Arturo Aviles is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, TD Ameritrade, and Scottrade. 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 separately managed accounts and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.

James Nance is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Beyond his advisory role, he has experience as a U.S. Naval Reserve Military Intelligence Officer and is involved in managing commercial rental properties. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with one of the largest advisory and branch networks in the industry. The firm offers a range of advisory programs, investment strategies, and affiliated services under a fiduciary standard.

Robert Solley is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Cetera and its affiliated firms since 2011. He is also the owner of Solley Financial Services, which he started in 2003. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Tom Ridge is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2022, he worked in the golf industry, including roles at Tom Ridge Golf and Bobby Jones Links Golf. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Phillip Wallace is a financial advisor with LPL Financial in Woodstock, GA, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with LPL Financial (formerly LINSCO PRIVATE LEDGER) since 2007. Outside of his advisory role, he operates a separate business selling directly to long-term care companies and is also an agent for non-variable insurance through Crump Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Doris Cheek is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds a Series 66 credential and previously worked at Edward Jones from 2010 to 2019. Cheek serves on the missions committee of Wieuca Road Baptist Church and holds board positions with Lifespan Resources and the Druid Hills Civitan, contributing to community and senior advocacy activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated WealthPlan billing option while maintaining separate service delivery.

Archana Gupta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior firms include Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, PNC Bank, and JP Morgan. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research and analytics from internal and external sources to support its investment offerings.