Ashwin Patel is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial in 2021. Outside of his advisory role, Patel is involved with a wealth management firm where he acts as a fiduciary for Roth 401(k) plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.

Linwood Thompson is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is involved in LHT II LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Thomas Barnhart is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. The firm serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. Fisher Investments uses a centralized investment approach with a combination of quantitative and qualitative research to construct diversified portfolios and applies tax-aware processes and defensive strategies to manage risk.

Mark Thompson is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. He also serves as a power of attorney for his spouse. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Dajah Cherise Mitchell is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Jpmorgan Chase Bank. Outside of finance, her background includes roles in government, retail, and service industries. J.P. Morgan Securities LLC provides investment consulting services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Brandon Jordan is a CFP® professional with 19 years of experience, currently with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. He is the managing member and owner of ARCH Advisory Group, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations through annual collaborative engagements.

Alfred Ponder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has led The Ponder Private Wealth Group since 2016 and has prior experience with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse program options and over $256 billion in assets under management.

William Washington II is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Investacorp, Inc., Securities America, Inc., and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based strategies managed by external asset managers and supports trade execution and custody through established third parties.

Daniel Clay is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Raymond James in 2024. Outside of his advisory role, he is the owner of CDK Wealth Management LLC and serves as a financial advisor at CoWealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad network of advisors with specialized municipal and public-finance capabilities.

Elliot Schwartz is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo firms since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. 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 through a large network of over 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Halberg is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at IFP Securities, LLC and Independent Financial Partners. Outside of his advisory role, he occasionally assists friends and family with real estate transactions on weekends. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, charitable organizations, and trusts—by providing financial planning, investment management, and retirement advisory services. The firm offers both discretionary and non-discretionary investment solutions through proprietary models and third-party strategists, supported by a network of independent Financial Professionals.

Malon Wickham is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors and its affiliated firms since 2010. Outside of his advisory role, he serves as president of a condominium association in Ponte Vedra, FL, and has part ownership in a venture related to private plane ownership for personal travel. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and planning tools, with implementation options available through various brokerage and advisory programs.

Yancey Carter is a financial advisor with Wells Fargo Clearing in Fayetteville, GA, holding Series 63 and Series 66 licenses and 34 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 advising, he owns businesses managing pecan farming and timber harvesting in Hahira, GA. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Nicholas Russell is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and currently serves in their McDonough, GA office. Outside of his advisory role, he is involved with the Society for Financial Awareness where he presents financial seminars, and he serves on the board of Arlington Hope Enterprises, a nonprofit birthing center. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Allen Fowler is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He has been with Wells Fargo entities since 2013, currently holding Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for his father. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Diane Coffman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at BancWest Investment Services, Wells Fargo Clearing, and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kassi Lee is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Lee held roles at Sunbelt Technology LLC and SportsTrust Advisors, among others. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Roderick Washington is a CFP® with 22 years of experience in the financial services industry. He is currently an advisor at Cetera and has held various roles within Cetera and Avantax firms since 2005. Prior to joining Cetera, he spent nine years at 1ST Global Advisors, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors, with access to multiple program platforms, third-party money managers, and a multi-manager investment approach.

James Cox is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 24 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a trustee and executor for various family-related investment and estate matters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Grace Hayden Macnaught is a financial advisor at Cetera with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has held positions at Invesco and Jackson National Life Distributors, LLC. She is also involved with The Planning Studio LLC, a financial services business she owns and operates. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services across discretionary and non-discretionary program structures.