Stephen Groover is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network, Moore Colson PC, and Nichols Cauley & Associates. Outside of advising, he is involved in tax preparation through Paige Rossi, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports clients through advisory programs while maintaining a focus on technology and risk management.

Heather David is a financial advisor with Wells Fargo Advisors in Suwanee, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Merrill from 2017 to 2020 and spent two years at Northside Hospital before entering the financial services sector. 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 options, including cash-flow, retirement, and niche services such as business-owner transition and special-needs planning, supported by proprietary research and planning tools.

Hyungghee Kim is a CFP® and holds a Series 66 license with 15 years of experience in the financial services industry. Kim has been with Mass Mutual Investors Services since 2017 and has prior experience at Metlife Securities. Outside of advising, Kim is involved in business development and client relationship management through a consulting role and is the owner of OnGen Wealth Group, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements using firm-approved analytical tools.

Jacob Mckelvey is a CFP®-certified financial advisor with 19 years of industry experience, currently with Ameriprise since 2021. His prior roles include positions at Wells Fargo Clearing, PNC Wealth Management, Morgan Keegan & Company, LLC, and Morgan Stanley & Co. LLC. Outside of his advisory work, he is a co-owner of Overlook PSJ 12 LLC, a real estate business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Debra Bond is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Chase Investment Services, Wamu Investments, and Truist Investment Services. 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.

Dennis Mc Lynn is a financial advisor with Edward Jones, holding a Series 66 credential and nine years of industry experience. He has worked at Edward Jones during two separate periods totaling six years, and has also been associated with Triad Advisors, McLynn Financial Services, LLC, which he founded but has not actively used for over three years, and Allstate Insurance Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Farrell Bradford is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 licenses. Outside of advising, he owns and maintains a real estate rental property in Lawrenceville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed account strategies, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a nationwide network of over 23,000 financial advisors.

Timothy Owens is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 38 years of industry experience, including 16 years at FSC Securities Corporation and seven years at Cambridge Investment Research Advisors. Outside of his advisory role, he is a skeet and sporting clay shooting instructor and serves as president of a local homeowners association. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Manohar Kasetty is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. He also provides consulting, coaching, and goal-setting services for business owners focused on business growth and exit strategies. MassMutual Investors Services offers financial planning and asset management to individuals, business owners, trusts, and charitable organizations, using firm-approved analytical tools to support collaborative, annual planning relationships.

Richard Schneiderman is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc., and is currently based in Suwanee, GA. 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 retirement planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Cherisse Cain is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and eight years of industry experience. She has been with Primerica Financial Services since 2005. Outside of her advisory work, she operates Brown Sugar Sweetshop, a bakery business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional portfolios.

Levi Dutton is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2023, he worked in healthcare organizations including Northeast Georgia Health Systems, Wellstar, and Gwinnett Medical Center. He is also co-owner of 3 Siblings, LLC, where he manages his Ameriprise business. Ameriprise provides retirement-income planning services targeting individuals with at least $1 million in net investable assets, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jaime Soto is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Suzanne Manibhai is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is a partner in businesses involved with accounting and bookkeeping for rental properties in Southern Pines, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Rhonda Crosby is a financial advisor at Charles Schwab with 28 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Charles Schwab in 2021, she worked at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade. Outside of her advisory role, Crosby serves as treasurer of her homeowners association. 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 services, combining brokerage, custody, and advisory offerings in a large-scale, integrated structure.

Michael Clifford is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial For Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning that covers various financial topics without portfolio management or discretionary trading authority, maintaining planning and managed-account services as separate engagements.

Scott Keen is a CFP® and Series 66-credentialed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2017 and previously at Ingles Markets from 2010 to 2017. Outside of his advisory role, he manages rental property business activities in Blairsville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Sonia Malik is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing Services, LLC, since 2018, following two years at Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations, offering a range of investment advisory and financial planning services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jason Dearborn is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Primerica Financial Services since 2016. In addition to his advisory role, he is involved in the management and operations of investment-related products. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm operates at scale with thousands of advisors and offices, using model-delivery strategies and select discretionary account options supported by third-party managers and custodians.

Han Freimuth is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities in 2022, he worked at JPMorgan Chase Bank, N.A. and Language Line Solutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.