Curtis Wright is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Cetera, where he has worked since 2021, and previously worked at VOYA Financial Advisors for seven years. Wright is also the owner of Wright Financial Group, LLC, a firm involved in insurance and financial product sales. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, employing a multi-manager platform that includes both affiliated and third-party managers.

Richard Winn is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with LPL Financial since 2008 and previously held roles at Morgan Stanley and Morgan Stanley DW Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Myra Poole is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Edward Jones and its affiliated entities since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aaron Young is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1989. His prior work includes roles at Tax America Group, Mastec, and Delta Air Lines. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while managing potential conflicts through disclosure and oversight.

Monique Ellis is a financial advisor at Fidelity with seven years of industry experience and a Series 66 designation. Her career includes roles at Merrill and Bank of America, N.A., in addition to her current position at Fidelity. Prior to rejoining Fidelity, she operated Smart Money Accountability Coaching, LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Kelley Henderson Richardson is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation. Richardson has been with Ameriprise since 2006, accumulating 20 years of industry experience. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written Recommendation Reports and ongoing advice. The firm employs a centralized service team and uses a combination of investment research and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options.

Martin Halberg is a CFP® professional with 30 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior roles include positions at IFP Securities, LPL Financial, Independent Financial Partners, Equity Services, and Veravest Investment Advisors. Halberg is also involved in the sale of insurance products such as term life, long-term care insurance, and fixed annuities. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients 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 utilizing multiple platforms and proprietary model strategies.

Bogdan Vasiljevic is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including at Harvard Extension School and GameStop. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed using proprietary research, quantitative analysis, and algorithmic methods.

Craig Houck is a financial advisor with Raymond James Financial, holding the Series 66 designation and bringing 25 years of industry experience. He has served with Raymond James Financial Services Advisors, Inc. since 2014 and is involved with the Baker's Brace Foundation. Outside of his advisory role, he is the owner of Dogwood Wealth Advisors, LLC and acts as a trustee for a testamentary trust. 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, charitable organizations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports its advisors with tools that incorporate risk profiling and outcome modeling.

Dejah Gay is a CFP® certificant affiliated with LPL Financial in Atlanta, GA, with four years of industry experience. She has worked at Truepoint, Inc. and currently holds roles at LPL Financial and Delta Community Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

Taurice Bussey is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 66 designation and entering his first year in the industry. Prior to joining Edward Jones, he held roles in diverse fields including restaurant management, coaching, and healthcare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm offers various advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Robert Hickey Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and two years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2011. Outside of his advisory role, he sells sneakers on eBay as a separate business activity. 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.

Kimberly Piontek is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques to support tailored client plans.

Kimberlee Mott is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Cetera and Foresters Financial Services. She is also a 30% owner of PACK FINANCIAL LLC, operating under the Cetera Investors Team. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Hubert Twum Barima is a Series 66-registered financial advisor with Thrivent Investment Management in Atlanta, GA, with one year of industry experience. Before joining Thrivent, he worked at LPL Enterprise LLC and spent eight years at Atlantic Bay Mortgage Group. His other activities include serving as a financial professional with Prudential Advisors and engaging in non-variable insurance business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing system called “WealthPlan” while maintaining separation between these services.

Marie Josue is a CFP® and holds a Series 66 license with 16 years of experience in the financial industry. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015 and previously worked at Organo Gold International Inc for eight years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework where applicable.

Dina Joseph is Vice President and Branch Leader at Fidelity Investments, where she leads a team dedicated to assisting clients and their families in achieving their financial goals. She has been with Fidelity Investments since 2007, progressing through roles from Financial Representative to her current leadership position. Her professional experience spans over a decade in wealth management and client relationship roles, including Regional Director, Wealth Management Planning Consultant, and Senior Relationship Manager. This extensive background supports her expertise in guiding clients through financial planning and investment strategies. Outside of her professional responsibilities, Dina has interests in art, music, outdoor adventures, traveling, and yoga.

Thomas Young is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior work includes roles at Merrill Lynch and Agwest. Outside of his advisory work, he serves as president of the Ravalli County Montana Farm Bureau, where he is involved in agricultural education and local community activities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, delivering written asset allocation advice, investment manager searches, and customized reporting through a centralized due diligence process that includes quantitative and qualitative analysis.

Kimberly Jennings is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at J Perez Associates Inc for two years before joining Merrill in 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides 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.

Timothy Burdick is a financial professional with 15 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has worked at Cetera and its related entities since 2024, following a decade at Burdick Financial Inc. He is also associated with Carolina Capital Management, where he provides financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services delivered through a large network of over 10,000 advisors, managing more than $256 billion in assets.