Keely Griffith is a financial advisor with Edward Jones in Fayetteville, GA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked for the Association for Unmanned Vehicle Systems International for six years and at Southern New Hampshire University for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering various advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

John Gin is a CFP®-designated financial advisor with Ameriprise in Atlanta, GA, bringing 41 years of industry experience. He has been with Ameriprise since 2005, including its predecessor entities, and serves on the advisory board of ACE Louisiana. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Raymond Nelson Jr. is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding CFP® and Securities Industry designations with 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent five years at MetLife Securities Inc. In addition to his advisory role, Nelson is licensed as an insurance agent and a mortgage loan originator. 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 provides ongoing financial planning and asset management through collaborative, annual engagements using firm-approved analytical tools.

Miguel Chavarria Cardenas is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021. His prior work history includes roles at Bank of America, N.A., and Ramada Plaza, as well as Full Sail University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Theresa Fabbrini is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds the Series 66 designation and has worked in various roles including at Wells Fargo Clearing, Pulte Homes, and Auburn University. She is the owner of Fabbrini Enterprises, LLC. 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 and integrates advisory services with other financial products and referral channels.

Adam Kazinec is a financial advisor with Cetera Investment Advisers LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including 15 years with Prudential Insurance Company of America and its affiliated firms. Outside of his advisory work, he serves on the boards of the Jewish Federation of Greater Atlanta and the Jewish Fertility Foundation, contributing to their governance and community engagement efforts. Cetera Investment Advisers LLC operates as a multi-manager platform serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Joel Barnett is a financial advisor at Edward Jones in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at LeaseQuery, ExecuSource, and Robert Half Finance & Accounting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Garland Morgan is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 65 and Series 63 credentials and over 24 years of industry experience. His career includes longstanding roles at PFS Investments Inc. and Primerica Financial Services since the early 2000s, as well as a position with Merck & Co. Morgan is involved in the sale of home security and automation products through a Primerica affiliate, alongside his investment advisory work. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven strategies from third-party asset managers and provides advisory services through a large network of financial advisors.

Frederick Webb II is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services, and is also involved with Georgia Military College and Fulton County Substitute Services. Outside of advisory work, he receives compensation for part-time referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies through third-party asset managers and providing trade execution and custody services via established custodians.

Paul Harrison is a Series 66 licensed financial advisor with Edward Jones in Atlanta, GA, where he has worked since 2006. He has 19 years of industry experience. Outside of his advisory role, he maintains a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Jason Witcher is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015. Prior to his current role, he served 11 years with the Georgia Army National Guard. Outside of his advisory work, he owns and operates Sheepdog Group Inc, a property management business in Jackson, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Hayes is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities and SunTrust Advisory Services. Outside of his advisory role, he manages a transportation business that provides rental and leasing services for automobiles and cargo vans. Merrill offers managed account services through its Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm utilizes model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Marcus Welborn is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advisory work, he manages several business ventures including CapSouth Holdings, LLC, and Welborn Enterprises, LLC, which involves administrative and financial oversight. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Craig Gregozeski is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. Before joining Wells Fargo Advisors in 2023, he worked with IFG Advisory, LLC and LPL Financial for nine years. Gregozeski is also involved in managing Squire Asset Management, LLC, a firm focused on investment-related activities. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, and niche services like business-owner transition and special-needs planning. The firm combines advisory services with other financial products through an integrated approach serving clients who meet a net-worth threshold.

Madison Martin is a financial advisor with Edward Jones in Decatur, GA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked at CMS Payments Intelligence, Inc. and held roles at Emory University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Victoria Leonard is a financial advisor with Primerica Advisors in Rome, GA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Leonard was also involved with Everything Boutique from 2007 to 2023. In addition to her advisory role, she receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on a range of investment models implemented in partnership with BNY Mellon Advisors.

Cristopher Gossett is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 credential and has worked previously at FSC Securities Corp. He is also a C-130 navigator in the Georgia Air National Guard. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Kristie Mitchell is a financial advisor with Charles Schwab & Co., Inc. in Fayetteville, GA, holding a Series 63 designation and 25 years of industry experience. She has been with Charles Schwab since 2012. Outside of her advisory role, she serves as a community board member for the Fayette County Education Foundation and assists a local school in developing financial literacy curriculum. 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 portfolios, supported by multi-asset model portfolios and comprehensive due diligence on alternative investments.

Clayton Dobson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes positions at Wells Fargo Clearing Services, Personal Capital, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory roles with registered investment companies and fund-of-funds.

Lakena Belcher is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America N.A., Merrill, United Credit Education Services, and AT&T/Bellsouth. 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.