Robert Dupree is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Thrivent in 2025, he worked at Morgan Stanley for three years and E*TRADE Securities for six years. 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 across a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Garrett Hentschel is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Hyland Software and Alfresco Software. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Vernon Unger III is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at Concourse Financial Group Securities Inc and Legacy Investment Advisors. Unger serves as Vice Commodore of the Lake Windward Yacht Club and is a board member for the Windward Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, providing investment management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and third-party portfolio managers across various account structures and investment programs.

Dominique Davis is a financial advisor with Cetera, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. Davis has worked with multiple Cetera entities since 2021 and has prior experience with E*TRADE Securities and Triad Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various investment strategies and program structures.

Mitchell Harris is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings a unique perspective to financial advising, having served as a Surface Warfare Officer in the U.S. Navy after graduating from the United States Naval Academy, followed by a professional baseball career as a pitcher with the St. Louis Cardinals in 2015. Harris was notably the first Naval Academy alumnus in nearly a century to reach the major leagues. Harris specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, sports and entertainment, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In addition to his professional commitments, Mitchell Harris is involved with the Chick-fil-a Peach Bowl as a member of the Board of Advisors and contributes as a Character Coach with the Fellowship of Christian Athletes. His personal interests include baseball, boating, golfing, hunting, spending time with his family, and traveling.

Melissa Moss is a financial advisor with LPL Financial in Woodstock, GA, holding a Series 66 designation and six years of industry experience. She previously operated Melissa Moss, Inc. for five years and served at the American Foundation for Women's Health / StopAfib.org for twelve years. Outside of her advisory role, she is a guest educator in life coaching. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Christa Sutter is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 2017, with prior experience at Morgan Stanley and Bank of America. Outside of her advisory role, she teaches first-grade Bible study at Woodstock Jasper Church on Sundays. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brent Chadwick is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual, and E*Trade Securities. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Fredric Mannheimer is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Metro Atlanta area. He is part of the MG Group, which serves individual investors and businesses seeking professional advice and personalized relationships through a team-based planning approach. The group specializes in wealth management services, working primarily with business owners, corporate executives, and high net worth investors. Mannheimer's expertise covers a range of areas including investment management, retirement planning, education funding, family wealth preservation, estate transfer strategies, as well as business retirement plans and corporate financial strategies. He holds several professional designations, such as Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned his Bachelor's Degree from Hofstra University. Outside of his professional work, Mannheimer has interests in basketball, football, music, reading, traveling, and spending time with his family.

Daniel Bisese is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2019, previously serving at FSC Securities Corp. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary and third-party model solutions, with an emphasis on tailored client approaches.

Kristin Hudson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 14 years of industry experience. She has worked with various divisions of Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Matthew Ellis is a Series 66-licensed financial advisor with Edward Jones in Canton, GA, where he has worked since 2008, accumulating 18 years of industry experience. He operates an LLC related to real estate outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

William Grubbs III is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and having 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with a consulting business, Meg Moore LLC, and serves on the Sustainability Committee of Promise 686. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, delivering detailed, non-discretionary recommendations that incorporate research and modeling to assist clients in managing income sources and tax strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ridge Polk is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He is committed to helping individuals achieve their personal financial goals by providing guidance and creating a clear roadmap tailored to their needs. Ridge's approach focuses on collaboration and dedication to clients' financial plans. Before his current role, Ridge held several positions at Fidelity Investments, including Planning Consultant in 2025, Relationship Manager from 2024 to 2025, Financial Representative from 2023 to 2024, and Intern in 2022. These roles have contributed to his experience in financial consulting and client relationship management. Outside of his professional work, Ridge enjoys fitness, football, and participating in social events with friends.

Gina Holt is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in wealth planning and investment advisory. She works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals, emphasizing a comprehensive understanding of their full financial picture beyond just portfolio management. Gina's expertise includes college education planning, family wealth management, legacy and retirement planning, special needs planning, and wealth strategies for women and the LGBT community. She holds a Bachelor's Degree from Emory University and the Personal Investment Advisor (PIA) designation. Gina values a goals-based wealth planning process and prioritizes creating flexible strategies that align with clients’ priorities in changing market conditions. Outside of her professional role, she is engaged in her community through volunteer activities and enjoys spending time with her family, traveling, and following sports such as baseball and football.

William Hearn is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior work history includes roles at Emmanuel College, United Parcel Service, and other diverse organizations. He is also the Vice President of Memories Matter Forever, LLC, a separate business activity based in Marble Hill, GA. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Dave Hutchings is a Financial Consultant at Fidelity Investments, where he has worked since 2014. He has been with the Alpharetta branch for 10 years and currently holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). His professional experience at Fidelity Investments includes roles as Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Dave focuses on helping clients make informed decisions about their financial futures, including retirement planning and investment guidance. Outside of work, Dave enjoys biking, playing board games, participating in family activities, and visiting museums.

Abigail Adeleke is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2018. Outside of her advisory role, she owns two small businesses: a photography service called Shot By Adele and a vintage clothing resale operation. Charles Schwab serves a broad client base primarily comprised of 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 separate managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Tae Kim is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2018. His previous experience includes over a decade at FSC Securities Corporation and multiple positions within Cetera-affiliated firms in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services supported by research and a variety of strategic investment options.

Benjamin Taylor is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Wells Fargo Bank NA and Wells Fargo Advisors, LLC since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, employs over 14,000 financial advisors, and offers both brokerage and advisory solutions.