Clinton Copeland is a financial advisor with Cambridge Investment Research Advisors based in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Cambridge since 2019 and has extensive teaching roles at institutions including The American College for Financial Services, the College for Financial Planning, Clark-Atlanta University, Georgia State University, and the University of Maryland-Global Campus. Copeland also serves on boards of nonprofit organizations focused on financial education and community water quality. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management solutions across multiple platforms tailored to client objectives.

Merrill Shemaria is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and offering 48 years of industry experience. He has been with LPL Financial and its predecessor firm since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options, supported by in-house and third-party research.

Corey Webster is a financial advisor with Cetera based in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been associated with various Cetera entities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple program structures and third-party managers through a large network of independent advisors.

Rick Clemons is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 designations. He has 11 years of industry experience and has been affiliated with Primerica Financial Services since 1984, with a retirement period from 2011 to 2022. Clemons is involved in the sale of investment-related products and also receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-delivery strategies managed by unaffiliated asset managers alongside discretionary separately managed account options.

Felix Camacho is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in independent insurance brokering as a principal. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Smith is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years and MooreColson LLP for two years. 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 supported by research and analytics from Wells Fargo Investment Institute.

Carol Fromhagen is a financial advisor at LPL Financial with 36 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at H. Beck, Inc. and operates Grove Point Investments, LLC and Grove Point Advisors, LLC. Outside of her advisory work, she is a general partner in The Gilly Partnership, which manages an Airbnb property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, supported by model portfolios, third-party subadvisors, and technology-driven investment strategies.

Joseph David is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley since 2009 and has been part of Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate firm-approved tools and modeling techniques.

Kenneth Nettuno is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors and FSC. His background also includes time at Castellucci Hospitality Group, Cans Taqueria, and Kennesaw State University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Jonathan Constant is a financial advisor with MassMutual Investors Services in Atlanta, GA, holding a Series 66 license and over 22 years of industry experience. His prior roles include positions at Waddell & Reed and various insurance carriers through W&R Insurance Agencies. He is also a principal and president of MC Insight, LLC and MC Private Label, LLC, which involve insurance sales and managing a portfolio of securities and private investments. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and offering a range of investment and planning programs.

Jamie Spradley is a financial advisor with Primerica Advisors in Morrow, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at DMG Worldwide, Inc., Georgia Green Energy Services, The Intersect Group, and PFS Investments Inc. Outside of advising, he is involved with Atlanta Habitat for Humanity. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by custodial and trade execution services from Pershing.

Christopher Stanford is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. He serves as a director on the board of the Worldwide Discipleship Association, a nonprofit organization, where he provides advisory support. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting and municipal finance activities.

Steven Gillespie is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2014. He has also been associated with Delta Community Credit Union since 2009. He holds the Series 66 designation and operates out of McDonough, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, leveraging both discretionary and non-discretionary management supported by in-house and third-party research.

Judith Taylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked at PFS Investment Inc. since 2019 and has a background that includes roles at Georgia Institute of Technology and Robert Half Agency. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through third-party providers.

Austin Oman is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Ameriprise since 2018 and previously worked at E*TRADE Securities LLC. He is a co-owner of Corbieres LLC, an investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income planning service that provides written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data within an investment universe influenced by its affiliated product ecosystem.

Anthony Bondoch is a CFP® professional with 24 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2009. He is the CEO of AMB Financial Services, a support company, and also manages Anthony M Bondoch & Associates, LLC. Additionally, he acts as a personal representative under a durable power of attorney. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by extensive research and a broad affiliate network.

Nasha Knowles is a financial advisor at Equitable Advisors with 27 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Knowles serves as an advisory board member for The Wellth House, providing financial guidance to the nonprofit. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering solutions through program sponsors and endorsed managers.

Thomas Jackson is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity in 2025, he worked at Morgan Stanley from 2021 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and model portfolios, utilizing systematic methodologies and oversight controls.

Nicole Harris is currently a Branch Leader at Fidelity Investments, a position she has held since 2026. In this role, she oversees branch operations and leads a team of associates to deliver client services. She has been with Fidelity Investments since 2022, progressing through various roles including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity Investments, Nicole worked at E*TRADE Financial from 2016 to 2022, holding positions such as Customer Service Manager, Team Lead, and Financial Services Representative. Her professional experience spans client relationship management, financial planning, investment consulting, and team leadership. Outside of her professional life, Nicole has interests in concerts, cooking and baking, fitness, music, reading, and traveling.

Michael Ricciardelli is a financial advisor at Cetera in Atlanta, GA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Truist Advisory Services and Regions Bank. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.