Craig Glover is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at E*TRADE Capital Management, Morgan Stanley, AXA Advisors, and a 17-year service in the U.S. Army. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Avon Drummond is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. Prior to joining Primerica Advisors in 2019, Drummond has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of financial advising, Drummond serves as a minister at the Spiritual Living Center of Atlanta and operates a writing and publishing platform through Substack. 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 offers model-driven portfolio strategies managed by unaffiliated asset managers, with trade execution and custody support provided by BNY Mellon Advisors and Pershing.

Margaret Graff is a financial advisor with Ameriprise in Atlanta, GA, holding CFP® and ChFC® designations and possessing 34 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she serves on the Board of Directors for the United Way of Greater Atlanta and has invested in an independent film titled "Golden Arm." Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Leonard Starr is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking products.

Jasmine Silas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, Thrivent Financial, Truist, and Marriott International. 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, and institutional investors. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services beyond traditional investment management.

Zachary Klein is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 66 credential and one year of industry experience. His background includes roles at Primerica Financial Services and Wicker Smith, PA. 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 and offers advisory services based on model-delivery strategies managed by unaffiliated asset managers.

Dena Sellers is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones from 2005 to 2022 before joining Equitable Advisors in 2022. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Timeka Arora is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. She provides ongoing advice and adjusts financial plans as clients' situations evolve. Ms. Arora’s expertise includes general investing, retirement planning, and preparing for unexpected expenses. She holds professional designations such as Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed an Accredited Certificate Program at the University of Pune. Fluent in English, Hindi, Punjabi, and Urdu, Ms. Arora emphasizes understanding the priorities important to each individual and family to create tailored financial plans.

Langley Respess is a financial advisor with UBS Financial Services in Atlanta, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, Respess is involved in creative pursuits including fiction novel writing and music composition, publishing, and performance. He also serves as chairman of the Capital Campaign committee at Atlanta Classical Academy, a K-12 school. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Tiaudra Shaw is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2020. Her background includes roles at USAA Investment Management Company and USAA Financial Advisors, Inc. She also serves as Chapter President of the Greater Metropolitan Atlanta chapter of Jack and Jill of America, Inc., a nonprofit organization. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through both non-discretionary and discretionary investment programs, offering integrated brokerage, custody, and financial planning solutions.

William Harris is a Series 66-licensed financial advisor with Merrill in Decatur, GA, and has three years of industry experience. His prior roles include positions at Bank of America and several insurance agencies. 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 to individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a broad product platform, including swaps, derivatives, lending, and custody services.

Alonso Gomez Martinez is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and six years of industry experience. He previously worked at Puerta Del Sol for 14 years and currently has a half ownership in a hospitality business where he is involved in day-to-day operations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Patrice Smith is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has been affiliated with Merrill since 2005 and Bank of America since 2011. Outside of her advisory role, Smith serves on an advisory council to the Archbishop of the Archdiocese of Atlanta, providing input on confidential matters involving parish employees. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Kelly Baker is a financial advisor at Edward Jones with Series 66 credentials and seven years of experience at the firm. Prior to joining Edward Jones, Kelly worked in the hospitality industry at Hyatt Place locations in Atlanta. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Milic Zecevic is a financial advisor with LPL Financial in Atlanta, GA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has worked at notable firms including Raymond James & Associates and Delta Community Credit Union. Zecevic has also been involved with the Emory University Osher Lifelong Learning Institute. LPL Financial serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Jeffrey Westfall is a Series 66 registered financial advisor at Edward Jones in Fayetteville, GA, with 13 years of industry experience. He has been with Edward Jones since 2012. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Schoeffler is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of St. James United Methodist Church. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Geoffrey Fishman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC. Fishman is a 33.3% owner of Rockaway Investments LLLP, a family investment entity based in Clarkesville, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm follows an IPS-driven approach grounded in modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Marquis Springer is a financial advisor at Fidelity with nine years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including JP Morgan Chase, Morgan Stanley, and Fidelity Brokerage Services. Outside of his advisory role, Springer is involved as a partner in music and media production companies and participates in ride-sharing services as an independent contractor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with particular capabilities in fund advisory and model portfolio delivery.

Barry Dekreek is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at LPL Financial for 12 years and has been with Cetera and related firms since 2025. Outside of his advisory role, he is a member of Oceanview Ventures LLC, which manages business-related financial operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and program structures.