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.

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.

Garland Morgan is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since the early 2000s and also has a nearly three-decade tenure with Merck & Co. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated referral activities. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-driven investment strategies supported by third-party managers and custodial services.

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.

Mir Ali Mohsin Moosvi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, Truist, and SunTrust Bank. Outside of finance, he has worked as an Uber driver on a part-time basis. 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

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.

Kenneth Hayes is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at SunTrust Advisory Services and E*TRADE Securities. Outside of his advisory role, he manages Kenneth G Hayes Transportation LLC, a limited liability company providing rental and leasing services for automobiles and cargo vans. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marcus Welborn is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise since 2005. Outside of his advisory role, he manages several business and real estate interests, including ownership and administrative duties in multiple LLCs related to commercial and office real estate. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides customized retirement-income planning and tax-aware withdrawal strategies. The firm’s offerings integrate proprietary research and third-party data to support investment recommendations within a defined product ecosystem.

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 at Edward Jones in Decatur, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Madison worked at CMS Payments Intelligence, Inc. and has been involved with Emory University in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and managing over $1 trillion in assets through a nationwide network of advisors and branches.

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.

Dedry Johnson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining Wells Fargo, Dedry worked at Morgan Stanley, E*TRADE, Bank of America, Merrill, and Chase Bank. 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 extensive research and analytics.

Cristopher Gossett is a financial advisor at Osaic Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at FSC Securities Corp. In addition to his advisory role, he serves as a navigator in the Georgia Air National Guard. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and multiple investment strategies across a broad range of programs.

Anthony Mc Intosh is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities.

Lakena Belcher is a Series 66-licensed financial advisor with 5 years of industry experience. She is currently with J.P. Morgan Securities in Riverdale, GA, and previously worked at Bank of America N.A., Merrill, United Credit Education Services, and AT&T/Bellsouth. 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 a focus on eligible strategies, including ESG considerations, and leverages broader derivatives and commodities capabilities.

Clinton Copeland is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been a faculty member at multiple institutions, including The American College of Financial Services and the College for Financial Planning. Copeland is also active in teaching and nonprofit work, serving on boards related to financial education and community environmental initiatives. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Merrill Shemaria is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at LPL Financial since 2004 and spent one year at UBS Financial Services prior to that. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational tools.

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.

Mark Shames is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and 33 years of industry experience. He joined Edward Jones in 2019 after previous roles at SunTrust Investment Services and other financial firms. Outside of his advisory work, Shames serves on the Fayette County Board of Equalization in Fayetteville, GA, where he participates in property tax appeals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.