Emily Ellis is a financial advisor with Ameriprise in Marietta, GA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. She worked at Edward Jones from 1999 to 2017 before joining Ameriprise Financial Services in 2017, where she has been since. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services, with an emphasis on assets held within Ameriprise-managed accounts.

Troy De Hoff is a financial advisor with Edward Jones in Woodstock, GA. He holds the CFP®, ChFC®, and Series 66 designations and has four years of industry experience. Prior to joining Edward Jones, he worked at Dow Chemical for nine years and took a one-year retirement before starting his current role. 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 solutions, supported by a large network of financial advisors and branch offices across the country.

Audrey Croft is a financial advisor with Ameriprise in Acworth, GA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2005. In addition to her advisory role, she is involved with LegalShield, where she solicits memberships for legal service plans. Ameriprise offers retirement-income planning services targeting clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with financial advisors like Croft.

Amy Webster is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 26 years of industry experience. Her prior roles include positions at Truist Investment Services, Fidelity Investments, Register Financial Associates, and Wells Fargo Advisors. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Garrett Hurst is a financial advisor with Ameriprise in Roswell, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2015, including six years at the current firm. Outside of advisory services, he is co-owner of APC Holdings Group LLC, which manages an Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Susan Lane is a financial advisor at Fidelity with 20 years of industry experience. Her prior roles include positions at Allstate Insurance Company and New York Life Insurance Company. She holds the Series 66, Series 63, and Series 65 designations. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic methods including AI in its investment process.

Pation Reynolds is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role, he worked at MassMutual Life Insurance Co and was involved with Fitness 19 149, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships that focus on goal analysis and written recommendations.

Garrett Cathey is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds a Series 66 designation and has been with the firm since 2024. Prior to his current role, he has experience in various service and retail positions and is affiliated with Kennesaw State University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using firm-approved analytical tools and structured, collaborative client relationships.

Michael Mc Cracken is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Emerson and Axios Tec. Outside of his advisory work, he owns and oversees a small rental property business. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers multiple advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Amiyah Seals is a financial advisor at Fidelity with one year of industry experience. She previously worked at Bank of America Merrill Lynch for 12 years. She is registered with a Series 66 credential. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves in advisory roles that include commodity pool operations and fund management.

Conner Rudolph is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Georgia Gwinnett College and Hennessy Lexus of Gwinnett. Mass Mutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Joseph Riggs is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. He is also involved with Founders Financial as an independent contractor providing financial planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, supporting a broad network of advisors and affiliated firms.

Robert Watson is a financial advisor at LPL Financial in Marietta, GA, holding the CFP® designation with 14 years of industry experience. His previous roles include positions at Kestra Advisory, Kestra Investment Services, and Wells Fargo Clearing. Outside of his advisory work, he serves as finance chair on the board of Flight316, where he reviews bookkeeping and coordinates tax-related matters. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, featuring model portfolios, third-party research, and advanced portfolio management options.

John Mcharg is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including prior roles at FSC Securities Corporation and Nettworth Advisor Group. He serves as a Compliance Manager at Nettuno & Associates LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Patricia Winske is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2019 and has been associated with Nettuno & Associates since 2005, where she serves as Compliance Director. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing multiple platform arrangements and a combination of proprietary and third-party strategies tailored to client objectives.

David Flanigan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of his advisory role, Flanigan also operates as an independent insurance agent for various companies through Atlanta Wealth Consultants LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering both proprietary and third-party investment strategies across multiple platform arrangements.

Carson Rowland is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2024. Prior to joining the financial industry, he worked in the automotive and retail sectors and has teaching experience at Kennesaw State University and local schools. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning and a range of investment and event-driven planning services.

Amanda Morland is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James & Associates since 2007. Raymond James & Associates, Inc. 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, institutional and pension plans, charitable organizations, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.

Arpit Shah is a financial advisor at Edward Jones in Milton, GA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at OPPOQUEST, Tech Mahindra, ADP, and FedEx. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jennifer Moseley is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has worked with Avantax Investment Services, Avantax Advisory Services, and operates TimeWise Financial LLC, through which she provides retirement planning and client advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning options through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.