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 with Merrill in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Merrill since 2005 and is also affiliated with Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a lay member on the advisory council to the Archbishop of the Archdiocese of Atlanta, providing counsel on confidential parish matters. 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. The firm provides model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Baker is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his financial services career, he worked in the hospitality industry at Hyatt Place locations in Atlanta. 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 and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a nationwide network of financial advisors and branch offices.

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.

Diana Avery is a CFP® with 30 years of industry experience, currently working at LPL Financial since 2024. She previously worked at VALIC Financial Advisors for 11 years and USA Financial Securities for 7 years. She also operates Avery Financial Services, which functions as a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Jessica Hernandez is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial and its affiliated entities since 2014, with an earlier position at Liberty House in 2016. In addition to her advisory role, she is an Investment Advisor Representative at Harmon Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and it supports its clients through various advisory programs and institutional consulting services.

James Roberts is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. His career includes roles at Merrill and Fsc Securities Corp before joining Cambridge in 2019. Outside of his advisory work, Roberts serves as Treasurer for the Atlanta Archdiocese Catholic Cursillo and is owner of Robert Capital Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Matthew Fry is a financial advisor with Cetera holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Summit Financial Networks and Summit Financial Group. He is also a member of the US Air Force Reserves and has been employed by Delta Air Lines since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and supports multiple investment program structures and custodian relationships.

Guy Moore is a financial advisor with Ameriprise in Douglasville, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliates since 2011. Outside of his advisory role, he is involved with Southeastern Business Endeavors, LLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary retirement recommendations delivered through a centralized consulting team.

Sidney Baker is a financial advisor with LPL Financial in Fayetteville, GA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior work includes roles at Hartford Funds Distributors LLC and Chartwell Investment Partners. Outside of his advisory work, he owns S.Baker Enterprises LLC, a real estate rental business. 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 offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Ritchie is a financial advisor at Osaic with 26 years of industry experience. He held positions at FSC Securities Corporation and Financial Service Corporation from 1998 to 2023 before joining Osaic in 2023. He holds the Series 66 designation. Ritchie is the owner of Singletrack Financial LLC, where he performs MFA/OSJ duties at Osaic. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Elizabeth Neal is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual Investors Services, she was employed at MassMutual Life Insurance Company and has a background that includes four years at the University of Alabama and five years at The Lovett School. 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 provides financial planning, asset management, and educational seminars, using firm-approved software and offering collaborative, annual planning engagements.

Nancy Demirtas is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, she worked at Maximum One Realtors, Spectra Metal Sales, and Tie Down Engineering Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Tanner Low is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, N.A., and Merrill. 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, and offers financial planning, investment consulting, and municipal advisory services.

Antoine Dent is a Series 66-credentialed financial advisor with Thrivent Investment Management. He joined Thrivent in 2025 and previously worked in real estate and wellness-related roles. Outside of financial advising, he is involved in nonprofit work focused on education and wellness, serves as a director of community engagement for a scholarship organization, and manages initiatives supporting men's faith and discipline. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.