Jordan Brown is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 65 designation and 14 years of industry experience. He has been with Primerica Financial Services since 2011. His other business activities include management and operations related to investment products. 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 accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Sulay Ringwala is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2014. Outside of his advisory role, he is the owner of Ringwala Ventures LLC. Robert W. Baird & Co.’s DDK Group, where Mr. Ringwala works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and technology-driven investment approaches.

Garrett Futch is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at SFI Advisors, LLC, Dooley's, and several other companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

Harris Green is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. in 2015-2017. Outside of his advisory role, he is involved in insurance-related activities, including serving as an agent for dental and group disability income products and as president of H.S. Green Enterprises, Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative financial planning engagements and various programs including educational seminars, with a focus on recommending investment strategies rather than specific products.

Maxwell Goldstein is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for two years. His background includes roles with Overtime Elite and collegiate basketball programs at Georgia Tech and the University of Arizona. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and investment strategies.

Nhi Doan is a financial advisor at Ameriprise in Duluth, GA, with three years of industry experience. She holds a Series 66 designation and has prior experience at Raymond James and Bank of America N.A. among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors and uses proprietary investment research and third-party data within a defined investment universe influenced by its affiliated product ecosystem.

Nashica Mc Rath is a CFP® professional with seven years of industry experience currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at LeasePlan US for eleven years. Edward Jones is a full-service wealth management firm serving over 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.

Fernando Arispuro is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Northwestern Mutual, and Becton Dickinson, along with various positions in education and community organizations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Frances Hamrick is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she has ownership in a family real estate holding company. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Camden Costa is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley, his work history includes roles outside the financial industry as well as periods as a student. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research.

Eunie Lee is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 17 years of industry experience. She previously worked at MetLife Securities Inc. before joining Mass Mutual and is also involved in insurance sales and brokerage through Cornerstone Insurance Services LLC and Piedmont Insurance Brokerage. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, and charitable organizations. The firm structures planning engagements as annual collaborative relationships using firm-approved tools to analyze goals and deliver recommendations.

Simone Sowell Odom is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she consults for Odin Industries, a licensing company, focusing on business succession planning and strategic direction. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Randy Aufleger is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and advisory services delivered through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.

Patrick Ulceus is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Primerica Advisors since 2019 and also has prior experience at PSEG Long Island. Outside of his advisory role, he owns and operates a food truck and catering business, Trick'n Sam LLC, and works as a part-time Lyft driver. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies and discretionary portfolio management supported by third-party asset managers and custodians.

Kelvin Pettaway is a financial advisor at Ameriprise with 15 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank over a nine-year period. Pettaway serves on the board of the Atlanta Jazz Festival and co-leads a financial education group at his church focused on budgeting and investment basics. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Luke Tindall is a financial advisor at Fidelity with the Series 66 designation and six years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, FormulaFolios, and Calvin College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment approach combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Edward Seay is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and has held roles at multiple firms, including Ameritas Investment Corp. and Capital Choice Financial Services. Outside of his advisory work, he is an independent insurance agent and the owner of Federal Pension and Retirement Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional plans, providing financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm offers customizable investment strategies with multiple platform options and maintains proprietary and third-party model portfolios.

Matthew Moore is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Morgan Stanley in Alpharetta, GA, having joined the firm in 2023 after roles at E*Trade Capital Management, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Kelly Seurer is a Series 66-licensed financial advisor with Merrill, based in Duluth, GA, and has 7 years of industry experience. She has been with Merrill since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Kilpatrick is a CFP® with 32 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America, Inc. and Investacorp Advisory Services. Outside of his advisory work, he serves as a referee for the Georgia State Referee Committee Inc., affiliated with the United States Soccer Federation. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services including financial planning, retirement consulting, and managed account solutions. The firm employs asset-allocation tools and third-party money managers to construct diversified portfolios and supports legacy programs and transitions across its complex platform.