Dean Spaniol is a financial advisor at Edward Jones in Snellville, GA, with one year of industry experience. Prior to joining Edward Jones, he held roles at Executive Summits and was involved with FUSE Soccer and Future Music Makers, a nonprofit organization. He also has experience with The Painted Duck and Veppo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Daniel Taylor is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and eight years of industry experience. His prior roles include positions with Guardian Life Insurance Company and Park Avenue Securities. He is also involved as an insurance and benefits agent outside of his advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services delivered through a large network of independent Financial Professionals. The firm utilizes multiple platform arrangements and provides both proprietary model strategies and access to third-party managers.

Amy Zachery is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Truist and Everel America. Outside of her advisory role, she has provided pet play space services through Sniffspot. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence to deliver non-discretionary advice.

Carole McNichol is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Voya Financial Advisors, and her own McNichol Financial Group, LLC. In addition to her advisory role, she is also licensed as an insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using multiple platforms and tools to construct portfolios that may include a range of asset classes managed either discretionarily or non-discretionarily.

Xavier Railey is a financial advisor at Raymond James Financial with four years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors and has a background that includes disability adjudication and fitness training. Outside of advising, he is involved in strength, speed, and agility training at a sports facility. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.

Marcus Thompson is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Wells Fargo Advisors. Thompson is based in Grayson, GA. 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 affiliated brokerage and investment management capabilities.

Robert Crean is a financial advisor with Raymond James Financial in Peachtree Corners, GA, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James, he worked at The Coca-Cola Company for 17 years. He is also an associate at Insight Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to help clients evaluate potential outcomes, supporting implementation through various advisory programs.

Minh Doan is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2024, he worked at Bank of America and Merrill from 2016 to 2024. Outside of his advisory role, Doan has ownership interests in several businesses, including a nail salon and investment-related holding companies, and serves as treasurer for a networking organization. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its investment institute with diversification and portfolio theory principles while providing both brokerage and advisory solutions.

Wesley Mc Michael is a Series 66-registered financial advisor with Edward Jones, based in Lawrenceville, GA. He joined Edward Jones in 2025 after a 26-year career at Pepsico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a fiduciary standard in its advisory services. The firm’s extensive network includes approximately 23,701 financial advisors and 15,121 branch offices, supporting approximately $1.01 trillion in assets under management.

Jason Smith is a financial advisor with Primerica Advisors in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He previously worked at E*Trade Securities and E*Trade Clearing from 2010 to 2018 and spent a brief period at Peachtree Planning in 2018. Outside of financial services, he has done freelance professional voice-over work. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selected separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Purvi Bhavsar is a CFP® professional with 19 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. She previously worked at Metlife Securities from 2009 to 2017 and has been affiliated with MassMutual Life Insurance Company since 2016. Outside of her advisory role, she works as an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by proprietary analytical tools and offers specialized services including divorce planning and estate settlement.

Chris Fletcher is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Prior to that, he worked for Securities America Advisors and Securities America, Inc. from 2011 to 2020. He is involved in several insurance-related business activities, including a 10% interest in Milner Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Cyrill Rousseau is a financial advisor with J.P. Morgan Securities in Snellville, GA, holding Series 63 and Series 66 licenses and with four years of industry experience. His prior work includes roles at Fidelity Investments, E*Trade Securities, Wells Fargo Bank, and JPMorgan Chase Bank. He also worked for eight years at Summit Chase Country Club. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Jacqueline Eldridge is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis to support clients’ retirement strategies.

Charrie Dennard is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 licenses. She has two years of industry experience and has worked at several major firms, including JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, and Bank of America. Dennard's background also includes roles outside finance, such as with Pro Custom Solar LLC and Downtown Public House LLC. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Deric Governale is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at LPL Financial, Infinity Wealth Management, and DBG Wealth Management, where he serves as president. Governale is a partner at Uptick Green Real Estate, LLC and serves on the tournament committee of the Hamilton Mill Mens Golf Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors and serves a diverse client base including individuals, retirement plans, and institutions. The firm offers a multi-manager investment platform with a range of portfolio management and financial planning services.

Adonis Blanco Jimenez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Merrill Lynch, Truist, and JPMorgan Chase Bank. He is currently based in Alpharetta, GA. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized manager due diligence and applies an ESG eligibility framework in its investment recommendations.

Yoon Yong Lim is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at METLIFE Securities Inc. for 17 years before joining Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. In addition to his advisory role, he is licensed as an insurance agent specializing in individual life, property/casualty, health, group life, and group health insurance. 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, educational seminars, and specialized programs such as Divorce Planning and employer-sponsored planning services.

Kevin Kemp is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Suwanee, GA. He has 18 years of industry experience, including over a decade at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Dar'shun Kendrick is a financial advisor at Kairos Capital Legal Advisors, LLC, holding a Series 65 designation with six years of industry experience. She has worked with Kendrick Advisory & Advocacy Group since 2017 and has legal practice experience from Kendrick Law Practice spanning 2008 to 2017. Kendrick also serves as General Legal Counsel for the Georgia Minority Investment Collaborative, Inc., providing legal compliance and counsel to investors in Georgia's emerging cannabis industry. Kairos Capital Legal Advisors provides investment education, market reports, and legal consulting to individuals and organizations, focusing on investor education through research and training rather than discretionary management. The firm offers written analyses, seminars, and workshops, operating as a law practice with an emphasis on addressing potential conflicts when legal and investment services overlap.