Ricky Dover is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 credentials with five years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Cetera Investment Services, and Regions Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher Lewis is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is also employed with Sparkle Home Cleaning Services LLC, providing residential cleaning services. Fidelity’s Strategic Advisers LLC, where Lewis works, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Devin Marshall is a financial advisor at Ameriprise with five years of industry experience. He previously worked at Wells Fargo Advisors for six years and at Express for one year. Marshall holds the Series 66 designation and is based in Atlanta, GA. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Hansena Hansen is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. Hansen holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC. Outside of advisory work, Hansen serves as an executor for family estates in Georgia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting 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.

Jammie Perri is a financial advisor with Raymond James & Associates in Fayetteville, GA, holding a Series 66 designation and 24 years of industry experience. Prior to joining Raymond James in 2021, Perri worked at Merrill for seven years. Outside of advising, Perri is an independent Scentsy consultant, a hobby activity involving selling scented products on a commission basis. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Rudolph Burlin is a financial advisor with Edward Jones in Atlanta, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He worked at Merrill from 2010 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

Michael Early Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad network of advisers and research resources.

Kalli Cuny is a financial advisor at LPL Financial based in Atlanta, GA, holding a Series 66 designation. She has been with LPL Financial since 2026 and has 12 years of experience with Delta Community Credit Union prior to joining the firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sheila Mcelhinney is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2017, she spent 22 years at Gill Insurance Agency, Inc. Outside of her advisory role, she owns Bella Casa Designs, an interior design business based in Allen, Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute alongside third-party data to offer brokerage and advisory solutions.

Ashley Ross is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including Fidelity Investments, Wells Fargo, and KIM COOLBROTH Insurance Agency. Ross is based in Atlanta, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Michael Lopata is a financial advisor with OSAIC in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 15 years before joining OSAIC in 2025. Outside of his advisory role, Lopata serves as a volunteer on the Dekalb County Audit Oversight Committee. OSAIC serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and managed account solutions.

Lewis Brooks is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at FabricAir for five years and State Farm for one year. He also has experience at Hampden-Sydney College in multiple roles from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services and maintains a large nationwide network of financial advisors and branch offices.

Steven Shumpert is a Series 66–licensed financial advisor with two years of industry experience, currently with Fidelity in Atlanta, GA. He previously worked at Edward Jones for two years and operated Shumpert Financial Solutions, LLC for six years, where he authored books and developed online educational courses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Mohamed Aalen is a Series 65-licensed financial advisor with Cetera in Decatur, GA, with one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and also operates multiple accounting and tax businesses, including MMA CPA Inc., Childcare CFO Ltd Co, and Childcare Business Academy LLC, providing specialized tax and accounting services particularly focused on the childcare industry. He serves as a director for the Al Hilal Sports Association Inc., a youth soccer organization in DeKalb County. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary programs and access to diverse investment strategies.

Joseph Paoletti is a CFP® with 29 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Morgan Stanley Private Bank for over a decade. In addition to his advisory work, he manages the financial affairs of his mother under a power of attorney. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, operating with more than 14,000 financial advisors and approximately $671 billion in assets under management.

Elida Rosales Mendez is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and bringing one year of industry experience. She has worked at Merrill since 2022 and is also the owner of ZionFleet LLC, a car rental business operating via Turo. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutions.

Daniel Mcmillan is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at Southern Grace Farms as a farm manager for six years. Mcmillan has experience in sustainable food and fiber production. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Serverian is a financial advisor at Edward Jones in Atlanta, GA, with five years of industry experience and a Series 66 credential. His prior experience includes roles at GAP Solutions, Inc., and the University of Virginia’s Darden School of Business. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Glenn Hollingsworth IV is a financial advisor at LPL Financial based in Atlanta, GA. He holds the Series 66 designation and has experience with Delta Community Credit Union since 2016. He began his role at LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Kevin Kelley is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held several positions at Fidelity Investments, including Planning Consultant from 2024 to 2025, Relationship Manager in 2023 to 2024, and Central Relationship Manager in 2023. Before joining Fidelity, Kevin was the Director of Operations at HC Planning Partners from 2021 to 2023 and an Account Analyst at Capital Financial Group from 2018 to 2021. In his current role, Kevin focuses on understanding client goals and creating personalized financial plans that integrate all aspects of their financial strategies. He prioritizes building lasting relationships based on trust and aims to be a reliable partner for his clients and their families. Outside of his professional work, Kevin has interests in fishing, golf, playing musical instruments, parenthood, pets, and surfing.