Dena Sellers is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for seventeen years before joining Equitable Advisors in 2022. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a combination of proprietary and third-party advisory models, with a focus on matching clients to appropriate program solutions based on personal information and risk tolerance.

Timeka Arora is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. She provides ongoing advice and adjusts financial plans as clients' situations evolve. Ms. Arora’s expertise includes general investing, retirement planning, and preparing for unexpected expenses. She holds professional designations such as Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed an Accredited Certificate Program at the University of Pune. Fluent in English, Hindi, Punjabi, and Urdu, Ms. Arora emphasizes understanding the priorities important to each individual and family to create tailored financial plans.

Langley Respess is a financial advisor at UBS Financial Services in Atlanta, GA, with 35 years of industry experience and Series 63 and 65 credentials. He has been with UBS since 1995. Outside of finance, Respess is involved in fiction novel writing and owns a music composition, publishing, and performance business. He also serves as chairman of the capital campaign committee at Atlanta Classical Academy, a K-12 school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining wealth management with institutional trading and capital markets services.

William Harris is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and several insurance agencies. 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, pension plans, corporations, and charitable organizations.

Lori Dello Russo is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

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.

Milic Zecevic is a CFP® professional affiliated with LPL Financial, based in Atlanta, GA, with 10 years of industry experience. His career includes roles at Delta Community Credit Union, Raymond James & Associates, and Capital Management Advisors Inc. Zecevic has also been involved with Emory University’s Osher Lifelong Learning Institute. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, leveraging a broad network of investment adviser representatives and advanced operational tools.

Diana Avery is a financial advisor at LPL Financial with 30 years of industry experience. She holds the CFP® and Series 63 designations. Her prior roles include positions at Avery Financial Services, USA Financial Securities, Valic Financial Advisors, and MetLife Investment Fund Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Schoeffler is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Schoeffler serves as a finance committee member at St. James United Methodist Church in Atlanta. 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 a research-driven approach and offers a broad range of brokerage and advisory solutions through its extensive network of financial advisors.

Paul Egan is a financial advisor at Merrill in Atlanta, GA, holding a Series 66 designation. He has been with Merrill and Bank of America since 2026. Prior to his current roles, he worked at multiple companies including Uber Technologies, Inc. and Mursion, Inc., and was involved with the wine and provisions business Wahoo! Wine & Provisions. 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, pension plans, corporations, and charitable organizations.

Geoffrey Fishman is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 35 years of industry experience. His prior work includes 13 years at Credit Suisse Securities (USA) LLC and 3 years at Pershing LLC. He is a 33.3% owner of a family investment partnership, Rockaway Investments LLLP. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages roughly $671 billion in assets across more than 14,000 advisors and combines brokerage and advisory solutions informed by research from Wells Fargo Investment Institute and third-party data.

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 at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial, Morgan Keegan & Company, and Raymond James & Associates. He is also a member of Oceanview Ventures LLC, which manages business expenses related to his previous roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with model portfolios, third-party managers, and bespoke strategies, supporting a wide range of investment programs under discretionary and non-discretionary authorities.

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 who holds a Series 66 designation and has 22 years of industry experience. His prior work includes positions at Merrill, FSC Securities Corp, and Citigroup Global Markets. Outside of advising, he serves as Treasurer for the Atlanta Archdiocese Catholic Cursillo and is a director of the Marist School Alumni Association. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of professionals. The firm provides both discretionary and non-discretionary management, utilizes multiple platforms, and offers proprietary model strategies under the Founders Gate Capital brand.

Brian Ritchie is a financial advisor at Osaic with 27 years of industry experience. He holds a Series 66 designation and previously worked for Fsc Securities Corporation and Financial Service Corporation for 25 years. Outside of his advisory role, he is the owner of Singletrack Financial LLC, which provides MFA/OSJ services at Osaic. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of investment programs, including discretionary and advisor-managed strategies.

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.

Ricky Dover is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Edward Jones, LPL Financial LLC, and VyStar Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to create model asset allocations, with a range of affiliates supporting implementation and portfolio services.

Christopher Lewis is a financial advisor with Fidelity in Atlanta, GA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory role, he is involved as an employee with Sparkle Home Cleaning Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Savitri Crenshaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.