Gregory Hyde is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has previously worked at Ameriprise, Edward Jones, and several wealth management firms. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Roberto De Jesus is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones from 2007 to 2026 and currently owns an Edward Jones office in Acworth, GA. Roberto joined Raymond James Financial Services Advisors, Inc. in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored planning and analytical tools to support client goals and offers unique municipal advisory services and SIMPLE IRA Employer Advisory programs.

Dina Joseph is Vice President and Branch Leader at Fidelity Investments, where she leads a team dedicated to assisting clients and their families in achieving their financial goals. She has been with Fidelity Investments since 2007, progressing through roles from Financial Representative to her current leadership position. Her professional experience spans over a decade in wealth management and client relationship roles, including Regional Director, Wealth Management Planning Consultant, and Senior Relationship Manager. This extensive background supports her expertise in guiding clients through financial planning and investment strategies. Outside of her professional responsibilities, Dina has interests in art, music, outdoor adventures, traveling, and yoga.

Richard Goodloe Jr. is a financial advisor with Primerica Advisors in Smyrna, GA, holding CFP®, Series 63, and Series 65 credentials with four years of industry experience. He has previously worked with Landmark Financial Group, PFS Investments Inc., and Primerica Financial Services. Outside of advisory activities, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale institutional firm managing approximately $15.5 billion in assets, primarily serving individual investors, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies and discretionary management supported by third-party custodians and overlay managers.

Lisa Hawk is a CFP® professional with seven years of industry experience, currently advising clients at LPL Financial since 2025. Prior to joining LPL, she worked at Edward Jones for seven years and held a position at National Radiology Solutions. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Michael Hebdon is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2026. Prior to joining Edward Jones, he worked at The Vanguard Group, Inc. for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Steven Rothschild is a CFP® with 27 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors and Securities America, Inc., as well as ownership of Rothschild and Associates, where he provided accounting and tax preparation services. He holds CPA qualifications and has engaged in insurance sales and advisory activities outside of his primary advisory work. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and offers discretionary and non-discretionary portfolio management with access to third-party money managers and alternative investments.

Jeffrey Ramsey is a CFP®-certified financial advisor with 31 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years at INVEST Financial Corp. Outside of his advisory role, he is a partner in Buckhead Beans, a for-profit business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and advanced portfolio management technologies.

La Mont Mc Intosh is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Cetera entities since 2019. Outside of his advisory role, he serves as a treasurer for Family Health Centers of Georgia and works as a color commentator for live basketball broadcasts of the Georgia State men's basketball team. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and investment programs.

Virginia Jones Smith is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2014. She has been self-employed since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Vach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to his advisory roles, he worked at Lockheed Martin for 26 years. Outside of finance, he co-owns a Bruster's Ice Cream franchise in Marietta, Georgia, where he assists with strategic planning on a limited basis. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, providing advisory services that rely largely on model-driven strategies developed by third-party asset managers.

Haley Berger is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and previously worked for Triad Advisors, Inc. from 2012 to 2022 before joining Edward Jones in 2022. Outside of her advisory role, she owns an art and e-commerce business called Haley Hamilton Art, LLC. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Edith Boy is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 66 credentials and 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, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Gerald Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2014. He employs a goals-based wealth management approach, utilizing Merrill's advanced platform and resources to help clients align their financial strategies with their personal objectives. Gerald’s client focus areas include college education planning, legacy planning, and small business strategies. He is registered with the Nationwide Mortgage Licensing System (NMLS number 1242168) and licensed by the State of Georgia Department of Insurance, allowing him to assist clients with home financing and insurance inquiries through Bank of America. Gerald brings around 15 years of prior experience in corporate information technology focused on financial investment decisions. He is a qualified Senior Portfolio Manager, managing discretionary personalized or defined strategies that include individual securities, Merrill model portfolios, and third-party investments. Gerald helps clients identify and prioritize goals such as estate planning, tax minimization, wealth transfer, and retirement income, customizing strategies to fit their unique circumstances and preferences. He is known for translating complex financial concepts into understandable terms to reduce client confusion and anxiety. Gerald holds a bachelor’s degree in Marketing from the University of Georgia and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in English and Spanish and is an active member of his church. Gerald participates in mission trips to Africa and Central America, reflecting his commitment to community involvement.

Debra Scott is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera. Her career includes roles at Cetera Advisors LLC and the Atlanta Planning Group. She is a board member and deacon at Peachtree Christian Church, where she participates in church services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that supports various investment strategies and program structures.

Roderick Stovall is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he is the owner of Financial Ascension Specialists, LLC, an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trading and custody. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Stephen Lawandales Jr. is a financial advisor with LPL Financial in Marietta, GA, holding Series 63 and Series 66 designations and having nine years of industry experience. He has worked at LPL Financial since 2018 and previously at Securities Service Network, Inc. from 2016 to 2018. He also operates The Lawandales Group, a business affiliated with his LPL practice. 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 various advisory programs, including financial planning and retirement plan consulting, utilizing discretionary and non-discretionary management supported by model portfolios and research.

Troy Strong is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. He has worked with Edward Jones for nine years and has been associated with LGE Community Credit Union and CUSO Financial Services, LP since 2019. 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 broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Ronald Huck is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 26 years of industry experience. He previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 21 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides diverse advisory programs, financial planning, and consulting services through a national network of investment adviser representatives.

Jason Kortman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, he serves as a trustee. 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 in-house research with third-party resources to provide diversified investment solutions and operates a large network of over 14,000 financial advisors.