Thomas Carney is a CFP®-designated financial advisor with Ameriprise in Atlanta, GA, bringing 36 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he serves on the Board of Directors and as Chair and Treasurer of the Finance Council at Holy Cross. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor recommendations delivered through a centralized consulting team.

Logan Gorman is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, JP Morgan Chase Bank, Morgan Stanley, E*TRADE Securities, CarMax, US Fitness/Onelife Fitness, and The ICE. 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 manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Robert Eaker is a financial advisor with Edward Jones in Lawrenceville, GA. He holds Series 63 and Series 66 credentials and has 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Flanagan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Cambridge in 2019, he spent 16 years at FSC Securities Corporation. Outside of advising, he is a part owner of F&F Financial Inc. and operates Flanagan Financial. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Birgitte Houen Tolstrup is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and having one year of industry experience. She has been with Primerica Advisors since 2025 and has held various roles both within Primerica Financial Services and outside the financial industry. Outside of her advisory work, she owns and facilitates workshops through Brigs2Grow and works as an independent contractor in water metering solutions. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through model-driven strategies and discretionary portfolio management. The firm operates at scale with over 3,900 financial advisors and $15.5 billion in assets under management.

Naveed Lalani is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes positions at UBS and Cambridge Investment Research, among others. Outside of his advisory role, he is involved in healthcare operations and data analysis with Sentara. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships supported by research and a range of portfolio management styles.

Jean Louis Sankale is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked at PFS Investments Inc. and Primerica Financial Services since 2026, with prior experience at PDTi [Pasaca Capital Inc.] in 2022 and Globomics LLC since 2009. Primerica Advisors serves primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program. The firm uses model-delivery strategies managed by third parties and offers advisory services via a large network of advisors.

Charles White is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. He co-owns Atlanta Wealth Partners, LLC, a support company based in Suwanee, GA. White has been with Raymond James Financial since 2010 and has prior experience with White Baker Holdings LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Bortak II is a CFP®-certified financial advisor with 28 years of industry experience, currently at Wells Fargo Advisors since 2025. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. Outside of his advisory role, he serves as a design review board committee member for the Stonecrest Homeowners Association in Buford, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with an emphasis on customized recommendations and integration of advisory services with other financial products.

Bianka Guzman is a financial advisor at Fidelity with 10 years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 2025 and previously spent five years at Merrill. Outside of her advisory role, she is a partner in MBD Rental Solutions, LLC, where she manages rental payment collections and property maintenance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Larry Adams is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2014. Adams also owns and serves on the board of Dawson County Wrestling Inc., a nonprofit organization that supports youth sports in North Georgia by providing athletic equipment and hosting an annual wrestling tournament. 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, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Lawrence Roemer is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Cetera and has held roles at firms including LPL Financial and Infinity CPA Network. In addition to his advisory work, he is involved in tax and accounting consulting for business owners and owns an insurance wholesaler business focused on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Taylor Miller is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Phase Line Capital, and LPL Financial, along with teaching engagements at the University of North Georgia and Middle Georgia State University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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 operates within the larger J.P. Morgan organization and offers a range of products accessible through its unique registrations and affiliations.

Ying Piao is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, Piao worked at Bank of America and managed a sushi bar and ocean grill business for seven years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Jordan Fidanza is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his career in finance, he worked at Waffle House, Inc. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Peipei Ding is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, she held roles at Modingo International LLC, where she is an owner, and worked in various positions including at Georgia Tech and CITIC Capital. The firm, 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.

Heather Blount is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and seven years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following prior roles at Edward Jones and South State Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions as both a broker-dealer and investment adviser.

Benjamin Dreaden is a financial advisor with Wells Fargo Clearing in Cumming, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes positions at Bank of America, Merrill, and E*TRADE Securities, as well as roles outside finance at Apple and Georgia State University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Heather Sheats is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Primerica Financial Services since 2006. Her other business activities include management and operations related to investment products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and select separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Branden Collins is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and two years of industry experience. He has previously worked at Morgan Stanley, Mass Mutual Investors Services, and MassMutual Life Insurance Co. Outside of financial advising, Collins works as a Physical Therapy Assistant at CenterWell Home Health. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.