Thomas Moonan Jr. is a CFP®-designated financial advisor with 28 years of industry experience. He has worked at Merrill Lynch for 20 years before joining Raymond James Financial Services Advisors, Inc. in 2017. He is also the owner of Moonan Wealth Management, a support company based in Roswell, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and nonprofit organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through a wide network of advisors and specialized programs.

Brian Pocock is a financial advisor with Raymond James & Associates in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2016 and also associated with FINRA during the same period. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Benjamin Neville is a financial advisor with LPL Financial holding a Series 66 designation and has five years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and proprietary research.

Perry Lundy is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at both Merrill and Bank of America since 2010. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Starr is a financial advisor at Cetera with 30 years of industry experience. He has held positions at Summit Financial Group and Summit Brokerage Services Inc before joining Cetera Wealth Services, LLC in 2019 and Cetera in 2023. He holds the Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and a nationwide network of over 10,000 advisors.

Scott Harwell is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 designations and bringing 30 years of industry experience. Before joining Osaic in 2024, he spent 17 years at Securities America Advisors, Inc., and Securities America, Inc., and has been the owner of Private Asset Management LLC since 2005. He is also involved with The Harwell Family Foundation Inc. as treasurer. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services and employs firm-provided asset-allocation tools and automated rebalancing to construct diversified portfolios.

Sanjay Bedi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Wells Fargo in 2024, he worked at Bank of America and Merrill for over a decade each. 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 both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases.

Teresa Muir is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cantella & Co., Inc. and operates MuirCo, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management options, including proprietary models and third-party strategies, with a range of custody and platform arrangements tailored to client needs.

Brian Minto is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Merrill, Bank of America Corporation, Morgan Stanley, and BOFA Securities. Outside of his advisory work, he is an owner and partner of Minto Holdings, LLC, an entity involved in real estate investments. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Kelly Ellis is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Kelly worked in healthcare-related roles including positions at Stout Healthcare, Georgia Luna Care Physical Therapy, Wellstar Health System, and Aegis Therapies/Sava Senior Care. Kelly holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Kevin Scott is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked within various Raymond James entities since 2015. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports a broad network of advisors and affiliated firms.

Thomas Logan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as CEO of TRL Financial Services, LLC, a company formed to conduct his independent contracting business. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools to model potential outcomes and supports its broad network of advisors through a range of advisory programs and targeted consulting services.

Charles Clements is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He previously worked at Avantax Advisory Services and related entities for 28 years. Outside of his advisory work, he owns and operates a tax preparation and accounting business and manages a family-owned tree farm in Georgia. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform for independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with portfolio management, financial planning, and access to third-party money managers. The firm offers a variety of discretionary and non-discretionary program options across multiple custodial relationships.

Steven Johnson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked previously at Kestra Investment Services, Bank of America, and Merrill. Outside of his advisory role, he serves as treasurer for the Addison Elementary School PTA and owns Booker & Company Consulting LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and retirement-plan sponsors with financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through independent Financial Professionals, including discretionary and non-discretionary strategies across multiple platforms and proprietary as well as third-party models.

Diane Krause is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 2005 and operates under the DBA Krause Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a variety of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Christopher Fleming is a financial advisor at Edward Jones in Woodstock, GA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Mill Springs Academy and was involved with the Atlanta Humane Society. 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.

Keith Altobelli is a financial advisor with Cetera, holding a Series 66 designation and over 21 years of industry experience. His prior roles include extensive tenure with Avantax Insurance Agency, Avantax Advisory Services, and operating his own advisory business. Outside of his advisory work, he serves on the Board of Advisors for the Tau Kappa Epsilon fraternity at Georgia Tech and acts as an executor and trustee for personal estate matters. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Jonathan Burklow Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Marietta, GA, holding a Series 66 designation and bringing 19 years of industry experience. Prior to joining Raymond James, he worked for Truist Advisory Services and Truist Investment Services for a combined 20 years. Outside of his advisory role, he periodically plays guitar at various local churches in the Metro Atlanta area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a broad network of advisors with programs that include municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Patrick Hardin is a CFP® professional with 12 years of industry experience, currently advising clients at Ameriprise in Roswell, GA. His prior roles include positions at Bold Financial LLC, The Hardin Team, and Advisor Group. Outside of financial advising, he performs and teaches percussion. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides clients with tailored retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Carson Ledford is a Series 66-licensed financial advisor currently with Thrivent Investment Management. He has worked at Thrivent and its affiliated entities since 2025. Prior to his advisory role, he has experience related to golf course operations at the University of Georgia Golf Course and Canton Golf Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning across various topics with periodic reviews, while keeping planning and managed accounts separate.