Chevyone Williams is a Series 63 licensed financial advisor with 20 years of industry experience, currently with Wells Fargo Advisors since 2024. Prior to this, Williams spent eight years at Wells Fargo Clearing. Outside of finance, Williams owns and operates Delightful Vegan, LLC, a health and wellness business based in Atlanta. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using Wells Fargo’s research and tools to develop tailored client recommendations.

Vijay Patel is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 15 years of experience in advising affluent individuals, businesses, and institutions across various locations including Boston, Frankfurt, and Atlanta. He specializes in areas such as corporate executive services, employee benefits planning, executive and equity compensation, family wealth management, legacy planning, liquidity management, managing new wealth, women and wealth, and tax minimization. Before joining Merrill Lynch Wealth Management, Vijay gained nearly a decade of international consulting experience in Germany and England. Since becoming a financial services professional in 2003, he has emphasized a process-driven approach to help clients preserve and grow their wealth through customized strategies and regular reviews. His expertise includes asset allocation, education and retirement planning, estate and trust services, securities-based lending, philanthropic gift planning, and capital management. Vijay holds an MBA from the University of Cambridge, a master's degree from Boston University, and a bachelor's degree from the University of Chicago. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, he is an active member of the University of Chicago Alumni Association in Atlanta and a father of three, including twins adopted from Ethiopia.

Lucas Martins Vaz is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Prior to his current role, he worked in golf club management and pool repair, and he attended Florida Gulf Coast University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrea Leota is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. Her career includes roles at Fidelity Investments since 2013, as well as prior experience with Nationwide Investment Advisors, LLC and United Planners' Financial Services of America. Fidelity’s Strategic Advisers LLC, where Andrea is based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

David Lee is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Epiq Systems, Marietta City Schools, Kelly Education Services, Sykes Enterprises, Inc., PFS Investments Inc., and Teradata Corporation. He is also involved in the sale of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors is a large-scale institutional firm that 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 employs model-driven investment strategies developed by unaffiliated asset managers and offers advisory services supported by third-party custodians and overlay managers.

Richard Tull is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. In addition to his advisory role, he is an insurance agent specializing in life, health, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated investment managers.

Jared Chambers is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services and Cumberland Financial Group, where he is also employed outside of his advisory role. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets on multiple platforms and provides both discretionary and non-discretionary management, with access to third-party advisers and proprietary model strategies.

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.

Debra Johnson is a financial advisor with Cetera, holding a Series 66 designation and bringing 22 years of industry experience. She has held roles at Avantax Advisory Services and Avantax Investment Services, and currently operates Hagan, Johnson & Associates, a CPA firm providing tax preparation and advice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and investment strategies.

Michael Lowe Jr. is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves on the advisory board of the Public School Employees' Retirement System, providing recommendations for its management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and public entities. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research.

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.

Franklyn Simmons is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Cetera since 2019. Simmons serves on the board of directors for 10K Minority Appraisers and provides structured settlement consulting on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and investment options.

Scott Harwell is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, Inc., Private Asset Management LLC, and Brookstreet Securities Corporation. Outside of his advisory work, he serves as Treasurer for The Harwell Family Foundation Inc. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform emphasizing model-based asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

Brian Minto is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America Corporation, Morgan Stanley, and BOFA Securities. Outside of his advisory role, he is an owner and partner of Minto Holdings, LLC, a real estate investment entity. 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 and qualitative research and may incorporate ESG considerations.

Steven Johnson is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously held roles at Kestra Investment Services, Bank of America, and Merrill. Outside of his advisory work, he serves as treasurer for the Addison Elementary School PTA and owns Booker & Company Consulting LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Thomas Seamans is a CFP® certificant with 11 years of industry experience, currently affiliated with LPL Financial in Atlanta, GA. His career includes roles at Delta Community Credit Union, Morgan Stanley, and Duval County Public Schools. He also serves as Assistant Vice President at Delta Community Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions through a large network of investment adviser representatives and utilizes various portfolio management strategies and operational tools.

Stefanie Yelverton is a financial advisor at Thrivent Investment Management based in Atlanta, GA. She holds a Series 66 designation and has recently begun her career in the industry, joining Thrivent Investment Management in 2025. Prior to her current role, she worked for over two decades at The Westin Peachtree Plaza. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning across various topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Diane Krause is a financial advisor with LPL Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at State Street Research & Management Company for five years before joining LINSCO/Private Ledger Corp., where she has been since 2005. She also operates a DBA under Krause Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services that include financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

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.