Steven Bontempi is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 25 years of industry experience. Prior to joining Cambridge in 2024, he worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, New England Securities, and Equitable Advisors. Outside of his advisory role, he provides private music lessons. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms, custodians, and proprietary model strategies.

Kristal Sizemore is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including JP Morgan Securities and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Michelle Martin Yoder is an investment advisor representative at Cambridge Investment Research Advisors with 36 years of industry experience. She holds Series 63 and Series 65 credentials and previously spent over a decade with Dempsey Lord Smith, LLC. Outside of her advisory role, she is also involved in insurance sales. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

Guy Moore is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliates since 2011. Outside of his advisory role, he is involved with Southeastern Business Endeavors, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focusing on retirement-income planning and tax-aware withdrawal strategies, supported by research and proprietary tools.

Nancy Demirtas is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, she worked at Maximum One Realtors, Spectra Metal Sales, and Tie Down Engineering Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Robert Sullivan is a financial advisor with Raymond James Financial in Carrollton, GA, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has held roles at Raymond James Financial and its affiliated services since 2006 and is co-owner and partner of Henry Miller LLC and Partners Financial Group, respectively. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized programs such as municipal and public-finance advisory services.

Michael Jankowski is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Cetera Investment Services and Edward Jones, among others. 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 portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

Kennie Taylor is a financial advisor with Raymond James & Associates in Powder Springs, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James since 2015 and provides impartial financial guidance as an independent contractor at Next Generation Divorce, assisting clients with financial evaluations related to divorce. Additionally, he is involved with the YMCA of Greater St. Petersburg and the Tampa Bay Free Dentistry Charity. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

David Thompson is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Questar Asset Management, and Raymond James Financial, among others. Thompson is also the owner of JKL Financial Services, LLC, an operating entity for his advisory business. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a variety of investment programs.

Chantrice Swint is a financial advisor with Edward Jones in Carrollton, GA, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019, following four years as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices.

John Martin Jr. is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 12 years before joining Cambridge in 2019. Outside of his advisory role, he is owner and president of Martin Private Wealth Group and is involved with several private business ventures. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion-dollar asset base across multiple platforms and custodians.

Corey Short is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, Woodforest National Bank, Carmax Auto Finance, Waffle House, and SunTrust Bank. 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 a range of individual and institutional clients.

William Taylor is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. 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 and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Steven Gutke is a financial advisor with LPL Financial in Villa Rica, GA, holding a Series 66 credential and 11 years of industry experience. He previously worked at WFGIA and Transamerica Financial Advisors, Inc. for nine years. He has also been involved with Agile Capital LLC and served the Lutheran Church of Resurrection for eight years. 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 institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Devyne Washington is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior experience at Bank of America and in the automotive industry. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Tracy Mc Daniel is a financial advisor with Edward Jones in Villa Rica, GA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Larry Garletts is a financial advisor with LPL Financial, holding a Series 66 credential and 17 years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company and Waddell & Reed, Inc., along with service on the Virginia Beach Mayor's Commission of Aging. 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, including financial planning and access to third-party asset management, utilizing various investment strategies and tools.

Christopher Mills is a financial advisor at Fidelity with Series 65 and Series 63 licenses and six years of industry experience. His background includes roles at First Command and service in the United States Army National Guard and Marine Corps. Mills is based in Villa Rica, GA. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Clayton Robinson is a financial advisor with LPL Financial in Carrollton, GA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He worked at Synovus Securities, Inc. for 10 years prior to joining LPL Financial in 2008. Outside of his advisory role, he is involved in firearms sales and ownership transfer services through a private business. 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, third-party asset management, and institutional platforms.