Nathan Shaw is a Series 66 licensed financial advisor with two years of industry experience, currently with Thrivent Investment Management in Atlanta, GA. His prior roles include positions at Edward Jones and educational institutions such as Dominion Christian School and Lafayette Christian School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad range of written recommendations covering retirement, tax, estate, and other planning areas. The firm provides holistic, goal-based analyses and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Michael Mc Cracken is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Emerson and Axios Tec. Outside of his advisory work, he owns and oversees a small rental property business. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers multiple advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

William Norris is a Senior Financial Advisor at Merrill Lynch Wealth Management. He employs a goals-based wealth management approach, leveraging Merrill's comprehensive platform and resources to help clients align their financial strategies with their objectives. William focuses on providing client-centered service, aiming to treat each client as he would his own family. His areas of expertise include divorce transition planning, employee benefits planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Additionally, he holds professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William is registered with the Nationwide Mortgage Licensing System and licensed with the State of Georgia Department of Insurance. William earned both his bachelor's and master's degrees from the University of Florida. He resides in Marietta, GA with his wife, Amy, and they are active volunteers as scuba divers at the Georgia Aquarium.

Amiyah Seals is a financial advisor at Fidelity with one year of industry experience. She previously worked at Bank of America Merrill Lynch for 12 years. She is registered with a Series 66 credential. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves in advisory roles that include commodity pool operations and fund management.

Brett Wooten is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Landmark Financial, KSA, BW Holdings LLC, and PFS Investments, Inc. He is involved in sales of investment-related products and also receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Robert Watson is a financial advisor at LPL Financial in Marietta, GA, holding the CFP® designation with 14 years of industry experience. His previous roles include positions at Kestra Advisory, Kestra Investment Services, and Wells Fargo Clearing. Outside of his advisory work, he serves as finance chair on the board of Flight316, where he reviews bookkeeping and coordinates tax-related matters. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, featuring model portfolios, third-party research, and advanced portfolio management options.

John Mcharg is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including prior roles at FSC Securities Corporation and Nettworth Advisor Group. He serves as a Compliance Manager at Nettuno & Associates LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Susan Newman is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked with Cetera and affiliated firms since 2012 and owns several financial services businesses, including Newman Financial Services and Joe Newman and Associates. Newman also serves as Social Chair on the Board of Directors for Chesapeake Rotary. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodians.

Mark Weeks is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He is the CEO of 52 Weeks Financial, a financial services firm he has led since 2012. Weeks has also held roles at Benefits Advisory Group, Princor Financial Services Corp, and Principal Life Insurance Co. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Thomas Scott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His career includes roles at Investors Capital Corp. and Valic Financial Advisors before joining Cetera Advisors LLC in 2016. Outside of his advisory work, Scott serves as a preacher at Thrive Today Bible Fellowship and holds positions in community and alumni organizations, including the Guilford Forest Homeowners Association and Morehouse College Alumni Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, providing a range of portfolio management and retirement services across discretionary and non-discretionary program structures.

Harry Arrowood is a financial advisor with LPL Financial in Dallas, GA, holding the CFP® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at LPL Financial since 2018 and concurrently at INVEST Financial Corp. since 2005. Outside of his advisory roles, he owns and manages A.A. Coffee Service Inc., a for-profit business unrelated to investments. 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 advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jennifer Moseley is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has worked with Avantax Investment Services, Avantax Advisory Services, and operates TimeWise Financial LLC, through which she provides retirement planning and client advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning options through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

James Brooker is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with LPL Financial and previously spent 15 years at Northwestern Mutual in various roles. Based in Atlanta, GA, Brooker’s background includes wealth management and investment services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Natalie O'Reilly is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2019, as well as at Mid-American Wealth Advisory Firm and The Vanguard Group. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios comprised of mutual funds, ETFs, and ETPs.

Michael Sesan is a financial advisor with Edward Jones in Kennesaw, GA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he serves as an arbitrator for the Financial Industry Regulatory Authority (FINRA). Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust, mutual funds, and securities-based lending options.

Olen Suire is a financial advisor with Edward Jones in Cartersville, GA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns and manages office building rental properties in Cartersville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Kayla Plott is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent six years at Peak Fitness. Outside of her advisory role, she reviews products and posts videos on TikTok. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kevon Bartee is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including J.P. Morgan Securities LLC, Thrivent Financial, and Bank of America. His background also includes service in the United States Army. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

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.

Tyler Sesan is a financial advisor at Edward Jones in Kennesaw, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Executive Parking Systems, Atlanta Athletic Club, and PVS Valet. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.