Jack Richardson is a financial advisor at LPL Financial with 38 years of industry experience. He holds the CFP® and CFA® designations and has worked at LPL Financial since 2022, following 16 years at Triad Advisors, Inc. He previously operated Richardson Investment Advisory, LLC as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research.

Gary Schantz is a financial advisor with Raymond James Financial Services Advisors, Inc. and has 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. He is also the president and CEO of Legacy Wealth Management Group, Inc., where he dedicates significant time to the 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports advisory programs and institutional consulting through a large advisor network.

Amanda Gibb is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. She has worked at Ameriprise since 2018, including her current role that began in 2020, and previously worked at RBC Capital Markets from 2014 to 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice and offers a broad range of advisory, brokerage, and insurance solutions.

Alan Evans is a financial advisor with OSAIC in Marietta, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Securities America Advisors and Principal Financial, and he has operated his own advisory service since 2006. In addition to advisory work, he is an owner and insurance agent at Sterling Wealth Management, LLC, focusing on disability renewals. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Mark Field is a financial advisor with Cetera, holding the CFP® and ChFC® designations and possessing 31 years of industry experience. His career includes roles at Cetera Wealth Services, Reliastar, VOYA Financial Advisors, and long-term involvement with Legacy Financial Advisors and Diversified Insurance Group. He is also a part owner of Legacy Financial Advisors and works as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

Samuel Armstrong is a financial advisor with Edward Jones in Marietta, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. 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 through a network of over 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Paul Berry is a financial advisor with Osaic in Marietta, GA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked with Osaic since 1989 and founded Berry Investment Group, LLC in 2003. Outside of advising, he owns a business involved in the sale and service of life insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of services including brokerage and investment advisory, financial planning, retirement consulting, and access to third-party managers, using asset-allocation tools and automated portfolio management.

William Lam is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Cetera and its affiliated entity since 2003. Outside of his advisory role, he also sells health insurance on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse 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 delivered through a large nationwide network of independent advisors and a multi-manager platform.

Maria Jose Mc Chesney is a Series 66-licensed financial advisor with Edward Jones in Acworth, GA, where she has worked since 2022. She has three years of industry experience and previously worked at DHL Express for eight years. Outside of her advisory role, she is involved in a flooring franchise business as a consulting secretary alongside her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and services with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors.

Nicholas Holguin is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior roles include positions at The Family Heritage Division of Globe Life, Hutchinson Automotive Group, State Farm, and GEICO Corporate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Renee Jenkins is a financial advisor with Primerica Advisors in Woodstock, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at The Avenue Agency and the Georgia Department of Labor. Outside of financial advising, she is involved in acting, dedicating significant time monthly to this activity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Matthew Molnar is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He has worked at Baird since 2019 and spent the previous 17 years at UBS Financial Services. Molnar holds the Series 66 designation. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and manages approximately $394 billion in regulatory assets under management.

Jacqueline Mc Kinney is a financial advisor at Edward Jones in Canton, GA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, she worked at American Airlines from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Theodore Arch is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. Prior to this, he worked at FSC Securities Corporation for 16 years. He is also an independent insurance agent representing various independent insurance companies. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody arrangements.

Jacob Yingling is a CFP®, CFA®, and Series 66 registered financial advisor with Edward Jones, where he has worked for nine years. He also serves as a finance officer and detachment commander with the Georgia National Guard. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Harper is a financial advisor at Edward Jones with 42 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, United Community Banks Inc., and Invest Financial Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Ross is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. He has a long history in tax preparation and accounting through his role as president of Ross Accounting & Financial Services, Inc., and has worked extensively with Avantax Advisory Services prior to joining Cetera. Ross is also involved in tax preparation services through Ross Tax Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Brittani Long is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding the CFP® and ChFC® designations along with Series 65 and 63 licenses. She has six years of industry experience, having worked at Mass Mutual Investors Services since 2018 and Mass Mutual Life Insurance Company since 2017. Outside of her advisory roles, she has been involved with Kennesaw State University since 2014. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis and provides collaborative, ongoing planning relationships without investment discretion.

Michael Breit is a financial advisor at Edward Jones in Alpharetta, GA, holding the CFP®, ChFC®, and Series 66 designations with six years of industry experience. He has been with Edward Jones since 2020 and previously worked in staffing and other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Luke Maxwell is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corp, Waterstone Wealth Strategies, and Robert Half International Inc. Outside of advising, he has experience working with Bentwater Golf Club and the Georgia Aquarium. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory services supported by a nationwide network of financial advisors and branch offices.