Travis Haines is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill for 19 years and has been involved with Cetera and Cetera Advisors since 2022. Haines is also a registered administrative assistant at Chastain Park Capital Partners, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Bradley Marshall is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2007. Fidelity's affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages a range of model portfolios using systematic methodologies and long-term asset allocation benchmarks.

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.

Jesse Thompson is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Mass Mutual in 2019, he worked at Boca Resort and Club. He also conducts outside insurance sales, specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved analytical tools and emphasizing collaborative, annual planning relationships.

Robert Dick is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. He has worked with various Fidelity entities, including Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, the Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund‑of‑funds.

Linda Smith is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 36 years of industry experience. She has been with Cambridge Investment Research Advisors since 2011. In addition to her advisory work, she is an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals using both proprietary and third-party strategies tailored to client objectives.

Kent Balch Jr. is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at firms including Woodbury Financial Services and Questar Capital Corporation. He is also involved in health and life insurance sales as an owner of a related business. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Kelly Cobb is a financial advisor at Morgan Stanley in Atlanta, GA, with 21 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Foreside Fund Services, LLC and Angel Oak Capital Advisors from 2019 to 2022. Prior to that, she took six years off as a full-time stay-at-home mother. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

Faith Okoeguale is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 16 years. Outside of her advisory role, she has a minor ownership interest in a car dealership, PMAN AUTOS LLC, based in Lawrenceville, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm includes a broad range of financial products in its investment menus, including insurance-related vehicles and bank deposit sweep options.

Aneesh Nair is a financial advisor at Fisher Investments with a Series 65 designation and nine years of industry experience. He has worked exclusively with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment approach combining quantitative and qualitative research.

Kimberly Weaver is a CFP® with 23 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2008. She holds Series 66 licensure and has been involved in various roles including consulting on elder and special needs planning and serving as a board member of the Emory University Alumni Group. Additionally, she owns a custom floral design business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering a variety of implementation platforms and both proprietary and third-party investment strategies.

Montrice Robinson is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has worked previously at BNY Mellon Wealth Management, Raymond James & Associates, and BB&T. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Charlotte Geletka is a CFP®-certified financial advisor with 22 years of experience, currently with LPL Financial since 2024. She spent 20 years at Lincoln Financial Advisors Corporation prior to joining LPL. Outside of her advisory role, she is involved in business coaching and speaking through her own entity, Business Owner Mindset, and writes articles for her blog. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management strategies.

Rasheeda Zamudio is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and possessing 23 years of industry experience. She has been with Merrill Lynch and Bank of America since 2014. Outside of her financial advisory role, she works as a Zumba fitness instructor and an independent Mary Kay beauty consultant. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional plans.

Anson Kanjira is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has a work history that includes Bank of America, where he was employed for 15 years before joining Merrill. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Christopher Lingle is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of advising, he serves as a trustee for a family trust and holds power of attorney responsibilities for his parents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Coleman Weller is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments, Northwestern Mutual, and Agathos LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by centralized custody and operational infrastructure.

Robert Rollauer is a financial advisor at OSAIC with 46 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is also an insurance agent offering disability, fixed annuity, equity indexed annuity, life settlement, and traditional life products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment options and uses multiple platforms and asset-allocation tools to construct portfolios tailored to client risk tolerance.

Ebony Dozier is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at LPL Financial and Columbia Management Investment Distributors, Inc. Dozier is based in Atlanta, GA. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, advisory programs, and institutional consulting services.

Lloyd Walker Jr. is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill for a decade. Based in Atlanta, GA, he has been with Wells Fargo Clearing since 2023. 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.