Marcus Welborn is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advisory work, he manages several business ventures including CapSouth Holdings, LLC, and Welborn Enterprises, LLC, which involves administrative and financial oversight. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Craig Gregozeski is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. Before joining Wells Fargo Advisors in 2023, he worked with IFG Advisory, LLC and LPL Financial for nine years. Gregozeski is also involved in managing Squire Asset Management, LLC, a firm focused on investment-related activities. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, and niche services like business-owner transition and special-needs planning. The firm combines advisory services with other financial products through an integrated approach serving clients who meet a net-worth threshold.

Madison Martin is a financial advisor at Edward Jones in Decatur, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Madison worked at CMS Payments Intelligence, Inc. and has been involved with Emory University in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and managing over $1 trillion in assets through a nationwide network of advisors and branches.

Konsetta Kelly is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2019. She has two years of industry experience and a background that includes roles at Ricoh and Big Lots. Outside of her advisory work, she owns 4ever Natural Beauty, a business that sells handmade bath and body products, and has written two Christian books under Konsetta Kelly Ministries. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Victoria Leonard is a financial advisor with Primerica Advisors in Rome, GA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Leonard was also involved with Everything Boutique from 2007 to 2023. In addition to her advisory role, she receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on a range of investment models implemented in partnership with BNY Mellon Advisors.

Dedry Johnson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining Wells Fargo, Dedry worked at Morgan Stanley, E*TRADE, Bank of America, Merrill, and Chase Bank. 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 supported by extensive research and analytics.

Cristopher Gossett is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 credential and has worked previously at FSC Securities Corp. He is also a C-130 navigator in the Georgia Air National Guard. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Anthony Mc Intosh is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Lakena Belcher is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America N.A., Merrill, United Credit Education Services, and AT&T/Bellsouth. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Clinton Copeland is a financial advisor with Cambridge Investment Research Advisors based in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Cambridge since 2019 and has extensive teaching roles at institutions including The American College for Financial Services, the College for Financial Planning, Clark-Atlanta University, Georgia State University, and the University of Maryland-Global Campus. Copeland also serves on boards of nonprofit organizations focused on financial education and community water quality. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management solutions across multiple platforms tailored to client objectives.

Tracee Sapp is a financial advisor with Cetera, holding the CFP® designation and over 24 years of industry experience. She has worked at several firms including Principal Securities and Summit Financial Group, and she owns T. Sapp Financial Partners. Outside of her advisory work, she serves as the treasurer for a local middle school parent board and is involved with a youth non-profit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and planning services and operates a multi-manager platform that provides diverse investment solutions and program options.

Merrill Shemaria is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and offering 48 years of industry experience. He has been with LPL Financial and its predecessor firm since 2004. 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 investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options, supported by in-house and third-party research.

Corey Webster is a financial advisor with Cetera based in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been associated with various Cetera entities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple program structures and third-party managers through a large network of independent advisors.

Rick Clemons is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 designations. He has 11 years of industry experience and has been affiliated with Primerica Financial Services since 1984, with a retirement period from 2011 to 2022. Clemons is involved in the sale of investment-related products and also receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-delivery strategies managed by unaffiliated asset managers alongside discretionary separately managed account options.

Felix Camacho is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in independent insurance brokering as a principal. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Carol Fromhagen is a financial advisor at LPL Financial with 36 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at H. Beck, Inc. and operates Grove Point Investments, LLC and Grove Point Advisors, LLC. Outside of her advisory work, she is a general partner in The Gilly Partnership, which manages an Airbnb property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, supported by model portfolios, third-party subadvisors, and technology-driven investment strategies.

Joseph David is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley since 2009 and has been part of Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate firm-approved tools and modeling techniques.

Kenneth Nettuno is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors and FSC. His background also includes time at Castellucci Hospitality Group, Cans Taqueria, and Kennesaw State University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Jonathan Constant is a financial advisor with MassMutual Investors Services in Atlanta, GA, holding a Series 66 license and over 22 years of industry experience. His prior roles include positions at Waddell & Reed and various insurance carriers through W&R Insurance Agencies. He is also a principal and president of MC Insight, LLC and MC Private Label, LLC, which involve insurance sales and managing a portfolio of securities and private investments. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and offering a range of investment and planning programs.

Jamie Spradley is a financial advisor with Primerica Advisors in Morrow, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at DMG Worldwide, Inc., Georgia Green Energy Services, The Intersect Group, and PFS Investments Inc. Outside of advising, he is involved with Atlanta Habitat for Humanity. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by custodial and trade execution services from Pershing.