Sibyl Steverson Slade is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms including Securities America Advisors, Inc., Investacorp Advisory Services, and Waddell & Reed Inc. Outside of her advisory role, she co-founded the Small Business Mastermind Forum, a collaborative network providing training and education to small business owners. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, delivered through a network of affiliated broker-dealers and registered investment advisors.

John Golemo is a CFP®-certified financial advisor with Edward Jones in Marietta, GA, where he has worked for 13 years. He holds a Series 66 license and has experience exclusively with Edward Jones throughout his career. 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, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Kenneth Brandenburg is a financial advisor with OSAIC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Triad Advisors, Ashworth & Sullivan Wealth Management Group, Ameriprise, Summit Financial Group, Citigroup Global Markets, and UBS Financial Services. He is also president of Brandenburg Wealth Advisors, managing investor investment accounts. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional clients, offering a variety of brokerage and advisory services supported by a model-based investment process and multiple proprietary and third-party strategies.

Jason Walker is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 17 years. His activities include involvement with Wealthstead Financial Advisors and Three Pines LLC in Atlanta. 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 services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and various technological tools.

Rory Mckendrick is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley and Fisher Investments. Outside of advisory work, he serves as a FINRA arbitrator and is involved in a transportation referral business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party model portfolios, and supports its advisors with advanced operational and research tools.

Faizan Moosa is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term financial goals. His approach focuses on understanding each client's full financial picture to create adaptable wealth management plans tailored to changing market conditions. Moosa's expertise includes managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. He holds professional designations such as Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Moosa earned his Bachelor's Degree from Mercer University. In addition to his professional work, Moosa is actively involved in the community. He serves as the 2025 President of the Buckhead Business Association and is a member of the Board of Directors for Susan G. Komen, Atlanta. His community involvement spans organizations including the Alzheimer's Association, Atlanta Community Food Bank, Buckhead Business Association, Habitat For Humanity, and Susan G. Komen. Moosa is also multilingual, speaking English, Urdu, French, and Hindi.

Robert Duerre is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to his current role at Merrill and Bank of America, he worked at E*TRADE Capital Management LLC and E*Trade Securities Inc. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Wagoner is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. Outside of finance, he was involved in the business Unwine'd & Tap. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm leverages research from Wells Fargo Investment Institute and third-party sources to evaluate investment options using diversification principles and modern portfolio theory while offering a broad range of brokerage and advisory solutions.

Mark Bloom is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 credential and eight years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Edward Jones, among other firms. Outside of his advisory role, he serves as an independent director on the board of Georgia Soccer and co-founded a nonprofit organization to support youth sports access in Atlanta. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides access to a range of investment strategies and affiliated resources, managing over $256 billion in assets.

Michael Lowe is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in agricultural and farming activities through Millpond Farm and Timber. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, charitable organizations, and governmental entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

Timothy Evans is a CFP®-designated financial advisor with 39 years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at Avantax Advisory Services, UBS Financial Services, and Synovus Securities. He is also a CPA and operates a sole proprietorship providing tax preparation and accounting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pensions, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Rene Williams is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining LPL Financial in 2021, Williams held positions at Delta Community Credit Union, Amazon.com Inc., The Vanguard Group, Inc., Forge Consulting, LLC, and Assurant Specialty Property. 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 financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Patrick Warner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for more than five decades. Warner is also involved with Objective Financial Solutions, Inc., a business focused on insurance policy commissions and managed money investment fees. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation, alongside affiliated trust custody, insurance, and lending services.

Alec Reynolds is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Georgia and Mount Pisgah Christian School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Lynette Ringstad is a financial advisor with Ameriprise in Dallas, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate income sources, Social Security strategies, and tax-smart withdrawals. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with clients’ financial advisors.

Flor Grosch is a financial advisor at Wells Fargo Clearing with four years of industry experience. Prior to joining Wells Fargo, Flor held positions at J.P. Morgan Securities, Merrill, and Bank of America Corporation. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Evelyn Dinkins II is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise since 1986, including 15 years at Ameriprise Financial Services, Inc. Outside of advising, he owns and manages Silver Lining Stables, which offers boarding, training, and clinics in equestrian disciplines such as eventing, jumping, and dressage. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through coordinated client-advisor collaboration and comprehensive investment analysis.

Joscelyn Worrell is a CFP® with 18 years of industry experience, currently serving as a financial professional at Cetera. Her background includes roles at Charles Schwab, TD Ameritrade, and ownership of GroveIQ Tax and Consulting, LLC, which focuses on tax preparation and planning. She is also involved with Stoneguard Management, a property management business. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors. The firm serves a diverse client base including individual investors, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services alongside access to multiple program structures and third-party money managers.

Christopher Woods is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm supports advisors with model-based investment strategies and third-party asset managers while operating on a large scale with approximately $15.5 billion in assets under management.

Christopher Derstine is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Morgan Stanley, E*TRADE, Fifth Third Bank, U.S. Bancorp Investments, Merrill, Bank of America, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.