Patrice Smith is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Merrill since 2005 and is also affiliated with Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a lay member on the advisory council to the Archbishop of the Archdiocese of Atlanta, providing counsel on confidential parish matters. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Milic Zecevic is a financial advisor with LPL Financial in Atlanta, GA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has worked at notable firms including Raymond James & Associates and Delta Community Credit Union. Zecevic has also been involved with the Emory University Osher Lifelong Learning Institute. LPL Financial serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Diana Avery is a CFP® with 30 years of industry experience, currently working at LPL Financial since 2024. She previously worked at VALIC Financial Advisors for 11 years and USA Financial Securities for 7 years. She also operates Avery Financial Services, which functions as a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

William Schoeffler is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of St. James United Methodist Church. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Paul Egan is a financial advisor at Merrill in Atlanta, GA, holding a Series 66 designation. He has been with Merrill and Bank of America since 2026. Prior to his current roles, he worked at multiple companies including Uber Technologies, Inc. and Mursion, Inc., and was involved with the wine and provisions business Wahoo! Wine & Provisions. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Geoffrey Fishman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC. Fishman is a 33.3% owner of Rockaway Investments LLLP, a family investment entity based in Clarkesville, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm follows an IPS-driven approach grounded in modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Marquis Springer is a financial advisor at Fidelity with nine years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including JP Morgan Chase, Morgan Stanley, and Fidelity Brokerage Services. Outside of his advisory role, Springer is involved as a partner in music and media production companies and participates in ride-sharing services as an independent contractor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with particular capabilities in fund advisory and model portfolio delivery.

Barry Dekreek is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at LPL Financial for 12 years and has been with Cetera and related firms since 2025. Outside of his advisory role, he is a member of Oceanview Ventures LLC, which manages business-related financial operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and program structures.

Jessica Hernandez is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial and its affiliated entities since 2014, with an earlier position at Liberty House in 2016. In addition to her advisory role, she is an Investment Advisor Representative at Harmon Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and it supports its clients through various advisory programs and institutional consulting services.

James Roberts is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. His career includes roles at Merrill and Fsc Securities Corp before joining Cambridge in 2019. Outside of his advisory work, Roberts serves as Treasurer for the Atlanta Archdiocese Catholic Cursillo and is owner of Robert Capital Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Alexandra Schwarz is a financial advisor at LPL Financial in Atlanta, GA, holding a Series 66 designation with three years of industry experience. Prior to joining LPL Financial in 2025, she worked at First Horizon Advisors and has held roles across various sectors including healthcare and government. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, and offers both discretionary and non-discretionary management options.

Brian Ritchie is a financial advisor at Osaic with 26 years of industry experience. He held positions at FSC Securities Corporation and Financial Service Corporation from 1998 to 2023 before joining Osaic in 2023. He holds the Series 66 designation. Ritchie is the owner of Singletrack Financial LLC, where he performs MFA/OSJ duties at Osaic. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing 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, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Elizabeth Neal is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual Investors Services, she was employed at MassMutual Life Insurance Company and has a background that includes four years at the University of Alabama and five years at The Lovett School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and offering collaborative, annual planning engagements.

Ricky Dover is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 credentials with five years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Cetera Investment Services, and Regions Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher Lewis is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is also employed with Sparkle Home Cleaning Services LLC, providing residential cleaning services. Fidelity’s Strategic Advisers LLC, where Lewis works, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Devin Marshall is a financial advisor at Ameriprise with five years of industry experience. He previously worked at Wells Fargo Advisors for six years and at Express for one year. Marshall holds the Series 66 designation and is based in Atlanta, GA. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Savitri Crenshaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products and home-related services 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.

Rudolph Burlin is a financial advisor with Edward Jones in Atlanta, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He worked at Merrill from 2010 to 2017 before joining Edward Jones in 2017. 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 strategies through a nationwide network of more than 23,000 financial advisors.

Kalli Cuny is a financial advisor at LPL Financial based in Atlanta, GA, holding a Series 66 designation. She has been with LPL Financial since 2026 and has 12 years of experience with Delta Community Credit Union prior to joining the firm. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Patrick Desamours is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been with Edward Jones since 1995. He also serves as a board member of the DeKalb Chamber of Commerce, contributing to policy and procedural direction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment options through a nationwide network of financial advisors and branch offices.