Lyssa Berlinguette is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1997. Outside of her advisory work, she is the owner of an online boutique specializing in merchandise sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

John Allen Jr. is a financial advisor at Cetera with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes roles at Cetera Wealth Services, VOYA Financial Advisors, and long-term ownership of Legacy Financial Advisors. He is also an independent insurance agent involved in fixed insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, financial planning services, and access to third-party money managers.

Jack Cohen is a financial advisor with Robert W. Baird & Co. in Atlanta North Point, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2000. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, using a combination of in-house and third-party managers across a range of investment strategies.

Melissa Moss is a financial advisor with LPL Financial in Woodstock, GA, holding a Series 66 designation and six years of industry experience. She previously operated Melissa Moss, Inc. for five years and served at the American Foundation for Women's Health / StopAfib.org for twelve years. Outside of her advisory role, she is a guest educator in life coaching. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Orantes Grant is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Trademark Capital Management, Hightower Buffalo, National Wealth Management, and Wells Fargo Advisors. He also serves as a notary public in Roswell, Georgia. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a range of clients including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Brent Chadwick is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual, and E*Trade Securities. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Ragan Gootee is a financial advisor with Edward Jones in Marietta, GA, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a member of Parable Real Estate, LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

J Moore is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has worked at Cetera since 2009 and is also the owner of Mapec Group, LLC, which sells health insurance. Additionally, he co-owns a tea wholesale and retail business and serves as assistant treasurer at Zion Baptist Church of Marietta. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions and operates a multi-manager platform with access to affiliated and third-party investment managers.

Daniel Bisese is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2019, previously serving at FSC Securities Corp. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary and third-party model solutions, with an emphasis on tailored client approaches.

Jeffrey Bramlett is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He has worked at OSAIC since 2023 and was previously with FSC Securities from 2020 to 2023. Outside of his advisory role, he has experience assisting in financial planning and trading operations through a financial paraplanning LLC. OSAIC serves a broad mix of retail and institutional clients with integrated brokerage and investment advisory services. The firm employs asset-allocation tools, automated rebalancing, and offers access to various third-party money managers and model solutions.

Kristin Hudson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 14 years of industry experience. She has worked with various divisions of Raymond James since 2011. 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 diverse client base, including individuals, institutions, and municipalities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Alyson Burkett is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to this, she was involved in insurance agencies and Waddell & Reed, Inc., and has experience in commercial real estate and community activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Matthew Ellis is a Series 66-licensed financial advisor with Edward Jones in Canton, GA, where he has worked since 2008, accumulating 18 years of industry experience. He operates an LLC related to real estate outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

Anthony Tarabicos is a financial advisor with Wells Fargo Advisors in Roswell, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Georgia Southern University for four years and at Fellowship Christian School for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial products and referral channels.

Joshua Tenery is a Certified Financial Planner (CFP®) with 18 years of industry experience, currently serving clients at Edward Jones since 2008. He is based in Marietta, GA. Outside of his advisory role, he is involved with NEWSMITH, INC., a jewelry industry newspaper. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individual and institutional clients. The firm offers a range of investment strategies and maintains a large nationwide network of advisors and branch offices.

Parker Reynolds is a CFP®-certified financial advisor with Mass Mutual Investors Services in Atlanta, GA, bringing four years of industry experience. Prior to his current role starting in 2021, he worked at Drake University for four years. Outside of his advisory work, he serves as a platoon leader in the Georgia Army National Guard, managing personnel, training, and readiness. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing collaborative, goal-oriented planning engagements using firm-approved analytical tools.

Yasmina Rabhi is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at Bank of America, Del Taco, Taco Bell, Panda Express, and Chattahoochee Tech. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Taylor is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Wells Fargo Bank NA and Wells Fargo Advisors, LLC since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, employs over 14,000 financial advisors, and offers both brokerage and advisory solutions.

Brian Sims is a financial advisor with Wells Fargo Clearing in Roswell, GA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Wells Fargo Advisors LLC for seven years before joining his current firm in 2016. 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 provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Paul Rossi is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked with Elevation Church and has founded and managed a nonprofit organization, Takin Back, where he serves as Executive Director. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.