Claire Ciarciello is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with LPL Financial since 2012 and previously worked at Webster Investment Services and Delta Community Credit Union. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alan Sheldon is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2010 as well as at Bank of America, N.A. since 2011. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Deborah Smith is a financial advisor at Raymond James & Associates in Atlanta, GA, holding a Series 63 designation with 30 years of industry experience. Her career includes roles at SunTrust Advisory Services and SunTrust Investment Services, where she worked for a combined 15 years before joining Raymond James in 2019. 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 municipal entities, offering financial planning and consulting through various advisory programs with a range of portfolio management styles.

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.

Glenn Gilliard II is a financial advisor at Thrivent Investment Management in Atlanta, GA, with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A. and Loan Depot among other firms. Outside of his advisory role, he owns Tunesley LLC, a custom gift song company that creates personalized music for special occasions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning without portfolio management or institutional advisory services. Their approach focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Steve Kaasbell is a financial advisor at Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of advisory work, he is the owner of WVP Ventures LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary consulting services, utilizing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

La Rhonda Jones is a financial advisor with Edward Jones in Marietta, GA, holding CFP® and Series 66 credentials and 12 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is the owner of Curious Calvin LLC, a children's book business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branches.

Devin Williams is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank and CoStar/Ten-X. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Strother is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes positions at Primerica Financial Services and PFS Investments Inc., along with involvement in N.E.S. Construction Inc. since 2015. Primerica Advisors offers 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 utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jeanette Leith is a financial advisor with Edward Jones in Douglasville, GA. She holds a Series 66 designation and has three years of industry experience, including prior work at Mountain Motorsports and Endeavor Air. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Joseph Catalfano is a financial advisor at OSAIC based in Atlanta, GA, with 38 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at FSC Securities Corporation and SagePoint Financial. Outside of finance, he has been involved with La Familia Hair Salon since 2008. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a model-based investment process with various strategies and third-party manager options, and is notable for its scale, complex affiliate network, and recent consolidation activity.

David Lingel is a financial advisor at LPL Financial with 11 years of industry experience and holds the Series 66 designation. His prior roles include positions at Northwestern Mutual Investment Services, Wells Fargo Clearing, and Cetera Advisors. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

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.

James Hale is a financial advisor with Edward Jones in Dallas, GA, holding Series 63 and Series 66 credentials and having 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Lyle Morgan is a financial advisor at Thrivent Investment Management in Atlanta, GA, holding a Series 66 designation with one year of industry experience. He worked at JMMB Group for ten years prior to joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

Michael Newsome is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Kristin Prentice is a financial advisor at Cetera with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James Financial Services and Wells Fargo Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with discretionary and non-discretionary program options.

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.