Raymond Godleski III is a CFP® with 11 years of industry experience, currently affiliated with OSAIC since 2023. His prior roles include positions at Hornor Townsend & Kent LLC and Prudential-affiliated companies. He is a licensed real estate agent and hosts the Finanically Fluent podcast, which covers a range of financial planning topics. Godleski also serves as treasurer on the board of the Suwanee Arts Center. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and nonprofits through a large network of advisors. The firm offers comprehensive investment advisory and brokerage services, employing various tools and platforms to manage portfolios across multiple asset classes.

Thomas Delahunt is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and bringing 12 years of industry experience. He has worked with Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients. The firm provides tailored financial planning supported by proprietary tools and models while managing approximately $2.74 trillion in client assets.

John Burt Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Cambridge Investment Research since 2010. Outside of his advisory role, he is president and owner of a tree farm focused on timber sales and conservation projects. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and proprietary as well as third-party model strategies, with options for both discretionary and non-discretionary management tailored to client objectives.

Dylan Kepes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, Truist Advisory Services, and Wells Fargo. 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.

Lauren Russell serves as a Branch Leader at Fidelity Investments, a role she has held since 2023. She leads a team of financial professionals dedicated to partnering with families to pursue their financial goals. Lauren's approach emphasizes building meaningful, lasting relationships by understanding her clients' stories and supporting them through all stages of their lives while co-creating plans aligned with their definitions of success. Her experience at Fidelity Investments includes positions as a Planning Consultant from 2021 to 2023, Relationship Manager in 2021, Investor Center Financial Representative in 2020, and High Net Worth Service Associate from 2018 to 2020. This progression reflects her expertise in financial planning and client relationship management. Outside of her professional role, Lauren enjoys cooking and baking, fitness activities including Pilates, exploring culinary experiences as a foodie, socializing with friends, and traveling.

Jonathan Seidel is a financial advisor with Ameriprise Financial Services, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Ameriprise since 2016. Outside of advising, he performs fiduciary activities as an executor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Joseph Tortora is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at National Financial Services LLC and Kohl's Corporation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and delivers model portfolios to intermediary platforms.

Christian Mc Mains is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials with four years of industry experience. His prior roles include positions at E*TRADE Securities LLC, Trinity Wealth Securities, and Wells Fargo, as well as diverse experience outside finance including work with GoPuff and Oreillys Irish Public House. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing financial planning with firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Mark Tuller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep options alongside traditional products.

Armand Glassman is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked at Infinite Asset Management and Triad Advisors, Inc. from 2014 to 2023 and has operated Glassman Consulting Services since 1991. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Robert Wade is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 credentials and has been in the industry since 2024, with prior experience including roles at Equitable Advisors and Gleneagles Country Club. He has also been involved with Lawson Event Rentals and the UT Dallas SPN Wellness Center. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Kenneth Johnson is a CFP®-credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at United Parcel Services for over three decades. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Cody Moore is a financial advisor with LPL Financial in Alpharetta, GA, holding a Series 66 designation and five years of industry experience. He previously worked at Wealth Enhancement & Preservation and Triad Advisors. Moore is also associated with BCM Capital, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Karen Reed is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo since 2018. Prior to her financial services career, she spent 21 years as a homemaker. 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 roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Cristy Speer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 63 designation and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also has tenure at Citigroup Global Markets Inc. since 2008. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, serving clients through personalized planning and broader investment services.

Bradley Godfrey is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at MML Investors Services LLC, MassMutual Life Insurance Co, and Edward Jones. His other business activities include work in outside insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client services.

Christopher Wallace is a Series 66 licensed financial advisor with LPL Financial, based in Woodstock, GA, and has two years of industry experience. Prior to joining LPL Financial in 2024, his background includes roles in education and hospitality. He also coaches at King's Academy in Woodstock outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Darrin Cohen is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Red Triangle, LLC, Infinite Asset Management, and Triad Advisors, Inc. Outside of his financial services career, he owns several non-investment businesses, including Feed the Well BBQ and Cat Security. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Isaiah Oh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 credential and has worked at J.P. Morgan Securities since 2018, as well as at JPMorgan Chase Bank, N.A. since 2017. Prior to his finance career, he spent eight years at Best Buy. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of investment options through its Institutional Consulting Services program.

Jason Rothfarb is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with experience spanning roles at Morgan Stanley Private Bank, Morgan Stanley, Jackson and Coker LLC, and prior positions in education. His background includes four years at Jackson and Coker LLC and a combined seven years in educational roles at The University of Alabama and Johns Creek High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.