Michael Terry is a financial advisor with Raymond James Financial in Marietta, GA, holding Series 63 and Series 65 designations and having 32 years of industry experience. He has been associated with Raymond James Financial and its related entities since 2002 and is also involved with Terry Investment Group, Inc., a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical and risk profiling tools and supports municipal and public finance work through an affiliated municipal advisor.

Bryan Scott is a CFP® with 26 years of industry experience currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. Prior to this, he spent 15 years at FSC Security Corporation, Inc. He is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent professionals, with investment approaches tailored to client objectives and including proprietary model strategies and access to third-party managers.

Rebekah Clough is a CFP®-designated financial advisor with LPL Financial based in Atlanta, GA, and has five years of industry experience. Her background includes roles at Delta Community Credit Union and IFG Advisory, LLC d/b/a Healy Wealth Management. She also serves as a Trust Liaison Officer and Notary for Delta Community Credit Union. 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 provides a range of advisory and brokerage services including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.

Grace Harris is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, and Bank of America, N.A. Her career at Merrill spans two periods, from 2013 to 2018 and from 2022 to the present. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jackson Heinlen is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors and has held various roles at credit unions and universities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Rod Bazarsky is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Tradebe Environmental Services from 2010 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Bradley Leventhal is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds Series 65 and Series 63 designations and has two years of industry experience. Prior to his current role, he worked at Foreside Fund Services, LLC and Angel Oak Capital Advisors, LLC, and also has a background in hospitality management. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software and various specialized planning programs.

Matthew Rhodes is a financial advisor at Morgan Stanley in Atlanta, GA, with two years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has previously worked at Wells Fargo and Northwestern Mutual. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagement and employer-sponsored financial planning agreements.

David Cauble IV is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding the Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked with Ferst Readers and Kennesaw State, and he has been involved with Stadia Church Planting. Cauble serves in several nonprofit roles, including as a board member and trustee for multiple foundations and colleges, providing strategic planning and governance support. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines client planning with managed-account options under a consolidated billing approach while maintaining separate service components.

Kathryn Montcalm is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Ridley International Inc. and ongoing work with PFS Investments Inc. She is also involved with Post Oak Baptist Church. In addition to advisory services, she receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Kenneth Whitley is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of advising, he is an owner of WVP Ventures LLC, an entity involved in leasing office space to his firm. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Samuel Vogelbacher is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and having three years of industry experience. His prior work includes roles at Fidelity Investments and Wells Fargo. Outside of advising, he has ongoing involvement with Uber in a non-investment employment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and various management strategies.

David Nunez is a financial advisor with Merrill in Marietta, GA, holding a Series 66 designation. He has been with Merrill since 2021 and previously worked at Bank of America, N.A. since 2026. His background includes roles in both academic and staffing organizations. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Stephen Albritton is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera since 2020 and previously spent three years with Wells Fargo Clearing Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Zachary Concha is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Thrivent Financial and work experience at Georgia State University, Cold Stone Creamery, and North Cobb High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning areas. The firm’s approach separates planning from managed-account services and does not provide portfolio management or institutional adviser selection.

Fanny Rivera Flores is a financial advisor with LPL Financial in Atlanta, GA, holding Series 65 and Series 63 licenses and having two years of industry experience. She has worked with LPL Financial since 2023 and also has experience at Delta Community Credit Union. Outside of advising, she is the owner of The Solid Floor LLC and is a commissioned notary in the state of Georgia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and services, including financial planning and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology resources.

Carey Green is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Avantax Advisory Services and Cumberland Financial Group, where he also serves as a CPA, enrolled agent, and treasurer. He is involved in community activities as a treasurer and board member of the Eagle Backers Athletic Booster Club in Kennesaw, GA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a range of portfolio strategies across multiple platform arrangements.

Christy Hooper 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. She has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as a trustee and co-trustee for multiple family trusts and holds ownership interests in several family-related business entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jeremy Jones is a financial advisor at Equitable Advisors with 10 years of industry experience and holds the Series 66 designation. His prior roles include positions at Prudential Insurance Company of America and AXA Advisors LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates under a dual SEC-registered investment adviser and broker-dealer model, focusing on various advisory and brokerage solutions through program sponsors and third-party managers.

Charles Scott III is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, integrating multi-asset model portfolios with strategic asset allocation and access to alternative investments.