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® professional with 26 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. His prior experience includes 15 years at FSC Security Corporation and time at Raymond James Financial Services. He also works as an independent insurance agent and operates Nettuno Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Rebekah Clough is a CFP®-designated financial advisor with LPL Financial in Atlanta, GA, bringing five years of industry experience. Her prior roles include work with IFG Advisory, LLC d/b/a Healy Wealth Management and Delta Community Credit Union, where she serves as a Trust Liaison Officer and Notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 Series 66 licensed financial advisor with one year of industry experience. He is currently with Edward Jones and has prior experience at Equitable Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining MassMutual Life Insurance Company and MML Investors Services in 2026, he worked at Foreside Fund Services, LLC and Angel Oak Capital Advisors, LLC from 2023 to 2026. He also has experience with Hospitality South LLC and was a full-time student from 2013 to 2020. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software and a collaborative planning approach to deliver written recommendations.

Matthew Rhodes is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 66, Series 63, and Series 65 licenses with two years of industry experience. His career includes prior roles at Wells Fargo Bank and Northwestern Mutual, along with running his own advisory practice. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate 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 at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previous work experience with firms including Fidelity Investments and Wells Fargo. Vogelbacher also maintains outside employment with Uber. 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, third-party asset management, and institutional platforms.

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. His prior roles include positions at Wells Fargo Clearing Services, Securities America Advisors, PNC Wealth Management, and TIAA-CREF. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

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. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining LPL Financial, she worked at Delta Community Credit Union and has been a business owner of The Solid Floor LLC since 2021. She is also a commissioned notary in the state of Georgia. 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, supported by a large network of investment adviser representatives.

Michael Dent is a financial advisor at Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation with 18 years of industry experience. His career includes long tenure at Morgan Stanley from 2006 to 2024, followed by a year at Alchemy Wealth Management LLC before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, including specialized offerings such as business-owner transition and sports & entertainment planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in implementation.

Carey Green is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously held roles at Avantax Advisory Services and Cumberland Financial Group. Green is also the treasurer and a board member of the Eagle Backers Athletic Booster Club. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides access to multiple platforms, discretionary and non-discretionary management, and proprietary model strategies.

Christy Hooper is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Credit Suisse Securities and Pershing LLC. She serves as trustee or co-trustee for multiple family trusts and holds ownership interests in several family-related business entities. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm leverages research from Wells Fargo Investment Institute and third-party sources to support its investment approach and offers a broad range of brokerage and advisory solutions.

Jeremy Jones is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential Insurance Company of America, AXA Advisors LLC, Morgan Stanley, and Wells Fargo Clearing. Equitable Advisors serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various program models and third-party managers.