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.

Gregory Sinatra is a financial advisor with Thrivent Investment Management in Marietta, GA, holding a Series 66 designation and 22 years of industry experience. He has been with Thrivent and its predecessor entities since 2003. In addition to his advisory role, he serves as the Board of Stewardship Chair at Faith Lutheran Church & School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based planning across topics such as retirement, tax, estate, and special needs planning. The firm offers these services without discretionary trading authority and allows clients to integrate planning with managed-account programs through its WealthPlan option.

Joshua Arrowood is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 credential and previously worked at Heidelberg USA for seven years. Joshua is also associated with Main Street Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

William Murphy is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked in various roles including as an independent life and health insurance producer and as a junior advisor supporting client services and practice management at Waterstone Wealth Strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by asset-allocation tools and third-party investment platforms.

Alexander Freeland is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner with The RNF Group since 2024. He specializes in providing customized wealth strategies and integrated financial advice to individuals, families, founders, corporate executives, and business owners. Throughout his career, Alexander has focused on areas including succession planning, wealth transfer, corporate financing, philanthropy, investment management, college education planning, executive compensation, services for endowments, foundations and non-profits, defined benefit plans, legacy planning, retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. He employs advanced planning and proprietary modeling to help clients reduce risk, minimize taxes, and maximize results aligned with their priorities. Alexander holds a Bachelor's Degree from Auburn University at Montgomery and has earned the Personal Investment Advisor (PIA) designation. He is a member of the Atlanta Business Alliance and XPX Atlanta - Business Exit Planning Exchange. Alexander lives in Atlanta, Georgia with his wife, Lauren, and is involved in community support through volunteering with St. Jude Children's Research Hospital.

Justin Scales is a financial advisor with Thrivent Investment Management in Atlanta, GA. He holds a Series 66 designation and has prior experience with StateFarm Insurance and HCL Technologies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning and offering a combination of planning with managed-account programs while keeping services separate.

Daniel Nelson is a Private Wealth Advisor with Merrill Private Wealth Management. He leads the Nelson, Wood, Gosdin team within the Private Wealth Management group, directing the investment activities and overseeing portfolio development for clients. Daniel has specialized expertise in portfolio management, managing three proprietary portfolios with varying objectives, asset classes, timelines, and risk profiles. Daniel began his financial services career at Merrill Lynch Wealth Management in 1997. He holds multiple degrees from The University of Texas at Austin, including an M.B.A. and a B.A. in both Finance and Spanish. His professional designations include Certified Investment Management Analyst (CIMA), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in San Antonio with his wife, Carla, and their three children, Sophia, Daniel, and Mateo. Outside of his professional work, Daniel enjoys fishing, golfing, hunting, and spending time with his family.

Brandon Courson is a CFP® professional with 11 years of experience, currently advising clients at Edward Jones since 2014. He holds the Series 66 designation and is based in Hiram, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Garrett Hurst is a financial advisor with Ameriprise in Roswell, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2015, including six years at the current firm. Outside of advisory services, he is co-owner of APC Holdings Group LLC, which manages an Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Cortney Winston is a financial advisor at Merrill with over 20 years of experience at the firm. She holds a Series 66 designation. Outside of her advisory role, she serves as Treasurer for Alpha Kappa Alpha Sorority, Inc., a community service organization, and is a founding board member of the S.T.R.E.A.M. Minds Academy, where she contributes to governance and financial oversight. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Garrett Brundage is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His work history includes roles at Rockdale County Public Schools and PFS Investments Inc. He is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Curtis Wright is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Cetera, where he has worked since 2021, and previously worked at VOYA Financial Advisors for seven years. Wright is also the owner of Wright Financial Group, LLC, a firm involved in insurance and financial product sales. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, employing a multi-manager platform that includes both affiliated and third-party managers.

Vicky Deshazier is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver written investment strategy recommendations.

Richard Winn is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. He has been with LPL Financial since 2008. 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by both proprietary and third-party research.

Nathan Shaw is a Series 66 licensed financial advisor with two years of industry experience, currently with Thrivent Investment Management in Atlanta, GA. His prior roles include positions at Edward Jones and educational institutions such as Dominion Christian School and Lafayette Christian School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad range of written recommendations covering retirement, tax, estate, and other planning areas. The firm provides holistic, goal-based analyses and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Aaron Young is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1989. His prior work includes roles at Tax America Group, Mastec, and Delta Air Lines. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while managing potential conflicts through disclosure and oversight.

Monique Ellis is a financial advisor at Fidelity with seven years of industry experience and a Series 66 designation. Her career includes roles at Merrill and Bank of America, N.A., in addition to her current position at Fidelity. Prior to rejoining Fidelity, she operated Smart Money Accountability Coaching, LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Michael Mc Cracken is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Emerson and Axios Tec. Outside of his advisory work, he owns and oversees a small rental property business. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers multiple advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

William Norris is a Senior Financial Advisor at Merrill Lynch Wealth Management. He employs a goals-based wealth management approach, leveraging Merrill's comprehensive platform and resources to help clients align their financial strategies with their objectives. William focuses on providing client-centered service, aiming to treat each client as he would his own family. His areas of expertise include divorce transition planning, employee benefits planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Additionally, he holds professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William is registered with the Nationwide Mortgage Licensing System and licensed with the State of Georgia Department of Insurance. William earned both his bachelor's and master's degrees from the University of Florida. He resides in Marietta, GA with his wife, Amy, and they are active volunteers as scuba divers at the Georgia Aquarium.

Brett Wooten is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Landmark Financial, KSA, BW Holdings LLC, and PFS Investments, Inc. He is involved in sales of investment-related products and also receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.