Guy Moore is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliates since 2011. Outside of his advisory role, he is involved with Southeastern Business Endeavors, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focusing on retirement-income planning and tax-aware withdrawal strategies, supported by research and proprietary tools.

Enos Slauson Jr. is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Wright is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including LoCorr Distributors and J.J.B. Hilliard, W.L. Lyons, LLC. He is also president of CW Wealth Management, LLC, where he manages administrative operations and fixed insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization, supported by technology and a broad range of investment programs.

Nancy Demirtas is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, she worked at Maximum One Realtors, Spectra Metal Sales, and Tie Down Engineering Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Ricky Dover is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Edward Jones, LPL Financial LLC, and VyStar Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to create model asset allocations, with a range of affiliates supporting implementation and portfolio services.

James Elder is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His career includes roles at Marsh Agency, Triad Advisors, BB&T Securities, McGriff Seibels & Williams, and Workman Securities Corporation. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, offering discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Kevin Hyland is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he serves on the Planned Giving Advisory Committee for Wellstar Health Systems Foundation and is a member of Wellstar Health Systems. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Curt Coulombe is a CFP® professional with 33 years of experience in financial services. He currently serves at Cetera and Flint River Financial Advisors and has held prior roles at INVEST Financial Corp. He is also involved in selling fixed insurance products and founded an LLC for accounting purposes. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform that supports a range of investment strategies and program structures across a nationwide network of over 10,000 advisors.

Jatzel Gonzalez Lopez is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, Lopez has worked with Landmark Financial Group, Primerica Financial Services, Lockheed, and Sears Home Services. Outside of advisory duties, Lopez is involved in sales of investment-related products through Landmark Financial and also engages in part-time referrals for home security and automation products. 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 uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Anna Stoica is a Series 66 licensed financial advisor with Merrill in Marietta, GA, and has six years of industry experience. Her prior work includes roles at Bank of America, N.A., Georgia State University, and Synappio. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Heather Elsenbach is a Series 66-registered financial advisor with Raymond James & Associates, based in Dallas, GA. She has 26 years of industry experience, including seven years at RBC Capital Markets before joining Raymond James in 2008. Raymond James & Associates, Inc. is a large 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Jankowski is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Cetera Investment Services and Edward Jones, among others. 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, and institutional platforms, supported by a network of over 22,800 advisors.

John Hydrick is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at Lincoln Financial Advisors, Morgan Stanley, and UBS Financial Services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a broad network of more than 22,800 advisors.

Robert Maranghi is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He previously worked at Dempsey Lord Smith, LLC for ten years and has been associated with Retirement Systems Inc. since 2001. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jack Berends is a Series 66 licensed financial advisor with Fidelity, based in Kennesaw, GA, and has four years of industry experience. His prior roles include positions at Equitable Advisors, BlueChip Wealth Advisors, and Reliant Real Estate Management. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and holds unique registrations such as with the CFTC as a commodity pool operator.

Michael Meschke is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has previously worked at firms including Bank of America, Merrill, and Wells Fargo Clearing. Meschke is also a financial advisor at Legacy Capital Advisors, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.

Bret Bond is a financial advisor at Edward Jones based in Marietta, GA, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of financial advisors.

Naaman Vanvelsor is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and one year of industry experience. He has been with Merrill since 2008 and also worked at Bank of America, N.A. since 2025. 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.

Kennie Taylor is a financial advisor with Raymond James & Associates in Powder Springs, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James since 2015 and provides impartial financial guidance as an independent contractor at Next Generation Divorce, assisting clients with financial evaluations related to divorce. Additionally, he is involved with the YMCA of Greater St. Petersburg and the Tampa Bay Free Dentistry Charity. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Angela De Lion is a CFP® with 27 years of industry experience, currently serving at Ameriprise Financial Service, LLC since 2003. She previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she is involved in managing commercial real estate holdings and consults on practice systems and marketing for a wealth advisory team. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.