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.

Mark Lamprecht is a Series 66 licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2007, totaling 26 years in the industry. In addition to his advisory work, he owns Pulpit Supply Preachers, a nationwide directory connecting churches with preachers, and also engages in public speaking. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management platforms and proprietary model strategies.

Joseph Thompson is a financial advisor at LPL Financial with five years of industry experience. His prior work includes roles at Wealth Enhancement & Preservation and Triad Advisors, as well as a 13-year tenure at Cox Enterprises. He holds a Series 66 designation. Thompson is involved with Incremental Increases, LLC, 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. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by extensive research and technology.

George Ferguson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 35 years of industry experience. He has been with Cambridge since 2011 and has a long career that includes founding and serving as president of Ed Ferguson & Associates, Inc., a pension consulting firm. He is also an independent insurance agent affiliated with various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, retirement plans, charitable organizations, and estates. The firm offers a range of financial planning and investment management services through a network of independent financial professionals, utilizing multiple platform arrangements and proprietary as well as third-party model strategies.

Guy Levhar is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and multiple J.P. Morgan Chase entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joshua Oser is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and three years of industry experience. Prior to joining Baird in 2024, he worked at firms including Raymond James Financial Services and Bank of America/Merrill Lynch. Outside of his advisory role, he works as an independent contractor creating and evaluating prompts for AI systems and completing surveys. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and utilizes both internal research and artificial intelligence tools in its advisory approach.

Gregory Russell is a Series 66 licensed financial advisor with 12 years of industry experience. He has worked at LPL Financial since 2023 and previously spent nine years at Edward Jones. Outside of his advisory role, he serves on the HOA Board of the Summer Winds Neighborhood in Acworth, GA, and engages in reselling Atlanta Braves season tickets. 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 advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Andrew Sullivan is a financial advisor with Edward Jones in Alpharetta, GA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as a board member overseeing a youth baseball league in Marietta, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Parker Hendrixson is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for four years and spent one year at Thrivent Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to support its investment approach, which emphasizes diversification and modern portfolio theory.

Taylor Bonniwell is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds the ChFC® designation and Series 63 and 65 licenses, and has three years of industry experience. Prior to joining Mass Mutual, he worked at Supreme Lending Southeast and has clerical experience at Orthocrafters, Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves detailed client analysis using proprietary software and typically results in written recommendations without discretionary authority.

Gerald Koehler is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked in the IT sector with Tata Consultancy Services and Atos. Outside of his advisory role, Koehler serves as a Service Delivery Manager at NTT DATA, overseeing operations related to End User Compute and Virtual Desktop Infrastructure Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses without discretionary trading authority. The firm emphasizes written, holistic planning across various financial topics and offers clients the option to combine planning with managed accounts under a consolidated billing program.

Jeffrey Panik is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Cetera and has previously worked with firms including LPL Financial and Ameriprise Financial. Panik is also an author and president of Financial Literacy First, LLC, a publishing and marketing business focused on financial literacy books. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals across wealth levels, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Louis Seeley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he held positions at Lyft, Uber, and The Gibson Firm. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christian Salhuana is a financial advisor at Edward Jones in Marietta, GA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Michelle Collazo is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to create personalized Recommendation Reports through a centralized consulting team.

Robert Altizer is a financial advisor with Edward Jones in Roswell, GA, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Matthew Stucke is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase and Raymond James. Stucke serves as president and managing director of MacroCarpa Private Wealth and is a volunteer board member for Cambridge Girls Soccer, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes both affiliated and third-party investment solutions.

Anthony Nettuno is a financial advisor with Cambridge Investment Research Advisors based in Milton, GA. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. Prior to joining Cambridge in 2019, he worked at FSC Securities Corporation for 16 years and has operated Nettuno & Associates, Inc. since 1997. He also serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Nickolas Wagner is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds the CFP® and ChFC® designations and has 13 years of industry experience. He has been with Mass Mutual Investors Services and affiliated entities since 2012. In addition to his advisory role, he works concurrently at PUBLIX. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software and offers a range of programs including educational seminars and event-driven planning services.

Amanda Telotte is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She serves as an executor and trustee for investment-related estate and trust matters in Kennesaw, GA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.