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.

Martin Halberg is a CFP® professional with 30 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior roles include positions at IFP Securities, LPL Financial, Independent Financial Partners, Equity Services, and Veravest Investment Advisors. Halberg is also involved in the sale of insurance products such as term life, long-term care insurance, and fixed annuities. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base utilizing multiple platforms and proprietary model strategies.

John Mcharg is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked with firms including Merrill and FSC Securities Corporation. Outside of his advisory role, he serves as Compliance Manager for Nettuno & Associates LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Dejah Gay is a CFP® certificant affiliated with LPL Financial in Atlanta, GA, with four years of industry experience. She has worked at Truepoint, Inc. and currently holds roles at LPL Financial and Delta Community Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

Mark Weeks is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He is the CEO of 52 Weeks Financial, a financial services firm he has led since 2012. Weeks has also held roles at Benefits Advisory Group, Princor Financial Services Corp, and Principal Life Insurance Co. Cetera Investment Advisers LLC serves a diverse 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 various third-party money managers.

Paul Jacobson is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he held positions at KidsPeace and White's Residential and Family Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kimberly Piontek is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques to support tailored client plans.

Kimberlee Mott is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Cetera and Foresters Financial Services. She is also a 30% owner of PACK FINANCIAL LLC, operating under the Cetera Investors Team. 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, third-party asset management, and institutional platforms.

Thomas Scott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His career includes roles at Investors Capital Corp. and Valic Financial Advisors before joining Cetera Advisors LLC in 2016. Outside of his advisory work, Scott serves as a preacher at Thrive Today Bible Fellowship and holds positions in community and alumni organizations, including the Guilford Forest Homeowners Association and Morehouse College Alumni Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, providing a range of portfolio management and retirement services across discretionary and non-discretionary program structures.

Hubert Twum Barima is a Series 66-registered financial advisor with Thrivent Investment Management in Atlanta, GA, with one year of industry experience. Before joining Thrivent, he worked at LPL Enterprise LLC and spent eight years at Atlantic Bay Mortgage Group. His other activities include serving as a financial professional with Prudential Advisors and engaging in non-variable insurance business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing system called “WealthPlan” while maintaining separation between these services.

Harry Arrowood is a CFP® professional with 34 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corp. from 2005 to 2018. Outside of his advisory role, he owns and manages A.A. Coffee Service Inc., a for-profit business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyle Brooker is a CFP® professional with 14 years of industry experience. He has worked with Northwestern Mutual in various capacities from 2011 to 2026 before joining LPL Financial in 2026. He is based in Atlanta, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment strategies and financial planning services supported by advisory representatives utilizing model portfolios, third-party subadvisors, and technology tools.

Gregory Hyde is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63, 65, and 66 licenses and over 36 years of industry experience. His prior firms include Ameriprise, Edward Jones, and Calamos Advisors. He also has a licensed role in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services.

Dina Joseph is Vice President and Branch Leader at Fidelity Investments, where she leads a team dedicated to assisting clients and their families in achieving their financial goals. She has been with Fidelity Investments since 2007, progressing through roles from Financial Representative to her current leadership position. Her professional experience spans over a decade in wealth management and client relationship roles, including Regional Director, Wealth Management Planning Consultant, and Senior Relationship Manager. This extensive background supports her expertise in guiding clients through financial planning and investment strategies. Outside of her professional responsibilities, Dina has interests in art, music, outdoor adventures, traveling, and yoga.

Richard Goodloe Jr. is a financial advisor with Primerica Advisors in Smyrna, GA, holding CFP®, Series 63, and Series 65 credentials with four years of industry experience. He has previously worked with Landmark Financial Group, PFS Investments Inc., and Primerica Financial Services. Outside of advisory activities, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale institutional firm managing approximately $15.5 billion in assets, primarily serving individual investors, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies and discretionary management supported by third-party custodians and overlay managers.

Kimberly Jennings is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at J Perez Associates Inc for two years before joining Merrill in 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Timothy Burdick is a financial professional with 15 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has worked at Cetera and its related entities since 2024, following a decade at Burdick Financial Inc. He is also associated with Carolina Capital Management, where he provides financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services delivered through a large network of over 10,000 advisors, managing more than $256 billion in assets.

Lisa Hawk is a CFP®-designated financial advisor with eight years of industry experience. She currently works at LPL Financial and previously spent seven years at Edward Jones and two years at National Radiology Solutions. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Michael Hebdon is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2026. Prior to joining Edward Jones, he worked at The Vanguard Group, Inc. for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Steven Rothschild is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently associated with Osaic Wealth and has previously worked at Securities America and operated his own firm, Rothschild and Associates, where he also provided accounting and tax preparation services as a CPA. Osaic Wealth serves a wide range of clients, including retail and institutional investors, with services spanning financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and access to alternative investments through multiple custodial and affiliate platforms.