Andrew Lipsey is a financial advisor with Raymond James & Associates in Dunwoody, GA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Raymond James & Associates since 2015. 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, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Phillip Graham is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Avantax Insurance Agency LLC, Avantax Investment Services, INC., and his own practice, Phillip Graham & Associates, P.C., where he has served as a CPA. He is also involved as treasurer of Cornerstone Community Church, overseeing its financial activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to implement various investment strategies through affiliated and third-party managers, supporting discretionary and non-discretionary portfolio management.

Dennis Cepress is a financial advisor with Edward Jones in Kennesaw, GA. He holds the CFP® designation and Series 66 license and has 12 years of industry experience, including 13 years with Edward Jones. Outside of advising, he manages a rental property in Trenton, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Edward Gordon is a CFP® professional with 20 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent two decades at Edward Jones. He also teaches an investment module for CFP® classes at the University of Georgia. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.

Jay Gentry is a financial advisor with LPL Financial based in Alpharetta, GA, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors and OppenheimerFunds. Outside of his advisory work, he serves as treasurer for a local homeowners association. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Joshua Windham is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, he held roles at Ameriprise and several smaller firms and ventures. Outside of advisory work, his background includes entrepreneurial activities such as Windham Landscaping. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and uses research-driven, diversification-based investment strategies while offering both brokerage and advisory solutions.

Matthew Dion is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing in various capacities from 2009 to 2026. Dion also owns and operates MATT DION LLC, an independent financial practice based in Roswell, Georgia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Glen Merritt is a CFP® certificant with 23 years of industry experience, currently advising at Raymond James Financial in Cartersville, GA, where he has worked since 2011. He owns two support companies, GAM Financial, Inc. and Merritt Financial, the latter being a branding name without a formal business entity. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse clientele, including individuals, corporations, and institutional clients, utilizing tailored, non-discretionary planning supported by analytical tools and a large advisor network.

Kathryn Davis is a financial advisor at Wells Fargo Advisors with two years of industry experience. She previously worked at Edward Jones for four years and at John Ulmer CPA / LPL Financial for three years. Prior to her financial services career, she spent two years in real estate with Long and Foster. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and summary letters.

David Halpern is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 43 years of experience in the financial services industry. He has been with Merrill Lynch for 25 years, currently based in the Atlanta/Buckhead office, where he serves high net worth individuals, families, and nonprofit organizations. Prior to Merrill Lynch, David spent 18 years with New York Life Insurance Company focusing on estate, charitable, financial, retirement, and investment planning for business owners and high net worth clients. David holds a Bachelor of Science degree in Business Administration from The Ohio State University. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a former President of the National Association of Insurance and Financial Advisors (NAIFA), Atlanta Chapter, and is a member of the National Association of Plan Advisors and the National Defense Industrial Association (NDIA). David and his wife, Jody, live in Milton, Georgia, and have four children. He is actively involved in community service, volunteering and fundraising for organizations focused on heart, cancer, and brain health research. Outside of work, David enjoys basketball, music, and spending time with his family.

Isaac Gowin is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at Linsco/Private Ledger Corp since 2004. Outside of his advisory role, he sells term and whole life insurance through his DBA, Gowin Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Angela Bloom is a financial advisor at Fidelity with 20 years of industry experience. She holds a Series 66 designation and has been with Fidelity and its affiliates since 1995. Her current roles include positions with Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a charitable gift fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including the use of model portfolios that incorporate mutual funds, ETFs, and ETPs.

Henry Coker is a ChFC® credentialed financial advisor with 52 years of experience, currently affiliated with Cambridge Investment Research Advisors since 2019. His prior experience includes Kestra Financial Services and Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he is involved in several related business activities, including ownership and principal roles in AdvisorySouth LLC and related entities focused on advisory and insurance services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through independent Financial Professionals, with options including proprietary models and access to third-party managers, supporting both discretionary and non-discretionary strategies.

Collin Kee is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and bringing 24 years of industry experience. He worked at CUSO Financial Services, Lp for 13 years prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sherry Warren is a financial advisor with Edward Jones in Kennesaw, GA, holding a Series 66 designation and 13 years of experience with the firm since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Thomas Headlee Jr. is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Headlee is also involved with Vision Planning Services, a related business entity. 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 range of advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

Jason Barrett is a financial advisor with Morgan Stanley in Woodstock, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Morgan Stanley since 2023 and previously spent several years at E*TRADE Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support client strategies.

Jonathan Robson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fsc Securities Corp for seven years. Outside of his advisory role, he serves as a trustee for a family insurance trust. OSAIC serves a diverse client base including retail and institutional investors, offering advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Peter Levy is a ChFC® credentialed financial advisor with Ameriprise in Canton, GA, bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Levity Wins LLC, a business related to his financial advisory practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Zachary Grady is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding CFP®, ChFC®, and Series 66 designations and four years of industry experience. He has worked with MML Investors Services, LLC and MassMutual Life Insurance Co since 2021. Outside the financial industry, he was involved with Athens Entertainment Partnership LLC from 2016 to 2022. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without discretionary investment authority.