La Mont Mc Intosh is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Cetera entities since 2019. Outside of his advisory role, he serves as a treasurer for Family Health Centers of Georgia and works as a color commentator for live basketball broadcasts of the Georgia State men's basketball team. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and investment programs.

Jeffrey Vach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to his advisory roles, he worked at Lockheed Martin for 26 years. Outside of finance, he co-owns a Bruster's Ice Cream franchise in Marietta, Georgia, where he assists with strategic planning on a limited basis. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, providing advisory services that rely largely on model-driven strategies developed by third-party asset managers.

Haley Berger is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and previously worked for Triad Advisors, Inc. from 2012 to 2022 before joining Edward Jones in 2022. Outside of her advisory role, she owns an art and e-commerce business called Haley Hamilton Art, LLC. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Edith Boy is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 2012. 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, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Gerald Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2014. He employs a goals-based wealth management approach, utilizing Merrill's advanced platform and resources to help clients align their financial strategies with their personal objectives. Gerald’s client focus areas include college education planning, legacy planning, and small business strategies. He is registered with the Nationwide Mortgage Licensing System (NMLS number 1242168) and licensed by the State of Georgia Department of Insurance, allowing him to assist clients with home financing and insurance inquiries through Bank of America. Gerald brings around 15 years of prior experience in corporate information technology focused on financial investment decisions. He is a qualified Senior Portfolio Manager, managing discretionary personalized or defined strategies that include individual securities, Merrill model portfolios, and third-party investments. Gerald helps clients identify and prioritize goals such as estate planning, tax minimization, wealth transfer, and retirement income, customizing strategies to fit their unique circumstances and preferences. He is known for translating complex financial concepts into understandable terms to reduce client confusion and anxiety. Gerald holds a bachelor’s degree in Marketing from the University of Georgia and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in English and Spanish and is an active member of his church. Gerald participates in mission trips to Africa and Central America, reflecting his commitment to community involvement.

David Dillon is a CFP®-certified financial advisor with Raymond James & Associates, bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2018. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—as well as institutional, pension, charitable, and municipal clients, providing financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Debra Scott is a CFP® professional with 23 years of experience, currently affiliated with Cetera. She has worked with several firms including Cetera ADVISORS LLC and Atlanta Planning Group. Scott is the owner of Statewood Advisors Financial Planning LLC and serves as a board member and deacon at Peachtree Christian Church. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 10,000 advisors managing more than $256 billion in assets.

Roderick Stovall is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he is the owner of Financial Ascension Specialists, LLC, an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trading and custody. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Gregory Lewis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with various Cetera entities since 2021 and previously worked at Cambridge Investment Research from 2016 to 2021. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring options such as model portfolios, third-party managers, and bespoke strategies.

Stephen Lawandales Jr. is a financial advisor with LPL Financial in Marietta, GA, holding Series 63 and Series 66 designations and having nine years of industry experience. He has worked at LPL Financial since 2018 and previously at Securities Service Network, Inc. from 2016 to 2018. He also operates The Lawandales Group, a business affiliated with his LPL practice. 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 various advisory programs, including financial planning and retirement plan consulting, utilizing discretionary and non-discretionary management supported by model portfolios and research.

Andrew Moore is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 63 designation and over 34 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1991. Outside of his advisory work, he owns a management consulting business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses data-driven tools to support collaborative, goal-oriented financial planning engagements.

Troy Strong is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. He has worked with Edward Jones for nine years and has been associated with LGE Community Credit Union and CUSO Financial Services, LP since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Ronald Huck is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 26 years of industry experience. He previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 21 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides diverse advisory programs, financial planning, and consulting services through a national network of investment adviser representatives.

William Newbury is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has worked at Sagepoint Financial and various insurance carriers for W&R Insurance Agencies. Newbury has managed his own advisory business, William Glen Newbury, since 2011. OSAIC serves a mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Daniel Molloy is a financial advisor with Ameriprise Financial Services in Atlanta, GA. He holds Series 65, Series 63, and Series 66 designations and has 25 years of industry experience. His prior roles include positions at Lincoln Financial Distributors and Colonial Life. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Maceo Sloan is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management. He has over 22 years of experience in wealth management planning and investment, having started his career in 2003 at AXA Advisors and subsequently working at Smith Barney before joining Merrill Lynch in 2009. Maceo holds Series 7 and Series 66 FINRA registrations, as well as Life, Accident, Health, and Variable Insurance licenses. He also holds the Personal Investment Advisor (PIA) professional designation. Maceo provides clients with access to investment insights from Merrill and banking services through Bank of America to address their investment management and planning needs. His expertise includes college education planning, family wealth management strategies, retirement and philanthropic planning, liquidity management, tax minimization, and services for endowments, foundations, and non-profits. He works with a diverse client base including business owners, retirees, professionals, and high net worth individuals, focusing on developing comprehensive plans to help them achieve their financial goals. He earned his bachelor's degree in business with an emphasis on marketing from Morehouse College and is a second-generation Morehouse graduate. Maceo has served on the boards of organizations such as Prevent Blindness GA, CSA Foundation, Economic Empowerment Initiative, Inc., and DDD Foundation, Inc. He has also mentored Morehouse College freshmen through the Citi/UNCF Fellows program and local high school seniors via the Youth Entrepreneurs of Atlanta. Born and raised in Durham, North Carolina, Maceo moved to Atlanta in 1993. He enjoys family, church, civic activities, sports, and riding his Harley-Davidson motorcycle.

Travis Fox is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked with several firms including Totus Wealth Management and Capstone Financial. Outside of his advisory role, he is also involved with Totus Wealth Management as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of over 10,000 advisors, managing assets totaling more than $256 billion.

Stephen Harrison is a financial advisor with LPL Financial in Marietta, Georgia. He holds a Series 66 designation and has 24 years of industry experience, including prior roles at Mass Mutual Investors Services and MetLife Securities Inc. Outside of his advisory work, he serves as a girls high school lacrosse referee. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Derek Mathison is a CFP® professional at LPL Financial with 14 years of industry experience. He has been with LPL Financial since 2014 and also has a long-standing role at Delta Community Credit Union beginning in 2008. Outside of his advisory work, Mathison is employed as a baggage service agent for Delta Air Lines and serves as a Trust Liaison Officer for Members Trust Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a wide range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Keri Green is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, she worked in various roles including at Sorin Blu Aesthetics and The Arc of Jacksonville. She is also involved in assisting with logistical support at The Harlem Tap Room, a family-owned business in St. Louis. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.