Jeffrey Ramsey is a CFP®-certified financial advisor with 31 years of industry experience, currently practicing at LPL Financial since 2018. He previously worked at Invest Financial Corp. for nine years and Sovereign Financial Services, LLC for one year. Outside of his advisory work, he is a partner in Buckhead Beans, a for-profit business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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 at Merrill Lynch Wealth Management, where he has been serving clients since 2014. He uses a goals-based wealth management approach and applies Merrill's platform and resources to help clients achieve alignment with their financial objectives. Gerald is registered with the Nationwide Mortgage Licensing System (NMLS number 1242168) and licensed with the State of Georgia Department of Insurance, enabling him to assist clients with home financing and insurance inquiries through his access to Bank of America. Before joining Merrill Lynch, Gerald spent around 15 years in corporate information technology focusing on financial investment decisions. He specializes in helping individual clients plan for and transition into retirement due to career changes, divorce, or small business sales. His expertise includes college education planning, legacy planning, estate planning services, investments, tax minimization strategies, wealth transfer, retirement income, and small business strategies. As a qualified Senior Portfolio Manager, he manages personalized or defined strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. 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 a long-time member of his church and participates in mission trips to Africa and Central America. In his personal time, Gerald enjoys adventure sports such as hiking and scuba diving.

David Dillon is a CFP®-certified financial advisor with 32 years of industry experience, currently practicing at Raymond James & Associates since 2018. His prior experience includes roles at Wells Fargo Clearing and Merrill. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Debra Scott is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera. Her career includes roles at Cetera Advisors LLC and the Atlanta Planning Group. She is a board member and deacon at Peachtree Christian Church, where she participates in church services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that supports various investment strategies and program structures.

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.

Stephen Lawandales Jr. is a financial advisor with LPL Financial in Marietta, GA, holding Series 63 and Series 66 credentials and having 10 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 related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 the Series 66 designation and possessing 16 years of industry experience. His career includes tenure at Edward Jones from 2010 to 2019, followed by roles at LGE Community Credit Union and CUSO Financial Services, LP since 2019. 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 portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Ronald Huck is a CFP® professional with 26 years of experience in the financial industry. He has worked at LPL Financial since 2022 and previously spent 21 years with Cuna Mutual Group and Cuna Brokerage Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of investment adviser representatives with model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets.

William Newbury is a financial advisor with OSAIC in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. He has worked at Sagepoint Financial and various insurance carriers with W&R Insurance Agencies since 2012, and has operated his own practice, William Glen Newbury, since 2011. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process focused on asset allocation and portfolio optimization, supported by various managed account options and third-party managers.

Daniel Molloy is a financial advisor at Ameriprise Financial Services LLC with 25 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior experience includes roles at Colonial Life, Lincoln Financial Distributors, Columbia Management Investment Advisers, and KeyBanc Capital Markets. 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 ongoing retirement income planning advice 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.

Derek Mathison is a financial advisor with LPL Financial in Atlanta, GA, holding CFP® and Series 66 credentials and bringing 15 years of industry experience. He has worked with LPL Financial since 2014 and has also been associated with Delta Community Credit Union since 2008. Outside of advising, he works as a baggage service agent for Delta Air Lines. 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 access, and institutional platforms, combining a broad advisory platform with significant non-advisory financial activities.

Daniel Kundla is a Series 66-credentialed financial advisor with 10 years of industry experience. He has worked at LPL Financial since 2021 and previously spent five years at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.