Eric Ortiz is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2023 and has prior experience with Regions Bank dating back to 2016. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that allows advisors to implement various investment strategies across discretionary and non-discretionary accounts.

Erica Carson is a Series 66-licensed financial advisor with three years of industry experience, currently with Cetera since 2026. Prior to joining Cetera, she worked at Edward Jones for three years and held roles at Amazon Web Services, CommScope, and Fiserv. Outside of her financial career, she has operated a consignment business and engaged in retail arbitrage sales on eBay. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing approximately $256 billion in assets.

Vanessa Brown is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. She has 30 years of industry experience, including prior work at SunTrust Advisory Services from 2016 to 2020. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics from Wells Fargo Investment Institute with diversified investment principles to serve clients through brokerage and advisory solutions.

Timothy Holcombe is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at UBS Financial Services Inc for ten years before joining Raymond James in 2018. Outside of his advisory role, he is involved with Dragonfly Farms LLC, an agricultural business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, drawing on various portfolio management styles and affiliated research resources.

Kevin Sechrist is a financial advisor at Edward Jones in Woodstock, GA, with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and JP Morgan Chase. 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 national network of financial advisors and branches.

David Hendricks is a financial advisor with Wells Fargo Clearing, holding the Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Banc of America Investment Services. He is based in Duluth, GA. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Jeremy Stafford is a financial advisor at Edward Jones in Alpharetta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at LexisNexis Risk Solutions and UPS Capital. Outside of his advisory role, he is involved with a short-term vacation rental property and is preparing to manage financial reporting and online marketing for a home services business he and his wife will acquire. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Jonathan Hyland is the Vice President and Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored financial plans aimed at achieving their unique goals. He emphasizes building comprehensive financial plans, identifying aligned strategies, and maintaining open communication with clients. Jonathan has been with Fidelity Investments since 2020, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative before his current position. Prior to joining Fidelity, he held positions at Edward Jones and US Bancorp Investments, gaining experience as a Financial Advisor, Wealth Management Advisor, and Branch Intern. His professional background reflects a consistent focus on financial consulting and wealth management across multiple firms.

Grace Aufleger is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and Ameriprise in different roles. Outside of her advisory work, she is the owner of GS Ventures, LLC, a business entity she will use for future payroll purposes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement‑income planning with tax‑aware withdrawal strategies and a written Recommendation Report. The firm’s approach includes proprietary research, third-party data, and algorithmic tools, with enrollment restricted to clients meeting minimum investable asset criteria.

Jacob Alba is a Series 66-licensed financial advisor at OSAIC with one year of industry experience. His prior roles include positions at Wicklander-Zulawski & Associates, First Community Mortgage, Amerisave Mortgage Corporation, and SecurAmerica. Outside of finance, Alba has experience coaching baseball and working as a Lyft driver. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, advisory services, and brokerage across varied programs. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with discretionary management options, third-party manager selections, and proprietary investment models.

Omprakash Singh is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2001 and Bank of America, N.A. since 2009. Outside of his advisory role, he owns Singh Realty Group, which invests in commercial real estate. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Lacquement is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes positions across various industries such as education at Fort Hays State University and service roles at multiple small businesses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and market-based modeling techniques.

Milton Park III is a financial advisor with Robert W. Baird & Co. in Canton, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is involved as a vendor at the Antique Village Mall. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Jason Kinley is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019, with prior roles at Wells Fargo Clearing and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to support client planning needs.

John Weaver is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truett McConnell University and Blessed Beyond Measure. He is also a notary public. 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 provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Brendan Borowsky is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials, with one year of industry experience. His prior work history includes roles at several financial firms and involvement with Texas Christian University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Kent Nuzum is a financial advisor with Raymond James Financial Services Advisors, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He is the owner of Nuzum Wealth Management and has prior experience with Wells Fargo Clearing. Nuzum also serves as Treasurer and Officer of the nonprofit Milton Veterans Memorial Markers. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public‑finance work through a unique affiliate arrangement.

Yung Lun Lo is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at T-Mobile USA in various roles and had brief stints at Target, True Food, and as a self-employed professional. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services that utilize structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jeffrey Huenniger is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that addresses a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Michael Scott is a financial advisor with LPL Financial in Lawrenceville, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Invest Financial Corp., OSAIC, and Equitable Advisors. He is also involved with Wadley Financial Group, LLC, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning, portfolio management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational tools.