Arthur Bush is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cambridge, he worked at MML Investors Services and MassMutual Life Insurance Company, and served in the Georgia Army National Guard from 2009 to 2020. Outside of his advisory role, he is an owner of VITA Financial LLC and involved with several other financial-related business activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

James Murphy is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Primerica Financial Services and Foresters Financial Services prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Ray Dotson is a financial advisor with Cambridge Investment Research Advisors based in Alpharetta, GA. He holds a Series 63 designation and has 28 years of industry experience, including over 18 years with Cambridge and extensive prior experience at Collner, Higgins & Anderson. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and discretionary and non-discretionary portfolio management tailored to client objectives.

Michele Jackson is a financial advisor with Robert W. Baird & Co. in Atlanta North Point, GA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird since 2001. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Devon Reynolds is a ChFC®-designated financial advisor with 22 years of industry experience, currently affiliated with MassMutual Investors Services in Atlanta, GA. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2008. Outside of his advisory role, Reynolds co-owns The Triple P Farm, a venue rental and event coordination business. MassMutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning through collaborative, annual engagements using proprietary software tools and focuses on recommending investment strategies without discretionary authority.

William Wulfers is a CFP® professional with 21 years of industry experience. He has worked at Edward Jones from 2004 to 2025 and is currently with Raymond James Financial Services Advisors, Inc. He is also president of Luxury Wealth Advisors LLC, a support company working in partnership with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

James Cushingham is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is the owner and performer of Energemata Poi LLC, an entertainment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Simon Leung is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with Wells Fargo entities since 2014, including Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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.

Stephen Young Sr. is a CFP®-designated financial advisor with Edward Jones, where he has worked for 25 years. He has 32 years of industry experience and serves clients from Roswell, GA. Outside of his advisory role, he is a director of the Wayford Club. 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 strategies, managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Casey Bradley is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He has previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co. Bradley is also the CEO and owner of Founder Financial, LLC, a non-investment support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kellee Lee is a financial advisor with Edward Jones in Canton, GA, holding a Series 63 designation and 24 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she works as an independent beauty consultant for Mary Kay, providing custom skin and cosmetic care along with skincare classes and makeup color analysis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Luz Delgado is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and having nine years of industry experience. She has worked at Wells Fargo Bank NA since 2014 and with Wells Fargo Clearing Services, LLC since 2016. 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 both brokerage and advisory solutions.

Martin Cunningham is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab and Wells Fargo in various capacities since 2004. Outside of his advisory role, he is a 25% owner and partner in a real estate venture. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and due diligence resources.

Derek Strange is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Aflac from 2001 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kenan Fazlic is a financial advisor with LPL Financial in Acworth, GA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial, he worked at JPMorgan Chase Bank, J.P. Morgan Securities, and E*TRADE Securities LLC. He also has experience outside finance, having worked in retail at Publix Supermarkets and at Kennesaw State University. 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 advisory programs, retirement plan consulting, brokerage services, and utilizes research from various sources to provide both discretionary and non-discretionary portfolio management.

Brian Fox is a financial advisor at Cetera with 23 years of industry experience. He holds the Series 66 credential and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for 12 years. Outside of his advisory role, he sells fixed insurance products and operates Totus Wealth Management, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with options ranging from automated allocations to bespoke strategies.

Manik Nindra is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding CFP® and ChFC® designations and five years of industry experience. He has been with Mass Mutual-affiliated firms since 2018, including MML Investor Services since 2020. Outside of finance, he has worked in the restaurant industry and is involved as a property manager and real estate investor in partnership with others. MML Investor Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements that utilize firm-approved analytical tools.

James Ramey is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2012. He is based in Marietta, GA, and is also the owner of Ramey Wealth Management LLC, where he dedicates significant time managing his practice. 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 institutions. The firm provides a broad range of planning services utilizing Wells Fargo research and tools, with clients choosing how to implement recommendations through various brokerage or advisory programs.

Christian Bontrager is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services, MassMutual Life Insurance Company, Northwestern Mutual, Cobb County Schools, and the YMCA of Metro Atlanta. Outside of advising, he is involved in insurance brokerage, focusing on individual life, disability, and long-term care products. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides both proprietary and third-party model strategies, with investment implementation tailored to client objectives through various platform arrangements.

James Kellogg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Marietta, GA, holding a Series 63 credential and 39 years of industry experience. He has been with Raymond James and Kellogg Investment Group since 2012. Outside of his advisory role, he serves on the finance and investment committees of the Georgia Senior Golfers Association and Marietta Community Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports a broad network of advisors with various advisory programs and institutional consulting services.