Ashley Krause is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to her advisory role, she was a homemaker for six years. 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 and offers a range of discretionary and non-discretionary advisory strategies, alongside affiliated mutual funds and other investment services.

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.

Christy Hansard is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. and Patrick Financial Group during her career. In addition to her advisory role, she is an associate and financial planner/practice manager at finoBlue, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored planning and analytical tools to support client goals and provides specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

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.

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.

Dale Hoeflinger is a financial advisor at Cetera with 15 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Wells Fargo in various capacities over 11 years. Outside of his advisory role, Hoeflinger owns a company that provides music entertainment for festivals, weddings, and corporate events. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers multiple portfolio management options and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform that incorporates both affiliated and unaffiliated model portfolios.

John Hill is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America N.A. and Merrill since 2012. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Dorian Holmes is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. He is also an associate wealth advisor with Mangham Scott Wealth Management, where he works with clients on planning and investment needs. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Alvin Francis is a financial advisor with Merrill in Marietta, GA, holding Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with Merrill since 2010. Outside of his advisory role, he is a co-owner of a family rental property in Palm Bay, Florida. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Scott King is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services and Legacy Capital Advisors. King serves as a board member of BCR Holdings LLC, a wastewater technology company. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Patrick Lovell is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2009. He is also involved in investment-related business activities, including ownership interests in Ramsey Capital, LLC and 1792 Capital Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with various financial products and referral channels, offering customized recommendations supported by Wells Fargo research and planning tools.

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.

Scott Orr is a financial advisor with Cetera based in Atlanta, GA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, Orr is involved with the Center for Family Resources and serves on the Marietta FUMC Weekday Board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors. It offers a range of services to individual, corporate, charitable, and institutional clients, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through various program platforms.

Larry Goodwin Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

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.

Jeffrey Cox is a financial advisor with Raymond James Financial Services Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes more than a decade with Synovus Bank and Synovus Securities. Outside of advisory services, he serves as an insurance agent assisting with fixed insurance products and is a vice president at Pinnacle Asset Management. 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 investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting.

Corey Short is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, Woodforest National Bank, Carmax Auto Finance, Waffle House, and SunTrust Bank. 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 a range of individual and institutional clients.

Keisha Cole is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has worked at Merrill since 2013 and at Bank of America, N.A. since 2022. Outside of her advisory work, she owns and operates DRIP NATURALS LLC, a business specializing in handmade body butters, scrubs, and candles. 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, and institutions.