Roger Aiken is a financial advisor with Cetera, holding Series 66 and Series 63 registrations and over 34 years of industry experience. He has been associated with Cetera and its related entities since 2025 and has operated under the Piedmont Financial Group name since 2002. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Raymond Godleski III is a CFP® with 12 years of experience in the financial industry, currently affiliated with OSAIC since 2023. His prior experience includes roles at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and The Prudential Insurance Company of America. Outside of advisory work, he hosts the Finanically Fluent Podcast and serves as Treasurer on the Suwanee Arts Center Board of Directors. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization and offers a range of advisory and brokerage services through a multi-advisor platform.

Thomas Delahunt is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and bringing 12 years of industry experience. He has worked with Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients. The firm provides tailored financial planning supported by proprietary tools and models while managing approximately $2.74 trillion in client assets.

Robbin Duren is a CFP® and ChFC® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. She is based in Roswell, GA, and holds a Series 63 license. Outside of her advisory role, she co-owns Juniper Sixth, LLC, a commercial real estate business in Atlanta. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Burt Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior roles include positions at Guardian Life and Peachtree Planning Advisors, Inc. Outside of his advisory work, he owns and operates a tree farm focused on timber sales and conservation projects. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm provides access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management options.

Dylan Kepes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo and Truist Advisory Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Lauren Russell serves as a Branch Leader at Fidelity Investments, a role she has held since 2023. She leads a team of financial professionals dedicated to partnering with families to pursue their financial goals. Lauren's approach emphasizes building meaningful, lasting relationships by understanding her clients' stories and supporting them through all stages of their lives while co-creating plans aligned with their definitions of success. Her experience at Fidelity Investments includes positions as a Planning Consultant from 2021 to 2023, Relationship Manager in 2021, Investor Center Financial Representative in 2020, and High Net Worth Service Associate from 2018 to 2020. This progression reflects her expertise in financial planning and client relationship management. Outside of her professional role, Lauren enjoys cooking and baking, fitness activities including Pilates, exploring culinary experiences as a foodie, socializing with friends, and traveling.

Jonathan Seidel is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior experience includes roles at UBS Financial Services and Morgan Stanley Dw Inc. He also engages in fiduciary activities as an executor. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Joseph Tortora is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at National Financial Services LLC and Kohl's Corporation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and delivers model portfolios to intermediary platforms.

Christian Mc Mains is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials with four years of industry experience. His prior roles include positions at E*TRADE Securities LLC, Trinity Wealth Securities, and Wells Fargo, as well as diverse experience outside finance including work with GoPuff and Oreillys Irish Public House. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing financial planning with firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Mark Tuller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with UBS Financial Services from 2003 to 2009. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 advisors and provides both brokerage and advisory solutions with an emphasis on research-driven portfolio management and a range of financial products.

Armand Glassman is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked with Infinite Asset Management and Triad Advisors, Inc., and has led Glassman Consulting Services for over three decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms.

Robert Wade is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 credentials and has been in the industry since 2024, with prior experience including roles at Equitable Advisors and Gleneagles Country Club. He has also been involved with Lawson Event Rentals and the UT Dallas SPN Wellness Center. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Kenneth Johnson is a CFP®-credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at United Parcel Services for over three decades. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Cody Moore is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Before joining LPL Financial in 2023, he worked at Wealth Enhancement & Preservation and Triad Advisors. He is also involved with BCM Capital, a business entity for tax and investment purposes. 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 portfolios, third-party asset management, and institutional platforms.

Karen Reed is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Wells Fargo Bank NA and Wells Fargo Clearing since 2018. Prior to her advisory career, she spent 21 years as a homemaker. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Cristy Speer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 63 designation and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also has tenure at Citigroup Global Markets Inc. since 2008. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, serving clients through personalized planning and broader investment services.

Bradley Godfrey is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co, and Edward Jones. He is also involved in outside insurance activities. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs, leveraging a range of firm-offered and third-party advisory solutions.

Benjamin Arias is a financial advisor at Edward Jones in Cumming, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Hope Church/Lagrange Christian Assembly and Starbucks Coffee Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Darrin Cohen is a financial advisor with LPL Financial based in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Red Triangle, Infinite Asset Management, Triad Advisors, and Resource Horizons. Outside of his advisory work, he owns Feed the Well BBQ, a non-investment-related business. 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 portfolios, third-party asset management, and institutional platforms.