Andrea Leota is a financial advisor at Fidelity with 15 years of industry experience. She holds a Series 66 designation and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

David Lee is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Epiq Systems, Marietta City Schools, Kelly Education Services, Sykes Enterprises, Inc., PFS Investments Inc., and Teradata Corporation. He is also involved in the sale of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors is a large-scale institutional firm that 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 employs model-driven investment strategies developed by unaffiliated asset managers and offers advisory services supported by third-party custodians and overlay managers.

Richard Tull is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. In addition to his advisory role, he is an insurance agent specializing in life, health, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated investment managers.

Travis Haines is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill for 19 years and has been involved with Cetera and Cetera Advisors since 2022. Haines is also a registered administrative assistant at Chastain Park Capital Partners, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Jared Chambers is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Marietta, GA, bringing one year of experience at the firm and additional prior experience with Avantax and Cumberland Financial Group Inc., where he remains active in a tax services role. He has worked in the financial services industry since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals with various portfolio management approaches.

Bradley Marshall is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2007. Fidelity's affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages a range of model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Brian Pocock is a financial advisor with Raymond James & Associates in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2016 and also associated with FINRA during the same period. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Shengbo Wang is a financial advisor with Edward Jones in Atlanta, GA, holding Series 63 and Series 66 licenses and with 12 years of industry experience. Prior to joining Edward Jones in 2023, he worked at Morgan Stanley from 2020 to 2023 and Wells Fargo Advisors from 2014 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including both discretionary and non-discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Debra Johnson is a financial advisor with Cetera, holding a Series 66 designation and bringing 22 years of industry experience. She has held roles at Avantax Advisory Services and Avantax Investment Services, and currently operates Hagan, Johnson & Associates, a CPA firm providing tax preparation and advice. Cetera Investment Advisers LLC serves 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 through a nationwide network of independent advisors, utilizing multiple program structures and investment strategies.

Jesse Thompson is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Mass Mutual in 2019, he worked at Boca Resort and Club. He also conducts outside insurance sales, specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved analytical tools and emphasizing collaborative, annual planning relationships.

Michael Lowe Jr. is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves on the advisory board of the Public School Employees' Retirement System, providing recommendations for its management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and public entities. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research.

Robert Dick is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. He has worked with various Fidelity entities, including Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, the Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund‑of‑funds.

Peter Starr is a financial advisor at Cetera with 30 years of industry experience. He has held positions at Summit Financial Group and Summit Brokerage Services Inc before joining Cetera Wealth Services, LLC in 2019 and Cetera in 2023. He holds the Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and a nationwide network of over 10,000 advisors.

Franklyn Simmons is a financial advisor with Cetera in Atlanta, GA, holding Series 63, 65, and 66 licenses and having 13 years of industry experience. He has worked with Cetera since 2019 and previously held positions at First Investors Corporation and Family Health Centers of Georgia, Inc. Simmons serves on the Board of Directors for 10K Minority Appraisers and is involved in structured settlement consulting. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets under management.

Scott Harwell is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 designations and bringing 30 years of industry experience. Before joining Osaic in 2024, he spent 17 years at Securities America Advisors, Inc., and Securities America, Inc., and has been the owner of Private Asset Management LLC since 2005. He is also involved with The Harwell Family Foundation Inc. as treasurer. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services and employs firm-provided asset-allocation tools and automated rebalancing to construct diversified portfolios.

Linda Smith is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 36 years of industry experience. She has been with Cambridge Investment Research Advisors since 2011. In addition to her advisory work, she is an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals using both proprietary and third-party strategies tailored to client objectives.

Thomas Seamans is a CFP® professional with 11 years of industry experience based in Atlanta, GA. He is currently affiliated with LPL Financial and Delta Community Credit Union, where he also serves as Assistant Vice President. His prior experience includes roles at Morgan Stanley and Duval County Public Schools. 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, and brokerage services supported by model portfolios, research, and various technology-driven investment solutions.

Stefanie Yelverton is a financial advisor at Thrivent Investment Management based in Atlanta, GA. She holds a Series 66 designation and has recently begun her career in the industry, joining Thrivent Investment Management in 2025. Prior to her current role, she worked for over two decades at The Westin Peachtree Plaza. 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 across various topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Kent Balch Jr. is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and Questar Capital Corporation. In addition to his advisory work, he owns a health and life insurance sales business. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services supported by a broad network of affiliated financial advisers and multiple advisory platforms. The firm employs various asset-allocation tools and provides access to third-party money managers and managed-account solutions.

Jonathan Burklow Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Marietta, GA, holding a Series 66 designation and bringing 19 years of industry experience. Prior to joining Raymond James, he worked for Truist Advisory Services and Truist Investment Services for a combined 20 years. Outside of his advisory role, he periodically plays guitar at various local churches in the Metro Atlanta area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a broad network of advisors with programs that include municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.