Enos Slauson Jr. is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Wright is a financial advisor with OSAIC based in Marietta, GA. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Royal Alliance Associates, INC. in 2019, he worked at LoCorr Distributors from 2014 to 2019. Wright is also president of CW Wealth Management, LLC, where he manages administrative operations and fixed insurance services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm employs asset-allocation tools and multiple advisory platforms to offer integrated brokerage, investment advisory services, and access to third-party money managers.

Brian Owens is a CFP®-designated financial advisor with 16 years of industry experience, currently affiliated with J.P. Morgan Securities in Woodstock, GA. He has been with JP Morgan Chase Bank, N.A. and JP Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary decision-making.

James Elder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Marsh Agency, Triad Advisors, BB&T Securities, and McGriff Seibels & Williams. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides diverse investment implementation options across multiple platforms and employs both proprietary models and unaffiliated strategies.

Kevin Hyland is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entities since 2008. Outside of his advisory role, he serves on the Planned Giving Advisory Committee for the Wellstar Health Systems Foundation and is a member of Wellstar Health Systems in non-investment capacities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a range of portfolio management strategies across multiple custody and platform arrangements.

Curt Coulombe is a CFP® professional with 33 years of experience in financial services. He currently serves at Cetera and Flint River Financial Advisors and has held prior roles at INVEST Financial Corp. He is also involved in selling fixed insurance products and founded an LLC for accounting purposes. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform that supports a range of investment strategies and program structures across a nationwide network of over 10,000 advisors.

Jatzel Gonzalez Lopez is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, Lopez has worked with Landmark Financial Group, Primerica Financial Services, Lockheed, and Sears Home Services. Outside of advisory duties, Lopez is involved in sales of investment-related products through Landmark Financial and also engages in part-time referrals for home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Anna Stoica is a Series 66 licensed financial advisor with Merrill in Marietta, GA, and has six years of industry experience. Her prior work includes roles at Bank of America, N.A., Georgia State University, and Synappio. 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Heather Elsenbach is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Raymond James & Associates since 2009. 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 entities, and charitable organizations—and offers financial planning and non-discretionary investment consulting through various advisory programs.

Michael Jankowski is a financial advisor with LPL Financial in Powder Springs, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, he worked at multiple Cetera entities from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside proprietary and third-party research and model portfolios.

John Hydrick is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with LPL Financial, where he has worked since 2024, following an eight-year tenure at Lincoln Financial Advisors Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutional clients. The firm offers diverse advisory programs and financial planning services supported by research, model portfolios, and various investment strategies.

Corey Hawkins is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services since 2016 and has worked at Wells Fargo Bank NA since 2013. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Maranghi is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Retirement Systems Inc since 2001, alongside previous roles at Dempsey Lord Smith, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third‑party investment strategies.

Jack Berends is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and BlueChip Wealth Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm also acts as an advisor to multiple registered investment companies and develops model portfolios for intermediary platforms.

Nirmala Sarju Wulfers is a financial advisor at Raymond James Financial with 11 years of industry experience. She previously worked at Edward Jones before joining Raymond James in 2025. Outside of her advisory role, she is a vice president and co-owner of Luxury Wealth Advisors, where she manages client investments and office operations. 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 institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and also offers specialized services such as municipal advising and SIMPLE IRA employer consulting.

Michael Meschke is a financial advisor with Cetera in Atlanta, GA, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and Avantax, with concurrent involvement at Legacy Capital Advisors, where he provides financial planning and client management services. Cetera Investment Advisers LLC is a nationwide 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 a range of program options and custodial relationships.

Danielle Herritt is a Series 66-licensed financial advisor with Edward Jones, based in Woodstock, GA, and has 14 years of industry experience. Prior to joining Edward Jones in 2020, she spent 13 years with Raike Financial Group and Woodstock Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bret Bond is a financial advisor at Edward Jones based in Marietta, GA, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of financial advisors.

Kennie Taylor is a financial advisor with Raymond James & Associates in Powder Springs, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James since 2015 and provides impartial financial guidance as an independent contractor at Next Generation Divorce, assisting clients with financial evaluations related to divorce. Additionally, he is involved with the YMCA of Greater St. Petersburg and the Tampa Bay Free Dentistry Charity. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Angela De Lion is a CFP® with 27 years of industry experience, currently serving at Ameriprise Financial Service, LLC since 2003. She previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she is involved in managing commercial real estate holdings and consults on practice systems and marketing for a wealth advisory team. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.