Phillip Graham is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Avantax Insurance Agency LLC, Avantax Investment Services, INC., and his own practice, Phillip Graham & Associates, P.C., where he has served as a CPA. He is also involved as treasurer of Cornerstone Community Church, overseeing its financial activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to implement various investment strategies through affiliated and third-party managers, supporting discretionary and non-discretionary portfolio management.

Dennis Cepress is a financial advisor with Edward Jones in Kennesaw, GA. He holds the CFP® designation and Series 66 license and has 12 years of industry experience, including 13 years with Edward Jones. Outside of advising, he manages a rental property in Trenton, OH. 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 solutions supported by a large national network of advisors and branch offices.

Akilah Johnson is a financial advisor at Thrivent Investment Management based in Atlanta, GA. She holds the Series 66 designation and has held roles at Thrivent Financial since 2025. Prior to joining Thrivent, she worked at Spring Venture Group and has experience in various non-financial roles including Michigan Health and Human Services and the U.S. Census Bureau. Outside of her financial advisory work, she has served as a field photographer for an auto appraisal company and worked as a delivery associate for Amazon Flex. 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 planning on a range of topics and allows clients to combine planning with managed-account programs while keeping services separate. Thrivent does not provide portfolio management for institutional clients, which distinguishes it from many other large institutional advisors.

Emily Lemmy is a Series 66-licensed financial advisor with Edward Jones, based in Atlanta, GA. She has six years of industry experience, all of which has been with Edward Jones since 2019. Prior to her advisory role, she was affiliated with Florida State University from 2016 to 2020. 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 and investment products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a network of more than 23,000 advisors and 15,000 branch offices.

Mark Lawrence Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked across multiple Fidelity entities since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, often delegating day-to-day management to sub-advisers while overseeing conflicts of interest and governance.

Andrew Kunce is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Fidelity Investments, Morgan Stanley, and E*Trade Securities. Outside of financial services, he serves as a board member of Armstrong Garden Centers and Pike Nurseries, a family business in the retail and wholesale horticulture industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services with integrated brokerage, custody, and financial planning capabilities.

David Mattox is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 63 designation and over 30 years of industry experience. He has been with Charles Schwab and its affiliate Charles Schwab Bank since 1995 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to affiliated discretionary separately managed accounts. The firm combines extensive scale, integrated brokerage and advisory services, and a multi-asset investment approach augmented by alternative investment offerings.

Glen Merritt is a CFP® certificant with 23 years of industry experience, currently advising at Raymond James Financial in Cartersville, GA, where he has worked since 2011. He owns two support companies, GAM Financial, Inc. and Merritt Financial, the latter being a branding name without a formal business entity. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse clientele, including individuals, corporations, and institutional clients, utilizing tailored, non-discretionary planning supported by analytical tools and a large advisor network.

Kalen Tavassoli is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 63 designation and five years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Tavassoli worked with Wells Fargo Clearing and Equitable Advisors LLC. He also has experience outside finance, including in the catering and hospitality sectors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm integrates advisory services with other financial product offerings and uses proprietary research and planning tools to develop tailored recommendations.

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.

Angela Bloom is a financial advisor at Fidelity with 20 years of industry experience. She holds a Series 66 designation and has been with Fidelity and its affiliates since 1995. Her current roles include positions with Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a charitable gift fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including the use of model portfolios that incorporate mutual funds, ETFs, and ETPs.

Collin Kee is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and bringing 24 years of industry experience. He worked at CUSO Financial Services, Lp for 13 years prior to joining Wells Fargo. 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.

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.

Jason Barrett is a financial advisor with Morgan Stanley in Woodstock, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Morgan Stanley since 2023 and previously spent several years at E*TRADE Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support client strategies.

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.