Joshua Ketchie is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations along with a Series 66 license. He has 12 years of industry experience and previously held roles at Guardian Life Insurance and Park Avenue Securities. Ketchie serves as a board member for the MDRT Foundation Life Insurance Committee and is a certified public accountant. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party strategies tailored to client objectives.

Katrina Everett is a CFP® professional with 24 years of experience in financial advising, currently with Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2023. Everett has ownership interests in several rental property investment ventures and holds executive roles in related private investment entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, and specialized planning services. The firm utilizes Wells Fargo research and planning tools to develop tailored financial recommendations delivered through meetings and client summary letters.

Shafiq Jadavji is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. His career includes roles at Principal Securities Inc., Principal Life Insurance Co., Summit Financial Group, and founding 60 Financial, where he serves as CEO. Outside of financial services, he is actively involved in community organizations in Johns Creek, GA, including serving as president of the Johns Creek Cricket Association and holding board positions with the Indo-American Chamber of Commerce and the Johns Creek Symphony Orchestra. He is also a candidate for the Johns Creek City Council. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary account options.

Darryl Trimble is a financial advisor with Wealth Management Group of Georgia, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at ChangePath, LLC and Corecap Investments. Wealth Management Group of Georgia is a registered investment adviser specializing in managing pooled vehicles and institutional mandates rather than individual retail accounts. The firm operates with a single advisory professional and offers both percentage-of-assets-under-management and hourly fee arrangements.

Mark Freret is a CFP® professional with 18 years of industry experience. He has been with Covered Bridge Financial LLC since 2004. Covered Bridge Financial LLC provides financial planning and investment advisory services to a small client base, focusing on a planning-centered approach with documented analysis and regular account reviews. The firm uses a distinctive fixed-fee structure for certain services, emphasizing long-term financial objectives over transactional product sales.

Bobby Thompson Aniekwu is the sole advisor at Boskia Wealth Management & Advisory Services, L.L.C., holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 16 years of experience in investment management and has been with Boskia since 2008. In addition to his advisory work, he owns and operates a legal practice through Bobby C. Aniekwu & Associates, LLC. Boskia Wealth Management & Advisory Services serves pooled investment vehicles and institutional investors, focusing on manager selection and oversight rather than individual retail clients. The firm integrates legal and compliance considerations into its advisory services and offers educational seminars and workshops as part of its client support.

Joseph Havasy is a financial advisor with Advocacy Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation and six years of industry experience. He has worked at Advocacy Wealth Management since 2019 and is also associated with Forge Consulting LLC, an insurance agency. Outside of his advisory work, Havasy operates an online art business, creating and selling artwork through his website and other platforms since 2004. Advocacy Wealth Management is a multi-team firm with 28 advisors that provides wealth management services.

Jordan Hillyer is a financial advisor at Advocacy Wealth Management, LLC in Atlanta, GA, with four years of industry experience. He holds a Series 65 designation and has worked at Advocacy Wealth Management since 2021. Outside of his advisory role, Hillyer coaches a 16-17u baseball team at Titans Sports Academy. Advocacy Wealth Management is a multi-team firm with 30 advisors that provides financial planning and investment management services.

John Stone is a CFP® professional with 10 years of industry experience, currently serving at Advocacy Wealth Management, LLC in Atlanta, GA. He has been with the firm since 2015. Outside of his advisory role, he is involved with Forge Consulting LLC, an insurance agency affiliated with his firm, where he provides insurance product services. Advocacy Wealth Management is a multi-team firm with 28 advisors, offering wealth management services to a diverse client base.

Jack Pennington is a financial advisor at Advocacy Wealth Management, LLC in Atlanta, GA, with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Florida Financial Advisors DBA Georgia Financial Advisors as a financial consultant and has diverse work experience including positions in education and the service industry. Advocacy Wealth Management is a multi-team firm with 30 advisors, serving clients through a collaborative approach.

Marcy Hanson is a financial advisor with Advocacy Wealth Management, LLC in Atlanta, GA, holding a Series 65 license and six years of industry experience. She has been with Advocacy Wealth Management since 2019 and is also affiliated with Forge Consulting, where she has held multiple roles since 2015. Outside of her advisory work, she is a silent partner at Santa Fe Trading LTD, a food product trading business, providing advisement on a limited basis. Advocacy Wealth Management is a multi-team firm with 30 advisors, offering services focused on wealth management and financial planning.

Thomas Johnson III is a CFP® professional with 15 years of industry experience, currently serving as CEO of Advocacy Wealth Management, LLC in Atlanta, GA. He has held this role since 2011. Outside of his advisory work, he is vice chairman and finance committee chair of The Elaine Clark Center, a nonprofit educational center for individuals with special needs, where he also manages the endowment. Advocacy Wealth Management is a multi-team firm with 28 advisors that provides comprehensive wealth management services. The firm emphasizes integrated financial planning and investment strategies tailored to its clients.

Rhea Fears is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Advocacy Wealth Management, LLC and has previously worked at Wells Fargo, Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Advocacy Wealth Management, LLC is a multi-team firm based in Atlanta with 28 advisors.