Peter Wilder is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Wilder is involved in coaching other financial practice owners through eXtraordinary Coaching, LLC and serves on the Board of Directors for the Marietta Firefighter Support Fund. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Michael Mattix is a Series 66 licensed financial advisor with UBS Financial Services in Marietta, GA. He has 24 years of industry experience and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers proprietary research and capital markets solutions through its platform.

Johnathan Moulton is a financial advisor with Cetera, holding Series 66 and Series 65 licenses and eight years of industry experience. He has worked with multiple Cetera entities since 2017 and previously with New England Strategic Analytics. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Joseph Caccippio is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He previously worked at Wells Fargo Clearing before joining Wells Fargo Advisors in 2022. Outside of his advisory role, he is involved with LawVest, an insurance agency based in Atlanta, where he serves as a senior financial advisor. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm uses proprietary research, planning tools, and simulation models to develop tailored recommendations delivered through meetings and written summaries.

Sibyl Steverson Slade is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms including Securities America Advisors, Inc., Investacorp Advisory Services, and Waddell & Reed Inc. Outside of her advisory role, she co-founded the Small Business Mastermind Forum, a collaborative network providing training and education to small business owners. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, delivered through a network of affiliated broker-dealers and registered investment advisors.

Griffin Gilliam is a financial advisor with Fisher Investments in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. He has been with Fisher Investments since 2018 and previously worked at Park Avenue Securities and Guardian Life Insurance. Fisher Investments serves a diverse global client base including institutional and high-net-worth investors, offering discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research. The firm employs tax-aware strategies and defensive tactics across multiple asset classes and manages a variety of accounts including separate accounts and collective funds.

Widmark Cano is a financial advisor at Edelman Financial Engines based in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Tmfs Advisors, LLC and Cross Coaching since 2015. Additionally, he is involved with Atlanta Cosmetology Educators. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, utilizing a committee-driven proprietary modeling process combined with planner delivery and online tools.

Alvin Floyd II is a financial advisor with MassMutual Investors Services based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at MassMutual and MissionSquare Retirement. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools to deliver written recommendations tailored to client goals.

John Golemo is a CFP®-certified financial advisor with Edward Jones in Marietta, GA, where he has worked for 13 years. He holds a Series 66 license and has experience exclusively with Edward Jones throughout his career. 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, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Kenneth Brandenburg is a financial advisor with OSAIC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Triad Advisors, Ashworth & Sullivan Wealth Management Group, Ameriprise, Summit Financial Group, Citigroup Global Markets, and UBS Financial Services. He is also president of Brandenburg Wealth Advisors, managing investor investment accounts. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional clients, offering a variety of brokerage and advisory services supported by a model-based investment process and multiple proprietary and third-party strategies.

Jason Walker is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 17 years. His activities include involvement with Wealthstead Financial Advisors and Three Pines LLC in Atlanta. 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 services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and various technological tools.

Rory Mckendrick is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley and Fisher Investments. Outside of advisory work, he serves as a FINRA arbitrator and is involved in a transportation referral business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party model portfolios, and supports its advisors with advanced operational and research tools.

Faizan Moosa is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term financial goals. His approach focuses on understanding each client's full financial picture to create adaptable wealth management plans tailored to changing market conditions. Moosa's expertise includes managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. He holds professional designations such as Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Moosa earned his Bachelor's Degree from Mercer University. In addition to his professional work, Moosa is actively involved in the community. He serves as the 2025 President of the Buckhead Business Association and is a member of the Board of Directors for Susan G. Komen, Atlanta. His community involvement spans organizations including the Alzheimer's Association, Atlanta Community Food Bank, Buckhead Business Association, Habitat For Humanity, and Susan G. Komen. Moosa is also multilingual, speaking English, Urdu, French, and Hindi.

Robert Whitaker is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Stresser & Associates, P.C. from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Gin is a CFP®-certified financial advisor with Ameriprise in Atlanta, GA, possessing 42 years of industry experience. He has been with Ameriprise since 2005, including his current role since 2020. Outside of his advisory work, he serves on the ACE Louisiana Advisory Board and is involved with ACE Scholarships of Louisiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team using proprietary research and tools.

Austin Wagoner is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. Outside of finance, he was involved in the business Unwine'd & Tap. 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 leverages research from Wells Fargo Investment Institute and third-party sources to evaluate investment options using diversification principles and modern portfolio theory while offering a broad range of brokerage and advisory solutions.

Raymond Nelson Jr. is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding CFP® and Securities Industry designations with 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent five years at MetLife Securities Inc. In addition to his advisory role, Nelson is licensed as an insurance agent and a mortgage loan originator. 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 provides ongoing financial planning and asset management through collaborative, annual engagements using firm-approved analytical tools.

Theresa Fabbrini is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds the Series 66 designation and has worked in various roles including at Wells Fargo Clearing, Pulte Homes, and Auburn University. She is the owner of Fabbrini Enterprises, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Adam Kazinec is a financial advisor with Cetera Investment Advisers LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including 15 years with Prudential Insurance Company of America and its affiliated firms. Outside of his advisory work, he serves on the boards of the Jewish Federation of Greater Atlanta and the Jewish Fertility Foundation, contributing to their governance and community engagement efforts. Cetera Investment Advisers LLC operates as a multi-manager platform serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Mark Bloom is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 credential and eight years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Edward Jones, among other firms. Outside of his advisory role, he serves as an independent director on the board of Georgia Soccer and co-founded a nonprofit organization to support youth sports access in Atlanta. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides access to a range of investment strategies and affiliated resources, managing over $256 billion in assets.