Dorian Holmes is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. He is also an associate wealth advisor with Mangham Scott Wealth Management, where he works with clients on planning and investment needs. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Alvin Francis is a financial advisor with Merrill in Marietta, GA, holding Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with Merrill since 2010. Outside of his advisory role, he is a co-owner of a family rental property in Palm Bay, Florida. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

James Murphy is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Primerica Financial Services and Foresters Financial Services prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Scott King is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services and Legacy Capital Advisors. King serves as a board member of BCR Holdings LLC, a wastewater technology company. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

William Wulfers is a CFP® professional with 21 years of industry experience. He has worked at Edward Jones from 2004 to 2025 and is currently with Raymond James Financial Services Advisors, Inc. He is also president of Luxury Wealth Advisors LLC, a support company working in partnership with Raymond James. 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 institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Patrick Lovell is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2009. He is also involved in investment-related business activities, including ownership interests in Ramsey Capital, LLC and 1792 Capital Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with various financial products and referral channels, offering customized recommendations supported by Wells Fargo research and planning tools.

James Cushingham is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is the owner and performer of Energemata Poi LLC, an entertainment business. 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 and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Scott Orr is a financial advisor with Cetera based in Atlanta, GA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, Orr is involved with the Center for Family Resources and serves on the Marietta FUMC Weekday Board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors. It offers a range of services to individual, corporate, charitable, and institutional clients, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through various program platforms.

Larry Goodwin Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Luz Delgado is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and having nine years of industry experience. She has worked at Wells Fargo Bank NA since 2014 and with Wells Fargo Clearing Services, LLC since 2016. 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 both brokerage and advisory solutions.

Jeffrey Cox is a financial advisor with Raymond James Financial Services Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes more than a decade with Synovus Bank and Synovus Securities. Outside of advisory services, he serves as an insurance agent assisting with fixed insurance products and is a vice president at Pinnacle Asset Management. 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 institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting.

Corey Short is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, Woodforest National Bank, Carmax Auto Finance, Waffle House, and SunTrust Bank. 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 investment strategies for a range of individual and institutional clients.

Jason Hollon is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing thoughtful guidance and planning to individuals and families preparing for their financial goals. He focuses on connecting clients with tailored strategies that align with their unique ambitions and priorities. Jason’s expertise encompasses corporate benefits, divorce transition planning, employee benefits planning, personal retirement planning, small business strategies, tax minimization, and retirement income. He began his career with Bank of America in 2005 and has held various roles in banking, wealth management, and investments. Jason holds a Bachelor’s Degree in Finance from the University of Alabama, earned in 2002, and has pursued additional coursework in finance and accounting. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jason enjoys a range of outdoor and recreational activities including adventure sports, baseball, boating, cooking, fishing, football, gardening, golfing, hiking, and hunting. His approach emphasizes simplicity and transparency to help clients navigate complex financial decisions.

Derek Strange is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Aflac from 2001 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Javion Rookard is a financial advisor with Merrill and holds Series 63 and Series 66 licenses. He has five years of industry experience and has worked at firms such as NYLIFE Securities LLC, New York Life Insurance Co, Northwestern Mutual, and Bank of America. His background also includes roles connected to Bentley University and the City of Cambridge Human Services. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenan Fazlic is a financial advisor with LPL Financial in Acworth, GA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial, he worked at JPMorgan Chase Bank, J.P. Morgan Securities, and E*TRADE Securities LLC. He also has experience outside finance, having worked in retail at Publix Supermarkets and at Kennesaw State University. 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, brokerage services, and utilizes research from various sources to provide both discretionary and non-discretionary portfolio management.

Aamina Siddiqui is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has held roles at firms including IRC Wealth, Fidelity Investments, Charles Schwab, and Morgan Stanley. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, managing approximately $326 billion for around 477,000 clients across diversified portfolios and a range of investment products.

Zachary Ayoub Ziegler is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. He previously worked at Angler Fund Advisors LLC and has held positions outside finance, including roles at Art for Heart and Jimmy John's. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics without discretionary trading authority.

Brandon Sims is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Primerica Advisors since 1996 and has held roles at Landmark Financial, Look Ahead America, Wolters Kluwer Tax & Accounting, and CCH Small Firm Services. He is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services. The firm focuses on individual investors rather than institutional portfolio management or pension plans.

Katerine Patino Madrigal is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill and Bank of America, as well as experience at the Boston Housing Authority and in education. She is based in Atlanta, GA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and integrated investment research.