Robert Reese is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior work includes roles at TD Ameritrade Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset model portfolio approach.

Carol Fromhagen is a financial advisor at LPL Financial with 36 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at H. Beck, Inc. and operates Grove Point Investments, LLC and Grove Point Advisors, LLC. Outside of her advisory work, she is a general partner in The Gilly Partnership, which manages an Airbnb property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, supported by model portfolios, third-party subadvisors, and technology-driven investment strategies.

Joseph David is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley since 2009 and has been part of Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate firm-approved tools and modeling techniques.

Thomas Hunter is a financial advisor at Primerica Advisors with over 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2005, alongside leadership roles at The Legacy Advisory Firm, LLC and Hunter & Assoc. Advisory Firm LLC. Outside of his advisory work, he is a member of The Crabby Hunter, LLC, an entity unrelated to investment services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Ricky Powell is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Cetera Wealth Services, Nast Financial Solutions, and Concourse Financial Group Securities Inc. Prior to entering finance, he was involved with Powell Drilling and held roles at Turfnology Inc, GarrCo Products, and the University of Georgia. Cetera Investment Advisers LLC serves individual and institutional clients nationwide through a large network of independent advisors, offering portfolio management, financial planning, and retirement services. The firm employs a multi-manager platform providing diverse investment solutions across various program structures and custodial relationships.

Evan Robinson is a financial advisor with Fidelity in Dallas, GA, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity Investments, he worked at Northwestern Mutual and has experience in various roles outside the financial sector, including positions at Buffalo Wild Wings and Escalade Rock Climbing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Kenneth Nettuno is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors and FSC. His background also includes time at Castellucci Hospitality Group, Cans Taqueria, and Kennesaw State University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Jonathan Constant is a financial advisor with MassMutual Investors Services in Atlanta, GA, holding a Series 66 license and over 22 years of industry experience. His prior roles include positions at Waddell & Reed and various insurance carriers through W&R Insurance Agencies. He is also a principal and president of MC Insight, LLC and MC Private Label, LLC, which involve insurance sales and managing a portfolio of securities and private investments. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and offering a range of investment and planning programs.

Charlie Davidson is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop personalized investment strategies that align with their financial goals. He offers guidance on a range of financial matters including general investing, retirement planning, and saving for unforeseen events. Additionally, he provides access to banking and lending services through Bank of America. Charlie holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Tennessee State University. Outside of his professional responsibilities, he is involved with the community organization Champions in Christ.

Andrew Turner is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Paul Sherk is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1996 and is also associated with Ridley International Inc. since 1998. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a curated selection of third-party asset managers and utilizes a tiered wrap fee structure.

Perry Leblanc is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on helping clients manage their wealth by developing personalized financial strategies that align with their individual goals and adapt to changing market conditions. Perry provides access to investment insights from Merrill Lynch as well as banking and lending solutions through Bank of America. He holds the Professional Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Rhodes College and a Master's Degree from Millsaps College. Perry emphasizes a one-on-one approach to working with clients to create flexible, long-term wealth management plans tailored to their unique financial situations.

Lafayette Huston is a financial advisor with Fidelity Investments in Powder Springs, GA, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Fidelity, he worked at LPL Financial LLC for five years. Outside of his advisory role, he provides pet-sitting services to his community. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Thomas Wegner is a CFP® professional with 25 years of experience in the financial industry. He is currently affiliated with LPL Financial and SouthState Investment Services, having previously worked at Raymond James Financial Services, The First Wealth Management, and Heritage Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from various sources.

Susan Mcqueen is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. She previously worked at Eversheds Sutherland (US) LLP and Sutherland Asbill & Brennan. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

Dylan Windish is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His background includes military service in the United States Navy from 2019 to 2023, as well as roles in higher education and employment development. He is currently connected with the University of Georgia in an ongoing capacity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice. The firm’s approach integrates its proprietary research, third-party data, and algorithmic tools with a focus on dependable income sources and tax-aware withdrawal strategies.

Pinckney Ridley is a financial advisor with Primerica Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been associated with Primerica Financial Services and its affiliated firms since 2000 and operates Ridley International Inc. since 2007. In addition to advisory services, Ridley is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Anthony Bondoch is a CFP® with 25 years of experience in the financial industry, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. since 2009. He is the CEO of AMB Financial Services and owner of Anthony M Bondoch & Associates, LLC, which engages in both support services and non-variable insurance product solicitation. Bondoch also holds a durable power of attorney role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides non-discretionary planning tailored to client goals, utilizing risk profiling and analytic tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

Wei Wu is a financial advisor at Cetera with four years of industry experience and holds a Series 66 credential. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and Transamerica Financial Advisors. He is also the owner of HuiWei Wealth Management Inc., providing accounting, tax, and financial consulting services. Outside of advising, Wu consults for CarelonRx, a pharmacy benefit management company, assisting internal clients with managing medical and prescription drug costs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Scott James is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 25 years of industry experience. Prior to joining Raymond James in 2022, he worked at Stifel Nicolaus & Co. Inc and Fairfield Funding. He is also involved in business support roles with Avenue Wealth Management LLC and Align Wealth Advisors in Atlanta. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations in municipal and public finance.