Craig Glover is a financial advisor with J.P. Morgan Securities based in Atlanta, GA. He holds the Series 66 designation and has eight years of industry experience. His prior work includes roles at Morgan Stanley, E*TRADE Capital Management, and the US Army, where he served for 17 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Avon Drummond is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. Prior to joining Primerica Advisors in 2019, Drummond has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of financial advising, Drummond serves as a minister at the Spiritual Living Center of Atlanta and operates a writing and publishing platform through Substack. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven portfolio strategies managed by unaffiliated asset managers, with trade execution and custody support provided by BNY Mellon Advisors and Pershing.

Michael Newsome is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Leonard Starr is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking products.

Kristin Prentice is a financial advisor at Cetera with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James Financial Services and Wells Fargo Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with discretionary and non-discretionary program options.

Paul Rossi is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked with Elevation Church and has founded and managed a nonprofit organization, Takin Back, where he serves as Executive Director. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Dena Sellers is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for seventeen years before joining Equitable Advisors in 2022. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a combination of proprietary and third-party advisory models, with a focus on matching clients to appropriate program solutions based on personal information and risk tolerance.

Kimberly Wyatt is a financial advisor with Equitable Advisors in Marietta, GA, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of her advisory role, she is involved in managing a woodworking business she co-owns with her husband and serves on boards related to her office property. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and institutions. The firm utilizes a range of advisory programs and third-party asset managers to tailor solutions based on client risk tolerance and goals.

Elizabeth Burbage is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals and families to develop personalized wealth management strategies that reflect their financial goals and changing market conditions. Elizabeth focuses on areas including managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Elizabeth earned a Bachelor's Degree from Clemson University. In her personal time, she enjoys cooking, music, pickleball, traveling, and yoga.

Brian Marek is a financial advisor with Merrill in Marietta, GA, holding a Series 66 designation and 12 years of industry experience. His career includes positions at Bank of America, N.A., Merrill, LPL, and Wealthspan Financial Group. 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 investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bruce Alden is a financial advisor at Edelman Financial Engines in Atlanta, GA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, Llc, LPL Financial, and Securian Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term investment approach.

Timeka Arora is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. She provides ongoing advice and adjusts financial plans as clients' situations evolve. Ms. Arora’s expertise includes general investing, retirement planning, and preparing for unexpected expenses. She holds professional designations such as Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed an Accredited Certificate Program at the University of Pune. Fluent in English, Hindi, Punjabi, and Urdu, Ms. Arora emphasizes understanding the priorities important to each individual and family to create tailored financial plans.

Langley Respess is a financial advisor at UBS Financial Services in Atlanta, GA, with 35 years of industry experience and Series 63 and 65 credentials. He has been with UBS since 1995. Outside of finance, Respess is involved in fiction novel writing and owns a music composition, publishing, and performance business. He also serves as chairman of the capital campaign committee at Atlanta Classical Academy, a K-12 school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining wealth management with institutional trading and capital markets services.

Scottie Ringer is a financial advisor with Fidelity Investments, holding Series 63 and 65 licenses and 31 years of industry experience. He previously worked at Lincoln Investment Planning for eight years before joining Fidelity in 2021. Outside of his advisory role, he works as an independent contractor providing ride share services with Uber and Lyft. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create and oversee model portfolios.

Richard Nixon is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding ChFC® and Series 63 credentials and possessing 40 years of industry experience. His career includes 25 years at Cumberland Financial Group, Inc. and prior roles with Avantax Advisory Services. Outside of his advisory work, he serves as an estate co-executor and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through various platforms and proprietary model strategies, supporting a large network of financial professionals.

Anthony Vitulli is a financial advisor with Equitable Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is a partner in a business partnership that owns his office condominium. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes a range of third-party investment management solutions and provides ERISA fiduciary services through credentialed representatives.

William Howard is a financial advisor with Osaic Wealth in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at FSC Securities Corporation, Wells Fargo Advisors, Merrill, Banc of America Investment Services, and A. G. Edwards & Sons. He is also an insurance agent and owner of Howard Private Wealth Management, LLC, which he administers. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization tools and supports discretionary and third-party managed strategies.

Steven Bontempi is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 25 years of industry experience. Prior to joining Cambridge in 2024, he worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, New England Securities, and Equitable Advisors. Outside of his advisory role, he provides private music lessons. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms, custodians, and proprietary model strategies.

Lori Dello Russo is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Mayra Guigou is a Series 66-licensed financial advisor with LPL Financial, based in Atlanta, GA, and has seven years of industry experience. She has been with LPL Financial since 2019 and also has a background with Delta Community Credit Union dating back to 2015. Outside of her advisory role, she works as an independent travel consultant with Travelmation, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management programs using both proprietary and third-party strategies, supported by extensive operational and research tools.