Gregory Sinatra is a financial advisor with Thrivent Investment Management in Marietta, GA, holding a Series 66 designation and 22 years of industry experience. He has been with Thrivent and its predecessor entities since 2003. In addition to his advisory role, he serves as the Board of Stewardship Chair at Faith Lutheran Church & School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based planning across topics such as retirement, tax, estate, and special needs planning. The firm offers these services without discretionary trading authority and allows clients to integrate planning with managed-account programs through its WealthPlan option.

Benito Canales is a financial advisor with Wells Fargo Clearing holding a Series 66 license and 13 years of industry experience. His prior roles include positions at Bank of America and Merrill, and he served in the United States Army Reserve for 16 years. 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 supported by research from Wells Fargo Investment Institute.

Joshua Arrowood is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2021, he worked at Heidelberg USA for seven years. He is also affiliated with Main Street Advisors. 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 and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Jonathen Robinson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and six years of industry experience. He has previously worked at firms including Morgan Stanley, Edward Jones, and Truist Advisory Services. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

William Murphy is a financial advisor at OSAIC with three years of industry experience and holds the Series 66 designation. He has held roles at several firms including Waterstone Weather Strategies and FSC Securities Corporation. In addition to his advisory work, he is an independent producer of life and health insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Alexander Freeland is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner with The RNF Group since 2024. He specializes in providing customized wealth strategies and integrated financial advice to individuals, families, founders, corporate executives, and business owners. Throughout his career, Alexander has focused on areas including succession planning, wealth transfer, corporate financing, philanthropy, investment management, college education planning, executive compensation, services for endowments, foundations and non-profits, defined benefit plans, legacy planning, retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. He employs advanced planning and proprietary modeling to help clients reduce risk, minimize taxes, and maximize results aligned with their priorities. Alexander holds a Bachelor's Degree from Auburn University at Montgomery and has earned the Personal Investment Advisor (PIA) designation. He is a member of the Atlanta Business Alliance and XPX Atlanta - Business Exit Planning Exchange. Alexander lives in Atlanta, Georgia with his wife, Lauren, and is involved in community support through volunteering with St. Jude Children's Research Hospital.

Derrick Hayes is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2016. Prior to his current role, he was involved in Therapy Lounge from 2010 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Brian Hungerford is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior experience includes roles at Merrill and Banc of America Investment Services, Inc. He has been with Wells Fargo Clearing 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 utilizes research from Wells Fargo Investment Institute and applies diversification principles and modern portfolio theory in its investment evaluations.

Quinten Bickford is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2018, as well as at Regions Bank and United Community Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and applies research and analytics guided by diversification principles and modern portfolio theory.

Daniel Nelson is a financial advisor at Merrill with a Series 66 license and one year of industry experience. Prior to joining Merrill and Bank of America, he worked at Fidelity Investments and has a background in acting, including freelance work in visual media. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Brandon Courson is a CFP® professional with 11 years of experience, currently advising clients at Edward Jones since 2014. He holds the Series 66 designation and is based in Hiram, GA. 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 services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Nevins is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2005. Outside of his advisory work, he is involved with Ashantilly LLC, a business related to rental property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Troy De Hoff is a financial advisor with Edward Jones in Woodstock, GA. He holds the CFP®, ChFC®, and Series 66 designations and has four years of industry experience. Prior to joining Edward Jones, he worked at Dow Chemical for nine years and took a one-year retirement before starting his current role. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Audrey Croft is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliates since 2005. In addition to her advisory role, she is involved with LegalShield, soliciting memberships for legal service plans. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides tailored planning advice and written recommendations focused on reliable income strategies for clients approaching or in retirement.

Amy Webster is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Truist Investment Services, Fidelity Investments, Register Financial Associates, and Wells Fargo Clearing. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and consulting services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Garrett Hurst is a financial advisor with Ameriprise in Roswell, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2015, including six years at the current firm. Outside of advisory services, he is co-owner of APC Holdings Group LLC, which manages an Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Susan Lane is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Her prior roles include positions at Allstate Insurance Company and New York Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model investment solutions.

Curtis Wright is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Cetera, where he has worked since 2021, and previously worked at VOYA Financial Advisors for seven years. Wright is also the owner of Wright Financial Group, LLC, a firm involved in insurance and financial product sales. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, employing a multi-manager platform that includes both affiliated and third-party managers.

Vicky Deshazier is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities for two years. 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 offers financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver written investment strategy recommendations.

Nathan Shaw is a Series 66 licensed financial advisor with two years of industry experience, currently with Thrivent Investment Management in Atlanta, GA. His prior roles include positions at Edward Jones and educational institutions such as Dominion Christian School and Lafayette Christian School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad range of written recommendations covering retirement, tax, estate, and other planning areas. The firm provides holistic, goal-based analyses and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.