Blake Goodman is a financial advisor at Morgan Stanley in Atlanta, GA, with 17 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its predecessor firms since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model outcomes.

Monique Ellis is a financial advisor at Fidelity with seven years of industry experience and a Series 66 designation. Her career includes roles at Merrill and Bank of America, N.A., in addition to her current position at Fidelity. Prior to rejoining Fidelity, she operated Smart Money Accountability Coaching, LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Michael Mc Cracken is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 credential with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Emerson from 2016 to 2019. Outside his advisory role, he is the owner of an e-commerce business, Kraken LLC, and has veteran disability status with the Department of Veteran Affairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

William Norris is a Senior Financial Advisor at Merrill Lynch Wealth Management. He employs a goals-based wealth management approach, leveraging Merrill's comprehensive platform and resources to help clients align their financial strategies with their objectives. William focuses on providing client-centered service, aiming to treat each client as he would his own family. His areas of expertise include divorce transition planning, employee benefits planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Additionally, he holds professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William is registered with the Nationwide Mortgage Licensing System and licensed with the State of Georgia Department of Insurance. William earned both his bachelor's and master's degrees from the University of Florida. He resides in Marietta, GA with his wife, Amy, and they are active volunteers as scuba divers at the Georgia Aquarium.

Joseph Kurelic Jr. is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. He also owns JPKJR LLC, a single-person business entity. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary advice in partnership with its financial advisors.

Amiyah Seals is a financial advisor at Fidelity with one year of industry experience. She previously worked at Bank of America Merrill Lynch for 12 years. She is registered with a Series 66 credential. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves in advisory roles that include commodity pool operations and fund management.

Brett Wooten is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Landmark Financial, KSA, BW Holdings LLC, and PFS Investments, Inc. He is involved in sales of investment-related products and also receives compensation for referrals of home security and automation products 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 primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Robert Watson is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial. His previous roles include positions at Kestra Advisory Services, Kestra Investment Services, Wells Fargo Clearing, Wells Fargo Bank, and Northwestern Mutual Investment Management. Outside of his advisory work, he serves as finance chair for FLIGHT316 and is a partner in a health supplement company primarily for personal use. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by advanced research tools and a broad platform that integrates advisory and non-advisory financial services.

John Mcharg is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked with firms including Merrill and FSC Securities Corporation. Outside of his advisory role, he serves as Compliance Manager for Nettuno & Associates LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Agustin Hays is a financial advisor at Morgan Stanley in Atlanta, GA, with three years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at J.P. Morgan Securities and JP Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Judy Wimpey is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 63 designation with 39 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2003, including her current role since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

Mark Weeks is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He is the CEO of 52 Weeks Financial, a financial services firm he has led since 2012. Weeks has also held roles at Benefits Advisory Group, Princor Financial Services Corp, and Principal Life Insurance Co. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, 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.

David Flanigan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2007, following a brief tenure at Ameriprise Advisor Services. Outside his advisory role, he is also an independent insurance agent for various companies through Atlanta Wealth Consultants LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

Thomas Scott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His career includes roles at Investors Capital Corp. and Valic Financial Advisors before joining Cetera Advisors LLC in 2016. Outside of his advisory work, Scott serves as a preacher at Thrive Today Bible Fellowship and holds positions in community and alumni organizations, including the Guilford Forest Homeowners Association and Morehouse College Alumni Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, providing a range of portfolio management and retirement services across discretionary and non-discretionary program structures.

Harry Arrowood is a CFP® professional with 34 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corp. from 2005 to 2018. Outside of his advisory role, he owns and manages A.A. Coffee Service Inc., a for-profit business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jennifer Moseley is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has worked with Avantax Investment Services, Avantax Advisory Services, and operates TimeWise Financial LLC, through which she provides retirement planning and client advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning options through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Kyle Brooker is a CFP® professional with 14 years of industry experience. He has worked with Northwestern Mutual in various capacities from 2011 to 2026 before joining LPL Financial in 2026. He is based in Atlanta, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment strategies and financial planning services supported by advisory representatives utilizing model portfolios, third-party subadvisors, and technology tools.

Dunning Silliman is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His work history includes long-term roles with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., along with running a trust advisory business since 2005. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to model outcomes.

Natalie O'Reilly is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2019, as well as at Mid-American Wealth Advisory Firm and The Vanguard Group. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios comprised of mutual funds, ETFs, and ETPs.

Michael Sesan is a financial advisor with Edward Jones in Kennesaw, GA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he serves as an arbitrator for the Financial Industry Regulatory Authority (FINRA). Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust, mutual funds, and securities-based lending options.