James Roberts is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. His career includes roles at Merrill and Fsc Securities Corp before joining Cambridge in 2019. Outside of his advisory work, Roberts serves as Treasurer for the Atlanta Archdiocese Catholic Cursillo and is owner of Robert Capital Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Corey Moody is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Services, Regions Bank, and TD Ameritrade before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Guy Moore is a financial advisor with Ameriprise in Douglasville, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliates since 2011. Outside of his advisory role, he is involved with Southeastern Business Endeavors, LLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary retirement recommendations delivered through a centralized consulting team.

Enos Slauson Jr. is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brian Ritchie is a financial advisor at Osaic with 26 years of industry experience. He held positions at FSC Securities Corporation and Financial Service Corporation from 1998 to 2023 before joining Osaic in 2023. He holds the Series 66 designation. Ritchie is the owner of Singletrack Financial LLC, where he performs MFA/OSJ duties at Osaic. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Elizabeth Neal is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual Investors Services, she was employed at MassMutual Life Insurance Company and has a background that includes four years at the University of Alabama and five years at The Lovett School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and offering collaborative, annual planning engagements.

Nancy Demirtas is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, she worked at Maximum One Realtors, Spectra Metal Sales, and Tie Down Engineering Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Antoine Dent is a Series 66-credentialed financial advisor with Thrivent Investment Management. He joined Thrivent in 2025 and previously worked in real estate and wellness-related roles. Outside of financial advising, he is involved in nonprofit work focused on education and wellness, serves as a director of community engagement for a scholarship organization, and manages initiatives supporting men's faith and discipline. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Ricky Dover is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 designations with four years of industry experience. His prior roles include positions at Edward Jones, LPL Financial, VyStar Investment Services, and Empower Financial Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

James Elder is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including MarshMMA, Resources Investment Advisors, Triad Advisors, BB&T Securities, and McGriff Seibels & Williams. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various customized strategies and platforms.

Kevin Hyland is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entities since 2008. Outside of his advisory role, he serves on the Planned Giving Advisory Committee for the Wellstar Health Systems Foundation and is a member of Wellstar Health Systems in non-investment capacities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a range of portfolio management strategies across multiple custody and platform arrangements.

Curt Coulombe is a CFP® professional with 33 years of experience in financial services. He currently serves at Cetera and Flint River Financial Advisors and has held prior roles at INVEST Financial Corp. He is also involved in selling fixed insurance products and founded an LLC for accounting purposes. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform that supports a range of investment strategies and program structures across a nationwide network of over 10,000 advisors.

Jatzel Gonzalez Lopez is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, Lopez has worked with Landmark Financial Group, Primerica Financial Services, Lockheed, and Sears Home Services. Outside of advisory duties, Lopez is involved in sales of investment-related products through Landmark Financial and also engages in part-time referrals for home security and automation products. 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 uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Anna Stoica is a Series 66 licensed financial advisor with Merrill in Marietta, GA, and has six years of industry experience. Her prior work includes roles at Bank of America, N.A., Georgia State University, and Synappio. 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Heather Elsenbach is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional entities, and charitable organizations—and offers financial planning and non-discretionary investment consulting through various advisory programs.

Devin Marshall is a financial advisor at Ameriprise with five years of industry experience. He has worked at Ameriprise since 2017 and previously spent one year at Express. Marshall holds a Series 66 designation and is based in Atlanta, GA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Michael Jankowski is a financial advisor with LPL Financial in Powder Springs, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, he worked at multiple Cetera entities from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside proprietary and third-party research and model portfolios.

John Hydrick is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with LPL Financial, where he has worked since 2024, following an eight-year tenure at Lincoln Financial Advisors Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutional clients. The firm offers diverse advisory programs and financial planning services supported by research, model portfolios, and various investment strategies.

Robert Maranghi is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Retirement Systems Inc since 2001, alongside previous roles at Dempsey Lord Smith, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third‑party investment strategies.

Michael Meschke is a financial advisor with Cetera in Atlanta, GA, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and Avantax, with concurrent involvement at Legacy Capital Advisors, where he provides financial planning and client management services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options and custodial relationships.