Andrew White is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 13 years of industry experience. Prior to joining Cambridge in 2024, he worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. He is also the owner of AA White & Sons LLC and serves as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and custodians and offers proprietary model strategies under the Founders Gate Capital brand.

Sophia Bellofatto is a CFP® professional with four years of industry experience, currently affiliated with Ameriprise in Sandy Springs, GA. Prior to joining Ameriprise in 2025, she worked at John Hancock Investment Management Distributors LLC from 2022 to 2025. Outside of her financial advisory role, she is a co-owner of Fyfer LLC, a fitness social media app focused on nutrition tracking and virtual training. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement income planning through written recommendations and ongoing advice based on firm research and third-party data.

John Minervini is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1997. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Thomas Makin is a financial advisor with Cetera in Marietta, GA, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Wells Fargo Bank, and PFS Investments Inc. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through multi-manager platforms, including access to third-party money managers and a range of program structures and custodial relationships.

Bert Madden, Jr. Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 certifications and bringing 42 years of industry experience. He has been with various Morgan Stanley entities since 2003. Outside of his advisory role, he is involved as president of Lucas Cove, an S-Corp dealing with residential real estate lots, and is the sole proprietor of Madden Brothers Farm in Oklahoma. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

William Metzner is a CFP® professional at Equitable Advisors with eight years of experience in financial advisory roles. His career includes seven years at Stifel Independent Advisors and prior positions at SunTrust Robinson Humphrey and Stifel. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and various asset management programs. The firm emphasizes personalized client assessment and uses a combination of proprietary and third-party advisory models for investment management.

Andrew Kronitz is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of FansRthegame, a business based in Atlanta. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jason Dew is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Atlanta, GA, with 13 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. 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 within a non-discretionary framework.

Zachary Lurry is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at various firms within the Cetera network since 2019, as well as Foresters Advisory Services and Foresters Financial Services prior to that. He is also involved as a financial advisor at Manhattan Ridge Advisors. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that features both affiliated and third-party managers, accommodating discretionary and non-discretionary arrangements across diverse program structures.

Boyd Dailey is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Credit Analyst at United Community Bank from 2018 to 2020. Boyd works with high net worth clients to co-create and implement financial plans tailored to their individual situations and goals. He emphasizes the importance of a solid financial plan in achieving financial peace of mind. Outside of his professional work, Boyd's personal interests include baseball, cooking and baking, fitness, pets, and traveling.

John Schultz is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role at Fidelity Investments, he worked at Edward Jones in 2009. Outside of his advisory work, Schultz serves as president of Equip The Nations Inc, a nonprofit focused on raising funds and assisting the poor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Ashley Cobb is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and one year of industry experience. She has worked with Wells Fargo Bank, N.A. since 2008. 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.

Seth Adams is a CFP® with 21 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Atlanta, GA. His prior experience includes roles at Hightower Advisors, BlueRock Wealth Management, and Sagepoint Financial, among others. He is also involved with finoBlue, Inc., an outside business activity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using risk profiling and modeling tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA advisory services.

Brandon Porter is a CFP®-designated financial advisor with LPL Financial in Atlanta, GA, bringing over 16 years of experience in wealth management and financial services. He previously worked at Northwestern Mutual in various capacities from 2015 to 2026. Outside of his advisory role, he has been involved with X3 Sports since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Alissa Pounds is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services and AMP, LLC in various capacities since 2006. In addition to advisory work, Pounds is involved in the sale of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited range of separately managed accounts for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap-fee structure for its services.

Austin Mc Cranie is a financial advisor at Osaic with eight years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors for seven years. In addition to his advisory role, he is an insurance agent offering disability insurance, fixed annuities, life settlements, and traditional life insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach utilizing asset allocation, portfolio optimization, and offers a variety of advisory and brokerage services across multiple programs and platforms.

William Slade is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent nine years at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Sue Greenwood is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Ameriprise and its affiliates since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written Recommendation Reports and annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Jansen Bailey is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Wells Fargo Advisors in 2024. Bailey serves on the finance committee of the Georgia Transplant Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, delivering tailored recommendations through meetings and written summaries.

David Chabucos is a CFP® designated financial advisor with Edward Jones in Acworth, GA, and has eight years of industry experience. His background includes roles at Edward Jones since 2018 and prior positions at Chick-fil-A Scott Hall and Chick-fil-A Brookstone. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.