Scott King is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services and Legacy Capital Advisors. King serves as a board member of BCR Holdings LLC, a wastewater technology company. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Patrick Lovell is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Wells Fargo Clearing. He has ownership interests in Ramsey Capital, LLC and 1792 Capital Partners, LLC, both investment-related businesses in Atlanta. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad range of planning options. Advisors utilize Wells Fargo research and tools to develop tailored recommendations, with clients having the choice to implement them through brokerage or advisory programs.

Reuben Lewis IV is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has worked at several firms, including Investacorp and Metlife Securities, before joining Cambridge in 2018. Lewis serves as a board member of the King-Tisdell Foundation and holds various leadership roles in insurance and financial services companies. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers access to third-party advisers along with proprietary model strategies.

Ashwin Patel is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2021. Outside of his advisory role, he serves as an agent for term and permanent insurance through AB Patel Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

James Cushingham is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is the owner and performer of Energemata Poi LLC, an entertainment business. 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 programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Scott Orr is a financial advisor with Cetera in Atlanta, GA, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Cetera and its affiliates since 2019 and previously spent three years with Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, Orr serves on the boards of the Center for Family Resources and the Marietta FUMC Weekday program. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning solutions and operates a multi-manager platform allowing advisors to implement model portfolios, third-party managers, or bespoke strategies.

Larry Goodwin Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of advisory work, he is involved in the sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with about 3,700 advisors and $15.5 billion in assets under management, employing model-delivery strategies overseen by unaffiliated asset managers.

Jeffrey Cox is a financial advisor with Raymond James Financial Services Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes more than a decade with Synovus Bank and Synovus Securities. Outside of advisory services, he serves as an insurance agent assisting with fixed insurance products and is a vice president at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting.

Thomas Barnhart is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. The firm serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. Fisher Investments uses a centralized investment approach with a combination of quantitative and qualitative research to construct diversified portfolios and applies tax-aware processes and defensive strategies to manage risk.

Corey Short is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, Woodforest National Bank, Carmax Auto Finance, Waffle House, and SunTrust Bank. 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 investment strategies for a range of individual and institutional clients.

Keisha Cole is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has worked at Merrill since 2013 and at Bank of America, N.A. since 2022. Outside of her advisory work, she owns and operates DRIP NATURALS LLC, a business specializing in handmade body butters, scrubs, and candles. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Javion Rookard is a financial advisor with Merrill and holds Series 63 and Series 66 licenses. He has five years of industry experience and has worked at firms such as NYLIFE Securities LLC, New York Life Insurance Co, Northwestern Mutual, and Bank of America. His background also includes roles connected to Bentley University and the City of Cambridge Human Services. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aamina Siddiqui is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has held roles at firms including IRC Wealth, Fidelity Investments, Charles Schwab, and Morgan Stanley. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, managing approximately $326 billion for around 477,000 clients across diversified portfolios and a range of investment products.

Zachary Ayoub Ziegler is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. He previously worked at Angler Fund Advisors LLC and has held positions outside finance, including roles at Art for Heart and Jimmy John's. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics without discretionary trading authority.

Brandon Sims is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Primerica Advisors since 1996 and has held roles at Landmark Financial, Look Ahead America, Wolters Kluwer Tax & Accounting, and CCH Small Firm Services. He is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services. The firm focuses on individual investors rather than institutional portfolio management or pension plans.

Katerine Patino Madrigal is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill and Bank of America, as well as experience at the Boston Housing Authority and in education. She is based in Atlanta, GA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and integrated investment research.

David Glover III is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Decimal Technologies, DrFirst, Inc, Lead Forensics, and Innovative Technical Consultants. Outside of his advisory role, he is involved in a consulting business based in Vancouver, British Columbia. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and Corporate Financial Planning agreements.

Brian Fox is a financial advisor at Cetera with 23 years of industry experience. He holds the Series 66 credential and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for 12 years. Outside of his advisory role, he sells fixed insurance products and operates Totus Wealth Management, a financial services DBA. Cetera Investment Advisers LLC is an 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 options ranging from automated allocations to bespoke strategies.

James Ramey is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2012. He is based in Marietta, GA, and is also the owner of Ramey Wealth Management LLC, where he dedicates significant time managing his practice. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers investment and fee‑based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services utilizing Wells Fargo research and tools, with clients choosing how to implement recommendations through various brokerage or advisory programs.

Harold Collett II is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2020. His prior experience includes roles at Summit Capital Solutions, PlanMember Securities Corporation, and Financial U, LLC, as well as service as a Paulding County Commissioner. He also operates Kinsman Wealth Educators, an insurance agency, which he has managed for over 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and utilizes both proprietary and third-party research and technology tools to support its large network of over 22,800 advisors.