Craig Belisle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including 24 years with Minnesota Life and Securian Financial Services, and has been with Wealth Enhancement since 2020. In addition to his advisory role, he serves as a trustee of a life insurance trust for a family member. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that combines passive and active strategies with quantitative, momentum, and fundamental analysis.

Deann Stevens is a CFP® with two years of industry experience, currently advising at Savant Wealth Management in Atlanta, GA. Prior to joining Savant, she worked at TrainingPros and the American College of Cardiology. Savant Wealth Management serves individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Christopher Turner is a financial advisor with Eagle Strategies (NY Life) based in Lawrenceville, GA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2014 and currently operates under the DBA name Reveal Wealth to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions across multiple program types and primarily manages assets on a non-discretionary basis, with a focus on meeting client objectives and plan sponsor requirements.

Jordan Brown is a Series 65-licensed financial advisor with Primerica Advisors in Duluth, GA, bringing 15 years of industry experience. He has been with Primerica Financial Services since 2011. Brown is involved in the management and operations of investment-related products outside of his advisory role. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, delivering advisory services through model recommendations created by unaffiliated asset managers.

Sulay Ringwala is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2014. Outside of his advisory role, he is the owner of Ringwala Ventures LLC. Robert W. Baird & Co.’s DDK Group, where Mr. Ringwala works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and technology-driven investment approaches.

Garrett Futch is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. His prior work history includes roles at SFI Advisors, LLC, Dooley's, and various other organizations. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and custodians, supporting both discretionary and non-discretionary management.

Harris Green is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. in 2015-2017. Outside of his advisory role, he is involved in insurance-related activities, including serving as an agent for dental and group disability income products and as president of H.S. Green Enterprises, Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative financial planning engagements and various programs including educational seminars, with a focus on recommending investment strategies rather than specific products.

Nhi Doan is a financial advisor at Ameriprise in Duluth, GA, with three years of industry experience. She holds a Series 66 designation and has prior experience at Raymond James and Bank of America N.A. among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors and uses proprietary investment research and third-party data within a defined investment universe influenced by its affiliated product ecosystem.

Nashica Mc Rath is a CFP® professional with seven years of industry experience currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at LeasePlan US for eleven years. Edward Jones is a full-service wealth management firm serving over 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.

Fernando Arispuro is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Northwestern Mutual, and Becton Dickinson, along with various positions in education and community organizations. 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.

Nicholas Frederick is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model allocations and includes capabilities in derivatives and commodities.

Frances Hamrick is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has worked at Wachovia Bank, N.A. since 2004 and joined Wells Fargo Clearing in 2016. Outside of her advisory role, she wholly owns Snowden Place, LLC, a family home holding entity. 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 a range of brokerage and advisory solutions, relying on research and analytics to guide its investment approach.

Camden Costa is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley, his work history includes roles outside the financial industry as well as periods as a student. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research.

Eunie Lee is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 17 years of industry experience. She previously worked at MetLife Securities Inc. before joining Mass Mutual and is also involved in insurance sales and brokerage through Cornerstone Insurance Services LLC and Piedmont Insurance Brokerage. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, and charitable organizations. The firm structures planning engagements as annual collaborative relationships using firm-approved tools to analyze goals and deliver recommendations.

Simone Sowell Odom is a financial advisor at Wells Fargo Clearing with 32 years of industry experience and holds Series 63 and Series 65 licenses. She has been with Wells Fargo Clearing since 2016 and maintains a consulting role with Odin Industries, a licensing company focused on business succession planning and strategic direction. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 advisors.

Matthew Berman is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning services.

Mary Alice Fuentes Ford is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes twelve years at Wells Fargo Bank and six years at Wells Fargo Clearing before joining Raymond James & Associates in 2022. Raymond James & Associates is a nationally recognized broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management approaches and affiliated resources.

Randy Aufleger is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and advisory services delivered through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.

Kelvin Pettaway is a financial advisor at Ameriprise with 15 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank over a nine-year period. Pettaway serves on the board of the Atlanta Jazz Festival and co-leads a financial education group at his church focused on budgeting and investment basics. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Luke Tindall is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, FormulaFolios, and Calvin College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves in advisory roles to multiple registered investment companies and fund-of-funds.