Darrell Springer is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, William Blair, and E*TRADE Securities. Outside of his advisory role, he is also an insurance agent specializing in fixed insurance products and is the owner of NXTGEN Capital Advisors, a financial services business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to both affiliated and third-party managers.

Jonathan Seidel is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior experience includes roles at UBS Financial Services and Morgan Stanley Dw Inc. He also engages in fiduciary activities as an executor. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Joseph Tortora is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at National Financial Services LLC and Kohl's Corporation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and delivers model portfolios to intermediary platforms.

Christian Mc Mains is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials with four years of industry experience. His prior roles include positions at E*TRADE Securities LLC, Trinity Wealth Securities, and Wells Fargo, as well as diverse experience outside finance including work with GoPuff and Oreillys Irish Public House. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing financial planning with firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Armand Glassman is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked with Infinite Asset Management and Triad Advisors, Inc., and has led Glassman Consulting Services for over three decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms.

Robert Wade is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 credentials and has been in the industry since 2024, with prior experience including roles at Equitable Advisors and Gleneagles Country Club. He has also been involved with Lawson Event Rentals and the UT Dallas SPN Wellness Center. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

David Rath is a financial advisor with LPL Financial in Suwanee, Georgia, holding a Series 66 designation and 21 years of industry experience. He previously worked at The Brand Banking Company for nine years and has been with LPL Financial since 2004. Outside of his advisory role, he is also licensed as a life insurance agent through Advantage Insurance Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various asset management platforms, supporting its network of over 22,800 advisors.

Eric Stuckey is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Cetera since 2022 and previously held roles at Ameriprise, INVEST Financial Corp., and Weeping Oaks Holdings, where he was CEO of a financial services business. Outside of his advisory work, he co-owns Weeping Oaks Farms in Hartwell, GA, where he is involved in raising cattle. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing multiple program structures and access to both affiliated and third-party money managers.

Joseph Faxio is a financial advisor with Equitable Advisors in Decatur, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Morgan Stanley, Merrill, and TD Ameritrade. Outside of his advisory work, he serves as Vice President and Pastoral Consultant at Calvary Worship Center International and holds board memberships with organizations such as Families First and The Mary Parker Foundation, along with coaching youth sports and leading small group discussions in his community. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves matching client information and risk profiles to various advisory programs and third-party managers, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Cody Moore is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Before joining LPL Financial in 2023, he worked at Wealth Enhancement & Preservation and Triad Advisors. He is also involved with BCM Capital, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Terrell Bradley Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SunTrust Advisory Services and SunTrust Investment Services. 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 broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Cristy Speer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 63 designation and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also has tenure at Citigroup Global Markets Inc. since 2008. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, serving clients through personalized planning and broader investment services.

Tariq Jackson is a financial advisor with J.P. Morgan Securities in Lawrenceville, GA, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Stephen Streets is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Primerica Financial Services since 2014. His other business activities include management and operations related to investment products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Raymond Latty is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with J.P. Morgan Securities since 2016 and has been affiliated with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process incorporates centralized due diligence combining quantitative and qualitative research, with offerings that include ESG considerations and broader derivatives and commodities capabilities.

Darrin Cohen is a financial advisor with LPL Financial based in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Red Triangle, Infinite Asset Management, Triad Advisors, and Resource Horizons. Outside of his advisory work, he owns Feed the Well BBQ, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Isaiah Oh is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has been with J.P. Morgan Securities since 2018 and also has experience at JPMorgan Chase Bank, N.A. Prior to that, he worked at Best Buy from 2009 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their approach includes centralized due diligence and may incorporate ESG criteria, with implementation supported by affiliated investment management entities.

Jason Rothfarb is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with experience spanning roles at Morgan Stanley Private Bank, Morgan Stanley, Jackson and Coker LLC, and prior positions in education. His background includes four years at Jackson and Coker LLC and a combined seven years in educational roles at The University of Alabama and Johns Creek High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Matthew Simmons is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Charles Schwab and Co., Inc., having previously worked at TD Ameritrade Investment Management, LLC and Scottrade, Inc. His career includes roles at both Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2022. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

James Herndon III is a CFP® professional with seven years of experience at Edward Jones in Decatur, GA. Prior to joining Edward Jones in 2019, he spent over a decade at Emory University and was involved with the University of Michigan Debate team. He serves as the chair of the City Schools of Decatur Board, overseeing the superintendent, budget, and school operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices.