Jared Chambers is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services and Cumberland Financial Group, where he is also employed outside of his advisory role. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets on multiple platforms and provides both discretionary and non-discretionary management, with access to third-party advisers and proprietary model strategies.

Brian Pocock is a financial advisor with Raymond James & Associates in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2016 and also associated with FINRA during the same period. 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 and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Perry Lundy is a financial advisor at Merrill with seven years of industry experience and holds the Series 66 designation. He has been associated with both Merrill and Bank of America, N.A. since 2010. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Michael Lowe Jr. is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves on the advisory board of the Public School Employees' Retirement System, providing recommendations for its management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and public entities. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research.

Andrew Ghimpeteanu is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at Santander, Extended Holiday, Auto Tech USA, and Capco, among other roles. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and financial planning services supported by firm-approved tools and comprehensive investment resources.

Peter Starr is a financial advisor at Cetera with 30 years of industry experience. He has held positions at Summit Financial Group and Summit Brokerage Services Inc before joining Cetera Wealth Services, LLC in 2019 and Cetera in 2023. He holds the Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and a nationwide network of over 10,000 advisors.

Franklyn Simmons is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Cetera since 2019. Simmons serves on the board of directors for 10K Minority Appraisers and provides structured settlement consulting on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and investment options.

Raymond Mcgrew is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various Morgan Stanley entities since 2005, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to that, he worked at Banc of America Investment Services for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Scott Harwell is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, Inc., Private Asset Management LLC, and Brookstreet Securities Corporation. Outside of his advisory work, he serves as Treasurer for The Harwell Family Foundation Inc. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform emphasizing model-based asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

Brian Minto is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America Corporation, Morgan Stanley, and BOFA Securities. Outside of his advisory role, he is an owner and partner of Minto Holdings, LLC, a real estate investment entity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG considerations.

Kevin Scott is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked within various Raymond James entities since 2015. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports a broad network of advisors and affiliated firms.

Steven Johnson is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously held roles at Kestra Investment Services, Bank of America, and Merrill. Outside of his advisory work, he serves as treasurer for the Addison Elementary School PTA and owns Booker & Company Consulting LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Gary Neigeborn is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate since 2013. In addition to his advisory role, he is involved in fiduciary activities as a trustee. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations, while offering a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Thomas Seamans is a CFP® certificant with 11 years of industry experience, currently affiliated with LPL Financial in Atlanta, GA. His career includes roles at Delta Community Credit Union, Morgan Stanley, and Duval County Public Schools. He also serves as Assistant Vice President at Delta Community Credit Union. 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 financial planning and investment solutions through a large network of investment adviser representatives and utilizes various portfolio management strategies and operational tools.

Stefanie Yelverton is a financial advisor at Thrivent Investment Management based in Atlanta, GA. She holds a Series 66 designation and has recently begun her career in the industry, joining Thrivent Investment Management in 2025. Prior to her current role, she worked for over two decades at The Westin Peachtree Plaza. 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 financial planning across various topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Diane Krause is a financial advisor with LPL Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at State Street Research & Management Company for five years before joining LINSCO/Private Ledger Corp., where she has been since 2005. She also operates a DBA under Krause Wealth Management Group. 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 that include financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Christopher Fleming is a financial advisor at Edward Jones in Woodstock, GA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Mill Springs Academy and was involved with the Atlanta Humane Society. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Keith Altobelli is a financial advisor with Cetera, holding a Series 66 designation and over 21 years of industry experience. His prior roles include extensive tenure with Avantax Insurance Agency, Avantax Advisory Services, and operating his own advisory business. Outside of his advisory work, he serves on the Board of Advisors for the Tau Kappa Epsilon fraternity at Georgia Tech and acts as an executor and trustee for personal estate matters. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Jonathan Burklow Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Marietta, GA, holding a Series 66 designation and bringing 19 years of industry experience. Prior to joining Raymond James, he worked for Truist Advisory Services and Truist Investment Services for a combined 20 years. Outside of his advisory role, he periodically plays guitar at various local churches in the Metro Atlanta area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a broad network of advisors with programs that include municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Janet Cleveland is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated since 2009. Cleveland holds a Series 63 designation and is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.