Brennon De Meritt is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he served five years in the United States Marine Corps. Charles Schwab & Co., Inc. serves a large client base, 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 alongside access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Kimberly Dahnke is a financial advisor with Raymond James Financial in Acworth, GA, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for three years and has experience in various business roles, including a wellness-related independent contractor position with Melaleuca. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning and analytical modeling and supports clients through a broad network of advisors and specialized programs.

Jeffery Hanna is a financial advisor with LPL Financial based in Kennesaw, GA, holding the Series 63 and Series 65 designations and possessing 25 years of industry experience. His prior roles include positions at Triad Advisors, Inc. and Capital Investment Advisory Services LLC. He is also associated with J Hanna & Associates Inc for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Fidelity entities since 2013. Outside of his advisory role, he serves as president of Equip The Nations Inc, a nonprofit organization focused on fundraising and assistance for the poor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and AI-driven research tools.

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.

David Chabucos is a CFP® credentialed advisor with Edward Jones, based in Kennesaw, GA, and has seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Chick-fil-A in two different locations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

Jeffrey Moore is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and E*TRADE Securities LLC. Outside of finance, he has experience in the hospitality sector and has been affiliated with the University of Georgia. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Tuff is a CFP® professional with 12 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at Ameriprise Financial Services, Royal Alliance Associates, John Hancock, and VOYA Financial Advisors. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Kayla Ledford is a financial advisor with Edward Jones in Acworth, GA, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and previously spent twelve years at Taco Bell. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Walling is a CFP® professional with 24 years of experience in the financial services industry. He is currently with OSAIC and previously spent nine years at LPL Financial. Walling is also president of Walling Financial Group, an LLC through which he provides financial advice and trades securities on clients’ behalf. OSAIC serves retail and institutional clients, including high-net-worth individuals and charitable organizations, offering a range of advisory services such as financial planning, retirement plan consulting, and managed portfolios. The firm integrates multiple platforms and uses various tools and third-party services to construct and manage diversified portfolios.

James Nance is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Beyond his advisory role, he has experience as a U.S. Naval Reserve Military Intelligence Officer and is involved in managing commercial rental properties. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with one of the largest advisory and branch networks in the industry. The firm offers a range of advisory programs, investment strategies, and affiliated services under a fiduciary standard.

Archana Gupta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior firms include Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, PNC Bank, and JP Morgan. 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 combines research and analytics from internal and external sources to support its investment offerings.

Brian Minto is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Merrill, Bank of America Corporation, Morgan Stanley, and BOFA Securities. Outside of his advisory work, he is an owner and partner of Minto Holdings, LLC, an entity involved in real estate investments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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.

Maria Jose Mc Chesney is a Series 66-licensed financial advisor with Edward Jones in Acworth, GA, where she has worked since 2022. She has three years of industry experience and previously worked at DHL Express for eight years. Outside of her advisory role, she is involved in a flooring franchise business as a consulting secretary alongside her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and services with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors.

Richard Ross is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. He has a long history in tax preparation and accounting through his role as president of Ross Accounting & Financial Services, Inc., and has worked extensively with Avantax Advisory Services prior to joining Cetera. Ross is also involved in tax preparation services through Ross Tax Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Luke Maxwell is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corp, Waterstone Wealth Strategies, and Robert Half International Inc. Outside of advising, he has experience working with Bentwater Golf Club and the Georgia Aquarium. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory services supported by a nationwide network of financial advisors and branch offices.

Miglena Guleva is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. prior to her current role. 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 across more than 14,000 advisors. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute along with third-party analytics to support its investment process.

Hui Kim is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2017, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Outside of his advisory work, Kim owns and operates VKC Organic LLC, a farming business focused on fruits and vegetables. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.