Garrett Hurst is a financial advisor with Ameriprise in Roswell, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2015, including six years at the current firm. Outside of advisory services, he is co-owner of APC Holdings Group LLC, which manages an Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Garrett Brundage is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His work history includes roles at Rockdale County Public Schools and PFS Investments Inc. He is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Vicky Deshazier is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver written investment strategy recommendations.

Aaron Young is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1989. His prior work includes roles at Tax America Group, Mastec, and Delta Air Lines. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while managing potential conflicts through disclosure and oversight.

Monique Ellis is a financial advisor at Fidelity with seven years of industry experience and a Series 66 designation. Her career includes roles at Merrill and Bank of America, N.A., in addition to her current position at Fidelity. Prior to rejoining Fidelity, she operated Smart Money Accountability Coaching, LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Michael Mc Cracken is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Emerson and Axios Tec. Outside of his advisory work, he owns and oversees a small rental property business. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers multiple advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

John Mcharg is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including prior roles at FSC Securities Corporation and Nettworth Advisor Group. He serves as a Compliance Manager at Nettuno & Associates LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Paul Jacobson is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he held positions at KidsPeace and White's Residential and Family Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Harry Arrowood is a financial advisor with LPL Financial in Dallas, GA, holding the CFP® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at LPL Financial since 2018 and concurrently at INVEST Financial Corp. since 2005. Outside of his advisory roles, he owns and manages A.A. Coffee Service Inc., a for-profit business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Dina Joseph is Vice President and Branch Leader at Fidelity Investments, where she leads a team dedicated to assisting clients and their families in achieving their financial goals. She has been with Fidelity Investments since 2007, progressing through roles from Financial Representative to her current leadership position. Her professional experience spans over a decade in wealth management and client relationship roles, including Regional Director, Wealth Management Planning Consultant, and Senior Relationship Manager. This extensive background supports her expertise in guiding clients through financial planning and investment strategies. Outside of her professional responsibilities, Dina has interests in art, music, outdoor adventures, traveling, and yoga.

Steven Rothschild is a CFP® with 27 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors and Securities America, Inc., as well as ownership of Rothschild and Associates, where he provided accounting and tax preparation services. He holds CPA qualifications and has engaged in insurance sales and advisory activities outside of his primary advisory work. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and offers discretionary and non-discretionary portfolio management with access to third-party money managers and alternative investments.

Haley Berger is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and previously worked for Triad Advisors, Inc. from 2012 to 2022 before joining Edward Jones in 2022. Outside of her advisory role, she owns an art and e-commerce business called Haley Hamilton Art, LLC. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Edith Boy is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Troy Strong is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. He has worked with Edward Jones for nine years and has been associated with LGE Community Credit Union and CUSO Financial Services, LP since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Ronald Huck is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 26 years of industry experience. He previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 21 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides diverse advisory programs, financial planning, and consulting services through a national network of investment adviser representatives.

Travis Fox is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked with several firms including Totus Wealth Management and Capstone Financial. Outside of his advisory role, he is also involved with Totus Wealth Management as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of over 10,000 advisors, managing assets totaling more than $256 billion.

Gary Pike is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at Avantax Advisory Services and Cumberland Financial Group, where he also provides tax preparation and accounting services as a CPA enrolled agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning and investment management through a network of independent professionals. The firm provides various investment strategies, including proprietary models and third-party manager referrals, with both discretionary and non-discretionary options tailored to client objectives.

Luis Menendez is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2012. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Moore is a Series 66-registered financial advisor with Edward Jones in Dallas, GA, and has eight years of industry experience. He has worked with Edward Jones since 2017 and previously spent eight years at Regions Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Means Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. His prior work includes roles at CUNA Mutual Group, CUNA Brokerage Services, Waddell & Reed Inc., and various insurance carriers. He is associated with iTHINK Wealth Management, an investment-related business connected to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.