Anthony Marshall is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including nine years at SunTrust Advisory Services. He is also the owner of Sentinel Wealth Advisors LLC, an independent business entity. 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 offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

Mark Matulia is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 63 license. Prior to joining OSAIC, he worked for Securities America Advisors, Inc. for ten years. Matulia is also the owner of Matulia Financial Services, which sells insurance and investment products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment types.

Keli Hazel is a financial advisor with OSAIC, holding a Series 66 designation and bringing 15 years of industry experience. Her prior work includes roles at Royal Alliance Associates, Woodbury Financial Services, and Money Concepts Capital Corp. Hazel is also an author of a book aimed at helping women navigate divorce from both personal and financial perspectives. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services alongside financial planning and retirement plan consulting. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management, featuring access to third-party money managers and wrap programs.

John Atlas is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and global market analysis.

Stephen Weitzel is a financial advisor with Raymond James Financial in Peachtree, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2021 and was previously with Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. He is a partner in Reveille Wealth Management, LLC. 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 consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Demetrios Protopapadakis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base with financial planning, investment consulting, and institutional fiduciary solutions, offering non-discretionary advice supplemented by a range of portfolio management styles and affiliated research.

Frednesha Hamm is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and serves in a formal advisory role to multiple registered investment companies.

Denise Sowell is a financial advisor at OSAIC with 36 years of industry experience. She holds the CFP® and ChFC® designations and has worked with firms including 1717 Capital Management Company and Peachtree Planning Advisors. Outside of advising, she is principal of DG Sowell, Inc. and is involved with Capitol Financial Solutions, where she works directly with clients on their financial concerns. OSAIC serves a diverse client base including individual, high-net-worth, corporate, and institutional investors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk analysis to create portfolios across a range of securities, managing accounts on both discretionary and non-discretionary bases.

Rebekah Clough is a CFP®-designated financial advisor with LPL Financial based in Atlanta, GA, and has five years of industry experience. Her background includes roles at Delta Community Credit Union and IFG Advisory, LLC d/b/a Healy Wealth Management. She also serves as a Trust Liaison Officer and Notary for Delta Community Credit Union. 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 provides a range of advisory and brokerage services including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.

Amber Robinson is a financial advisor at Fidelity with five years of industry experience. Her prior roles include positions at Edward Jones, J.P. Morgan Securities LLC, and the Small Business Administration. Outside of her advisory work, she operates a travel agency in Mcdonough, Georgia. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and engages in managing discretionary portfolios, fund advisory, and model portfolio delivery.

Marshall Matulia is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently affiliated with OSAIC and has held positions at Securities America Advisors and Securities America Inc. since 2015. Matulia also operates Matulia Financial Services, offering group supplemental benefit packages to three school systems in Georgia along with individual insurance and securities sales. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage a range of investment portfolios.

Dianne Niblett is a Private Wealth Advisor at Merrill Private Wealth Management. She leverages extensive experience in banking and wealth management to help clients simplify their financial lives through investment advice and comprehensive planning guidance. Dianne focuses on building long-term relationships with clients and their families, providing service that emphasizes both asset management and liability management. Her expertise includes securities-based lending, residential and commercial financing, as well as custom and structured lending solutions for ultra-high-net-worth clients offered through Bank of America. Dianne earned a Bachelor of Science degree in Finance from Auburn University, after attending both the University of Florida and Auburn University. She was born and raised in Tampa Bay and currently lives there with her wife. Dianne is actively involved in her community, serving on the Board of Directors of the Tampa Bay Chapter of the Juvenile Diabetes Research Foundation, an organization important to her as a parent of a child with type one diabetes.

Lisa Hartel is a Series 66-credentialed financial advisor with 15 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2010 and 2011, respectively, working in Fayetteville, GA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations on a range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Michael Dent is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2006 to 2024 and Alchemy Wealth Management LLC from 2024 to 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Jeremy Jones is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential Insurance Company of America, AXA Advisors LLC, Morgan Stanley, and Wells Fargo Clearing. Equitable Advisors serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various program models and third-party managers.

Vincenzo Mc Caffrey is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 credential with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for seven years at the Pathways Center for Behavioral and Developmental Growth. Outside of his advisory role, he is involved in several business ventures related to abrasive media sales, capital equipment investments, and real estate in Newnan, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.

Myra Poole is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Edward Jones and its affiliated entities since 1999. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Stephanie Cohran is a CFP® professional with eight years of industry experience, currently affiliated with Edward Jones in Fayetteville, GA. She has been with Edward Jones continuously since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including both discretionary and non-discretionary strategies, and operates under a fiduciary standard.