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 in Atlanta, GA, bringing five years of industry experience. Her prior roles include work with IFG Advisory, LLC d/b/a Healy Wealth Management and Delta Community Credit Union, where she serves as a Trust Liaison Officer and Notary. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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-licensed financial advisor with Thrivent Investment Management, based in Fayetteville, GA. She has 16 years of industry experience and has been with Thrivent and its affiliated entities since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a wide range of financial topics, delivered as one-time or ongoing engagements, and maintains a separation between planning and managed-account services.

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.

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.

Thomas Dorminy is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 designation with two years of industry experience. His prior work includes roles with the Georgia Judicial Council, State House Office of Representative Lauren Daniel, and various political committees and campaigns in Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Steven Ton is a financial advisor at Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 designation. He has experience in mortgage lending and energy investment firms and has served in the US Navy Reserves since 2016. Outside of finance, he has worked for FedEx and Delta Air Lines. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and other niche needs.

Taurice Bussey is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 66 designation and entering his first year in the industry. Prior to joining Edward Jones, he held roles in diverse fields including restaurant management, coaching, and healthcare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm offers various advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Elliott Coleman IV is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. Before joining Wells Fargo Advisors Financial Network in 2021, he worked at SunTrust Bank (now Truist Bank) from 2018 to 2021 and Synovus Bank from 2008 to 2018. He serves as treasurer for the Uptown Columbus Business Improvement District in Columbus, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with services ranging from cash-flow and retirement planning to niche areas like business-owner transition and special-needs analysis.

Neha Mathur is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Outside of finance, she has participated in acting roles for movie and TV commercial productions. Merrill provides managed account services through the Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Thomas Young is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. His prior roles include positions at Merrill Lynch and Agwest. Outside of his advisory work, he serves as President of the Ravalli County Montana Farm Bureau, focusing on public education and community activities related to agriculture. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.