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.

Gbar Grimes is a financial advisor at Thrivent Investment Management with eight years of industry experience and a Series 66 designation. Prior to joining Thrivent in 2025, he worked at Merrill from 2015 to 2023 and at Truist Advisory Services and Truist Investment Services from 2023 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Hafeeza Tyrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Regions Bank and Delta Community Credit Union. Outside of her advisory role, she was involved with Tyrell Ventures LLC from 2023 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence that combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Albert Wolfe Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 12 years of industry experience. His career includes multiple tenures at Edward Jones as well as two years with J.P. Morgan Securities LLC. 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 national network of financial advisors and branch offices.

Keith Madrigal is a financial advisor with Cetera in Atlanta, GA, holding a Series 66 designation and 25 years of industry experience. He has previously worked at Sigma Financial Corporation and currently provides investment advisory services through Legacy Capital Advisors. Outside of his advisory roles, he is involved in buying, selling, and trading sports cards and collectibles. 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 variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Rufus Baldwin II is a CFP® professional with 19 years of experience in the financial services industry. He is currently with J.P. Morgan Securities in Atlanta, GA, where he has worked since 2018. His prior roles include positions at Waddell & Reed, Inc., MSI Financial Services, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates quantitative and qualitative research to build model asset allocations.

Lisa Cyr is a financial advisor with Cetera, holding a Series 63 license and 27 years of industry experience. She has worked at multiple firms including Citigroup Global Markets and J P Turner & Company Capital Management. Outside of advising, she is a partner in a business involved in the resale of season tickets. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities, and supports access to third-party money managers and customized investment strategies.

Eli Maughan is a financial advisor with Thrivent Investment Management in Atlanta, GA. He holds a Series 66 designation and has been with Thrivent and its affiliates since 2025. Prior to this, he worked at Northwestern Mutual and had experience outside the financial industry, including a role at Domino’s Pizza. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans that address a broad range of topics such as retirement, tax, and estate planning. The firm delivers these services through a large network of advisors while keeping planning and managed-account services separate.

Juliana Ferreira Lemos Kriske is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, and Truist Bank. Outside of her advisory role, she owns a consulting business focused on personal shopping and image consulting for women. 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.

Lisa Roepke is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the firm in 1994 and holds the CERTIFIED FINANCIAL PLANNER™ designation. In her role, Lisa focuses on delivering a wealth management planning approach tailored to her clients’ financial goals, using Merrill’s platform and resources to develop investment strategies aligned with those objectives. Lisa and her team assist clients in addressing diverse financial priorities, including estate planning, tax minimization, wealth transfer, retirement income, and personalized investment management. She is registered with the Nationwide Mortgage Licensing System (NMLS) and licensed by the State of Georgia Department of Insurance. Lisa is also a qualified Portfolio Advisor, capable of recommending various Merrill or approved third-party investment strategies and portfolios. She holds a bachelor’s degree from the University of South Carolina. Outside of her professional activities, Lisa’s personal interests include baseball, cooking, football, gardening, photography, and skiing. She resides in Atlanta with her husband.

James Lam is a financial advisor with OSAIC in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining OSAIC in 2023, he worked for 19 years at FSC Securities Corporation. OSAIC serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and operates a complex network of affiliated broker-dealers, asset managers, and other entities.

Bryan Weiss is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and over 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Weiss operates a retail business selling gift cards. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services.

Michael Ambrose is a financial advisor with Cetera and holds a Series 66 credential. He has three years of industry experience, including prior roles at Avantax Investment Services and Avantax Advisory Services. Outside of finance, he serves as the head coach of a semi-professional soccer team. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, employing a multi-manager platform with various discretionary and non-discretionary program options.

Brenda Dozier is a financial advisor at Cetera with 19 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has worked with multiple firms including Questar Capital Corporation and Summit Financial Group. Outside of advisory work, she teaches retirement planning classes in the Atlanta area, publishes books for divorcing parents, and serves as a Certified Divorce Financial Analyst assisting clients with divorce-related financial planning. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers comprehensive portfolio management, financial planning, and access to various third-party managers through a multi-manager platform supporting both discretionary and non-discretionary account structures.

Timothy O'Brien is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Morgan Stanley and E*TRADE in various roles. He is based in Atlanta, GA. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk assessment tools and access to third-party managers and proprietary investment models.

Eric Matthews is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in retirement planning, education planning, and a broad range of investment needs, working closely with clients to develop personalized wealth management strategies aligned with their life priorities. Eric emphasizes flexibility in financial planning to adapt to changing circumstances and regularly engages with clients to update their plans as needed. Eric's areas of expertise include family wealth management, legacy planning, philanthropic planning, socially responsible investing, and strategies for endowments, foundations, non-profits, and small businesses. He holds a Personal Investment Advisor (PIA) designation and earned both his bachelor's and master's degrees from Appalachian State University. Eric is also a member of the Sigma Phi Epsilon Fraternity. In addition to his professional work, Eric participates in community activities focused on youth sports. He enjoys playing golf and baseball, as well as coaching Little League in his spare time.

Jeffery Beamer is a financial advisor with Edward Jones in Marietta, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Patrick Varriano is a CFP® with 35 years of industry experience, currently serving at Morgan Stanley in Atlanta, GA. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Global Investment Committee’s return estimates and Monte Carlo simulations.

Mark Jenkins is a CFP® professional with 19 years of industry experience, currently affiliated with Charles Schwab in Atlanta, GA. He has been with Charles Schwab and Charles Schwab Bank since 2009. Charles Schwab & Co., Inc. serves 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 guidance alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.