Glenn Gilliard II is a financial advisor at Thrivent Investment Management in Atlanta, GA, with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A. and Loan Depot among other firms. Outside of his advisory role, he owns Tunesley LLC, a custom gift song company that creates personalized music for special occasions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning without portfolio management or institutional advisory services. Their approach focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Steve Kaasbell is a financial advisor at Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of advisory work, he is the owner of WVP Ventures LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary consulting services, utilizing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

La Rhonda Jones is a financial advisor with Edward Jones in Marietta, GA, holding CFP® and Series 66 credentials and 12 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is the owner of Curious Calvin LLC, a children's book business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branches.

Devin Williams is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank and CoStar/Ten-X. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Nicholas Strother is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes positions at Primerica Financial Services and PFS Investments Inc., along with involvement in N.E.S. Construction Inc. since 2015. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Robert Prater Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. His prior experience includes roles at UBS Financial Services and several Morgan Stanley affiliates. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs with a focus on tailored financial planning supported by firm-approved tools and methodologies.

Joseph Catalfano is a financial advisor at OSAIC based in Atlanta, GA, with 38 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at FSC Securities Corporation and SagePoint Financial. Outside of finance, he has been involved with La Familia Hair Salon since 2008. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a model-based investment process with various strategies and third-party manager options, and is notable for its scale, complex affiliate network, and recent consolidation activity.

David Lingel is a financial advisor at LPL Financial with 11 years of industry experience and holds the Series 66 designation. His prior roles include positions at Northwestern Mutual Investment Services, Wells Fargo Clearing, and Cetera Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Joshua Tenery is a Certified Financial Planner (CFP®) with 18 years of industry experience, currently serving clients at Edward Jones since 2008. He is based in Marietta, GA. Outside of his advisory role, he is involved with NEWSMITH, INC., a jewelry industry newspaper. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individual and institutional clients. The firm offers a range of investment strategies and maintains a large nationwide network of advisors and branch offices.

James Hale is a financial advisor with Edward Jones in Dallas, GA, holding Series 63 and Series 66 credentials and having 26 years of industry experience. He has been with Edward Jones since 1999. 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 solutions supported by a large nationwide network of advisors and branch offices.

Lyle Morgan is a financial advisor at Thrivent Investment Management in Atlanta, GA, holding a Series 66 designation with one year of industry experience. He worked at JMMB Group for ten years prior to joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Adrian Sampieri is a financial advisor based in Atlanta, GA, affiliated with Wells Fargo Clearing. He holds Series 63 and Series 66 designations and has 18 years of industry experience. He has been with Wells Fargo Bank, N.A. since 2008 and with Wells Fargo Clearing since 2016. 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.

Yasmina Rabhi is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at Bank of America, Del Taco, Taco Bell, Panda Express, and Chattahoochee Tech. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Newsome is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Kristin Prentice is a financial advisor at Cetera with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James Financial Services and Wells Fargo Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with discretionary and non-discretionary program options.

Benjamin Taylor is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Wells Fargo Bank NA and Wells Fargo Advisors, LLC since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, employs over 14,000 financial advisors, and offers both brokerage and advisory solutions.

Ahmad Lajevardi is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. He is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brian Sims is a financial advisor with Wells Fargo Clearing in Roswell, GA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016, and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory role, he is involved with a non-investment business, BPLP, LLC, based in Saint Simons Island, GA. 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 substantial assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Paul Rossi is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked with Elevation Church and has founded and managed a nonprofit organization, Takin Back, where he serves as Executive Director. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Scott Steinitz is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and with 23 years of industry experience. His career includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Truist Investment Services. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm leverages research and analytics to evaluate investments, offering both brokerage and advisory solutions across a broad range of financial products.