Ninya Bowman is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of her advisory role, she co-owns Custom Solar Solutions LLC, providing solar energy strategy advice and marketing. 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 financial planning services and develops tailored investment recommendations using proprietary research and tools.

Courtney Walls is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at firms including Bank of America, Stifel Nicolaus & Co Inc, JP Morgan Chase Bank, and Fidelity. Walls is based in Alpharetta, GA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jamie Klinnert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2025. Prior to this role, he spent ten years at Wells Fargo Home Mortgage. He serves as a finance committee member for the United Way of Greater Atlanta, focusing on child well-being initiatives in the Atlanta area. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Patricia Winske is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2019. She is also involved with Nettuno & Associates as a Compliance Director and advisory representative. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Connie Weems Scott is a CERTIFIED FINANCIAL PLANNER™ professional with 37 years of experience in the financial industry. She has been with LPL Financial since 2011 and previously worked at Securities America Advisors, Inc. and Veravest Investment Advisors, Inc. Her additional business activities include serving as a fixed insurance agent for various types of non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Bryan Richards is a financial advisor at Edward Jones in Buford, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Medlock Jr. is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Mass Mutual entities since 2025. Outside of his advisory role, he is president of Medlock Industries, Inc., a pass-through entity managing residual income from previous business interests. 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 programs, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Mary Wollstein is a financial advisor at Morgan Stanley with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill for 35 years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

David Flanigan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2007, following a brief tenure at Ameriprise Advisor Services. Outside his advisory role, he is also an independent insurance agent for various companies through Atlanta Wealth Consultants LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

Hayden Duffield is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, Duffield has worked in various positions across multiple sectors including education and retail. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by advanced analytical tools and offers a range of investment programs and educational seminars.

Patrick Rice Jr. is a financial advisor with LPL Financial in Suwanee, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked concurrently at Renasant Bank and LPL Financial since 2010 and previously held roles at Cherry Bekaert Wealth Management LLC and Synovus Securities, Inc. In addition to his advisory work, Rice serves as an officer of Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive non-advisory financial activities and oversight of over $819 billion in discretionary assets.

Edwin Mayer is a financial advisor at Ameriprise in Roswell, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Carson Rowland is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2024. Prior to joining the financial industry, he worked in the automotive and retail sectors and has teaching experience at Kennesaw State University and local schools. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning and a range of investment and event-driven planning services.

Sally Meide is a Series 66-credentialed financial advisor with 12 years of industry experience. She is currently affiliated with Merrill and has worked there since 2014, concurrently serving at Bank of America, N.A. since 2017. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hameeda Bello is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Primerica Financial Services since 2017. Outside of her advisory role, Bello is involved in real estate investing and sales through ownership and management of property-related businesses, and she also provides local pet sitting services. Primerica Advisors sponsors 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 delivers advisory services using model strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial institutions.

Amanda Morland is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James & Associates since 2007. Raymond James & Associates, Inc. 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, including individuals, institutional and pension plans, charitable organizations, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.

Jordan Tice is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Mass Mutual, he worked for the Dekalb County School System for ten years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Chelsea Demetre is a CFP® professional with 17 years of industry experience, currently with Cetera. She has been affiliated with Cetera Advisors LLC since 2013 and is also associated with Pascarella Wealth Partners LLC, where she serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment strategies.

Carl Hartmann is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked extensively at E*TRADE Securities and E*TRADE Capital Management prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include financial planning and access to various investment products and strategies.

Michael Rothfarb is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment analyses as part of its financial planning process.