Jeffrey Panik is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Cetera and has previously worked with firms including LPL Financial and Ameriprise Financial. Panik is also an author and president of Financial Literacy First, LLC, a publishing and marketing business focused on financial literacy books. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals across wealth levels, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Louis Seeley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he held positions at Lyft, Uber, and The Gibson Firm. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Krystall King is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Ameriprise in 2020, she worked at UBS Financial Services from 2013 to 2020. Outside of her advisory role, she serves as Treasurer of RJK & Associates, an employee benefits and national enrollment firm, and is a board member of Cool Girls as well as an advisory board member for the Atlanta Community Food Bank. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Rodney Mckine is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2006, with an eight-year tenure at Truist Investment Services from 2007 to 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment strategies.

Christian Salhuana is a financial advisor at Edward Jones in Marietta, GA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Ashley Wood is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Primerica Advisors since 2013 and has worked at Primerica Financial Services since 2012. In addition to her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based investment strategies and separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Marisa Hayet is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior roles include positions at The Jaymar Group LLC and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Amanda Telotte is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She serves as an executor and trustee for investment-related estate and trust matters in Kennesaw, GA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Martin Neary is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, with 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Chanyoung Lee is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Charles Schwab in 2026, Lee worked at Morgan Stanley for two years and has held various roles including at the City of Powder Springs and the International Rescue Committee. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, with a multi-asset model portfolio approach and centralized operational infrastructure.

Phillip Graham is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Avantax Insurance Agency LLC, Avantax Investment Services, INC., and his own practice, Phillip Graham & Associates, P.C., where he has served as a CPA. He is also involved as treasurer of Cornerstone Community Church, overseeing its financial activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to implement various investment strategies through affiliated and third-party managers, supporting discretionary and non-discretionary portfolio management.

Dennis Cepress is a financial advisor with Edward Jones in Kennesaw, GA. He holds the CFP® designation and Series 66 license and has 12 years of industry experience, including 13 years with Edward Jones. Outside of advising, he manages a rental property in Trenton, OH. 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 national network of advisors and branch offices.

Akilah Johnson is a financial advisor at Thrivent Investment Management based in Atlanta, GA. She holds the Series 66 designation and has held roles at Thrivent Financial since 2025. Prior to joining Thrivent, she worked at Spring Venture Group and has experience in various non-financial roles including Michigan Health and Human Services and the U.S. Census Bureau. Outside of her financial advisory work, she has served as a field photographer for an auto appraisal company and worked as a delivery associate for Amazon Flex. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed-account programs while keeping services separate. Thrivent does not provide portfolio management for institutional clients, which distinguishes it from many other large institutional advisors.

Samuel Wesselschmidt is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill between 2013 and the present. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment estimates.

Emily Lemmy is a Series 66-licensed financial advisor with Edward Jones, based in Atlanta, GA. She has six years of industry experience, all of which has been with Edward Jones since 2019. Prior to her advisory role, she was affiliated with Florida State University from 2016 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and investment products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a network of more than 23,000 advisors and 15,000 branch offices.

Casey Field is a CFP®-certified financial advisor with Edward Jones in Smyrna, GA, bringing 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in personal purchasing activities related to local hobby shops and online retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Mark Lawrence Jr. is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Fidelity Brokerage Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, use of systematic methodologies, and formal advisory role in multi-manager and fund-of-funds structures.

Andrew Kunce is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Morgan Stanley, and E*Trade Securities. Outside of financial advising, he serves as a board member for Armstrong Garden Centers and Pike Nurseries, a family retail and wholesale horticulture business. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and advisory services.

Dennis Harrison is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. 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.

Edward Gordon is a CFP® professional with 20 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent two decades at Edward Jones. He also teaches an investment module for CFP® classes at the University of Georgia. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.