Joshua Windham is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes roles at Ameriprise and Trinity Wealth Securities, along with other financial and non-financial positions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

David Mattox is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 63 designation and over 30 years of industry experience. He has been with Charles Schwab and its affiliate Charles Schwab Bank since 1995 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to affiliated discretionary separately managed accounts. The firm combines extensive scale, integrated brokerage and advisory services, and a multi-asset investment approach augmented by alternative investment offerings.

Glen Merritt is a CFP® certificant with 23 years of industry experience, currently advising at Raymond James Financial in Cartersville, GA, where he has worked since 2011. He owns two support companies, GAM Financial, Inc. and Merritt Financial, the latter being a branding name without a formal business entity. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse clientele, including individuals, corporations, and institutional clients, utilizing tailored, non-discretionary planning supported by analytical tools and a large advisor network.

Kathryn Davis is a Series 66-licensed financial advisor with Wells Fargo Advisors in Marietta, GA, and has three years of industry experience. Her prior roles include positions at Edward Jones and John Ulmer CPA / LPL Financial, as well as a background in real estate with Long and Foster. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored client recommendations.

Kalen Tavassoli is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 63 designation and six years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Wells Fargo Clearing and Equitable Advisors LLC. Outside of finance, he has experience in the hospitality sector, including a role with HUNGRY Catering. 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 and investment services, with specialized planning for niche client needs and integrates advisory services with other financial products and referral channels.

Ashley Krause is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to her advisory role, she was a homemaker for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies, alongside affiliated mutual funds and other investment services.

Angela Bloom is a financial advisor at Fidelity with 20 years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 1995, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, and it serves a notable role in advising multiple registered investment companies and delivering model portfolios for Fidelity Institutional Wealth Adviser.

Henry Coker is a financial advisor at Cambridge Investment Research Advisors with 52 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes long-term tenure at Massachusetts Mutual Life Insurance Company and roles at Kestra Financial Services and Cambridge Investment Research. He is also involved as a principal and co-owner in several financial service-related business entities in Georgia. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms, provides access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.

Collin Kee is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and bringing 24 years of industry experience. He worked at CUSO Financial Services, Lp for 13 years prior to joining Wells Fargo. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christy Hansard is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2004, as well as Patrick Financial Group since 2011. Outside of advising, she is involved as a financial planner and practice manager at finoBlue, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad advisor network with specialized municipal advisory and SIMPLE IRA consulting programs.

Sherry Warren is a financial advisor with Edward Jones in Kennesaw, GA, holding a Series 66 designation and 13 years of experience with the firm since 2013. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Thomas Headlee Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, and Nationwide Securities. He is involved with Vision Planning Services, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jason Barrett is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at E*TRADE Securities LLC. Barrett is based in Woodstock, GA. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools but does not include individual security recommendations in standalone plans.

Jonathan Robson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Fsc Securities Corp, Stratos Wealth Partners, Ltd, and Hornor, Townsend & Kent, LLC. Outside of advisory work, he acts as a trustee for a family trust and manages an investment-related LLC. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services. The firm employs a model-based investment approach emphasizing portfolio optimization and provides a variety of programs such as financial planning, managed portfolios, and retirement consulting.

Dale Hoeflinger is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory work, he owns Portable Party Entertainment LLC, which provides music for festivals, weddings, and corporate events. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management options, financial planning, and access to third-party money managers through various program structures and custodial relationships.

David Burch is a ChFC® credentialed financial advisor with 51 years of industry experience, currently with Cambridge Investment Research Advisors. His prior experience includes roles at Guardian Life and Park Avenue Securities, spanning over 15 years each. He serves on the Terry College of Business Emeritus Board of Directors at the University of Georgia and is president of the Demere Holdings Condominium Association. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi‑billion dollar asset base across multiple platforms.

John Hill is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America N.A. and Merrill since 2012. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Arthur Bush is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 11 years of industry experience. His career includes roles at MML Investors Services, Mass Mutual Life Insurance Company, The Prudential Insurance Company of America, and service in the Georgia Army National Guard. Outside of his advisory work, he is involved in several business ventures, including ownership of VITA Financial LLC and Lucopus Collective LLC dba Veranovia. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Frank Corrigan Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Dorian Holmes is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. He is also an associate wealth advisor with Mangham Scott Wealth Management, where he works with clients on planning and investment needs. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.