James Kellogg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Marietta, GA, holding a Series 63 credential and 39 years of industry experience. He has been with Raymond James and Kellogg Investment Group since 2012. Outside of his advisory role, he serves on the finance and investment committees of the Georgia Senior Golfers Association and Marietta Community Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports a broad network of advisors with various advisory programs and institutional consulting services.

Ray Abernathy is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory work, Abernathy serves as a board member and participates on the Investment & Finance Committee of the Alpha Tau Omega Foundation. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, providing tailored financial planning without individual security recommendations as part of the standalone service. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process incorporating tools such as Monte Carlo simulations and Secular Return Estimates.

David Broderick is a financial advisor with Fidelity Investments in Marietta, GA, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at SunTrust Investment Services, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Katherine Evans is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley and its Private Bank since 2009. Her practice is based in Atlanta, GA. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process utilizing firm-approved tools and scenario modeling.

Tracy Mc Manus is a Series 66 licensed financial advisor with Edward Jones and has 14 years of industry experience, all with the firm since 2012. She is based in Kennesaw, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Lisa Arnold is a CFP® and ChFC® with 11 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has prior experience with Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory role, she is the owner of OnPoint Advisory, LLC and AdvisorySouth Holdings LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides a range of portfolio management solutions through a network of independent Financial Professionals, combining proprietary and third-party strategies with various custody and platform options.

Janet Barnett is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and five years of industry experience. She previously worked for Delta Air Lines, Inc. for 30 years before joining LPL Financial and Delta Community Credit Union. In addition to her advisory role, Barnett serves as a notary public. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Lewis is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Cetera, Regions Bank, American Eagle FCU, LPL Financial, and CUSO Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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 databases.

Ronald Ostezan Jr. is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding Series 63 and Series 66 designations and with 21 years of industry experience. He previously worked at Mosaic Alliance for over two decades before joining Thrivent in 2022. He receives renewal commissions from insurance policies written in prior years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach includes comprehensive planning on topics such as retirement, income tax, and estate planning, delivered through a network of financial advisors.

Adam Blandino is a Series 65-licensed financial advisor at Fisher Investments with six years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eight years at IDD Consultants LLC. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee and employs tax-aware processes and defensive tactics to manage risk and portfolio positioning.

Andrew Flick is a financial advisor at Edward Jones in Woodstock, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent a year at Cornerstone University and was a full-time student for over two decades. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Julius Hicks Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes roles at Investors Capital and Guardian Life Insurance Company of America. He also operates the Atlanta Planning Group, a financial services business he has been involved with since 1993. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a variety of portfolio management, financial planning, and retirement services, with more than 10,000 advisors managing over $256 billion in assets.

Patrick Reid is a CFP® professional with 14 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, Reid is involved with Rising Sun Realty LLC, where he holds ownership and manages real estate activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Shannon Webb is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and bringing 24 years of industry experience. Webb previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 18 years before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Brandon Mc Clure is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Drummond and Total Graphic Solutions. 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 advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Austin Peters is a financial advisor at Fidelity with 8 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Edward Jones, Lyft, Sagepoint Financial, and the University of Georgia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Janusek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes prior roles at JP Morgan Securities, Thrivent Financial, PNC Financial, Regions Bank, Cetera, and Edward Jones. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment managers and options, providing both brokerage and advisory solutions across a wide client base.

Brian Burkett is a financial advisor with LPL Financial in Roswell, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Triad Advisors, Inc. and Arkadios Wealth Advisors. Outside of his advisory work, he is involved with a commercial real estate investment entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Simon Carter is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he was employed at Philips Healthcare from 2015 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm utilizes structured planning tools and proprietary investment models to support its advisory services while managing approximately $2.74 trillion in client assets.

John Gagne is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He has held previous roles within Wells Fargo entities since 2009. Outside of his advisory work, he owns Atlantic Wealth Management LLC and holds a partial ownership in 1792 Capital Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a comprehensive menu of planning options. The firm employs proprietary research and planning tools to develop tailored recommendations delivered through client meetings and summary reports.