Kenan Fazlic is a financial advisor with LPL Financial in Acworth, GA, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and E*TRADE Securities. 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 portfolios, third-party asset management, and institutional platforms.

Aamina Siddiqui is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has held roles at firms including IRC Wealth, Fidelity Investments, Charles Schwab, and Morgan Stanley. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, managing approximately $326 billion for around 477,000 clients across diversified portfolios and a range of investment products.

Zachary Ayoub Ziegler is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. He previously worked at Angler Fund Advisors LLC and has held positions outside finance, including roles at Art for Heart and Jimmy John's. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics without discretionary trading authority.

Brandon Sims is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Primerica Advisors since 1996 and has held roles at Landmark Financial, Look Ahead America, Wolters Kluwer Tax & Accounting, and CCH Small Firm Services. He is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services. The firm focuses on individual investors rather than institutional portfolio management or pension plans.

Katerine Patino Madrigal is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill and Bank of America, as well as experience at the Boston Housing Authority and in education. She is based in Atlanta, GA. Charles Schwab & Co., Inc. serves 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and integrated investment research.

Robert Busby is a CFP® with 25 years of experience in the financial industry. He is currently with Ameriprise in Atlanta, GA, where he has worked since 2021. His prior experience includes five years at Wells Fargo Clearing and ten years at Merrill. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendation reports and ongoing annual advice focused on retirement income and tax strategies.

Brian Fox is a financial advisor at Cetera with 23 years of industry experience. He holds the Series 66 credential and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for 12 years. Outside of his advisory role, he sells fixed insurance products and operates Totus Wealth Management, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with options ranging from automated allocations to bespoke strategies.

James Ramey is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2012. He is based in Marietta, GA, and is also the owner of Ramey Wealth Management LLC, where he dedicates significant time managing his practice. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers investment and fee‑based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services utilizing Wells Fargo research and tools, with clients choosing how to implement recommendations through various brokerage or advisory programs.

Harold Collett II is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2020. His prior experience includes roles at Summit Capital Solutions, PlanMember Securities Corporation, and Financial U, LLC, as well as service as a Paulding County Commissioner. He also operates Kinsman Wealth Educators, an insurance agency, which he has managed for over 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and utilizes both proprietary and third-party research and technology tools to support its large network of over 22,800 advisors.

Kevin Issahaku is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and four years of industry experience. He has worked with Landmark Financial Group, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory work, he coaches soccer for the Concorde Fire Soccer Club in Atlanta. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third-party asset managers. The firm supports approximately 3,700 advisors and manages about $15.5 billion in assets under management.

Christian Bontrager is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience with prior roles at MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory work, he is also involved in insurance sales as an insurance broker. Cambridge Investment Research Advisors serves a diverse clientele including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and utilizes proprietary model strategies under the Founders Gate Capital brand.

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 with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 a structured planning process supported by firm-approved tools and methodologies.

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 at Guardian Life Insurance Company and Park Avenue Securities. She is also an owner of two advisory-related business entities. Cambridge Investment Research Advisors, Inc. 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 operates through thousands of financial professionals and provides both discretionary and non-discretionary management supported by proprietary model strategies and multiple platform options.

Andrew Runnion is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Northwestern Mutual in various roles between 2009 and 2026. Outside of his advisory work, he serves as a member-at-large on his neighborhood homeowners association board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning and access to third-party asset management, using a variety of investment strategies implemented by its network of advisors.

Janet Barnett is a financial advisor at LPL Financial in Atlanta, GA, holding a Series 66 credential with five years of industry experience. She previously worked for Delta Air Lines, Inc. for 30 years before transitioning to financial services. In addition to her advisory role, she serves as a notary public for Delta Community Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Lewis is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Cetera, Regions Bank, LPL Financial, Voya Investment Management, Merrill, and Morgan Stanley. He is based in Marietta, GA. 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 and employs over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.