Richard Juliano is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Merrill, SunTrust Bank, and JPMorgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

John Mc Coll is a Series 66 licensed financial advisor at Edward Jones in Marietta, GA, with nine years of industry experience. He has been with Edward Jones since 2017 and briefly operated as a self-employed professional in 2016. Outside of his advisory role, he runs an e-commerce business specializing in buying and reselling collectible Lego sets and sporting event tickets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Michael Kennedy is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and has worked at Life Investors since 1999, Royal Alliance Associates since 2018, and Signator Investors from 2016 to 2018 before joining OSAIC in 2023. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party platforms to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Kaitlyn Poss is a financial advisor at Edelman Financial Engines in Atlanta, GA, holding a Series 65 credential. She has been with Edelman Financial Engines since 2022 and has prior experience in various roles outside the financial services industry. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary services for retirement accounts.

Amanda Yingling is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at SunTrust and FedEx Office. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Gibboney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has been affiliated with Six Flags Over Georgia and Wachovia Bank, N.A. since 2010. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Justin Jenniges is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to support client goals.

Ashley Hornsby is a CFP®-designated financial advisor with Edward Jones in Atlanta, GA, and has 17 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a rental property in Atlanta. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Tyson Williams is a Series 66-registered financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Advisors Mortgage Group LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

Muftau Bello is a financial advisor at Thrivent Investment Management in Atlanta, GA, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Thrivent, he served in the U.S. Army Reserve as a specialist and motor operator and has held roles at companies including Uber Logistics and Amazon. He continues to serve in the U.S. Army Reserve. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses and offering planning on a one-time or ongoing basis without discretionary trading authority.

Michael Hebdon is a financial advisor with Edward Jones in Marietta, GA, holding CFP®, Series 63, and Series 66 credentials and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is the sole member and manager of Seek First Real Estate, LLC. 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 nationwide network of financial advisors and branch offices.

Irwin Yamada is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Dick's Sporting Goods, E*TRADE Securities LLC, and JPMorgan Chase Bank. He also has experience in the food service industry with Quik N Tasty. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Casey Patrick is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2004, alongside leading Patrick Financial Group since 2013. Patrick is a board member of the Vinings Cumberland Rotary Foundation Investment Committee, providing investment guidance to the nonprofit. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting that incorporates risk profiling and modeling tools and supports municipal and public-finance work through unique affiliations.

Palmer Scarritt is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. His work history includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2012 to 2021, followed by positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Timothy Pritts is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and SunTrust Investment Services. Outside of his advisory role, he serves as a power of attorney for his mother. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting a large network of independent advisors. The firm serves individual and institutional clients with a range of portfolio management, financial planning, and retirement services, offering diverse program structures and investment strategies.

Swarnim Kanth is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Craig Long is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes roles at Avantax Investment Services and several Cetera-affiliated entities since 2018, as well as prior positions at Synovus Securities and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 10,000 advisors managing more than $256 billion in assets.

Douglas Roberts is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Roberts is also the owner of Stonehouse Management, LLC, a business related to financial planning practice expenses. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Harold Braswell is a financial advisor at LPL Financial in Atlanta, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. Prior to joining LPL Financial in 2024, he was with Lincoln Financial Advisors Corporation for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various technology tools.

Stephen Turner is a financial advisor with LPL Financial based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with access to model portfolios, research, and various management options.