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 in Marietta, GA, holding Series 65 and Series 63 credentials and four years of industry experience. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, E*TRADE Securities, and a decade associated with Quik N Tasty. 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. The firm combines quantitative and qualitative research to develop model asset allocations and offers a range of portfolio services through its affiliates.

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 SunTrust Investment Services and Merrill. Outside of his advisory role, he serves as a power of attorney for his mother. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through multiple program structures and a range of affiliated and third-party investment options.

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 who holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior work history includes roles at Avantax Investment Services, Summit Brokerage Services, Globalt Investments, Synovus Securities, LPL Financial, Truist Investment Services, FSC Securities Corporation, and Chase Investment Services Corp. He is based in Woodstock, GA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers across various program structures and custodial relationships.

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 with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors Corporation and Valic Financial Advisors. 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 financial planning and asset management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Stephen Turner is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Prudential Equity Group. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Karen Tekulsky is a financial advisor at Morgan Stanley in Atlanta, GA, with 26 years of industry experience. She holds Series 63 and Series 66 certifications and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of her advisory role, she is involved with Congregation Bet Haverim in a finance-related capacity. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include broad retail and institutional investment options.

Joel Thacker is a financial advisor with Edward Jones in Hiram, GA, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2026, he worked for ADP for seven years and at Ansley Golf Club at Settindown Creek for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Nicholas Hines is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked at Northwestern Mutual from 2021 to 2025. Outside of his advisory career, he is a co-owner of multiple residential rental properties with his wife. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program emphasizes non-discretionary, written asset allocation advice, manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Jordan Shivers is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior work includes 15 years at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, with a focus on advisory services rather than individual security recommendations.

Ryan Butterfield is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for seven years at Atlanta Beverage Company and six years at Ruth's Chris Steakhouse. 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Michael Crawford is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Primerica Advisors since 1983 and Ridley International Inc. since 1994. Outside of advisory services, he is involved in the sale of home security and automation products through referrals with affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on individual investors rather than institutional pension or profit-sharing plans.

Justin Hamon is a financial advisor with Wells Fargo Clearing in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he was involved with Free Chapel Worship Center for 15 years. 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 utilizes research and analytics from Wells Fargo Investment Institute and offers both brokerage and advisory solutions through a large network of advisors.

Joel Foster is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2012. Foster serves as a director on the Financial Risk Management committee of the Georgia Bankers Association, where he helps plan annual conferences. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering a range of financial planning and consulting services with a non-discretionary approach tailored through detailed fact-finding and risk profiling.