Kristopher Harkless is a financial advisor with Cetera and holds Series 63 and Series 66 designations. He has seven years of industry experience, including roles at Wells Fargo and Regions Bank. He currently works in Smyrna, GA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

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.

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.

Kimberly Evans is a CFP®-certified financial advisor with 28 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2020, and she spent 23 years at Wells Fargo Advisors LLC prior to that. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary consulting using analytical tools and supports municipal advisory and SIMPLE IRA employer consulting services.

Derek Hurt is a financial advisor at Edward Jones with one year of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he has been self-employed since 2022 and owns Divine Disposal, a junk removal company. He also coaches baseball for youth ages 9 to 21 through Pinnacle Prospects, serving as a Player Development Coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Joshua Ketchie is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations along with a Series 66 license. He has 12 years of industry experience and previously held roles at Guardian Life Insurance and Park Avenue Securities. Ketchie serves as a board member for the MDRT Foundation Life Insurance Committee and is a certified public accountant. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party strategies tailored to client objectives.

Katrina Everett is a CFP® professional with 24 years of experience in financial advising, currently with Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2023. Everett has ownership interests in several rental property investment ventures and holds executive roles in related private investment entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, and specialized planning services. The firm utilizes Wells Fargo research and planning tools to develop tailored financial recommendations delivered through meetings and client summary letters.

Shafiq Jadavji is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. His career includes roles at Principal Securities Inc., Principal Life Insurance Co., Summit Financial Group, and founding 60 Financial, where he serves as CEO. Outside of financial services, he is actively involved in community organizations in Johns Creek, GA, including serving as president of the Johns Creek Cricket Association and holding board positions with the Indo-American Chamber of Commerce and the Johns Creek Symphony Orchestra. He is also a candidate for the Johns Creek City Council. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary account options.

Daniel Nunez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank, Makita, and Universidad San Francisco de Quito. 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 combines brokerage and advisory solutions supported by research from its Investment Institute and third-party sources.

Sandeep Sood is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding CFP® and securities licenses Series 66, 65, and 63, and has 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Additionally, he serves as a conservator and guardian assisting a family member. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory services, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment evaluations.

Darryl Trimble is a financial advisor with Wealth Management Group of Georgia, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at ChangePath, LLC and Corecap Investments. Wealth Management Group of Georgia is a registered investment adviser specializing in managing pooled vehicles and institutional mandates rather than individual retail accounts. The firm operates with a single advisory professional and offers both percentage-of-assets-under-management and hourly fee arrangements.

Mark Freret is a CFP® professional with 18 years of industry experience. He has been with Covered Bridge Financial LLC since 2004. Covered Bridge Financial LLC provides financial planning and investment advisory services to a small client base, focusing on a planning-centered approach with documented analysis and regular account reviews. The firm uses a distinctive fixed-fee structure for certain services, emphasizing long-term financial objectives over transactional product sales.

Bobby Thompson Aniekwu is the sole advisor at Boskia Wealth Management & Advisory Services, L.L.C., holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 16 years of experience in investment management and has been with Boskia since 2008. In addition to his advisory work, he owns and operates a legal practice through Bobby C. Aniekwu & Associates, LLC. Boskia Wealth Management & Advisory Services serves pooled investment vehicles and institutional investors, focusing on manager selection and oversight rather than individual retail clients. The firm integrates legal and compliance considerations into its advisory services and offers educational seminars and workshops as part of its client support.

Joseph Havasy is a financial advisor with Advocacy Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation and six years of industry experience. He has worked at Advocacy Wealth Management since 2019 and is also associated with Forge Consulting LLC, an insurance agency. Outside of his advisory work, Havasy operates an online art business, creating and selling artwork through his website and other platforms since 2004. Advocacy Wealth Management is a multi-team firm with 28 advisors that provides wealth management services.

Jordan Hillyer is a financial advisor at Advocacy Wealth Management, LLC in Atlanta, GA, with four years of industry experience. He holds a Series 65 designation and has worked at Advocacy Wealth Management since 2021. Outside of his advisory role, Hillyer coaches a 16-17u baseball team at Titans Sports Academy. Advocacy Wealth Management is a multi-team firm with 30 advisors that provides financial planning and investment management services.