Jeremy Echuck is a CFP® professional with 20 years of experience in the financial services industry. He currently serves as an advisor at Osaic Wealth, having previously worked for Triad Advisors Inc. for 14 years and spent 24 years at Brown Shoe Company. He is also the owner of Fundamental Wealth Advisors, where he provides financial advising, asset allocation, and budgeting services. Osaic Wealth serves a diverse client base, including retail investors of varying net worth, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and discretionary or advisor-managed strategies across various programs.

Stephanie Hosier is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Transamerica Financial Advisors and Wfgia, where she worked for 25 years. She is also a co-owner of 3 Siblings, LLC, an investment-related business. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement income planning.

Terry Cooper is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Concourse Financial Group Securities Inc and operated Legacy Financial Partners LLC. In addition to advisory services, he provides insurance services to clients on an as-needed basis through Milner Financial Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform that includes affiliated and third-party managers.

Kendra Bau is a financial advisor at Charles Schwab with two years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank for 11 years. 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 affiliated discretionary separate managed accounts, supported by centralized custody and operational infrastructure.

Alan Thompson is a Series 66-licensed financial advisor with 19 years of industry experience, currently affiliated with Cetera. He has worked with Cetera and its affiliated entities since 2025 and previously spent 18 years at Concourse Financial Group Securities Inc. Outside of his advisory roles, he operates AGT Financial LLC, where he provides investment advice and sells life insurance products to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and financial planning services, leveraging both affiliated and third-party managers across various program structures.

Verma Satterfield is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 1998. 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 under management through a network of more than 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Ryan Jr. is a CFP®-credentialed financial advisor with over 21 years of experience. He has worked at Raymond James Financial since 2019 and previously held positions at SunTrust Investment Services, Merrill, and Morgan Stanley. He is also the owner of Evidential Wealth Advisors, LLC, a support company for his Raymond James branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by risk profiling and modeling tools and offers specialized programs including municipal and public finance advisory services.

Stephen Gayton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Stephen holds a Bachelor's Degree from the University System of Georgia and holds the Professional Investment Advisor (PIA) designation. He emphasizes developing personalized financial strategies tailored to clients' long-term goals. Stephen is also active in his community, dedicating time to volunteer with local organizations in line with Merrill's tradition of community involvement.

Shayna Markel is a financial advisor at OSAIC with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily with Markel Financial Services, LLC in addition to her current role. Markel also serves as an associate financial advisor and insurance broker specializing in life, health, disability, long-term care, dental, and Medicare products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering advisory and brokerage services. The firm employs a model-based investment approach with portfolio optimization and offers a range of managed accounts and third-party manager programs.

Charles Gorman is a financial advisor with Wells Fargo Clearing who holds the Series 66 designation and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Equitable Financial Life Insurance, and service as an infantryman in the Georgia Army National Guard. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting with a focus on research-driven, diversified investment approaches.

Barbara Denton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. She has been with Raymond James since 2016 and previously worked with Dominguez & Jones Wealth Management Group. Outside of her advising role, she is involved as an independent contractor selling gourmet food through Tastefully Simple. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning using analytical tools to align recommendations with client goals and supports its services with technology and specialized consulting programs.

Nathaniel Langley is a CFP® with 14 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2026. His prior experience includes roles at Commonwealth Financial Network, Avantax, and 1st Global Advisors. He is also a co-owner of Gwinnett Financial Services, a private entity facilitating securities, advisory, and insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations within a large advisor network.

Hang Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Wells Fargo, Nguyen worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for five 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Austin Schlieman is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BlackRock for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various advisor-facing tools and a large network of investment adviser representatives.

Jonathan Peterson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for nine years. Outside of his advisory role, he is also an associate at Windsor Wealth Planners & Strategists. 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 institutions. The firm provides tailored, non-discretionary planning and consulting services using analytical tools and supports its clients through a broad network and specialized programs.

Clay Pilgrim is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He serves as Treasurer of the Georgia Society of CPAs and is an audit partner at Rushton, LLC, managing government and nonprofit financial audits. Clay also acts as Treasurer for his local property owners association. Cetera Investment Advisers LLC is a nationwide network of independent advisors offering a range of financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporations, charitable clients, and institutions. The firm provides access to multiple investment programs and managers, overseeing more than $256 billion in assets.

Robert Herdina is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity since 2022. His prior roles include positions at Entoro Investments, GS Mining Company, Park Avenue Securities, and Guardian Life Insurance. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Bryan Richards is a financial advisor at Edward Jones in Buford, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Chelsea Demetre is a CFP® professional with 17 years of industry experience, currently with Cetera. She has been affiliated with Cetera Advisors LLC since 2013 and is also associated with Pascarella Wealth Partners LLC, where she serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment strategies.

Steven Voshall is a ChFC® credentialed financial advisor at OSAIC with 36 years of industry experience. He previously worked at Investacorp, Inc., Securities America Advisors, Inc., and Equity Services, Inc. Outside of his advisory role, he is an owner of North Georgia Senior Home Care, LLC, which operates a home care service. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a range of managed account programs.