Susan Newman is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked with Cetera and affiliated firms since 2012 and owns several financial services businesses, including Newman Financial Services and Joe Newman and Associates. Newman also serves as Social Chair on the Board of Directors for Chesapeake Rotary. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodians.

Mark Weeks is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He is the CEO of 52 Weeks Financial, a financial services firm he has led since 2012. Weeks has also held roles at Benefits Advisory Group, Princor Financial Services Corp, and Principal Life Insurance Co. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

David Flanigan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of his advisory role, Flanigan also operates as an independent insurance agent for various companies through Atlanta Wealth Consultants LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering both proprietary and third-party investment strategies across multiple platform arrangements.

Hayden Duffield is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, Duffield has worked in various positions across multiple sectors including education and retail. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by advanced analytical tools and offers a range of investment programs and educational seminars.

Patrick Rice Jr. is a financial advisor with LPL Financial in Suwanee, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked concurrently at Renasant Bank and LPL Financial since 2010 and previously held roles at Cherry Bekaert Wealth Management LLC and Synovus Securities, Inc. In addition to his advisory work, Rice serves as an officer of Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive non-advisory financial activities and oversight of over $819 billion in discretionary assets.

Edwin Mayer is a financial advisor at Ameriprise in Roswell, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Carson Rowland is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2024. Prior to joining the financial industry, he worked in the automotive and retail sectors and has teaching experience at Kennesaw State University and local schools. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning and a range of investment and event-driven planning services.

Thomas Scott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His career includes roles at Investors Capital Corp. and Valic Financial Advisors before joining Cetera Advisors LLC in 2016. Outside of his advisory work, Scott serves as a preacher at Thrive Today Bible Fellowship and holds positions in community and alumni organizations, including the Guilford Forest Homeowners Association and Morehouse College Alumni Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, providing a range of portfolio management and retirement services across discretionary and non-discretionary program structures.

Sally Meide is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hameeda Bello is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Primerica Financial Services since 2017. Outside of her advisory role, Bello is involved in real estate investing and sales through ownership and management of property-related businesses, and she also provides local pet sitting services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services using model strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial institutions.

Amanda Morland is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James & Associates since 2007. Raymond James & Associates, Inc. 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, institutional and pension plans, charitable organizations, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.

Carlos Rodriguez is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America and PNC Bank, as well as six years at United Cellular Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Tice is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Mass Mutual, he worked for the Dekalb County School System for ten years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

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.

Carl Hartmann is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked extensively at E*TRADE Securities and E*TRADE Capital Management prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include financial planning and access to various investment products and strategies.

Michael Rothfarb is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment analyses as part of its financial planning process.

Katie Pegg is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 65 designation and having 12 years of industry experience. She has been with Primerica Financial Services since 2013. Her other business activities include management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based strategies created by unaffiliated asset managers.

Steven Voshall is a ChFC® credentialed advisor with 36 years of industry experience, currently with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Investacorp, Inc. Outside of advising, he owns North Georgia Senior Home Care, LLC, a senior home care business. OSAIC serves a diverse clientele including individual investors, corporations, and charitable organizations through a broad network of advisers, offering integrated advisory and brokerage services with a focus on diversified portfolio construction utilizing a range of investment products.

Arpit Shah is a financial advisor at Edward Jones in Alpharetta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Edward Jones, he worked at OPPOQUEST, Tech Mahindra, ADP, and FedEx. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Kevin Hamill is a CFP®-designated financial advisor with Mass Mutual Investors Services in Atlanta, GA, bringing 10 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements supported by analytical tools, with a range of event-driven planning services including divorce and estate settlement.