Carey Green is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Avantax Advisory Services and Cumberland Financial Group, where he also serves as a CPA, enrolled agent, and treasurer. He is involved in community activities as a treasurer and board member of the Eagle Backers Athletic Booster Club in Kennesaw, GA. 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 offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a range of portfolio strategies across multiple platform arrangements.

Joseph Montgomery is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022. Outside of his advisory role, he rents his vehicle on the peer-to-peer platform Turo. 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 blend of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized custody and order-routing.

Tommy Cannon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Lowe's Home Improvement, Straumann, and Xodus Medical before joining Morgan Stanley and its Private Bank division. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Raul Tiongson is a financial advisor at Edward Jones with 31 years of industry experience. His prior roles include positions at Charles Schwab & Co Inc, New York Life Insurance Company, and NYLife Securities LLC. Outside of his advisory work, he has worked as a ride-share driver in Denver, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gregory Sinatra is a financial advisor with Thrivent Investment Management in Marietta, GA, holding a Series 66 designation and 22 years of industry experience. He has been with Thrivent and its predecessor entities since 2003. In addition to his advisory role, he serves as the Board of Stewardship Chair at Faith Lutheran Church & School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based planning across topics such as retirement, tax, estate, and special needs planning. The firm offers these services without discretionary trading authority and allows clients to integrate planning with managed-account programs through its WealthPlan option.

Andrew Flynn is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior work includes nearly two decades at Concourse Financial Group Securities Inc. and nine years operating under Legacy Investment Advisors. He is also an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a variety of portfolio management and financial planning services through a multi-manager platform.

Roderick Agard is a financial advisor with Wells Fargo Clearing in Athens, GA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America, where he worked from 2015 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathen Robinson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and six years of industry experience. He has previously worked at firms including Morgan Stanley, Edward Jones, and Truist Advisory Services. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Charles Pinigis is a financial advisor with Ameriprise in Duluth, GA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that addresses income sources, tax-aware withdrawal strategies, and Social Security options.

Marcus Wallace is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. Marcus has experience in managing financial portfolios, having served as a Manager at Morgan Stanley from 2008 to 2015. He focuses on developing financial plans tailored to the unique needs of his clients, working closely with individuals from various backgrounds and financial situations to help them achieve their financial goals.

Joseph Benson is a financial advisor with Wells Fargo Clearing in Milton, GA, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Benson is also involved in managing a rental property jointly owned with his spouse. 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 variety of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

William Murphy is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked in various roles including as an independent life and health insurance producer and as a junior advisor supporting client services and practice management at Waterstone Wealth Strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by asset-allocation tools and third-party investment platforms.

Jonathan Papac is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has held positions at several firms including Fidelity Investments, J.P. Morgan, Wells Fargo, Voya Investment Management, Fifth Third Bank, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured planning process.

Derrick Hayes is a financial advisor at J.P. Morgan Securities LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2016. Prior to his current role, he was involved with Therapy Lounge from 2010 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Eliana Perez is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley and Bank of America. 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, and institutions, integrating trading, account administration, and custody support.

Sean Carroll is a financial advisor with Ameriprise in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Carroll is involved in several business ventures, including management and oversight of a staffing company and aircraft leasing operations. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Richardson is a ChFC® with 34 years of experience at Mass Mutual Investors Services and over 50 years with MassMutual Life Insurance Co. Based in Atlanta, GA, he has worked continuously with the firm since 1992. In addition to his advisory role, he serves as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-oriented planning using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Alexander Duhaime is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2016 and focuses on building trustworthy relationships with affluent families. He assists clients in developing holistic wealth plans centered around their short, intermediate, and long-term financial goals. His client focus areas include Personal Retirement Planning, Sports & Entertainment, and Retirement Income. Alexander holds a Bachelor's Degree in Mathematics from the University of West Georgia. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional role, Alexander is involved with the Georgia English Bulldog Rescue. He also enjoys golfing, hiking, and running.

Robert Wilder is a CFP® professional with 34 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He has worked at Raymond James since 2023 and previously spent over three decades at American Wealth Management, Inc. He is also the CEO of The Wilder Group LLC, a support company focusing on payroll and accounting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public finance work, which is uncommon among large institutional advisors.

Quinten Bickford is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2018, as well as at Regions Bank and United Community Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and applies research and analytics guided by diversification principles and modern portfolio theory.