Joshua Steinert is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 credential and 14 years of industry experience. He has been with Wells Fargo in various capacities since 2007. Outside of his advisory role, he owns and creates content for a business called Just Josh and His Watch. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a large team of advisors and uses research and analytics to support its investment approach, offering both brokerage and advisory solutions.

Chase Crandell is a financial advisor with MassMutual Investors Services based in Atlanta, GA. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at MassMutual Life Insurance Co and was involved in entrepreneurial ventures including Homestead Tiny House Co and ChaseTaylor Productions. In addition to his advisory work, he records audiobooks from his home studio. 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 financial planning, asset management, and educational seminars, with planning engagements focused on collaborative goal analysis and written recommendations.

Morgan Tullis is a financial advisor at Edward Jones in Roswell, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked for Allegis Group - Aerotek for five years. Outside of his advisory role, he owns Brain Boosters Media LLC, a business that publishes and sells non-industry-related audiobooks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

James Broadway is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing. Broadway is also involved as a partner in Roswell 4 Freedom LLC and owns Broadway Financial Group, businesses based in Roswell, GA. 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 supports municipal and public-finance work through a unique affiliation with a municipal advisor.

William David is a Series 66-registered financial advisor with UBS Financial Services in Atlanta, GA, and has two years of industry experience. Prior to joining UBS in 2023, he held positions at the University of Georgia and Samford University and worked at St. Pius X Catholic High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Carolyn Ogletree is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 20 years and joined Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Allan Gottlieb is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Raymond James & Associates since 2013. Gottlieb serves as a board member in an advisory capacity for the Northside Youth Organization, a nonprofit based in Atlanta. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephen Young Jr. is a financial advisor at Edward Jones in Roswell, GA, holding Series 65 and Series 63 licenses with six years of industry experience. His work history includes roles at Edward Jones, Apple Inc., Roam Innovative Workspace, and Aviem International Inc. Outside of advisory work, he has occasionally rented out part of his primary residence to a non-client. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and other advisory services under a fiduciary standard.

Rene Williams is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His work history includes roles at Delta Community Credit Union, Amazon.com Inc., The Vanguard Group, Inc., Forge Consulting, LLC, and Assurant Specialty Property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by proprietary and third-party research.

Zaria Brown is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and three years of industry experience. She is the owner and founder of Knotlimited, LLC, a clothing business. Brown is also involved as an alumni participant in the Delta Sigma Pi fraternity’s Atlanta chapter. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, emphasizing program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Zack Napier is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he is involved in independent insurance brokering with multiple providers. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported guidance through a centralized consulting team.

Mark Houghton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as CitiGroup Global Markets during the same period. Outside of his advisory role, he owns and operates an investment-related LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm‑approved tools and modeling techniques.

Anthony Sodipo is a financial advisor with Ameriprise in Powder Springs, GA, holding Series 63 and Series 65 designations and over 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team working alongside financial advisors.

Bryan Keenan is a CFP® professional with seven years of industry experience, currently affiliated with Mass Mutual Investors Services in Atlanta, GA. His career includes roles at Equity Services, Inc., TruOak Financial Partners LLC, and Guardian Life Insurance Company. Outside of his advisory work, Keenan is involved in administrative budgeting and business decision-making at Covenant Presbyterian Church and operates a rare and antiquarian book sales and restoration business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements and a range of investment programs.

Patrick Warner is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over five decades. Outside of his advisory role, he is involved with Objective Financial Solutions, Inc., which focuses on insurance policy commissions and managed money investment fees. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Michelle Vancica is a financial advisor at Equitable Advisors with Series 66 credentials and approximately one year of experience. Her prior work history includes roles at Porsche Cars North America and involvement with Psi Gamma Chi Omega Fraternity, Tacomac, and Jinya Ramen Bar. She has also worked at Alfa Home Design and Intellatutor, with a background that includes studies at Mercer University. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Joel Lorden is a CFP® with 26 years of experience in financial advising. He is currently with Cetera and has held roles at Cetera Advisors LLC since 2013 and Eastman Financial LLC since 2017, where he is also the owner. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing more than $256 billion in assets.

Ryan Frantik is a financial advisor with Ameriprise in Smyrna, GA, holding a Series 66 designation and beginning his career in 2024. Prior to joining Ameriprise, he held various roles outside the financial industry, including work at Rookies Pub and Ambassador Wealth Management. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to create written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ragan Defreese is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with UBS Financial Services since 1988. Outside of his advisory role, he oversees the Aaron Holland Henderson Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Alec Reynolds is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Georgia and Mount Pisgah Christian School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.