Clark Oetting is a financial advisor with Cetera based in Duluth, GA, holding a Series 66 designation and with two years of industry experience. Prior to joining Cetera in 2024, he worked at Hitachi Digital Services and spent several years in full-time education. He is also a financial advisor at North Star Resource Group, where he provides securities and financial planning services. Cetera Investment Advisers LLC is a large SEC-registered adviser with a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes both affiliated and third-party investment options.

Mark Sullivan is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeanne Kerney is a financial advisor with Primerica Advisors in Norcross, GA, holding Series 65 and Series 63 credentials and seven years of industry experience. Her work history includes roles at Primerica Advisors and affiliated firms since 2018, as well as positions with Rohadfox Construction Control Services and Gude Management Group. She also has involvement in sales of loan products and referrals for home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets through a large network of advisors. The firm uses model-delivery investment strategies supported by third-party asset managers and custodians, primarily focusing on individual investors rather than institutional accounts.

Melinda Harrity is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for over 17 years before her current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Stephen Harrison is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Mass Mutual Investors Services, Metlife Securities Inc., New England Securities, and Equitable Advisors. Outside of his advisory role, he serves as a girls' high school lacrosse referee. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Warren McClellan is a financial advisor at Osaic Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pruco Securities, LLC for 11 years. McClellan also operates Warren S. McClellan P.C. and McClellan & Associates, CPAs, LLC, both established in 2000. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party platforms to offer managed portfolios with a wide range of investment options.

John Cherry is a financial advisor at Thrivent Investment Management with six years of experience in the industry. He holds a Series 66 designation and previously worked at WestRock for six years. Outside of his advisory role, he serves as Chair of the Outreach Committee at Prince of Peace Lutheran Church, where he leads community engagement activities including support for local schools and nursing home visits. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary portfolio management, delivered through a large network of financial advisors.

Matthew Tarallo is a financial advisor at Wells Fargo Advisors with two years of industry experience. He previously worked at Morgan Stanley and spent five years at Penske Automotive. Tarallo holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services like business-owner transition and special-needs analysis, using proprietary research and planning tools.

Susan Ramirez is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns and manages a business called Riley Management LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts within its advisory approach.

Noah Dangar is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and with three years of industry experience. His prior work includes roles at E*Trade Securities and Horizon Counseling, as well as a background in insurance and real estate. Morgan Stanley Wealth Management is a large institution providing a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Afua Bandoh is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. Her prior roles include positions at LPL Financial, CUNA Mutual Group, Horace Mann Companies, and BB&T Investments. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research and analytics to guide investment decisions.

Carlton Ford is a financial advisor at Primerica Advisors with credentials including Series 63 and Series 65 licenses and one year of industry experience. His work background includes roles at Primerica Financial Services, Incomm Inc, Ford Motor Company, Schneider Electric, and Southern Company. He also engages in sales of investment-related products and receives compensation from affiliates of Primerica for mortgage products and referrals to home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Bradley Roberson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Merrill for 12 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

Patrick Ballance is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a range of financial topics including investing, retirement planning, and saving for unexpected events. Patrick also facilitates access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University System of Georgia. Patrick's approach involves understanding clients' priorities to offer ongoing advice and support as their needs evolve.

Jacob Sanders is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Infinite Asset Management and Capital Asset Advisory Services, among others. He also operates Jacob Sanders Financial, LLC, a business entity for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

Joseph Richards is a financial advisor with Mass Mutual Investors Services who holds the CFA® designation and Series 65 and 66 licenses. He has five years of industry experience, including roles at Truist, Ardent Trust, and Financial Consultants Group, Inc. His current position at MassMutual began in 2026. Mass Mutual Investors Services, LLC 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 emphasizes collaborative, annual planning engagements using advanced analytical tools and provides event-driven planning programs such as divorce and estate settlement planning.

Massod Jamshidi is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2022 to 2024. His earlier experience includes positions at E*TRADE Financial, where he worked as a Financial Consultant from 2017 to 2022, a Branch Service Representative from 2016 to 2017, and a Senior Financial Services Representative from 2015 to 2016. Throughout his career, Massod has focused on developing customized financial plans that align with his clients' unique needs and goals. He emphasizes close communication to monitor and update financial strategies as life events occur, aiming to help clients successfully reach their financial objectives.

Jeffery Hanna is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with firms including Capital Investment Advisory Services LLC, Capital Investment Group Inc, Way Financial Group, and Triad Advisors, Inc. Outside of his advisory role, he operates J Hanna & Associates Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by advanced research and operational tools.

Andrew Bowie is a financial advisor at Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 65 credentials with 12 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and Merrill. Outside of his advisory role, he serves as Treasurer for the Hyde Park Homeowners Association, managing dues collection and bill payments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured tools and emphasizes advisory services supported by its Global Investment Committee and various investment platforms.

Bryan Gruskowski is a financial advisor with Wells Fargo Clearing in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 broader range of investment options including insurance-related vehicles and bank deposit sweep programs.