Joseph Kurelic Jr. is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. He also owns JPKJR LLC, a single-person business entity. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 to deliver customized, non-discretionary advice in partnership with its financial advisors.

Peter Heller is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 license with 21 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides planning services through Financial Advisors and its Estate Planning Strategies Group.

Craig Norton is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as a member of the Orange Bowl Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles supported by affiliated research and specialized services such as municipal advisory and employer consulting programs.

Albert Mc Gee is a Series 66-credentialed financial advisor with two years of industry experience, currently with Equitable Advisors in Atlanta, GA. He has held roles at multiple financial services firms including Allstate and Park Avenue Securities. Outside of advising, he owns a health and life insurance agency specializing in Medicare and under-65 health products and also works as a ride-share driver. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering financial planning, brokerage, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model centered on LPL-sponsored programs and endorsed TAMPs.

Shureen Long is a financial advisor at Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Progressive Insurance. Outside of her advisory work, she serves as General Partner and Managing Member of VLB Investment Group LLC, a property management business based in Savannah, Georgia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Conner Rudolph is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Georgia Gwinnett College and Hennessy Lexus of Gwinnett. Mass Mutual Investors Services 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, annual planning engagements using firm-approved analytical tools.

Joseph Riggs is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. He is also involved with Founders Financial as an independent contractor providing financial planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, supporting a broad network of advisors and affiliated firms.

Joshua Brock is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Raymond James Financial Services and Park Avenue Securities. Outside of his advisory work, he serves on the advisory board for the Cartersville Parks and Recreation Department and provides college football analysis for IMG College, LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to develop customized recommendations. The firm serves clients through a variety of fee-based and brokerage programs tailored to meet diverse planning needs.

Christopher Anderson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles outside the financial industry, such as with Jackson Healthcare LocumTenens.com and Your Pie Pizza. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, registered commodity pool operations, and advisory roles with multiple registered investment companies.

Thomas Obrien is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and previously worked for VALIC Financial Advisors, Inc. for eight years. 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.

Bursell Munro is a financial advisor with Ameriprise in Lilburn, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Munro serves on the Board of Directors for Boy Scout Troop 876 as a Charter Organization Representative. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement, generally with at least $1 million in net investable assets. The firm provides written recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team using research, modeling, and tax-efficiency analysis.

Robert Watson is a financial advisor at LPL Financial in Marietta, GA, holding the CFP® designation with 14 years of industry experience. His previous roles include positions at Kestra Advisory, Kestra Investment Services, and Wells Fargo Clearing. Outside of his advisory work, he serves as finance chair on the board of Flight316, where he reviews bookkeeping and coordinates tax-related matters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, featuring model portfolios, third-party research, and advanced portfolio management options.

Scott Schoenberg is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He holds the Certified Private Wealth Advisor® designation and has served in roles including Branch Manager and Wealth Management Advisor. Scott regularly works with strategic client management to help clients utilize firm resources and address financing and advisory needs for individuals and their businesses. Scott's expertise encompasses all aspects of wealth management, advisory, and banking. His background also includes working at IBM as a Co-Op during his college years, running for the Georgia House of Representatives, and working as a freelance writer. He has served on the Board of Directors for the Georgia Chamber of Commerce, Folds of Honor Georgia, and the Terry College Executive MBA program. He holds a Bachelor's Degree and a Master of Business Administration (MBA) from the University System of Georgia. Scott is committed to promoting financial literacy among young people. He and his wife, Stephanie, reside in Peachtree Corners, GA, and have three children.

David Houck III is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and previously worked at Google, Cisco Systems, and NCR Corporation. Outside of his advisory role, he serves as president of the Houck Foundation, a private family foundation that provides grants to nonprofit organizations such as the Atlanta Humane Society, Rotary, and Georgia Aquarium. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans without discretionary portfolio management. The firm emphasizes thorough planning on topics including retirement, estate, and tax issues, while keeping planning and managed-account services separate.

Corey Sheres is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He previously worked at E*Trade Securities LLC for over a decade before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning without individual security recommendations as part of its standalone programs.

Ninya Bowman is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has worked at Wells Fargo Advisors and related entities since 2009. Outside of her advisory role, she co-owns Custom Solar Solutions LLC, which focuses on solar energy strategy and marketing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services, using proprietary research and tools to develop tailored recommendations for clients who meet certain net-worth criteria.

Courtney Walls is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Stifel Nicolaus & Co., JP Morgan Chase Bank, and Fidelity. 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 plans, corporations, and charitable organizations.

John Mcharg is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including prior roles at FSC Securities Corporation and Nettworth Advisor Group. He serves as a Compliance Manager at Nettuno & Associates LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Jamie Klinnert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2025. Prior to this role, he spent ten years at Wells Fargo Home Mortgage. He serves as a finance committee member for the United Way of Greater Atlanta, focusing on child well-being initiatives in the Atlanta area. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Patricia Winske is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2019 and has been associated with Nettuno & Associates since 2005, where she serves as Compliance Director. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing multiple platform arrangements and a combination of proprietary and third-party strategies tailored to client objectives.