Connie Weems Scott is a CFP® professional with 37 years of industry experience, currently serving as an advisor at LPL Financial since 2011. Based in Atlanta, GA, she holds Series 63 and Series 65 licenses. Outside of her advisory role, she has been involved in non-variable insurance activities, including fixed insurance products such as disability, fixed annuities, long-term care, universal life, and term life insurance. LPL Financial is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, providing both discretionary and non-discretionary portfolio management.

Michael Medlock Jr. is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 66 and Series 63 licenses and three years of industry experience. He also serves as president of Medlock Industries, Inc., a pass-through entity for residual commissions and fees related to a previous business. MML Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and structured annual planning engagements.

Mary Wollstein is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. She worked at Merrill for 35 years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory services to individuals and institutions, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.

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 and holds Series 63 and Series 65 registrations. He has 31 years of industry experience and has worked at Renasant Bank and LPL Financial since 2010. He also serves as an officer of Renasant Bank. 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 range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and various portfolio management options.

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 who holds Series 63 and Series 65 designations and has 30 years of industry experience. He has worked with Cetera Advisors LLC since 2016 and previously with Investors Capital Corporation from 2008 to 2016. Outside of his advisory work, Scott is involved as a preacher at a local church and serves as assistant financial secretary for the Morehouse College Alumni Association, where he provides oversight on the endowment fund. He is also a member of the Guilford Forest Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and model portfolios from affiliated and unaffiliated managers.

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.

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, holding a Series 65 designation and 11 years of industry experience. She has been with Primerica Financial Services since 2013. Her outside activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

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.