Michael Jones is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding Series 66 and Series 63 licenses and having 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2009. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

J R Krause is a financial advisor with LPL Financial in Kennesaw, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial and its predecessor entities since 2005 and previously worked at Edward Jones. Krause also has experience in life insurance sales and is the 100% owner of a practice office building through Stone Village 1, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, supported by extensive operational and research tools.

John Ferris is a Series 66-licensed financial advisor with 16 years of industry experience, currently with OSAIC since 2023. His prior roles include positions at Fsc Securities Corp, Stratos Wealth Partners, Ltd, and Hornor, Townsend & Kent, LLC. He is also president of Waterstone Wealth Strategies, Inc., a business he owns and operates in Marietta, Georgia. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a range of investment programs including Unified Managed Accounts and third-party money manager offerings.

Seth Austin is a financial advisor at Edward Jones in Kennesaw, GA, holding a Series 66 credential with three years of industry experience. Prior to joining Edward Jones, he was involved with several organizations including Orange Cone Productions and served as owner of CrazyLegs Creative Group, a marketing agency. He is also engaged in medical health navigation on a consulting basis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of advisors and branch offices.

Lynda Smith is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2006. In addition to her advisory role, she spends a significant portion of her time specializing in non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Lourdes Lima Wallace is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at FSC Securities Corporation and Cetera Advisors LLC before her current role. Outside of her advisory work, she co-owns and manages a real estate rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jackson Daigle is a financial advisor with Fidelity in Marietta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at LPL Enterprise and Pruco Securities LLC. Outside of finance, he has worked as a bakery associate at Whole Foods Market. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from mutual funds, ETFs, and ETPs.

John Pence is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2025, he spent 22 years with The Strategic Financial Alliance, Inc. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation overseen by specialized committees to generate tailored retirement income recommendations.

Daryl Ullmer is a financial advisor at Edward Jones in Acworth, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. Prior to joining Edward Jones in 2017, he worked for State Farm in management and insurance roles for 14 years. He established a corporation related to insurance during his time at State Farm, although he did not pursue the agency further. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Christian Bratton is a CFP® certificant with six years of industry experience, currently serving as an advisor at OSAIC since 2023. Prior to joining OSAIC, he held roles at FSC Securities / The Legacy One Group and worked at Wellstar Cobb Hospital for seven years. Outside of advising, Bratton is involved as an insurance agent licensed to sell life, disability, and health insurance, and he holds supervisory responsibilities through Singletrack Financial LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization, supported by a range of investment programs and third-party manager options.

Clark Turner III is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, and SunTrust Investment Services. Turner is also involved as an agent team member with insurance agencies affiliated with State Farm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs, with an emphasis on systematic methodologies and long-term asset allocation.

Deborah Flugstad is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She holds a Series 66 license and operates out of Kennesaw, GA. Outside of her advisory role, she is president of Verden Haus, LLC, a vacation rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Frederick Saavedra is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Edward Jones, Cornerstone Wealth Management, and Truist Investment Services. Saavedra also operates Fred Saavedra LLC, a non-investment-related business entity. 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 with access to model portfolios, third-party asset management, and institutional platforms.

Jackson Heinlen is a Series 66 licensed financial advisor with one year of industry experience. He is currently with Edward Jones and has prior experience at Equitable Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Rod Bazarsky is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Tradebe Environmental Services from 2010 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Samuel Vogelbacher is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previous work experience with firms including Fidelity Investments and Wells Fargo. Vogelbacher also maintains outside employment with Uber. 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 portfolio programs, third-party asset management, and institutional platforms.

Stephen Albritton is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Securities America Advisors, PNC Wealth Management, and TIAA-CREF. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad 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 third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Michael Pefferly is a financial advisor at Charles Schwab in Kennesaw, GA, holding Series 63 and Series 66 designations with 25 years of industry experience. He worked at Scottrade, Inc. for 12 years before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

Carey Green is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously held roles at Avantax Advisory Services and Cumberland Financial Group. Green is also the treasurer and a board member of the Eagle Backers Athletic Booster Club. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides access to multiple platforms, discretionary and non-discretionary management, and proprietary model strategies.

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.