Miglena Guleva is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. prior to her current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute along with third-party analytics to support its investment process.

Hui Kim is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2017, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Outside of his advisory work, Kim owns and operates VKC Organic LLC, a farming business focused on fruits and vegetables. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Richard Gankofskie is a financial advisor with LPL Financial in Woodstock, GA, holding a Series 63 license and 31 years of industry experience. He has worked at LPL Financial since 2010 and previously held positions at Edward Jones, Truist Investment Services, Valic Financial Advisors, and MetLife Investment Fund Services. He also operates a separate business under the name Gankofskie Financial Strategies, LLC. 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.

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.

Charles Mears Jr. is a financial advisor with OSAIC in Canton, GA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes roles at Wealth & Pension Services Group, Inc., Vining Financial, and Triad Advisors, Inc. Outside of his advisory duties, he assists clients with probate court processes related to wills and serves as president of AMA Capital Management, Inc., where he manages client securities and retirement assets. OSAIC serves a diverse client base ranging from individual investors to institutional entities through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio construction tools and access to third-party managers, operating within a complex corporate structure marked by multiple mergers and private-equity ownership.

Suzanne Dineen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing eight years of industry experience. She has worked with Wells Fargo Bank and Wells Fargo Clearing since 2021, following nine years at Quantum National Bank and a brief tenure at Piedmont Bank. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Ronald Palmateer Jr. is a financial advisor at OSAIC with 23 years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation for 19 years before joining OSAIC in 2023. In addition to his advisory role, he serves as Chief Compliance Officer for a corporation named Undefined Gridlines. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer a range of investment solutions.

Sandra Penton is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. for several years. 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 through over 14,000 advisors and offers both brokerage and advisory solutions.

Lindsey Gearhart is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Wells Fargo Clearing Services since 2016 and Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. 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 databases.

John Kirkland is a CFP® with 20 years of industry experience. He currently works at Wells Fargo Clearing, joining the firm in 2022. His prior roles include positions at Fidelity Brokerage Services LLC and Morgan Stanley, where he worked for a combined 14 years. 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 from Wells Fargo Investment Institute and third-party sources.

Jack Shampine Jr. is a financial advisor with LPL Financial, holding a Series 66 license and 17 years of industry experience. Prior to joining LPL in 2017, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2013 to 2017, and Edward Jones from 2009 to 2013. Outside of his advisory work, he owns an art gallery called J. Lyndon Gallery. 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, third-party asset management, and institutional platforms.

David Payne is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Bank NA in various roles since 2013. Outside of his advisory work, he holds a partial ownership interest in Flint River Hunting Preserve LLC. 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 through a network of more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Robert Henriques IV is a financial advisor with Primerica Advisors in Ball Ground, GA, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Primerica Advisors since 1997 and with Primerica Financial Services since 1996. Outside of advising, he is the owner of R&M Henriques Enterprises LLC, an entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed account options. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Ben Rutledge is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge, he worked for over two decades at Anheuser-Busch Commercial Strategy, LLC. Outside of his advisory role, he is involved with Unique Remodel Concepts, LLC, serving as registered agent and managing bookkeeping duties. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm provides a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client goals.

Lewis Walker Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. He has worked at LPL Financial since 2008 and previously spent five years at Ifmg Securities, Inc. Outside of his advisory work, he is involved in a commercial real estate partnership with his spouse. 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, utilizing both internal research models and third-party strategies.

Ivan Garcia is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Woodstock, GA. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Kendall is a financial advisor with Edward Jones in Canton, GA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Dijak is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Raymond James entities and other firms since 2016. Outside of his advisory work, he serves as a trustee for a family trust and holds power of attorney for his spouse. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized programs such as municipal advisory and SIMPLE IRA consulting.

Robert Gustafson is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2007. He owns a legal entity, Robert E Gustafson & Associates LLC, used for processing practice expenses. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice, supported by a centralized consulting team and algorithmic tools.

Richard Palhegyi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial advisors.