Edith Boy is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 2012. 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, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Stephen Lawandales Jr. is a financial advisor with LPL Financial in Marietta, GA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked at LPL Financial since 2018 and previously at Securities Service Network, Inc. from 2016 to 2018. He also operates The Lawandales Group, a business related to his LPL activities. 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, model portfolios, third-party asset management, and institutional platforms.

Troy Strong is a financial advisor with LPL Financial, holding the Series 66 designation and possessing 16 years of industry experience. His career includes tenure at Edward Jones from 2010 to 2019, followed by roles at LGE Community Credit Union and CUSO Financial Services, LP since 2019. 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, and institutional platforms, supported by a broad network of investment adviser representatives.

Ronald Huck is a CFP® professional with 26 years of experience in the financial industry. He has worked at LPL Financial since 2022 and previously spent 21 years with Cuna Mutual Group and Cuna Brokerage Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of investment adviser representatives with model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets.

Jason Kortman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Kortman also serves as a trustee for a family trust in Kennesaw, Georgia. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions across a large platform of more than 14,000 advisors.

Brennon De Meritt is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he served five years in the United States Marine Corps. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Kimberly Dahnke is a financial advisor with Raymond James Financial in Acworth, GA, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for three years and has experience in various business roles, including a wellness-related independent contractor position with Melaleuca. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning and analytical modeling and supports clients through a broad network of advisors and specialized programs.

Travis Fox is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked with several firms including Totus Wealth Management and Capstone Financial. Outside of his advisory role, he is also involved with Totus Wealth Management as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of over 10,000 advisors, managing assets totaling more than $256 billion.

Jayden Snyder is a financial advisor at Thrivent Investment Management in Marietta, GA, holding a Series 66 credential with two years of industry experience. Prior to his current role, he worked at Publix and TAKI and has coached baseball for Cornerstone Prep. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority and offering both one-time and ongoing planning engagements.

Andrew White is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 13 years of industry experience. Prior to joining Cambridge in 2024, he worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. He is also the owner of AA White & Sons LLC and serves as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and custodians and offers proprietary model strategies under the Founders Gate Capital brand.

John Schultz is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role at Fidelity Investments, he worked at Edward Jones in 2009. Outside of his advisory work, Schultz serves as president of Equip The Nations Inc, a nonprofit focused on raising funds and assisting the poor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jeffrey Moore is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and E*TRADE Securities LLC. Outside of finance, he has experience in the hospitality sector and has been affiliated with the University of Georgia. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gary Pike is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Avantax and Cumberland Financial Group, with additional involvement in tax preparation and accounting services through Cumberland Financial Group. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, proprietary model strategies, and third-party advisers.

Luis Menendez is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2012. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Moore is a Series 66-registered financial advisor with Edward Jones in Dallas, GA, and has eight years of industry experience. He has worked with Edward Jones since 2017 and previously spent eight years at Regions Bank. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Means Jr. is a Series 66 licensed financial advisor with 13 years of industry experience. He currently works at LPL Financial and has held positions at CUNA Mutual Group, CUNA Brokerage Services, Edward Jones, Waddell & Reed, and various insurance carriers. 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.

Stephen Lawandales is a financial advisor with LPL Financial in Marietta, GA, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has worked at LPL Financial since 2018 and has been involved with The Lawandales Group since 1990 and Securities Service Network, Inc. since 2016. Additionally, he is active in retirement services administration through Lawandales Retirement Services. 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 financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by proprietary research and technology tools.

Waina Octavius Francoeur is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Wells Fargo Clearing, Francoeur worked at Bank of America and Merrill. Outside of advising, Francoeur is a general partner and managing member of Brunch and Beyond Restaurant LLC, a family-owned restaurant venture in Acworth, Georgia. 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 provides both brokerage and advisory solutions across a broad client base.

Joy Gorney is a financial advisor at Osaic with 27 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic in 2023, she worked at Fsc Securities Corporation for 18 years. She is a member of the Georgia Association for Women Lawyers and assists her husband with managing rental property income and expenses. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and offers both discretionary and advisor-managed strategies.

Andreas Wilder is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in several business ventures including co-owning a tax preparation firm and managing multiple LLCs related to consulting and business operations. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.