Albert Wolfe Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 12 years of industry experience. His career includes multiple tenures at Edward Jones as well as two years with J.P. Morgan Securities LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Lisa Cyr is a financial advisor with Cetera, holding a Series 63 license and 27 years of industry experience. She has worked at multiple firms including Citigroup Global Markets and J P Turner & Company Capital Management. Outside of advising, she is a partner in a business involved in the resale of season tickets. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities, and supports access to third-party money managers and customized investment strategies.

Jeffery Beamer is a financial advisor with Edward Jones in Marietta, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Jaggen Farwell is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Edward Jones in 2021, he worked at Principal Securities and Principal Life Insurance from 2016 to 2021. He maintains a real estate license for personal and family transactions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Kristian Faria is a financial advisor with Charles Schwab holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab in 2023, Faria held various positions including roles at Lowes Home Improvement and Crane Industry Services. Charles Schwab serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers centralized supervisory, custody, and order-routing arrangements.

Jason Kolacz is a Series 66-registered financial advisor with Edward Jones in Hiram, GA, where he has worked since 2018. He has eight years of industry experience and previously spent ten years at Darden Restaurants. Outside of his advisory role, he maintains a rental property in Douglasville, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive network of financial advisors and branch offices, as well as its fiduciary standard and a variety of investment and tax-efficient services.

Peter Wilder is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Wilder is involved in coaching other financial practice owners through eXtraordinary Coaching, LLC and serves on the Board of Directors for the Marietta Firefighter Support Fund. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Michael Mattix is a Series 66 licensed financial advisor with UBS Financial Services in Marietta, GA. He has 24 years of industry experience and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers proprietary research and capital markets solutions through its platform.

Johnathan Moulton is a financial advisor with Cetera, holding Series 66 and Series 65 licenses and eight years of industry experience. He has worked with multiple Cetera entities since 2017 and previously with New England Strategic Analytics. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

John Golemo is a CFP®-certified financial advisor with Edward Jones in Marietta, GA, where he has worked for 13 years. He holds a Series 66 license and has experience exclusively with Edward Jones throughout his career. 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 investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Timothy Evans is a CFP®-designated financial advisor with 39 years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at Avantax Advisory Services, UBS Financial Services, and Synovus Securities. He is also a CPA and operates a sole proprietorship providing tax preparation and accounting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pensions, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Alec Reynolds is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Georgia and Mount Pisgah Christian School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Lynette Ringstad is a financial advisor with Ameriprise in Dallas, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate income sources, Social Security strategies, and tax-smart withdrawals. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with clients’ financial advisors.

Flor Grosch is a financial advisor at Wells Fargo Clearing with four years of industry experience. Prior to joining Wells Fargo, Flor held positions at J.P. Morgan Securities, Merrill, and Bank of America Corporation. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Evelyn Dinkins II is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise since 1986, including 15 years at Ameriprise Financial Services, Inc. Outside of advising, he owns and manages Silver Lining Stables, which offers boarding, training, and clinics in equestrian disciplines such as eventing, jumping, and dressage. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through coordinated client-advisor collaboration and comprehensive investment analysis.

Ryan Woodard is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding a Series 66 designation and nine years of industry experience. His prior work includes positions at Morgan Stanley, E*TRADE Securities, Bank of America, and Merrill. 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 offers brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets with over 14,000 financial advisors.

Tripp Boyer is a financial advisor with Wells Fargo Advisors in Marietta, GA, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Boyer is a member of the Professional Advisors Network Committee at the Cobb Community Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Christopher Hynek is a financial advisor at Edward Jones in Marietta, GA, holding the CFP® designation and Series 66 license with 15 years of industry experience. He worked at Merrill from 2011 to 2016 before joining Edward Jones, where he has been since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a large network of over 23,000 financial advisors and 15,000 branch offices nationwide.

Stephen Frederick is a CFP®-designated financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Susan Godbee is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and with 10 years of industry experience. She has previously worked at Raymond James Financial Services and Pinnacle Bank/Pinnacle Financial Partners. Outside of her advisory role, she is the owner of Soapstream LLC, a business involved in commercial real estate, laundromat, and carwash operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment advisory and brokerage services through a large network of advisors, utilizing various portfolio strategies and operational tools.