Conchata Taylor Kendrick is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked for Warner Bros Discovery/Warner Media/Turner Broadcasting for 16 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Robert Mcafee is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Fsc Securities Corp for 12 years and Morgan Stanley for one year. Outside of his advisory role, he serves as CFO of McAfee Enterprises Inc., a non-investment business. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services using a multi-advisor platform, with an investment process focused on model-based asset allocation and portfolio optimization.

Anthony Mc Intosh is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities.

Brian Dyndur is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Merrill and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of offerings, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ricky Powell is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Cetera Wealth Services, Nast Financial Solutions, and Concourse Financial Group Securities Inc. Prior to entering finance, he was involved with Powell Drilling and held roles at Turfnology Inc, GarrCo Products, and the University of Georgia. Cetera Investment Advisers LLC serves individual and institutional clients nationwide through a large network of independent advisors, offering portfolio management, financial planning, and retirement services. The firm employs a multi-manager platform providing diverse investment solutions across various program structures and custodial relationships.

Evan Robinson is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Northwestern Mutual and various service and retail businesses. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage multiple registered investment companies.

Lafayette Huston is a financial advisor with Fidelity Investments in Powder Springs, GA, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Fidelity, he worked at LPL Financial LLC for five years. Outside of his advisory role, he provides pet-sitting services to his community. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Thomas Wegner is a financial advisor with LPL Financial based in Marietta, GA. He holds the CFP® designation and has 26 years of industry experience. His prior roles include positions at Heritage Bank and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing diverse investment strategies and technology tools to support its network of more than 22,800 advisors.

Dylan Windish is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His background includes military service in the United States Navy from 2019 to 2023, as well as roles in higher education and employment development. He is currently connected with the University of Georgia in an ongoing capacity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice. The firm’s approach integrates its proprietary research, third-party data, and algorithmic tools with a focus on dependable income sources and tax-aware withdrawal strategies.

Wei Wu is a financial advisor at Cetera with four years of industry experience and holds a Series 66 credential. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and Transamerica Financial Advisors. He is also the owner of HuiWei Wealth Management Inc., providing accounting, tax, and financial consulting services. Outside of advising, Wu consults for CarelonRx, a pharmacy benefit management company, assisting internal clients with managing medical and prescription drug costs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Henry Sullivan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Henry earned a Master's Degree from Baruch College and a Bachelor's Degree from Dillard University. His educational background supports his work in providing financial advisory services within the wealth management sector.

Venus Justice is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial, she held positions at Capital City Bank, First Citizens Investor Services, and Truist, among others. She is also involved as a licensed branch employee at Capital City Bank in Marietta, GA. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Lyssa Berlinguette is a financial advisor at Fidelity with 28 years of industry experience. She has held various roles within Fidelity affiliated entities since 1997 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she owns Peace Love & Pickleball LLC, an online boutique. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed investment solutions.

Ragan Gootee is a financial advisor with Edward Jones in Marietta, GA, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a member of Parable Real Estate, LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

J Moore is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has worked at Cetera since 2009 and is also the owner of Mapec Group, LLC, which sells health insurance. Additionally, he co-owns a tea wholesale and retail business and serves as assistant treasurer at Zion Baptist Church of Marietta. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions and operates a multi-manager platform with access to affiliated and third-party investment managers.

La Rhonda Jones is a financial advisor with Edward Jones in Marietta, GA, holding CFP® and Series 66 credentials and 12 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is the owner of Curious Calvin LLC, a children's book business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branches.

Devin Williams is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank and CoStar/Ten-X. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jeanette Leith is a financial advisor with Edward Jones in Douglasville, GA. She holds a Series 66 designation and has three years of industry experience, including prior work at Mountain Motorsports and Endeavor Air. 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 solutions supported by a large national network of financial advisors and branch offices.

Joshua Tenery is a Certified Financial Planner (CFP®) with 18 years of industry experience, currently serving clients at Edward Jones since 2008. He is based in Marietta, GA. Outside of his advisory role, he is involved with NEWSMITH, INC., a jewelry industry newspaper. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individual and institutional clients. The firm offers a range of investment strategies and maintains a large nationwide network of advisors and branch offices.

James Hale is a financial advisor with Edward Jones in Dallas, GA, holding Series 63 and Series 66 credentials and having 26 years of industry experience. He has been with Edward Jones since 1999. 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 solutions supported by a large nationwide network of advisors and branch offices.