Christian Bontrager is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience with prior roles at MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory work, he is also involved in insurance sales as an insurance broker. Cambridge Investment Research Advisors serves a diverse clientele including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and utilizes proprietary model strategies under the Founders Gate Capital brand.

James Kellogg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Marietta, GA, holding a Series 63 credential and 39 years of industry experience. He has been with Raymond James and Kellogg Investment Group since 2012. Outside of his advisory role, he serves on the finance and investment committees of the Georgia Senior Golfers Association and Marietta Community Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports a broad network of advisors with various advisory programs and institutional consulting services.

David Broderick is a financial advisor with Fidelity Investments in Marietta, GA, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at SunTrust Investment Services, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Tracy Mc Manus is a Series 66 licensed financial advisor with Edward Jones and has 14 years of industry experience, all with the firm since 2012. She is based in Kennesaw, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Lisa Arnold is a CFP® and ChFC® with 11 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Guardian Life Insurance Company and Park Avenue Securities. She is also an owner of two advisory-related business entities. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides both discretionary and non-discretionary management supported by proprietary model strategies and multiple platform options.

Kari Knudsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at LPL Financial since 2018 and previously spent three years with Fsc Securities Corp. Knudsen is also affiliated with The Lawandales Group, a business she has been involved with since 1989. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zachary Carden is a financial advisor with J.P. Morgan Securities in Acworth, GA, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Equitable Advisors from 2023 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes a broad range of investment and derivative capabilities.

William Taylor is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. 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 and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Steven Gutke is a financial advisor with LPL Financial in Villa Rica, GA, holding a Series 66 credential and 11 years of industry experience. He previously worked at WFGIA and Transamerica Financial Advisors, Inc. for nine years. He has also been involved with Agile Capital LLC and served the Lutheran Church of Resurrection for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Jamie Hale is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked in education-related roles, including positions at the Atlanta English Institute and The English Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Devyne Washington is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior experience at Bank of America and in the automotive industry. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Tracy Mc Daniel is a financial advisor with Edward Jones in Villa Rica, GA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014. 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 under management and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Nicholas Benzor is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and Northwestern Mutual, as well as Infra Metals Co. He is also owner of Benzor Capital Holdings LLC and president of Benzor Capital Wealth, with additional involvement in marketing activities through Veranovia. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, 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 across multiple platforms, offers access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.

Collin Mcclain is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles at Freedoms Foundation at Valley Forge and The Heritage Foundation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Larry Garletts is a financial advisor with LPL Financial, holding a Series 66 credential and 17 years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company and Waddell & Reed, Inc., along with service on the Virginia Beach Mayor's Commission of Aging. 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 and access to third-party asset management, utilizing various investment strategies and tools.

Amanda Yingling is a Certified Financial Planner (CFP®) with seven years of industry experience. She has worked at Edward Jones since 2019 and previously spent time at SunTrust and FedEx Office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Hebdon is a financial advisor with Edward Jones in Marietta, GA, holding CFP®, Series 63, and Series 66 credentials and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is the sole member and manager of Seek First Real Estate, 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Christopher Mills is a financial advisor at Fidelity with Series 65 and Series 63 licenses and six years of industry experience. His background includes roles at First Command and service in the United States Army National Guard and Marine Corps. Mills is based in Villa Rica, GA. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joel Thacker is a financial advisor with Edward Jones in Hiram, GA, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2026, he worked for ADP for seven years and at Ansley Golf Club at Settindown Creek for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.