Stephen Lawandales Jr. is a financial advisor with LPL Financial in Marietta, GA, holding Series 63 and Series 66 designations and having nine 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 affiliated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, including financial planning and retirement plan consulting, utilizing discretionary and non-discretionary management supported by model portfolios and research.

Zachary Bratz is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 66 credentials and possessing seven years of industry experience. He has been with Wells Fargo Bank NA since 2015 and Wells Fargo Clearing since 2018, both based in Cartersville, GA. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Jason Kortman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, he serves as a trustee. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines in-house research with third-party resources to provide diversified investment solutions and operates a large network of over 14,000 financial 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.

Christopher Foley is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at Apple Inc. and Fleming's Prime Steakhouse & Wine Bar. Outside the financial industry, he has been involved with GEP Talent Services, LLC, a company associated with acting residuals in Burbank, California. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment vehicles.

Kelly Amato is a financial advisor with Raymond James & Associates in Milton, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Raymond James in 2023, Amato worked at StanCorp Investment Advisers, StanCorp Equities, and Standard Retirement Services from 2016 to 2023. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Stephen Harrison is a financial advisor with LPL Financial in Woodstock, GA, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Metlife Securities Inc., New England Securities, and Equitable Advisors. Outside of his advisory work, he serves as a girls' high school lacrosse referee on a part-time basis. LPL Financial serves a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources along with advanced technology.

Susan Ramirez is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns and manages a business called Riley Management LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts within its advisory approach.

Jeffery Hanna is a financial advisor with LPL Financial based in Kennesaw, GA, holding the Series 63 and Series 65 designations and possessing 25 years of industry experience. His prior roles include positions at Triad Advisors, Inc. and Capital Investment Advisory Services LLC. He is also associated with J Hanna & Associates Inc for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Meyer is a financial advisor with Robert W. Baird & Co. in Alpharetta, GA, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Robert W. Baird since 2005. Outside of his advisory role, he owns A Frozen Creation, a business focused on sales, marketing, and service operations, and serves as a brand ambassador for Engage Pickleball. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Donna Litty is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has worked at multiple Cetera affiliates since 2025 and spent eight years at Triad Advisors, Inc. prior to that. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals across wealth levels, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Paul Fernandez is a financial advisor at Edward Jones in Canton, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the United States.

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 in Marietta, GA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining Cambridge in 2024, he worked at Mass Mutual Investors Services and Massmutual Life Insurance Company for seven and eight years, respectively. Outside of advisory work, he is involved in independent insurance sales and owns a pass-through entity, AA White & Sons LLC. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, providing a range of portfolio management options and model-based solutions tailored to client objectives.

Christopher Dos Santos is a financial advisor with Wells Fargo Clearing holding a Series 66 license and two years of industry experience. Prior to joining Wells Fargo Bank and Wells Fargo Clearing in 2026, he worked at Bank of America and Merrill from 2024 to 2026. Outside of his advisor role, he works as a delivery driver for Amazon Flex and Shipt. 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 manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

John Minervini is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 1997. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Candace Mills is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has previously worked at CUNA Mutual Group and CUNA Brokerage Services, Inc. Mills is based in Milton, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs alongside brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

William Metzner is a CFP® professional at Equitable Advisors with eight years of experience in financial advisory roles. His career includes seven years at Stifel Independent Advisors and prior positions at SunTrust Robinson Humphrey and Stifel. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and various asset management programs. The firm emphasizes personalized client assessment and uses a combination of proprietary and third-party advisory models for investment management.