Miranda Mccoy is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been associated with various Cetera entities since 2015 and currently serves as the president of her local homeowners association board. Additionally, she holds a secretary position at I Am Military, Inc., a nonprofit developing a social networking platform for military personnel. Cetera Investment Advisers LLC is an SEC-registered advisor that provides services to individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and supports various investment strategies and program structures.

Reuben Lewis IV is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Investacorp Advisory Services, Metlife Securities, and National Financial Group of Georgia. He serves as a board member of the King-Tisdell Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across various platform arrangements.

Ashwin Patel is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial in 2021. Outside of his advisory role, Patel is involved with a wealth management firm where he acts as a fiduciary for Roth 401(k) plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.

Thomas Barnhart is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. The firm serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. Fisher Investments uses a centralized investment approach with a combination of quantitative and qualitative research to construct diversified portfolios and applies tax-aware processes and defensive strategies to manage risk.

Mark Thompson is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. He also serves as a power of attorney for his spouse. 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.

James Mackler Jr. is a Series 66-credentialed financial advisor with 25 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2015. In addition to his advisory role, he serves as Managing Director and Branch Supervisor at Dogwood Wealth Advisors in Atlanta. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools to support client goals.

Brandon Jordan is a CFP® professional with 19 years of experience, currently with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. He is the managing member and owner of ARCH Advisory Group, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations through annual collaborative engagements.

Alfred Ponder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has led The Ponder Private Wealth Group since 2016 and has prior experience with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse program options and over $256 billion in assets under management.

Elliot Schwartz is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo firms since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. 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 through a large network of over 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Michael Halberg is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at IFP Securities, LLC and Independent Financial Partners. Outside of his advisory role, he occasionally assists friends and family with real estate transactions on weekends. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, charitable organizations, and trusts—by providing financial planning, investment management, and retirement advisory services. The firm offers both discretionary and non-discretionary investment solutions through proprietary models and third-party strategists, supported by a network of independent Financial Professionals.

Yancey Carter is a financial advisor with Wells Fargo Clearing in Fayetteville, GA, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, he owns businesses managing pecan farming and timber harvesting in Hahira, 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Allen Fowler is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He has been with Wells Fargo entities since 2013, currently holding Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for his father. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Diane Coffman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at BancWest Investment Services, Wells Fargo Clearing, and Bank of America. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Grace Hayden Macnaught is a financial advisor at Cetera with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has held positions at Invesco and Jackson National Life Distributors, LLC. She is also involved with The Planning Studio LLC, a financial services business she owns and operates. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services across discretionary and non-discretionary program structures.

Therman Mc Daniel is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63, 65, and 66 credentials and 14 years of industry experience. He previously worked at Edward Jones for eight years and was involved with DriveTu.com. Outside of his advisory work, he provides educational support to a private investment club formed with high school friends during the pandemic. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools within a defined investment ecosystem.

Floyd Gantt is a financial advisor with Edward Jones in Fayetteville, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a wealth management firm serving individual and institutional clients with a range of investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Howard Wingfield is a financial advisor with Merrill based in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at Bank of America, Merrill, SunTrust Investment Services, and Fidelity Brokerage Services. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Christopher Schafer is a financial advisor with Cambridge Investment Research Advisors in Decatur, GA, holding a Series 66 credential and 16 years of industry experience. He has been affiliated with Cambridge since 2010 and also works as an independent insurance agent, selling variable products, long-term care, health, and life insurance. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent advisors, utilizing both proprietary and third-party investment strategies tailored to client objectives.