Robert Means Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. His prior work includes roles at CUNA Mutual Group, CUNA Brokerage Services, Waddell & Reed Inc., and various insurance carriers. He is associated with iTHINK Wealth Management, an investment-related business connected to his LPL activities. 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, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Kayla Ledford is a financial advisor with Edward Jones in Acworth, GA, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and previously spent twelve years at Taco Bell. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Lawandales is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2018 and has operated The Lawandales Group since 1990. Additionally, he is involved with Securities Service Network, Inc. and provides third-party administration services through Lawandales Retirement Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Karen Reed is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo since 2018. Prior to her financial services career, she spent 21 years as a homemaker. 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 roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Joy Gorney is a financial advisor with OSAIC in Marietta, GA, holding the CFP® designation and Series 63 and 65 licenses, and has 27 years of industry experience. She worked at Fsc Securities Corporation from 2005 to 2023 before joining OSAIC. Gorney is a member of the Georgia Association for Women Lawyers and assists her husband with managing their rental property. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers across multiple platforms.

Christopher Wallace is a Series 66 licensed financial advisor with LPL Financial, based in Woodstock, GA, and has two years of industry experience. Prior to joining LPL Financial in 2024, his background includes roles in education and hospitality. He also coaches at King's Academy in Woodstock outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Jason Walling is a CFP® professional with 24 years of experience in the financial services industry. He is currently with OSAIC and previously spent nine years at LPL Financial. Walling is also president of Walling Financial Group, an LLC through which he provides financial advice and trades securities on clients’ behalf. OSAIC serves retail and institutional clients, including high-net-worth individuals and charitable organizations, offering a range of advisory services such as financial planning, retirement plan consulting, and managed portfolios. The firm integrates multiple platforms and uses various tools and third-party services to construct and manage diversified portfolios.

James Nance is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Beyond his advisory role, he has experience as a U.S. Naval Reserve Military Intelligence Officer and is involved in managing commercial rental properties. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with one of the largest advisory and branch networks in the industry. The firm offers a range of advisory programs, investment strategies, and affiliated services under a fiduciary standard.

Andrew Stone is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with LPL Financial. His prior work includes positions at Waddell & Reed and various insurance carriers. He is also involved with Newtown Group Inc., where he manages recordkeeping and bookkeeping responsibilities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and multiple portfolio options.

Robert Solley is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Cetera and its affiliated firms since 2011. He is also the owner of Solley Financial Services, which he started in 2003. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Tom Ridge is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2022, he worked in the golf industry, including roles at Tom Ridge Golf and Bobby Jones Links Golf. 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 nationwide network of more than 23,700 financial advisors.

Lawrence Erickson III is a financial advisor at Edward Jones in Roswell, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Andreas Wilder is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in several business ventures including co-owning a tax preparation firm and managing multiple LLCs related to consulting and business operations. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Phillip Wallace is a financial advisor with LPL Financial in Woodstock, GA, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with LPL Financial (formerly LINSCO PRIVATE LEDGER) since 2007. Outside of his advisory role, he operates a separate business selling directly to long-term care companies and is also an agent for non-variable insurance through Crump Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Archana Gupta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior firms include Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, PNC Bank, and JP Morgan. 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 combines research and analytics from internal and external sources to support its investment offerings.

William Perkins is a financial advisor at Raymond James Financial with 44 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors. Perkins serves as a member of the Alpharetta Planning Commission. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support investment decisions.

Jack Erbs is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual and Creative Financial Group. Outside of his advisory role, he is associated with Founder Financial LLC in Roswell, GA. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance through specialized advisory services.

Richard Tull is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. In addition to his advisory role, he is an insurance agent specializing in life, health, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated investment managers.

Paul Lang is a financial advisor with Ameriprise in Roswell, GA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 34 years before joining Ameriprise Financial Services in 2017 and Ameriprise in 2020. Lang is also the owner of The Bear and Cub, LLC, a real estate business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver tailored retirement-income advice.

Keith Bowers is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He previously worked at Next Financial Group, Inc. for 18 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.