Brandon Porter is a CFP®-designated financial advisor with LPL Financial in Atlanta, GA, bringing over 16 years of experience in wealth management and financial services. He previously worked at Northwestern Mutual in various capacities from 2015 to 2026. Outside of his advisory role, he has been involved with X3 Sports since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Jansen Bailey is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Wells Fargo Advisors in 2024. Bailey serves on the finance committee of the Georgia Transplant Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, delivering tailored recommendations through meetings and written summaries.

Jeffrey Moore is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and E*TRADE Securities LLC. Outside of finance, he has experience in the hospitality sector and has been affiliated with the University of Georgia. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gary Pike is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Avantax and Cumberland Financial Group, with additional involvement in tax preparation and accounting services through Cumberland Financial Group. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, proprietary model strategies, and third-party advisers.

Luis Menendez is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2012. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dontae Simmons is a financial advisor at Edward Jones in Atlanta, GA, with eight years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley, E*TRADE Securities LLC, Propane Taxi, and Bank of America. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Douglas Peterson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Douglas provides access to investment insights from Merrill as well as the banking and lending solutions of Bank of America. With a background as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), Douglas focuses on helping clients achieve their financial objectives through service-oriented, client-centered advice. He values building meaningful relationships and making a positive impact on the lives of those he serves. Douglas earned his bachelor’s degree from Loma Linda University. Outside of his professional responsibilities, Douglas participates in community volunteer activities and pursues personal interests including tennis, golf, and travel.

Keith Mason is a financial advisor with Thrivent Investment Management in Atlanta, GA. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior work includes roles at Thrivent Financial and a tax preparation business, Ayoby Taxes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary trading authority. The firm integrates planning with managed accounts under a consolidated billing option called “WealthPlan” while maintaining separate service structures.

Randall Martinez is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at OSAIC since 2024 and spent 18 years at Triad Advisors, Inc. Outside of advising, he owns Asset Advisors Group, LLC, where he leads CFP programs at universities nationally, develops tax minimization plans, and offers film tax credit services. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by a variety of tools and offers a wide array of investment programs through its complex affiliate network.

Jeffrey Moore is a Series 66-registered financial advisor with Edward Jones in Dallas, GA, and has eight years of industry experience. He has worked with Edward Jones since 2017 and previously spent eight years at Regions Bank. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Means Jr. is a Series 66 licensed financial advisor with 13 years of industry experience. He currently works at LPL Financial and has held positions at CUNA Mutual Group, CUNA Brokerage Services, Edward Jones, Waddell & Reed, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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.

Camilo Mayorga is a financial advisor with Cetera in Atlanta, GA, holding Series 65 and Series 63 designations and seven years of industry experience. He has been with Cetera and its affiliated entities since 2019 and previously worked at A&A One Source Solutions LLC. Mayorga is also associated with CALTEX FINANCIAL GROUP LLC, operating under a Cetera business name. Cetera Investment Advisers LLC serves a broad client base through a nationwide network of independent advisors, offering a range of portfolio management and retirement services, with over $256 billion in assets under management and more than 10,000 advisors.

Stephen Lawandales is a financial advisor with LPL Financial in Marietta, GA, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has worked at LPL Financial since 2018 and has been involved with The Lawandales Group since 1990 and Securities Service Network, Inc. since 2016. Additionally, he is active in retirement services administration through Lawandales Retirement Services. 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 financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by proprietary research and technology tools.

Richard Thompson is a CFP® with 49 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. He previously worked for Crown Capital Securities, L.P. for 25 years and has operated Thompson Associates CPA's, LLC, a tax preparation and accounting firm, for over 27 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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, including access to third-party asset managers and institutional platforms.

Waina Octavius Francoeur is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Wells Fargo Clearing, Francoeur worked at Bank of America and Merrill. Outside of advising, Francoeur is a general partner and managing member of Brunch and Beyond Restaurant LLC, a family-owned restaurant venture in Acworth, Georgia. 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 provides both brokerage and advisory solutions across a broad client base.

Joy Gorney is a financial advisor at Osaic with 27 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic in 2023, she worked at Fsc Securities Corporation for 18 years. She is a member of the Georgia Association for Women Lawyers and assists her husband with managing rental property income and expenses. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and offers both discretionary and advisor-managed strategies.

Hermon Mason is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to his current role, he worked at Pruco Securities, LLC, and COUNTRY FINANCIAL. He serves on the Alumni Board of Averett University, a private Baptist university in Virginia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics without discretionary trading authority, emphasizing periodic reviews and a separation between planning and managed-account services.

Amita Webb is a financial advisor at Charles Schwab in Atlanta, GA, holding Series 63 and Series 65 licenses. She has prior experience at Morgan Stanley and Sagicor Investments JA LTD, among other roles. Charles Schwab & Co., Inc. serves 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 mix of non-discretionary and discretionary investment solutions, supported by comprehensive research and a large-scale, integrated operational platform.

Harris Konter is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he is the owner and proprietor of Manifesting Destiny LLC, where he is writing and publishing a children's book. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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.