Jordan Arave is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. He holds Series 63 and Series 66 licenses and is based in Canton, GA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporate plans. The firm emphasizes a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Chad Gough is a financial advisor with Brookstone Capital Management LLC in Canton, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include working at FMG Distributors Inc, Divergent Financial Group Corp, and TruChoice. Outside of advising, he is the head soccer coach for Georgia/Cherokee Impact Soccer Club. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as a sub-advisor to other advisory programs.

James Vandiver is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Highpoint Planning Partners and LPL Financial. Outside of his advisory work, he serves as president and sole donor of a nonprofit that distributes Hebrew Bibles to Messianic ministries. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial plans and serves a large participant base relative to its advisor headcount.

Tomas Parks is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. In addition to his advisory work, Parks serves as an assistant professor at Kennesaw State University, where he teaches investment-related courses, and is actively involved in multi-line insurance brokerage ventures. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, supporting a range of account types and third-party asset management relationships, with discretionary assets under management totaling over $8 billion.

Jason Kiddoo is a financial advisor at Mariner with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and E*TRADE Capital Management. Mariner serves a wide range of clients, including individuals, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm’s investment approach features customized discretionary portfolios supported by an internal management team and third-party managers, with integrated tax and accounting capabilities and operational CFO services.

Stephen Derengowski is a financial advisor with Lincoln Investment in Canton, GA, holding Series 63 and Series 65 licenses with 11 years of industry experience. His career includes roles at SCF Investment Advisors, Primerica Financial Services, FSC Securities Corporation, and SunTrust Investment Services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches through in-house and third-party strategies.

Cara Fuller is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Fidelity Investments in various roles since 2007, including positions at Fidelity Personal and Workplace Advisors since 2018. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in fund advisory and model portfolio delivery.

Raymond Blanar is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has eight years of industry experience. His background includes roles at MML Investors Services LLC, Principal Securities Inc., and New York Life Insurance Company. Outside of his financial advisory work, he officiates high school and college baseball, basketball, and volleyball games as a sports official. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved software and offers a range of programs including wrap accounts and educational seminars.

Matthew Oliver is a financial advisor with Primerica Advisors in Woodstock, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 2007. Outside of advisory work, he owns Apex AF LLC, a tax preparation and bookkeeping business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Angad Tomar is a financial advisor with Merrill holding a Series 66 credential and three years of industry experience. His work history includes positions at Bank of America, LPL Financial, New York Life, Auto Gallery Imports, and T-Mobile. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, pension plans, corporations, and charitable organizations.

Chaminda Mahawela is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Equitable Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Richard Wilkes is a financial advisor at Edward Jones in Canton, GA, holding a Series 66 designation. He has one year of industry experience, with prior roles including work at Jorns & Associates LLC and several self-employed ventures. Outside of advising, he is co-owner of a local cleaning service, Super Clean Cans ATL. 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 investment strategies and affiliated products through a large national network of advisors and branch offices.

Cameron Everhardt is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Cetera. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also provides discretionary and non-discretionary advisory work and serves as an advisor to multiple registered investment companies.

Robert Christian is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Wells Fargo Advisors, LLC and Wells Fargo Bank NA since 2013. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Delton Hudgens is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. His work history includes roles at Wells Fargo Bank, Thrivent Financial, International Business Machines, and State Farm. 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 both brokerage and advisory solutions, relying on research and analytics from Wells Fargo Investment Institute and third-party sources.

Cody Williams is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Protective Life and Proequities Inc from 2015 to 2020. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Ortiz is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2023 and has prior experience with Regions Bank dating back to 2016. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that allows advisors to implement various investment strategies across discretionary and non-discretionary accounts.

Kevin Sechrist is a financial advisor at Edward Jones in Woodstock, GA, with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and JP Morgan Chase. 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 large national network of financial advisors and branches.

Michael Hynes is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2024, and previously worked at CUSO Financial Services and Edward Jones. 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 operates at scale with over $671 billion in assets under management and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Corey Martin is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He previously worked for Morgan Stanley Smith Barney LLC for 14 years. He holds the Series 63 and Series 66 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.