Randall Martinez is a CFP® professional with 21 years of industry experience. He has been with OSAIC since 2024 and previously worked at Triad Advisors, Inc. for 18 years. Martinez also owns Asset Advisors Group, LLC, where he leads CFP programs at universities nationwide and provides tax planning and film tax credit services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services using proprietary asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

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 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.

Camilo Mayorga is a financial advisor with Cetera, holding Series 63 and Series 65 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 and Florida State University. He is also involved with CALTEX Financial Group LLC, operating under Cetera Business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party portfolio managers across various program structures.

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.

Richard Thompson is a CFP®-designated financial advisor at LPL Financial with 48 years of industry experience. He previously spent 25 years at Crown Capital Securities, L.P. and has operated Thompson Associates CPA's, LLC, a tax preparation and accounting firm, for over 27 years. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

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.

Hermon Mason is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He has held positions at Thrivent Financial, Pruco Securities, LLC., and COUNTRY FINANCIAL. Mason serves as an alumni board member for Averett University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning addressing a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

Chevyone Williams is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 63 designation and 20 years of industry experience. Before joining Wells Fargo Advisors in 2024, Williams worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2024. Outside of advising, Williams owns and operates Delightful Vegan, LLC, a health and wellness business. 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 planning menu and integrates advisory services with various financial product sales and referral channels.

Vijay Patel is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 15 years of experience in advising affluent individuals, businesses, and institutions across various locations including Boston, Frankfurt, and Atlanta. He specializes in areas such as corporate executive services, employee benefits planning, executive and equity compensation, family wealth management, legacy planning, liquidity management, managing new wealth, women and wealth, and tax minimization. Before joining Merrill Lynch Wealth Management, Vijay gained nearly a decade of international consulting experience in Germany and England. Since becoming a financial services professional in 2003, he has emphasized a process-driven approach to help clients preserve and grow their wealth through customized strategies and regular reviews. His expertise includes asset allocation, education and retirement planning, estate and trust services, securities-based lending, philanthropic gift planning, and capital management. Vijay holds an MBA from the University of Cambridge, a master's degree from Boston University, and a bachelor's degree from the University of Chicago. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, he is an active member of the University of Chicago Alumni Association in Atlanta and a father of three, including twins adopted from Ethiopia.

Lucas Martins Vaz is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Prior to his current role, he worked in golf club management and pool repair, and he attended Florida Gulf Coast University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrea Leota is a financial advisor at Fidelity with 15 years of industry experience. She holds a Series 66 designation and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

David Lee is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Epiq Systems, Marietta City Schools, Kelly Education Services, Sykes Enterprises, Inc., PFS Investments Inc., and Teradata Corporation. He is also involved in the sale of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors is a large-scale institutional firm that manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies developed by unaffiliated asset managers and offers advisory services supported by third-party custodians and overlay managers.

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.

Jared Chambers is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Marietta, GA, bringing one year of experience at the firm and additional prior experience with Avantax and Cumberland Financial Group Inc., where he remains active in a tax services role. He has worked in the financial services industry since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals with various portfolio management approaches.

Brian Pocock is a financial advisor with Raymond James & Associates in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2016 and also associated with FINRA during the same period. 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, institutional and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Debra Johnson is a financial advisor with Cetera, holding a Series 66 designation and bringing 22 years of industry experience. She has held roles at Avantax Advisory Services and Avantax Investment Services, and currently operates Hagan, Johnson & Associates, a CPA firm providing tax preparation and advice. Cetera Investment Advisers LLC serves 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 through a nationwide network of independent advisors, utilizing multiple program structures and investment strategies.