Charles Mears Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Wealth & Pension Services Group, Vining Financial, and Triad Advisors. In addition to his advisory work, he assists clients and families with the probate process for wills. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing advanced asset-allocation tools and access to third-party money managers.

Stephen Young Jr. is a financial advisor at Edward Jones in Roswell, GA, holding Series 65 and Series 63 licenses with six years of industry experience. His work history includes roles at Edward Jones, Apple Inc., Roam Innovative Workspace, and Aviem International Inc. Outside of advisory work, he has occasionally rented out part of his primary residence to a non-client. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and other advisory services under a fiduciary standard.

Anthony Sodipo is a financial advisor with Ameriprise in Powder Springs, GA, holding Series 63 and Series 65 designations and over 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team working alongside financial advisors.

Patrick Warner is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over five decades. Outside of his advisory role, he is involved with Objective Financial Solutions, Inc., which focuses on insurance policy commissions and managed money investment fees. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Joel Lorden is a CFP® with 26 years of experience in financial advising. He is currently with Cetera and has held roles at Cetera Advisors LLC since 2013 and Eastman Financial LLC since 2017, where he is also the owner. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing more than $256 billion in assets.

Ryan Frantik is a financial advisor with Ameriprise in Smyrna, GA, holding a Series 66 designation and beginning his career in 2024. Prior to joining Ameriprise, he held various roles outside the financial industry, including work at Rookies Pub and Ambassador Wealth Management. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to create written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alec Reynolds is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Georgia and Mount Pisgah Christian School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Wendell Sarmir is a financial advisor at Raymond James & Associates in Alpharetta, GA, with 44 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he is a director of Marnic LLC, a company established primarily to hold the lease for his office space. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Suzanne Dineen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing eight years of industry experience. She has worked with Wells Fargo Bank and Wells Fargo Clearing since 2021, following nine years at Quantum National Bank and a brief tenure at Piedmont Bank. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Shannon Perkins is a financial advisor with Ameriprise in Dunwoody, GA, holding a Series 63 designation and bringing 31 years of industry experience. Perkins has been with Ameriprise and its related entities since 1994. Outside of advisory work, Perkins serves on the Board of Directors for the nonprofit organization WarmHearts. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, primarily for clients with Ameriprise-managed accounts.

Lynette Ringstad is a financial advisor with Ameriprise in Dallas, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate income sources, Social Security strategies, and tax-smart withdrawals. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with clients’ financial advisors.

Ronald Palmateer Jr. is a financial advisor at OSAIC with 23 years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation for 19 years before joining OSAIC in 2023. In addition to his advisory role, he serves as Chief Compliance Officer for a corporation named Undefined Gridlines. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer a range of investment solutions.

Ryan Woodard is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding a Series 66 designation and nine years of industry experience. His prior work includes positions at Morgan Stanley, E*TRADE Securities, Bank of America, and Merrill. 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 offers brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets with over 14,000 financial advisors.

James Broadway Jr. is a financial advisor at Raymond James Financial with 11 years of industry experience. He has worked at Raymond James since 2018 and previously held a position at Wells Fargo Clearing from 2014 to 2018. In addition to his advisory role, he is involved with Roswell 4 Freedom, a nonprofit organization, where he dedicates significant time. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and advisory solutions.

Tripp Boyer is a financial advisor with Wells Fargo Advisors in Marietta, GA, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Wells Fargo Advisors or its affiliates since 2009. Outside of advising, he serves as a Professional Advisors Network Committee member for the Cobb Community 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, offering a broad range of planning solutions and integrating advisory services with other financial products.

Sandra Penton is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. for several years. 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 over 14,000 advisors and offers both brokerage and advisory solutions.

Christopher Hynek is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2016. Based in Marietta, GA, he provides financial advisory services through this firm. 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.

Michael Ramirez is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SunTrust Robinson Humphrey, Inc. / Truist Securities and HomeTrust Bank. Ameriprise offers retirement-income planning services for clients typically holding at least $1 million in investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Gregg Mahoney is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has been associated with Sagepoint Financial, Inc. and The Mahoney Group, LLC, where he is an owner and sells life and health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various investment types.

Lindsey Gearhart is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Wells Fargo Clearing Services since 2016 and Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.