Stephen Frederick is a CFP®-designated financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeanne Blanchard is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Osaic since 2024, previously spending nine years with Securities America Inc. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes firm-provided asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Oded Cohen is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America Inc. for 15 years. Cohen also operates Cohen Wealth Strategies, LLC, providing investment advice and insurance services to clients. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services supported by various investment platforms and tools.

John Kirkland is a CFP® with 20 years of industry experience. He currently works at Wells Fargo Clearing, joining the firm in 2022. His prior roles include positions at Fidelity Brokerage Services LLC and Morgan Stanley, where he worked for a combined 14 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Susan Godbee is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and having 10 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Pinnacle Bank/Pinnacle Financial Partners, and Synovus Securities. Outside of advisory work, she owns Soapstream LLC, a commercial real estate, laundromat, and carwash business. 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 advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Jack Shampine Jr. is a financial advisor with LPL Financial in Canton, GA, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2017. Outside of his advisory role, he owns an art gallery called J. Lyndon Gallery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and services supported by extensive research and model portfolio options.

Robert Mcafee is a financial advisor with Osaic and holds a Series 66 designation. He has 16 years of industry experience, including 15 years with FSC Securities Corp and 2 years with Osaic. Outside of his advisory role, he serves as CFO of McAfee Enterprises Inc., a non-investment related business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various tools and platforms to construct and manage client portfolios across multiple asset classes.

Steven Howell is a financial advisor with Equitable Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Equitable Advisors or its predecessor, Axa Advisors, LLC, since 1999. Howell serves on the investment policy committee for PST Advisors, LLC, an Equitable-approved RIA participating on the LPL MWP platform. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a combination of proprietary and third-party advisory programs, focusing on matching clients to appropriate investment models and discretionary managers.

David Payne is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Bank NA in various roles since 2013. Outside of his advisory work, he holds a partial ownership interest in Flint River Hunting Preserve LLC. 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 a network of more than 14,000 financial advisors and offers both brokerage and advisory solutions.

William Dyches is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cambridge Investment Research since 2010. Outside of his advisory role, he is involved in several family-owned and partnership real estate ventures in Savannah, GA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Jack Wang is a financial advisor with Wells Fargo Clearing in Roswell, GA, holding Series 66 and Series 63 designations and possessing 11 years of industry experience. His prior roles include positions at PNC Investments LLC and PNC 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 from Wells Fargo Investment Institute and employing diversification principles and modern portfolio theory in its investment approach.

Andrew Sperry is a CFP® professional with 40 years of industry experience. He has worked at OSAIC since 2023 and was previously with FSC Securities Corporation for 27 years. He is the owner of Sperry Financial Services, where he offers insurance products as an independent insurance agent. 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 construct and manage portfolios across various investment types.

Victor Fermin is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Henriques IV is a financial advisor with Primerica Advisors in Ball Ground, GA, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Primerica Advisors since 1997 and with Primerica Financial Services since 1996. Outside of advising, he is the owner of R&M Henriques Enterprises LLC, an entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed account options. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

John Michael Brunetti is a financial advisor with LPL Financial in Roswell, GA, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kovack Advisors, Inc. and Kovack Securities, Inc. for 11 years. Outside of his advisory role, he is a silent partner in multiple restaurant ventures, including Rock 'N' Taco Holdings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Colin Luke is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies before joining LPL Financial in 2021. He is also involved with Sumac Wealth Management Inc, a non-investment business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and various technologies.

Brian Dyndur is a financial advisor at LPL Financial with the Series 66 designation and 21 years of industry experience. He previously worked at Merrill and Bank of America before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing a range of management approaches and model portfolios supported by internal and third-party research.

Matthew Brown is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Derek Peterson is a financial advisor with Thrivent Investment Management in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Ben Rutledge is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge, he worked for over two decades at Anheuser-Busch Commercial Strategy, LLC. Outside of his advisory role, he is involved with Unique Remodel Concepts, LLC, serving as registered agent and managing bookkeeping duties. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm provides a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client goals.