Sean Dunn is a financial advisor at OSAIC in Atlanta, GA, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining OSAIC in 2026, he spent eight years at Edward Jones and fourteen years at Lockheed Martin Aeronautics Corporation, where he worked as a project lead for avionics hardware test labs on aircraft such as the C-130J and LM-100J. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization tools and supports discretionary and managed account strategies, distinguishing itself by its scale, complex affiliate network, and recent consolidation activity.

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.

Richard Richmond is a financial advisor at Primerica Advisors with six years at the firm and a total of five years in the industry. He holds Series 63 and Series 65 licenses. Prior to joining Primerica, he spent ten years at AT&T. Richmond is involved in sales of home security and automation products, as well as loan product referrals, through affiliated companies. Primerica Advisors is a large-scale institutional firm managing a wrap-fee asset management program primarily for individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-delivery strategies created by unaffiliated asset managers and offers a range of portfolio models including strategic, tactical, and tax-managed approaches.

Tripp Boyer is a financial advisor with Wells Fargo Advisors in Marietta, GA, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Boyer is a member of the Professional Advisors Network Committee at the Cobb Community Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Christopher Hynek is a financial advisor at Edward Jones in Marietta, GA, holding the CFP® designation and Series 66 license with 15 years of industry experience. He worked at Merrill from 2011 to 2016 before joining Edward Jones, where he has been since 2016. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a large network of over 23,000 financial advisors and 15,000 branch offices nationwide.

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.

Nolan Jeter is a financial advisor with Edward Jones in Atlanta, GA, holding the CFP®, ChFC®, and Series 66 designations and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns a real estate business, Jeter Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Susan Godbee is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and with 10 years of industry experience. She has previously worked at Raymond James Financial Services and Pinnacle Bank/Pinnacle Financial Partners. Outside of her advisory role, she is the owner of Soapstream LLC, a business involved in commercial real estate, laundromat, and carwash operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment advisory and brokerage services through a large network of advisors, utilizing various portfolio strategies and operational tools.

Conchata Taylor Kendrick is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked for Warner Bros Discovery/Warner Media/Turner Broadcasting for 16 years. 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 programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

James Newsome is a Series 63 registered financial advisor with Wells Fargo Advisors in Atlanta, GA, bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Newsome serves on the board of the Whitewater Ridge Property Owners Association and is a member of the Gift Trust Committee at Marietta First Presbyterian Church. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options tailored to clients’ specific needs. Advisors use proprietary research and tools to develop recommendations, with clients retaining flexibility on implementation through the firm’s brokerage or advisory programs.

Austin Newsome is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning areas, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Robert Mcafee is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Fsc Securities Corp for 12 years and Morgan Stanley for one year. Outside of his advisory role, he serves as CFO of McAfee Enterprises Inc., a non-investment business. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services using a multi-advisor platform, with an investment process focused on model-based asset allocation and portfolio optimization.

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.

Timothy Davis is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has held positions at Bank of America, Merrill, and Pinnacle Financial Partners. Outside of his advisory role, he works as a licensed bank associate at Pinnacle Asset Management, assisting clients with banking and investment needs by referring investment matters to Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support tailored investment recommendations.

Anthony Mc Intosh is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities.

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.

Elizabeth Mayhak is a financial advisor with OSAIC based in Atlanta, GA, holding a Series 66 designation and six years of industry experience. She previously worked at Woodbury Financial Services and Infinity Financial Partners. Outside of her advisory role, she assists with administrative tasks at Divorce Sense LLC, a divorce financial analysis firm. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services across multiple programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by technology and risk analysis tools.

Brian Dyndur is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Merrill and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of offerings, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

John Durkota is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial services industry, focusing on creating comprehensive wealth management strategies tailored to individual client needs. John holds a Bachelor's Degree from the University of Illinois and has earned several professional designations, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Divorce Financial Analyst (CDFA), and Certified Plan Fiduciary Advisor (CPFA). His expertise encompasses areas such as college education planning, family wealth management, legacy planning, retirement income strategies, socially responsible investing, and tax minimization. In addition to his professional work, John is involved in his community through the North River Church of Christ. His personal interests include hiking, photography, running, and yoga.