Steven Shinn is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years before joining Wells Fargo Advisors in 2025. 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 using proprietary research and tools, with recommendations tailored to client needs and optional implementation through various brokerage or advisory programs.

Lewis Walker Jr. is a financial advisor with LPL Financial in Woodstock, GA, holding Series 63, 65, and 66 licenses and possessing 28 years of industry experience. He has been with LPL Financial since 2008. Outside of advising, he is engaged in a partnership with his spouse for commercial real estate investment. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both proprietary and third-party research to support diversified investment strategies.

Ivan Garcia is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Woodstock, GA. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Kendall is a financial advisor with Edward Jones in Canton, GA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2009. 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 through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cortlandt Howell is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and institutional clients. The group employs a variety of investment strategies, including discretionary and non-discretionary management, and offers specialized services such as tax management and municipal advisory.

Michael Dijak is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has been affiliated with various divisions of Raymond James since 2016. Outside of his advisory role, he serves as a trustee for a family trust and acts as power of attorney for his spouse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm specializes in tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Thomas Wegner is a CFP® professional with 25 years of experience in the financial industry. He is currently affiliated with LPL Financial and SouthState Investment Services, having previously worked at Raymond James Financial Services, The First Wealth Management, and Heritage Bank. 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, combining discretionary and non-discretionary management with access to model portfolios and research from various sources.

Dylan Windish is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His background includes military service in the United States Navy from 2019 to 2023, as well as roles in higher education and employment development. He is currently connected with the University of Georgia in an ongoing capacity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice. The firm’s approach integrates its proprietary research, third-party data, and algorithmic tools with a focus on dependable income sources and tax-aware withdrawal strategies.

Michael Boosel is a financial advisor with Robert W. Baird & Co. in Atlanta North Point, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Robert W. Baird & Co. since 2005. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Robert Gustafson is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2007. He owns a legal entity, Robert E Gustafson & Associates LLC, used for processing practice expenses. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice, supported by a centralized consulting team and algorithmic tools.

Richard Palhegyi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial advisors.

Linda Vu is a CFP® certificant with 24 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Her prior roles include long tenures at FSC Securities Corporation and BDL Advisors. She is a board member and secretary of the Georgia Rotary Professional Alliance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with a focus on diversified portfolio construction and third-party managed solutions.

Robert Smith Jr. is a financial advisor at Cetera with four years of industry experience. He holds a Series 65 designation and previously worked at Avantax Advisory Services. In addition to his advisory roles, he has operated Robert Smith CPA since 2011. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with various program options and custodial relationships.

Alexandria Williams is a Series 66-licensed financial advisor with four years of industry experience. She has worked at Wells Fargo Clearing since 2025 and previously spent seven years at Merrill. Prior to her financial services career, she held roles at Seasons 52, Darden Inc. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Wei Wu is a financial advisor at Cetera with four years of industry experience and holds a Series 66 credential. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and Transamerica Financial Advisors. He is also the owner of HuiWei Wealth Management Inc., providing accounting, tax, and financial consulting services. Outside of advising, Wu consults for CarelonRx, a pharmacy benefit management company, assisting internal clients with managing medical and prescription drug costs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Garrett Hentschel is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Hyland Software and Alfresco Software. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Kyle Evens is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds a Series 63 designation and has worked with firms including Wells Fargo Clearing. In addition to his advisory role, Evens is the owner of Evens Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a municipal advisor affiliation.

Venus Justice is a financial advisor with LPL Financial in Marietta, GA, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at Truist, First Citizens, and Bank of America. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kevin Ruth is a CFA® charterholder and holds the Series 63 license, with 14 years of industry experience. He is currently with Osaic Wealth, Inc. since 2023, following roles at FSC Securities Corporation and Raymond James & Associates. He also serves as a portfolio manager at BDL Advisors, an LLC investment-related activity. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Jorge Mateo Aguilar is a Financial Advisor at Merrill Lynch Wealth Management. He integrates the resources of a global firm with a personalized approach to deliver financial planning services. Jorge works with clients from diverse backgrounds, including next-generation professionals, multigenerational households, the LGBTQ+ community, and Hispanic families, focusing on creating strategies that align with clients’ goals, values, and lifestyles. Jorge holds the SE-AWMA™ designation (Sports & Entertainment Accredited Wealth Management Advisor™) and a Personal Investment Advisor (PIA) credential. He completed the Accredited Certificate Program at Universidad San Ignacio de Loyola in Lima, Peru. This advanced training enables him to support executives, entrepreneurs, founders, and high-net-worth individuals with complex planning needs such as tax-efficient strategies and multi-entity structures, as well as professionals in sports, entertainment, and the creative economy. Based in Chelsea, New York City, Jorge is involved with the Bank of America NYC Business Council - LGBTQ+ Chapter and engages with community organizations including Out Pro - NYC and QNC. Outside of work, he enjoys dancing, swimming, cooking, music, photography, and traveling, embracing cultural experiences around the world.