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 financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, Newsome serves on the board of a property owners association and participates in the gift trust committee at Marietta First Presbyterian Church. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products through a large network of financial advisors.

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 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.

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 at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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 Series 66-licensed financial advisor at OSAIC with six years of industry experience. She previously worked at Woodbury Financial Services and has held roles involving client service and administrative support within the financial sector. Outside of advisory work, she assists with divorce financial analysis through a separate business activity. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple advisory platforms.

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.

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.

Robert Reese is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior work includes roles at TD Ameritrade Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset model portfolio approach.

Thomas Hunter is a financial advisor at Primerica Advisors with over 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2005, alongside leadership roles at The Legacy Advisory Firm, LLC and Hunter & Assoc. Advisory Firm LLC. Outside of his advisory work, he is a member of The Crabby Hunter, LLC, an entity unrelated to investment services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Ricky Powell is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Cetera Wealth Services, Nast Financial Solutions, and Concourse Financial Group Securities Inc. Prior to entering finance, he was involved with Powell Drilling and held roles at Turfnology Inc, GarrCo Products, and the University of Georgia. Cetera Investment Advisers LLC serves individual and institutional clients nationwide through a large network of independent advisors, offering portfolio management, financial planning, and retirement services. The firm employs a multi-manager platform providing diverse investment solutions across various program structures and custodial relationships.

Evan Robinson is a financial advisor with Fidelity in Dallas, GA, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity Investments, he worked at Northwestern Mutual and has experience in various roles outside the financial sector, including positions at Buffalo Wild Wings and Escalade Rock Climbing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Charlie Davidson is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop personalized investment strategies that align with their financial goals. He offers guidance on a range of financial matters including general investing, retirement planning, and saving for unforeseen events. Additionally, he provides access to banking and lending services through Bank of America. Charlie holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Tennessee State University. Outside of his professional responsibilities, he is involved with the community organization Champions in Christ.

Andrew Turner is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Paul Sherk is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1996 and is also associated with Ridley International Inc. since 1998. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a curated selection of third-party asset managers and utilizes a tiered wrap fee structure.

Perry Leblanc is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on helping clients manage their wealth by developing personalized financial strategies that align with their individual goals and adapt to changing market conditions. Perry provides access to investment insights from Merrill Lynch as well as banking and lending solutions through Bank of America. He holds the Professional Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Rhodes College and a Master's Degree from Millsaps College. Perry emphasizes a one-on-one approach to working with clients to create flexible, long-term wealth management plans tailored to their unique financial situations.