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.

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.

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.

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.

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.

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.

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.

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.

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.

Lafayette Huston is a financial advisor with Fidelity Investments in Powder Springs, GA, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Fidelity, he worked at LPL Financial LLC for five years. Outside of his advisory role, he provides pet-sitting services to his community. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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.