Mark Lawrence Jr. is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Fidelity Brokerage Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, use of systematic methodologies, and formal advisory role in multi-manager and fund-of-funds structures.

Andrew Kunce is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Morgan Stanley, and E*Trade Securities. Outside of financial advising, he serves as a board member for Armstrong Garden Centers and Pike Nurseries, a family retail and wholesale horticulture business. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and advisory services.

Joshua Windham is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes roles at Ameriprise and Trinity Wealth Securities, along with other financial and non-financial positions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

David Mattox is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 63 designation and over 30 years of industry experience. He has been with Charles Schwab and its affiliate Charles Schwab Bank since 1995 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to affiliated discretionary separately managed accounts. The firm combines extensive scale, integrated brokerage and advisory services, and a multi-asset investment approach augmented by alternative investment offerings.

David Thompson is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Questar Asset Management, and Raymond James Financial, among others. Thompson is also the owner of JKL Financial Services, LLC, an operating entity for his advisory business. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a variety of investment programs.

Kalen Tavassoli is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 63 designation and six years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Wells Fargo Clearing and Equitable Advisors LLC. Outside of finance, he has experience in the hospitality sector, including a role with HUNGRY Catering. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, with specialized planning for niche client needs and integrates advisory services with other financial products and referral channels.

Ashley Krause is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to her advisory role, she was a homemaker for six years. 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 and offers a range of discretionary and non-discretionary advisory strategies, alongside affiliated mutual funds and other investment services.

Henry Coker is a financial advisor at Cambridge Investment Research Advisors with 52 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes long-term tenure at Massachusetts Mutual Life Insurance Company and roles at Kestra Financial Services and Cambridge Investment Research. He is also involved as a principal and co-owner in several financial service-related business entities in Georgia. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms, provides access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.

Christy Hansard is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2004, as well as Patrick Financial Group since 2011. Outside of advising, she is involved as a financial planner and practice manager at finoBlue, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad advisor network with specialized municipal advisory and SIMPLE IRA consulting programs.

Sherry Warren is a financial advisor with Edward Jones in Kennesaw, GA, holding a Series 66 designation and 13 years of experience with the firm since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Thomas Headlee Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, and Nationwide Securities. He is involved with Vision Planning Services, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Robson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Fsc Securities Corp, Stratos Wealth Partners, Ltd, and Hornor, Townsend & Kent, LLC. Outside of advisory work, he acts as a trustee for a family trust and manages an investment-related LLC. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services. The firm employs a model-based investment approach emphasizing portfolio optimization and provides a variety of programs such as financial planning, managed portfolios, and retirement consulting.

Dale Hoeflinger is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory work, he owns Portable Party Entertainment LLC, which provides music for festivals, weddings, and corporate events. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management options, financial planning, and access to third-party money managers through various program structures and custodial relationships.

John Hill is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America N.A. and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Arthur Bush is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 11 years of industry experience. His career includes roles at MML Investors Services, Mass Mutual Life Insurance Company, The Prudential Insurance Company of America, and service in the Georgia Army National Guard. Outside of his advisory work, he is involved in several business ventures, including ownership of VITA Financial LLC and Lucopus Collective LLC dba Veranovia. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Dorian Holmes is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. He is also an associate wealth advisor with Mangham Scott Wealth Management, where he works with clients on planning and investment needs. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Alvin Francis is a financial advisor with Merrill in Marietta, GA, holding Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with Merrill since 2010. Outside of his advisory role, he is a co-owner of a family rental property in Palm Bay, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Scott King is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services and Legacy Capital Advisors. King serves as a board member of BCR Holdings LLC, a wastewater technology company. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Patrick Lovell is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Wells Fargo Clearing. He has ownership interests in Ramsey Capital, LLC and 1792 Capital Partners, LLC, both investment-related businesses in Atlanta. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad range of planning options. Advisors utilize Wells Fargo research and tools to develop tailored recommendations, with clients having the choice to implement them through brokerage or advisory programs.

James Cushingham is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is the owner and performer of Energemata Poi LLC, an entertainment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.