Jeffrey Moore is a Series 66-registered financial advisor with Edward Jones in Dallas, GA, and has eight years of industry experience. He has worked with Edward Jones since 2017 and previously spent eight years at Regions Bank. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Means Jr. is a Series 66 licensed financial advisor with 13 years of industry experience. He currently works at LPL Financial and has held positions at CUNA Mutual Group, CUNA Brokerage Services, Edward Jones, Waddell & Reed, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Camilo Mayorga is a financial advisor with Cetera in Atlanta, GA, holding Series 65 and Series 63 designations and seven years of industry experience. He has been with Cetera and its affiliated entities since 2019 and previously worked at A&A One Source Solutions LLC. Mayorga is also associated with CALTEX FINANCIAL GROUP LLC, operating under a Cetera business name. Cetera Investment Advisers LLC serves a broad client base through a nationwide network of independent advisors, offering a range of portfolio management and retirement services, with over $256 billion in assets under management and more than 10,000 advisors.

Kegan Schroeter is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he was associated with Mile Marker Financial Advocates. Outside of his advisory role, he is involved in coaching with Berkeley Recreational Sports. 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 portfolio programs, and institutional platforms, supported by advanced operational tools and a network of over 22,800 advisors.

Stephen Lawandales is a financial advisor with LPL Financial in Marietta, GA, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has worked at LPL Financial since 2018 and has been involved with The Lawandales Group since 1990 and Securities Service Network, Inc. since 2016. Additionally, he is active in retirement services administration through Lawandales Retirement Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by proprietary research and technology tools.

Richard Thompson is a CFP® with 49 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. He previously worked for Crown Capital Securities, L.P. for 25 years and has operated Thompson Associates CPA's, LLC, a tax preparation and accounting firm, for over 27 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Waina Octavius Francoeur is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Wells Fargo Clearing, Francoeur worked at Bank of America and Merrill. Outside of advising, Francoeur is a general partner and managing member of Brunch and Beyond Restaurant LLC, a family-owned restaurant venture in Acworth, Georgia. 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 provides both brokerage and advisory solutions across a broad client base.

Joy Gorney is a financial advisor at Osaic with 27 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic in 2023, she worked at Fsc Securities Corporation for 18 years. She is a member of the Georgia Association for Women Lawyers and assists her husband with managing rental property income and expenses. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and offers both discretionary and advisor-managed strategies.

Whitney Delaney is a financial advisor with Cetera in Atlanta, GA, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has operated Delaney Tax & Wealth Management, Inc. since 2015 and previously worked with Avantax Advisory Services and related firms. Outside of her advisory work, she serves as President of the Kingsley Racquet & Swim Club board, managing meetings and budgeting activities. Cetera Investment Advisers LLC provides advisory services through a nationwide network of independent advisors, serving individual, corporate, and institutional clients with a range of investment management and financial planning solutions. The firm offers access to various model portfolios and third-party managers under multiple program structures.

Hermon Mason is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to his current role, he worked at Pruco Securities, LLC, and COUNTRY FINANCIAL. He serves on the Alumni Board of Averett University, a private Baptist university in Virginia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics without discretionary trading authority, emphasizing periodic reviews and a separation between planning and managed-account services.

Amita Webb is a financial advisor at Charles Schwab in Atlanta, GA, holding Series 63 and Series 65 licenses. She has prior experience at Morgan Stanley and Sagicor Investments JA LTD, among other roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions, supported by comprehensive research and a large-scale, integrated operational platform.

Harris Konter is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he is the owner and proprietor of Manifesting Destiny LLC, where he is writing and publishing a children's book. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Andreas Wilder is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in several business ventures including co-owning a tax preparation firm and managing multiple LLCs related to consulting and business operations. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Chevyone Williams is a Series 63 licensed financial advisor with 20 years of industry experience, currently with Wells Fargo Advisors since 2024. Prior to this, Williams spent eight years at Wells Fargo Clearing. Outside of finance, Williams owns and operates Delightful Vegan, LLC, a health and wellness business based in Atlanta. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using Wells Fargo’s research and tools to develop tailored client recommendations.

Vijay Patel is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 15 years of experience in advising affluent individuals, businesses, and institutions across various locations including Boston, Frankfurt, and Atlanta. He specializes in areas such as corporate executive services, employee benefits planning, executive and equity compensation, family wealth management, legacy planning, liquidity management, managing new wealth, women and wealth, and tax minimization. Before joining Merrill Lynch Wealth Management, Vijay gained nearly a decade of international consulting experience in Germany and England. Since becoming a financial services professional in 2003, he has emphasized a process-driven approach to help clients preserve and grow their wealth through customized strategies and regular reviews. His expertise includes asset allocation, education and retirement planning, estate and trust services, securities-based lending, philanthropic gift planning, and capital management. Vijay holds an MBA from the University of Cambridge, a master's degree from Boston University, and a bachelor's degree from the University of Chicago. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, he is an active member of the University of Chicago Alumni Association in Atlanta and a father of three, including twins adopted from Ethiopia.

Scott Laurentius is a financial advisor with Edward Jones in Atlanta, GA, holding a Series 66 license and 13 years of industry experience. He has been with Edward Jones since 2011 and previously worked at Target. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates an extensive network of financial advisors and branch offices nationwide.

Lucas Martins Vaz is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Prior to his current role, he worked in golf club management and pool repair, and he attended Florida Gulf Coast University. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Damon Butler is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Primerica Advisors since 1996 and concurrently works with the General Services Administration since 1991. Outside of financial advising, he is involved as an investor in a faith-based production company and is a partner in a meat and produce farming business in Georgia. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts tailored for individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing to implement its investment models within a wrap-fee structure.

Andrea Leota is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. Her career includes roles at Fidelity Investments since 2013, as well as prior experience with Nationwide Investment Advisors, LLC and United Planners' Financial Services of America. Fidelity’s Strategic Advisers LLC, where Andrea is based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

David Lee is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Epiq Systems, Marietta City Schools, Kelly Education Services, Sykes Enterprises, Inc., PFS Investments Inc., and Teradata Corporation. He is also involved in the sale of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors is a large-scale institutional firm that manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies developed by unaffiliated asset managers and offers advisory services supported by third-party custodians and overlay managers.