Randall Martinez is a CFP® professional with 21 years of industry experience. He has been with OSAIC since 2024 and previously worked at Triad Advisors, Inc. for 18 years. Martinez also owns Asset Advisors Group, LLC, where he leads CFP programs at universities nationwide and provides tax planning and film tax credit services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services using proprietary asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Keaton Russell is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Hilltop Securities, and Southbridge Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

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 financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. His prior work includes roles at CUNA Mutual Group, CUNA Brokerage Services, Waddell & Reed Inc., and various insurance carriers. He is associated with iTHINK Wealth Management, an investment-related business connected to his LPL activities. 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, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Camilo Mayorga is a financial advisor with Cetera, holding Series 63 and Series 65 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 and Florida State University. He is also involved with CALTEX Financial Group LLC, operating under Cetera Business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party portfolio managers across various program structures.

Stephen Lawandales is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2018 and has operated The Lawandales Group since 1990. Additionally, he is involved with Securities Service Network, Inc. and provides third-party administration services through Lawandales Retirement Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Richard Thompson is a CFP®-designated financial advisor at LPL Financial with 48 years of industry experience. He previously spent 25 years at Crown Capital Securities, L.P. and has operated Thompson Associates CPA's, LLC, a tax preparation and accounting firm, for over 27 years. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Waina Octavius Francoeur is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Merrill, Francoeur held roles at Bank of America, Wells Fargo, TD Bank, and Scotiabank. Outside of finance, Francoeur is a general partner and managing member of Brunch and Beyond Restaurant LLC, a restaurant venture based in Acworth, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party management teams.

Joy Gorney is a financial advisor with OSAIC in Marietta, GA, holding the CFP® designation and Series 63 and 65 licenses, and has 27 years of industry experience. She worked at Fsc Securities Corporation from 2005 to 2023 before joining OSAIC. Gorney is a member of the Georgia Association for Women Lawyers and assists her husband with managing their rental property. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers across multiple platforms.

Whitney Delaney is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously with Avantax Advisory Services and Avantax Insurance Agency. Outside of her advisory role, she serves as president of Kingsley Racquet & Swim Club, managing board activities and budgeting. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management through a multi-manager platform that includes affiliated and third-party strategies.

Hermon Mason is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He has held positions at Thrivent Financial, Pruco Securities, LLC., and COUNTRY FINANCIAL. Mason serves as an alumni board member for Averett University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning addressing a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Amita Webb is a financial advisor at Charles Schwab holding Series 65 and Series 63 credentials. She has experience with several firms including Morgan Stanley and Sagicor Investments JA LTD. Webb’s career background also includes roles outside of financial services, such as work with Business Access TV LTD and TJX Companies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and due diligence on alternative investments, leveraging its large scale and 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.

Samantha Bethea is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill and UBS Financial Services. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chevyone Williams is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He has worked within Wells Fargo entities since 2016. Outside of his advisory role, he owns and operates Delightful Vegan, LLC, a health and wellness business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to create tailored recommendations delivered through discrete planning engagements.

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 Series 66-licensed financial advisor with Edward Jones in Atlanta, GA, where he has worked since 2011. He has 12 years of industry experience and concurrently has a role with TARGET since 2009. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.