Lisa Arnold is a CFP® and ChFC® with 11 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Guardian Life Insurance Company and Park Avenue Securities. She is also an owner of two advisory-related business entities. Cambridge Investment Research Advisors, Inc. 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 operates through thousands of financial professionals and provides both discretionary and non-discretionary management supported by proprietary model strategies and multiple platform options.

Andrew Runnion is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Northwestern Mutual in various roles between 2009 and 2026. Outside of his advisory work, he serves as a member-at-large on his neighborhood homeowners association board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning and access to third-party asset management, using a variety of investment strategies implemented by its network of advisors.

Janet Barnett is a financial advisor at LPL Financial in Atlanta, GA, holding a Series 66 credential with five years of industry experience. She previously worked for Delta Air Lines, Inc. for 30 years before transitioning to financial services. In addition to her advisory role, she serves as a notary public for Delta Community Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Lewis is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Cetera, Regions Bank, LPL Financial, Voya Investment Management, Merrill, and Morgan Stanley. He is based in Marietta, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Ronald Ostezan Jr. is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding Series 63 and Series 66 designations and with 21 years of industry experience. He previously worked at Mosaic Alliance for over two decades before joining Thrivent in 2022. He receives renewal commissions from insurance policies written in prior years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach includes comprehensive planning on topics such as retirement, income tax, and estate planning, delivered through a network of financial advisors.

Julius Hicks Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes long-term roles at Guardian Life Insurance Company of America and managing financial services under the DBA Atlanta Planning Group since 1993. He also sells fixed insurance products such as life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, financial planning, and consulting services, supported by a large nationwide network of over 10,000 advisors and extensive asset management capabilities.

Brandon Mc Clure is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Drummond and Total Graphic Solutions. 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 advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

John Gagne is a CFP® professional affiliated with Wells Fargo Advisors in Atlanta, GA, with 26 years of industry experience. He has held positions at Wells Fargo Clearing and Banc of America Investment Services, Inc., among others. Gagne is actively involved in private investment ventures through ownership interests in Atlantic Wealth Management LLC and 1792 Capital Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services across a broad range of needs, utilizing proprietary research and tools to develop tailored client recommendations.

Simon Block is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked at Cetera and affiliated firms since 2019 and previously served at Foresters Advisory Services and Foresters Financial Services. Block is a board member and treasurer for Futures Inc., assisting with financial oversight and social events. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Nakia Lawson is a financial advisor with Primerica Advisors in Decatur, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Primerica Advisors since 2015 and was previously with Primerica Financial Services starting in 2014. Outside of her advisory role, Lawson is the owner of Nubian Holding LLC and engages in public speaking as a former athlete. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and oversees portfolio implementation with an emphasis on tiered percentage-based fees and ongoing manager evaluation.

Kari Knudsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at LPL Financial since 2018 and previously spent three years with Fsc Securities Corp. Knudsen is also affiliated with The Lawandales Group, a business she has been involved with since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Zachary Carden is a financial advisor with J.P. Morgan Securities in Acworth, GA, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Equitable Advisors from 2023 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes a broad range of investment and derivative capabilities.

William Taylor is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. 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 advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Andrew Jones is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. 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 investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Steven Gutke is a financial advisor with LPL Financial in Villa Rica, GA, holding a Series 66 credential and 11 years of industry experience. He previously worked at WFGIA and Transamerica Financial Advisors, Inc. for nine years. He has also been involved with Agile Capital LLC and served the Lutheran Church of Resurrection for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 delivered through a large network of investment adviser representatives.

Manila Mathur is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 28 years of industry experience. Prior to joining Merrill in 2019, she worked at Ameriprise Financial Services, Inc. for 14 years. 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, and institutional investors, supported by internal and third-party portfolio management teams.

Jamie Hale is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked in education-related roles, including positions at the Atlanta English Institute and The English Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Devyne Washington is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior experience at Bank of America and in the automotive industry. 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 advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Matthew Anderson is a Financial Advisor at Merrill Lynch Wealth Management. He brings over 15 years of experience in accounting, finance, and business leadership, having served in senior finance and operational roles across venture-backed technology companies, professional services firms, and closely held businesses. His career includes positions such as Chief Financial Officer of a professional services firm and Director of Finance for a venture-backed fintech company, where he worked closely with owners, executives, and boards to navigate complex financial decisions, growth initiatives, and long-term planning. At Merrill, Matthew applies a goals-based wealth management approach, focusing on personalized financial plans aligned with clients' priorities. He works with individuals, families, business owners, and senior executives on areas including retirement planning, wealth preservation, and legacy considerations. His expertise covers corporate executive services, executive compensation, family wealth management strategies, liquidity management, and investment strategy. He holds the Personal Investment Advisor (PIA) designation. Matthew earned dual Bachelor of Business Administration degrees in Accounting and Management from Kennesaw State University in the University System of Georgia. He has been actively involved with his alma mater, Young Harris College, serving on its Board of Trustees and previously as Founding President of the Young Alumni Council. Outside of his professional work, Matthew's interests include baseball, camping, cooking, fishing, golfing, hiking, skiing, spending time with family, traveling, and woodworking.