Brian Fox is a financial advisor at Cetera with 23 years of industry experience. He holds the Series 66 credential and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for 12 years. Outside of his advisory role, he sells fixed insurance products and operates Totus Wealth Management, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with options ranging from automated allocations to bespoke strategies.

James Ramey is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2012. He is based in Marietta, GA, and is also the owner of Ramey Wealth Management LLC, where he dedicates significant time managing his practice. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers investment and fee‑based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services utilizing Wells Fargo research and tools, with clients choosing how to implement recommendations through various brokerage or advisory programs.

Harold Collett II is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include service as a Paulding County Commissioner and positions at Summit Capital Solutions, Financial U, and PlanMember Securities Corporation. He is also involved with Kinsman Wealth Educators, a firm he has operated since 2006. 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 representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and a variety of management options.

Kevin Issahaku is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Landmark Financial Group, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory work, he coaches soccer for the Concorde Fire Soccer Club in Atlanta. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with thousands of advisors and offices, delivering advisory services through model-based strategies supported by third-party managers and custodians.

Christian Bontrager is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services, MassMutual Life Insurance Company, Northwestern Mutual, Cobb County Schools, and the YMCA of Metro Atlanta. Outside of advising, he is involved in insurance brokerage, focusing on individual life, disability, and long-term care products. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides both proprietary and third-party model strategies, with investment implementation tailored to client objectives through various platform arrangements.

James Kellogg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Marietta, GA, holding a Series 63 credential and 39 years of industry experience. He has been with Raymond James and Kellogg Investment Group since 2012. Outside of his advisory role, he serves on the finance and investment committees of the Georgia Senior Golfers Association and Marietta Community Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports a broad network of advisors with various advisory programs and institutional consulting services.

David Broderick is a financial advisor with Fidelity Investments in Marietta, GA, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at SunTrust Investment Services, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Tracy Mc Manus is a Series 66 licensed financial advisor with Edward Jones and has 14 years of industry experience, all with the firm since 2012. She is based in Kennesaw, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,100 branch offices.

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 with Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory role, she is the owner of OnPoint Advisory, LLC and AdvisorySouth Holdings LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides a range of portfolio management solutions through a network of independent Financial Professionals, combining proprietary and third-party strategies with various custody and platform options.

Andrew Runnion is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked for Northwestern Mutual in various roles from 2009 to 2026. Outside of advisory work, he serves as a member-at-large for his local homeowners association in Marietta, Georgia. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment solutions.

Janet Barnett is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and five years of industry experience. She previously worked for Delta Air Lines, Inc. for 30 years before joining LPL Financial and Delta Community Credit Union. In addition to her advisory role, Barnett serves as a notary public. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

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.

Adam Blandino is a Series 65-licensed financial advisor at Fisher Investments with six years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eight years at IDD Consultants LLC. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee and employs tax-aware processes and defensive tactics to manage risk and portfolio positioning.

Andrew Flick is a financial advisor at Edward Jones in Woodstock, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent a year at Cornerstone University and was a full-time student for over two decades. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Patrick Reid is a CFP® professional with 14 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, Reid is involved with Rising Sun Realty LLC, where he holds ownership and manages real estate activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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.

Austin Peters is a financial advisor at Fidelity with 8 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Edward Jones, Lyft, Sagepoint Financial, and the University of Georgia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Janusek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes prior roles at JP Morgan Securities, Thrivent Financial, PNC Financial, Regions Bank, Cetera, and Edward Jones. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment managers and options, providing both brokerage and advisory solutions across a wide client base.

John Gagne is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He has held previous roles within Wells Fargo entities since 2009. Outside of his advisory work, he owns Atlantic Wealth Management LLC and holds a partial ownership in 1792 Capital Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a comprehensive menu of planning options. The firm employs proprietary research and planning tools to develop tailored recommendations delivered through client meetings and summary reports.