Nolan Jeter is a financial advisor with Edward Jones in Atlanta, GA, holding the CFP®, ChFC®, and Series 66 designations and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns a real estate business, Jeter Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Dedry Johnson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining Wells Fargo, Dedry worked at Morgan Stanley, E*TRADE, Bank of America, Merrill, and Chase Bank. 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 offers both brokerage and advisory solutions supported by extensive research and analytics.

Susan Godbee is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and with 10 years of industry experience. She has previously worked at Raymond James Financial Services and Pinnacle Bank/Pinnacle Financial Partners. Outside of her advisory role, she is the owner of Soapstream LLC, a business involved in commercial real estate, laundromat, and carwash operations. 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 investment advisory and brokerage services through a large network of advisors, utilizing various portfolio strategies and operational tools.

Conchata Taylor Kendrick is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked for Warner Bros Discovery/Warner Media/Turner Broadcasting for 16 years. 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 programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Cristopher Gossett is a financial advisor at Osaic Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at FSC Securities Corp. In addition to his advisory role, he serves as a navigator in the Georgia Air National Guard. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and multiple investment strategies across a broad range of programs.

James Newsome is a Series 63 registered financial advisor with Wells Fargo Advisors in Atlanta, GA, bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Newsome serves on the board of the Whitewater Ridge Property Owners Association and is a member of the Gift Trust Committee at Marietta First Presbyterian Church. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options tailored to clients’ specific needs. Advisors use proprietary research and tools to develop recommendations, with clients retaining flexibility on implementation through the firm’s brokerage or advisory programs.

Austin Newsome is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning areas, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Robert Mcafee is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Fsc Securities Corp for 12 years and Morgan Stanley for one year. Outside of his advisory role, he serves as CFO of McAfee Enterprises Inc., a non-investment business. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services using a multi-advisor platform, with an investment process focused on model-based asset allocation and portfolio optimization.

Timothy Davis is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has held positions at Bank of America, Merrill, and Pinnacle Financial Partners. Outside of his advisory role, he works as a licensed bank associate at Pinnacle Asset Management, assisting clients with banking and investment needs by referring investment matters to Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support tailored investment recommendations.

Anthony Mc Intosh is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities.

Elizabeth Mayhak is a financial advisor with OSAIC based in Atlanta, GA, holding a Series 66 designation and six years of industry experience. She previously worked at Woodbury Financial Services and Infinity Financial Partners. Outside of her advisory role, she assists with administrative tasks at Divorce Sense LLC, a divorce financial analysis firm. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services across multiple programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by technology and risk analysis tools.

Clinton Copeland is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been a faculty member at multiple institutions, including The American College of Financial Services and the College for Financial Planning. Copeland is also active in teaching and nonprofit work, serving on boards related to financial education and community environmental initiatives. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Brian Dyndur is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Merrill and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of offerings, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Merrill Shemaria is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at LPL Financial since 2004 and spent one year at UBS Financial Services prior to that. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Corey Webster is a financial advisor with Cetera based in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been associated with various Cetera entities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple program structures and third-party managers through a large network of independent advisors.

Steven Shinn is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with recommendations tailored to client needs and optional implementation through various brokerage or advisory programs.

John Durkota is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial services industry, focusing on creating comprehensive wealth management strategies tailored to individual client needs. John holds a Bachelor's Degree from the University of Illinois and has earned several professional designations, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Divorce Financial Analyst (CDFA), and Certified Plan Fiduciary Advisor (CPFA). His expertise encompasses areas such as college education planning, family wealth management, legacy planning, retirement income strategies, socially responsible investing, and tax minimization. In addition to his professional work, John is involved in his community through the North River Church of Christ. His personal interests include hiking, photography, running, and yoga.

Amanda Lewis is a Series 66-licensed financial advisor with 14 years of industry experience, currently with Charles Schwab & Co., Inc. in Atlanta, GA. She previously worked at Merrill and Morgan Stanley, including Morgan Stanley Smith Barney LLC, before joining Schwab in 2026. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal due diligence process for alternative investments.

Robert Reese is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade Inc. and Charles Schwab Bank, SSB. Reese is based in Atlanta, GA. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Carol Fromhagen is a financial advisor with LPL Financial based in Atlanta, GA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. Her prior experience includes roles at Grove Point Advisors, LLC, H. Beck, Inc., and CLF Financial Services, Inc., where she also engages in insurance sales. Outside of financial advising, she is a general partner in a business involved in short-term rental properties. 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 other institutions. The firm offers a range of financial planning and investment solutions and supports its advisors with research and operational tools, serving over 22,800 advisors and managing substantial discretionary assets.