Jeffrey Moore is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and E*TRADE Securities LLC. Outside of finance, he has experience in the hospitality sector and has been affiliated with the University of Georgia. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gary Pike is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Avantax and Cumberland Financial Group, with additional involvement in tax preparation and accounting services through Cumberland Financial Group. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, proprietary model strategies, and third-party advisers.

Luis Menendez is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2012. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shannon Hill is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Hill is also the owner-operator of Shamie LLC, a business used to manage office expenses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Timothy Bonner is a financial advisor with Cetera in Atlanta, GA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for nine years. Outside of his advisory role, he is involved as an insurance agent selling life, disability, fixed annuities, and long-term care products, and is affiliated with Totus Wealth Management, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Ryan Tuff is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022. His prior roles include positions at Ameriprise Financial Services, Royal Alliance Associates, John Hancock, and VOYA Financial Advisors. 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 research and analytics.

Dontae Simmons is a financial advisor at Edward Jones in Atlanta, GA, with eight years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley, E*TRADE Securities LLC, Propane Taxi, and Bank of America. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Douglas Peterson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Douglas provides access to investment insights from Merrill as well as the banking and lending solutions of Bank of America. With a background as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), Douglas focuses on helping clients achieve their financial objectives through service-oriented, client-centered advice. He values building meaningful relationships and making a positive impact on the lives of those he serves. Douglas earned his bachelor’s degree from Loma Linda University. Outside of his professional responsibilities, Douglas participates in community volunteer activities and pursues personal interests including tennis, golf, and travel.

Keith Mason is a financial advisor with Thrivent Investment Management in Atlanta, GA. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior work includes roles at Thrivent Financial and a tax preparation business, Ayoby Taxes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary trading authority. The firm integrates planning with managed accounts under a consolidated billing option called “WealthPlan” while maintaining separate service structures.

Randall Martinez is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at OSAIC since 2024 and spent 18 years at Triad Advisors, Inc. Outside of advising, he owns Asset Advisors Group, LLC, where he leads CFP programs at universities nationally, develops tax minimization plans, and offers film tax credit services. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by a variety of tools and offers a wide array of investment programs through its complex affiliate network.

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.

Virgil Dortch is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as an assistant instructor in martial arts. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Kayla Ledford is a financial advisor with Edward Jones in Acworth, GA, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and previously spent twelve years at Taco Bell. 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, operating under a fiduciary standard.

Carla Wright is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Bank of America and Merrill from 2015 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

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.