Kevin Issahaku is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and four years of industry experience. He has worked with 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 a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third-party asset managers. The firm supports approximately 3,700 advisors and manages about $15.5 billion in assets under management.

Christian Bontrager is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience with prior roles at MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory work, he is also involved in insurance sales as an insurance broker. Cambridge Investment Research Advisors serves a diverse clientele including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and utilizes proprietary model strategies under the Founders Gate Capital brand.

Courtney Fell is a financial advisor at Morgan Stanley with nine years of industry experience. Prior to joining Morgan Stanley in 2017, she worked for seven years at Chamberlain Hrdlicka White Williams & Aughtry. She holds a Series 66 designation. Outside of her advisory role, she is a partner in a real estate business based in Atlanta, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling techniques while generally acting in an advisory capacity rather than as an ERISA fiduciary.

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.

Alfred Ponder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has led The Ponder Private Wealth Group since 2016 and has prior experience with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse program options and over $256 billion in assets under management.

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.

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.

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.

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.

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.

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.

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.