Kary Brownlee is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with LPL Financial since 2012 and Independent Financial Partners from 2012 to 2019. Outside of his advisory work, Brownlee has served as a youth soccer referee for local clubs. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a combination of discretionary and non-discretionary management strategies supported by technology platforms and operates a network model with connections to LPL Financial and third-party estate-planning resources.

Simone Jones is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Steward Partners in 2023. Steward Partners Investment Advisory is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions.

Michael Dennard is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Amazon.com, Primerica Financial Services, and Signator Investors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration across its affiliated broker-dealer and bank.

Mark Ronsini is a financial advisor with Lincoln Investment in Kennesaw, GA, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Lincoln Investment since 2013. Outside of his advisory role, he is involved as an investor and managing member in various horse breeding and racing partnerships. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a significant focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice, utilizing both strategic and dynamic investment approaches across discretionary and non-discretionary programs.

Maria Vazquez is a financial advisor with Truist Advisory Services in Marietta, GA, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary investment management, leveraging third-party platform relationships and AI-enabled equity research to support manager selection and portfolio oversight.

Brian Huffman is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWFS Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s administrative platforms, offering point‑in‑time financial plans and optional managed account solutions.

Bianca Lohman is a financial advisor with Truist Advisory Services in Acworth, GA, holding Series 63 and Series 66 designations and with 24 years of industry experience. She has worked at SunTrust Advisory Services and Suntrust Securities, Inc. since 2004. Outside of her advisory role, Lohman teaches group fitness classes at OneLife Fitness. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary and non-discretionary manager relationships supported by third-party platform arrangements and an AI-enabled Equity Research team.

Leana D'aloisio is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with LPL Financial since 2012 and has been with Independent Advisor Alliance since 2019. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management, utilizing various strategies and technology platforms to support its services.

Patrick Connolly is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 14 years of industry experience. He has worked at multiple firms including JPMorgan Chase and Voya Investment Management. Outside of his advisory role, Connolly is an investor in a turf business and owns a business focused on capital strategy. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management along with financial planning and consulting services through Steward Partners-branded solutions and third-party money managers.

Francesca Mc Comb is a financial advisor with Empower Advisory Group in Acworth, GA, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at Empower Financial Services, Allstate, Melaleuca, Excel Real Estate, and ItWorks! Global. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services focus on integrated financial planning and managed account solutions delivered through Empower’s recordkeeping and administrative platforms.

Terry Graham is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has held roles at several firms, including Ameritas Investment Corp. and Legacy Builders Wealth Management, where he serves as CEO. Outside of finance, Graham is a pastor at Team Soteria Ministries and leads an IT and audio services company, Focus Vision Communications, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of advisors and offers a range of managed-account programs, including traditional and active investment strategies.

Susan Curry is a financial advisor with LPL Financial who holds a Series 66 designation and has 23 years of industry experience. Her prior work includes roles at SunTrust Advisory Services and Suntrust Investment Services, where she spent over a decade combined. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Gabriel Willis is a financial advisor with Edward Jones in Acworth, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he operated a window treatment business, EG Willis, Inc., from 2021 to 2024, which he has since turned over to his spouse. Before that, he worked at American States Utility Services, Inc. for ten years. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Michael Jones is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 66 and Series 63 registrations. His career includes roles at Wachovia Bank, N.A. since 2009 and Wells Fargo Advisors LLC from 2009 to 2016. 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 offers both brokerage and advisory solutions.

J R Krause is a financial advisor with LPL Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, Krause operates Krause Wealth Management Group and is involved in life insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Seth Austin is a financial advisor at Edward Jones in Kennesaw, GA, holding a Series 66 credential with three years of industry experience. Prior to joining Edward Jones, he was involved with several organizations including Orange Cone Productions and served as owner of CrazyLegs Creative Group, a marketing agency. He is also engaged in medical health navigation on a consulting basis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of advisors and branch offices.

Lynda Smith is a financial advisor with LPL Financial in Kennesaw, GA, holding a Series 66 designation and 20 years of industry experience. She has been with LPL Financial since 2006. Outside of her advisory role, she has worked as an insurance specialist focusing on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients across the U.S. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by proprietary research and third-party strategies.

Stephen Kinney is a financial advisor with Edward Jones in Rockmart, Georgia, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Eric Rice is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, State Farm as an independent agent, Rocket Mortgage, Regions, and Citi, spanning nearly two decades. Merrill, together 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jackson Daigle is a financial advisor with Fidelity in Marietta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at LPL Enterprise and Pruco Securities LLC. Outside of finance, he has worked as a bakery associate at Whole Foods Market. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from mutual funds, ETFs, and ETPs.