Amelia Wakefield is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she spent sixteen years as a homemaker in Canton, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Joseph Thompson is a financial advisor at LPL Financial with five years of industry experience. His prior work includes roles at Wealth Enhancement & Preservation and Triad Advisors, as well as a 13-year tenure at Cox Enterprises. He holds a Series 66 designation. Thompson is involved with Incremental Increases, LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by extensive research and technology.

George Ferguson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 35 years of industry experience. He has been with Cambridge since 2011 and has a long career that includes founding and serving as president of Ed Ferguson & Associates, Inc., a pension consulting firm. He is also an independent insurance agent affiliated with various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, retirement plans, charitable organizations, and estates. The firm offers a range of financial planning and investment management services through a network of independent financial professionals, utilizing multiple platform arrangements and proprietary as well as third-party model strategies.

Guy Levhar is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and multiple J.P. Morgan Chase entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Parker Hendrixson is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for four years and spent one year at Thrivent Financial. 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 uses research and analytics to support its investment approach, which emphasizes diversification and modern portfolio theory.

Amanda Telotte is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She serves as an executor and trustee for investment-related estate and trust matters in Kennesaw, GA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Glen Merritt is a CFP® certificant with 23 years of industry experience, currently advising at Raymond James Financial in Cartersville, GA, where he has worked since 2011. He owns two support companies, GAM Financial, Inc. and Merritt Financial, the latter being a branding name without a formal business entity. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse clientele, including individuals, corporations, and institutional clients, utilizing tailored, non-discretionary planning supported by analytical tools and a large advisor network.

Collin Kee is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and bringing 24 years of industry experience. He worked at CUSO Financial Services, Lp for 13 years prior to joining Wells Fargo. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Levy is a ChFC® credentialed financial advisor with Ameriprise in Canton, GA, bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Levity Wins LLC, a business related to his financial advisory practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Brenda Freeman is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo Bank NA and Advised Assets Group, LLC. Brenda is currently affiliated with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and model portfolios that incorporate mutual funds, ETFs, and ETPs.

Kellee Lee is a financial advisor with Edward Jones in Canton, GA, holding a Series 63 designation and 24 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she works as an independent beauty consultant for Mary Kay, providing custom skin and cosmetic care along with skincare classes and makeup color analysis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Luz Delgado is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and having nine years of industry experience. She has worked at Wells Fargo Bank NA since 2014 and with Wells Fargo Clearing Services, LLC since 2016. 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.

Derek Strange is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Aflac from 2001 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, 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.

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.

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.

Jonathan Brown is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 under management and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Paul Moss III is a CFP® professional with 47 years of industry experience, currently affiliated with LPL Financial since 2018. He has previously worked at INVEST Financial Corporation and has been involved with True-Moss Communications, Inc. and Grady Moss & Associates, where he serves as president. Moss also maintains a leadership role in Grady Moss & Associates, a non-investment-related business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

Matthew Mcwilliams is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations with 21 years of industry experience. He has worked at various Wells Fargo entities since 2012, including Wells Fargo Advisors and Wells Fargo Bank NA. Outside of his advisory role, he co-owns Wellness Designed, LLC, a business offering wellness products and services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, incorporating research and analytics to guide investment decisions.

Gregory Difani is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and 20 years of industry experience. Prior to his current role since 2016, he worked at Wells Fargo Advisors, LLC and Edward Jones. 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 from Wells Fargo Investment Institute and third-party databases.