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.

Adam Blandino is a Series 65-licensed financial advisor at Fisher Investments with six years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eight years at IDD Consultants LLC. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee and employs tax-aware processes and defensive tactics to manage risk and portfolio positioning.

Andrew Flick is a financial advisor at Edward Jones in Woodstock, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent a year at Cornerstone University and was a full-time student for over two decades. 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, supported by a large network of financial advisors and branch offices nationwide.

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.

Patrick Reid is a CFP®-certified financial advisor with 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Ronald Blue & Co., LLC and Ameriprise. 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 employs over 14,000 advisors and manages roughly $671 billion in assets, offering a wide range of brokerage and advisory solutions.

Shannon Webb is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and bringing 24 years of industry experience. Webb previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 18 years before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Brandon Mc Clure is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Drummond and Total Graphic Solutions. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Austin Peters is a financial advisor with Fidelity in Cartersville, GA, holding Series 66 and Series 63 designations and eight years of industry experience. His career includes roles at Edward Jones, Lyft, Sagepoint Financial, and the University of Georgia prior to joining Fidelity. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

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.

Brian Burkett is a financial advisor with LPL Financial in Roswell, GA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Arkadios Wealth Advisors, Arkadios Capital, Triad Advisors, Inc., and Waddell & Reed. He is also involved with 21 Goats Financial Planning, an independent financial planning business. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

Simon Carter is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he was employed at Philips Healthcare from 2015 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm utilizes structured planning tools and proprietary investment models to support its advisory services while managing approximately $2.74 trillion in client assets.

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.

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.

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.

Paul Moss III is a CFP® professional affiliated with LPL Financial, with 47 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 13 years with INVEST Financial Corporation. Moss is also president of Grady Moss & Associates, a role he has held since 1991. 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 services including financial planning, model portfolios, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Jhanio Miranda Rosales is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at J.P. Morgan Chase Bank, Wells Fargo Clearing, and Bank of America Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and performance reporting, with clients retaining final decision-making authority.

Matthew Mcwilliams is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with HRH Investment Advisors, LLC from 2004 to 2007. Outside of his advisory work, 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 services. The firm combines in-house research and third-party analytics to support diverse investment strategies and offers both brokerage and advisory solutions at scale.

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.

Gregory Difani is a Series 66-registered financial advisor with 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at 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 a broad range of brokerage and advisory solutions.

Jeffrey Drennan is a financial advisor at Edward Jones in Cartersville, GA, holding the ChFC® designation and Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm servicing over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.