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.

Gregory Russell is a Series 66 licensed financial advisor with 12 years of industry experience. He has worked at LPL Financial since 2023 and previously spent nine years at Edward Jones. Outside of his advisory role, he serves on the HOA Board of the Summer Winds Neighborhood in Acworth, GA, and engages in reselling Atlanta Braves season tickets. 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 brokerage services with both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.

Gerald Koehler is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked in the IT sector with Tata Consultancy Services and Atos. Outside of his advisory role, Koehler serves as a Service Delivery Manager at NTT DATA, overseeing operations related to End User Compute and Virtual Desktop Infrastructure Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses without discretionary trading authority. The firm emphasizes written, holistic planning across various financial topics and offers clients the option to combine planning with managed accounts under a consolidated billing program.

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.

Dennis Cepress is a financial advisor with Edward Jones in Kennesaw, GA. He holds the CFP® designation and Series 66 license and has 12 years of industry experience, including 13 years with Edward Jones. Outside of advising, he manages a rental property in Trenton, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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.

Thomas Headlee Jr. is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Headlee is also involved with Vision Planning Services, a related business entity. 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 range of advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

James Murphy is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Primerica Financial Services and Foresters Financial Services prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

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.

Kenan Fazlic is a financial advisor with LPL Financial in Acworth, GA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial, he worked at JPMorgan Chase Bank, J.P. Morgan Securities, and E*TRADE Securities LLC. He also has experience outside finance, having worked in retail at Publix Supermarkets and at Kennesaw State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes research from various sources to provide both discretionary and non-discretionary portfolio management.

Tracy Mc Manus is a Series 66 licensed financial advisor with Edward Jones and has 14 years of industry experience, all with the firm since 2012. She is based in Kennesaw, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,100 branch offices.

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.