Richard Wilkes is a financial advisor at Edward Jones in Canton, GA, holding a Series 66 designation. He has one year of industry experience, with prior roles including work at Jorns & Associates LLC and several self-employed ventures. Outside of advising, he is co-owner of a local cleaning service, Super Clean Cans ATL. 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 and offers a range of investment strategies and affiliated products through a large national network of advisors and branch offices.

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.

Daryl Ullmer is a financial advisor at Edward Jones in Acworth, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. Prior to joining Edward Jones in 2017, he worked for State Farm in management and insurance roles for 14 years. He established a corporation related to insurance during his time at State Farm, although he did not pursue the agency further. 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 large nationwide network of financial advisors and branch offices.

Robert Christian is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Wells Fargo Advisors, LLC and Wells Fargo Bank NA since 2013. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Delton Hudgens is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. His work history includes roles at Wells Fargo Bank, Thrivent Financial, International Business Machines, and State Farm. 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, relying on research and analytics from Wells Fargo Investment Institute and third-party sources.

Eric Ortiz is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2023 and has prior experience with Regions Bank dating back to 2016. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that allows advisors to implement various investment strategies across discretionary and non-discretionary accounts.

Kevin Sechrist is a financial advisor at Edward Jones in Woodstock, GA, with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and JP Morgan Chase. 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 large national network of financial advisors and branches.

Gerry Hamill is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has previously worked at The Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation. Hamill also serves as an insurance agent offering traditional life insurance through Lincoln Financial Advisors. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services with access to multiple advisory platforms and third-party money managers.

Michael Hynes is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2024, and previously worked at CUSO Financial Services 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 operates at scale with over $671 billion in assets under management and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Corey Martin is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He previously worked for Morgan Stanley Smith Barney LLC for 14 years. He holds the Series 63 and Series 66 designations. 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 combines brokerage and advisory solutions supported by research and analytics.

Leah Sesto is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 63 designation. Her prior work includes roles at JP Morgan Chase Bank, PNC Bank, and Premier Health Services. Outside of her advisory role, she owns an event equipment rental business, Poppies to Peaches LLC. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

David Tollin is a financial advisor with LPL Financial in Woodstock, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved in tax preparation and accounting through a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Benito Canales is a financial advisor with Wells Fargo Clearing holding a Series 66 license and 13 years of industry experience. His prior roles include positions at Bank of America and Merrill, and he served in the United States Army Reserve for 16 years. 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.

Brian Hungerford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Troy De Hoff is a financial advisor with Edward Jones in Woodstock, GA. He holds the CFP®, ChFC®, and Series 66 designations and has four years of industry experience. Prior to joining Edward Jones, he worked at Dow Chemical for nine years and took a one-year retirement before starting his current role. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Audrey Croft is a financial advisor with Ameriprise in Acworth, GA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2005. In addition to her advisory role, she is involved with LegalShield, where she solicits memberships for legal service plans. Ameriprise offers retirement-income planning services targeting clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with financial advisors like Croft.

Susan Lane is a financial advisor at Fidelity with 20 years of industry experience. Her prior roles include positions at Allstate Insurance Company and New York Life Insurance Company. She holds the Series 66, Series 63, and Series 65 designations. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic methods including AI in its investment process.

Natalie O'Reilly is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2019, as well as at Mid-American Wealth Advisory Firm and The Vanguard Group. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios comprised of mutual funds, ETFs, and ETPs.

Michael Sesan is a financial advisor with Edward Jones in Kennesaw, GA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he serves as an arbitrator for the Financial Industry Regulatory Authority (FINRA). Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust, mutual funds, and securities-based lending options.

Olen Suire is a financial advisor with Edward Jones in Cartersville, GA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns and manages office building rental properties in Cartersville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.