Tripp Boyer is a financial advisor with Wells Fargo Advisors in Marietta, GA, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Wells Fargo Advisors or its affiliates since 2009. Outside of advising, he serves as a Professional Advisors Network Committee member for the Cobb Community Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions and integrating advisory services with other financial products.

Sandra Penton is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. for several 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 through over 14,000 advisors and offers both brokerage and advisory solutions.

Christopher Hynek is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2016. Based in Marietta, GA, he provides financial advisory services through this firm. 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, operating under a fiduciary standard.

Michael Ramirez is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SunTrust Robinson Humphrey, Inc. / Truist Securities and HomeTrust Bank. Ameriprise offers retirement-income planning services for clients typically holding at least $1 million in investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Gregg Mahoney is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has been associated with Sagepoint Financial, Inc. and The Mahoney Group, LLC, where he is an owner and sells life and health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various investment types.

Lindsey Gearhart is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Wells Fargo Clearing Services since 2016 and Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Daniel Johnson is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors LLC. Johnson also serves as a consultant at the University of Miami Miller School of Medicine’s BSFT Institute. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through LPL-sponsored platforms and various endorsed TAMPs.

Margaret Mahone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC. Outside of her advisory role, she serves on the board of directors for the Blue Stone Lofts Condominium Association in Atlanta, where she participates in meetings on budget, maintenance, and governance matters. 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 with over 14,000 advisors and offers a mix of brokerage and advisory solutions supported by comprehensive research and analytics.

Stephen Frederick is a CFP®-designated financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeanne Blanchard is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Osaic since 2024, previously spending nine years with Securities America Inc. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes firm-provided asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Nolan Jeter is a financial advisor with Edward Jones in Atlanta, GA, holding the CFP®, ChFC®, and Series 66 designations and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns a real estate business, Jeter Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Oded Cohen is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America Inc. for 15 years. Cohen also operates Cohen Wealth Strategies, LLC, providing investment advice and insurance services to clients. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services supported by various investment platforms and tools.

John Kirkland is a CFP® with 20 years of industry experience. He currently works at Wells Fargo Clearing, joining the firm in 2022. His prior roles include positions at Fidelity Brokerage Services LLC and Morgan Stanley, where he worked for a combined 14 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 and third-party sources.

Susan Godbee is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and having 10 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Pinnacle Bank/Pinnacle Financial Partners, and Synovus Securities. Outside of advisory work, she owns Soapstream LLC, a commercial real estate, laundromat, and carwash business. 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, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Andrew Mc Clain II is a financial advisor with Charles Schwab who holds the CFP® and ChFC® designations and has 19 years of industry experience. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and formal alternative investment due diligence.

Kyle Strickland is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2019. Prior to this, he had brief roles at Pebble Tossers and Springmont Montessori School, and worked at Furman University from 2015 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

James Newsome is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, Newsome serves on the board of a property owners association and participates in the gift trust committee at Marietta First Presbyterian Church. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products through a large network of financial advisors.

Austin Newsome is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning areas, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Robert Mcafee is a financial advisor with Osaic and holds a Series 66 designation. He has 16 years of industry experience, including 15 years with FSC Securities Corp and 2 years with Osaic. Outside of his advisory role, he serves as CFO of McAfee Enterprises Inc., a non-investment related business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various tools and platforms to construct and manage client portfolios across multiple asset classes.

Vernasia Prescott is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2021, she worked at Bank of America and Huntington National Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering financial planning and investment management supported by structured processes and a variety of products. The firm manages approximately $2.74 trillion in client assets and serves clients directly and through corporate agreements.