Kimberly Almond is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2019, following two years at Edward Jones and ten years at Verizon Wireless. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Woodring is a financial advisor at Primerica Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Primerica entities since 2001. His background includes management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on a wrap-fee solution and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Mark Bell is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wachovia Bank, N.A. beginning in 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support diversified portfolios and offering a range of products through affiliated banking and insurance entities.

Edward Lane Jr. is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including VOYA Financial Advisors and Cetera Wealth Services. Outside of advising, he owns and operates Fast Lane Music, a recording studio. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform.

Franklin Cain is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 63 and Series 65 licenses and with five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2020 and was previously self-employed and worked at R & G Academy. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee approach, with portfolio implementation delegated to BNY Mellon Advisors.

Diana Rosales Quintanilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2018 and has a longer tenure at Wells Fargo Bank NA beginning in 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Lindsay Taylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has been with Primerica Financial Services since 2008. Outside of her advisory role, she is involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on a range of investment models implemented via established custodians.

Sarah Jun is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013 and 2014, respectively. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework.

Kevin Terrell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been associated with Primerica Financial Services since 1987 and Primerica Advisors since 1993. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a wrap-fee solution and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

David Hendricks is a financial advisor with Wells Fargo Clearing, holding the Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Banc of America Investment Services. He is based in Duluth, GA. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Michael Scott is a financial advisor with LPL Financial in Lawrenceville, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Invest Financial Corp., OSAIC, and Equitable Advisors. He is also involved with Wadley Financial Group, LLC, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning, portfolio management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational tools.

Ahmed Zaki is a CFP®-designated financial advisor with 24 years of industry experience, currently serving at Cetera since 2025. He has held roles at Avantax Advisory Services and Avantax Investment Services and manages his own CPA firm, Ahmed H. Zaki CPA, PC, specializing in tax preparation and accounting. Zaki also serves as president of Pinnacle Wealth Management, Inc. and acts as an executor for multiple estates. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various program structures and custodial relationships.

Rekevia Mathis is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors. Currently based in Buford, GA, Mathis joined the firm in 2026 and has prior work experience in law enforcement with the Cobb County Police Department since 2022. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a multi-platform approach.

Cornelius Clark is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their financial situations and introduce solutions provided by Merrill and Bank of America. His position involves helping clients take control of their financial lives by selecting platforms and strategies suited to their current needs. Clark's expertise includes general investing, retirement planning, and preparing for unexpected financial events. He emphasizes the importance of understanding what matters to clients and their families to develop strategies aimed at pursuing their financial goals. He provides ongoing advice and guidance, adjusting to clients' evolving financial needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Kennesaw State University.

Roderick Agard is a financial advisor with Wells Fargo Clearing in Athens, GA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America, where he worked from 2015 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Pinigis is a financial advisor with Ameriprise in Duluth, GA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that addresses income sources, tax-aware withdrawal strategies, and Social Security options.

Shayna Markel is a financial advisor at OSAIC with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily with Markel Financial Services, LLC in addition to her current role. Markel also serves as an associate financial advisor and insurance broker specializing in life, health, disability, long-term care, dental, and Medicare products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering advisory and brokerage services. The firm employs a model-based investment approach with portfolio optimization and offers a range of managed accounts and third-party manager programs.

Charles Nelson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Outside of his advisory role, he has ownership in Noslen Group LLC, involved in investment-related activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shelly Beaulieu is a financial advisor at Merrill with 26 years of industry experience. She has held her current position since 1999 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Cabada is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families navigate important financial decisions with confidence, focusing on building strong, trust-based relationships through clear communication and responsive service. Joshua works closely with clients on areas such as family wealth management strategies, retirement planning, portfolio management, socially responsible investing, tax minimization, and small business strategies. Joshua holds a Bachelor's Degree from Kennesaw State University and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is bilingual, proficient in both English and Spanish. Outside of his professional role, Joshua enjoys camping, genealogy, hunting, music, soccer, spending time with his family, and woodworking. His approach centers on uncovering what matters most to clients and their families to create strategies aimed at pursuing their financial goals.