Sarah Brown is a financial advisor at Edward Jones in Monroe, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Georgia College & State University and the Walton County School District. She also has experience with Peachy Keen. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jordan Brown is a Series 65-licensed financial advisor with Primerica Advisors in Duluth, GA, bringing 15 years of industry experience. He has been with Primerica Financial Services since 2011. Brown is involved in the management and operations of investment-related products outside of his advisory role. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, delivering advisory services through model recommendations created by unaffiliated asset managers.

Garrett Futch is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. His prior work history includes roles at SFI Advisors, LLC, Dooley's, and various other organizations. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and custodians, supporting both discretionary and non-discretionary management.

Nhi Doan is a financial advisor at Ameriprise in Duluth, GA, with three years of industry experience. She holds a Series 66 designation and has prior experience at Raymond James and Bank of America N.A. among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors and uses proprietary investment research and third-party data within a defined investment universe influenced by its affiliated product ecosystem.

Fernando Arispuro is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Northwestern Mutual, and Becton Dickinson, along with various positions in education and community organizations. 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, and institutions.

Frances Hamrick is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has worked at Wachovia Bank, N.A. since 2004 and joined Wells Fargo Clearing in 2016. Outside of her advisory role, she wholly owns Snowden Place, LLC, a family home holding entity. 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, relying on research and analytics to guide its investment approach.

Simone Sowell Odom is a financial advisor at Wells Fargo Clearing with 32 years of industry experience and holds Series 63 and Series 65 licenses. She has been with Wells Fargo Clearing since 2016 and maintains a consulting role with Odin Industries, a licensing company focused on business succession planning and strategic direction. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 advisors.

Randy Aufleger is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and advisory services delivered through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.

Patrick Ulceus is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Primerica Advisors since 2019 and also has prior experience at PSEG Long Island. Outside of his advisory role, he owns and operates a food truck and catering business, Trick'n Sam LLC, and works as a part-time Lyft driver. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies and discretionary portfolio management supported by third-party asset managers and custodians.

Luke Tindall is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, FormulaFolios, and Calvin College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Edward Seay is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2017 and has a background that includes roles at Ameritas Investment Corp. and Capital Choice Financial Services. In addition to his advisory work, he is an independent insurance agent and is involved with his own advisory firm, Federal Pension and Retirement Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm supports multiple management platforms and proprietary model strategies while providing access to third-party advisers and sub-advisors.

Kelly Seurer is a Series 66-licensed financial advisor with Merrill, based in Duluth, GA, and has 7 years of industry experience. She has been with Merrill since 2003. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Micky Kim Cowger is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. Her work history includes roles at Charles Schwab \& Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank, SSB, as well as positions at Fairway Independent Mortgage, U.S. Bancorp Investments, Inc., and US Bank. She is based in Johns Creek, Georgia. Charles Schwab \& Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and formal alternative-investment processes.

Jackson Harris is a financial advisor with Edward Jones in Grayson, GA. He holds a Series 66 designation and has experience working since 2017 across several firms, including The Hardy Group and Reeves Young. Harris joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Jerome Hansen is a CFP® and ChFC® with 44 years of experience in the financial industry. He has been with LPL Financial since 2010 and also worked at the University of Phoenix from 2006 to 2018. Hansen operates Hansen Financial Services, Inc., a business related to his advisory work at LPL. 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, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced technology tools.

Roger Green is a financial advisor at Cetera with over 38 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Cetera and its affiliates since 2004. In addition to his advisory work, Green teaches retirement planning courses at Gwinnett Technical College and serves as secretary of a local religious organization as well as chairman of the board for a nonprofit assisting deaf children. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through multiple program platforms and third-party money managers.

Ian Cole is a financial advisor at Edward Jones in Dacula, GA, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Emmanuel College from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory services and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Larry Shriver II is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of advisory work, he is involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and a limited range of separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on non-institutional clients rather than pension or profit-sharing plans.

Jose Nedumpurath is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His professional background includes roles at Intuit Inc, Cardtronics USA Inc, NCR, PFS Investments Inc, and Primerica Financial Services. Outside of advising, he serves as CEO of Jr Consultants Inc, a non-investment-related business. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Stacey Stanford is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 65 and Series 63 credentials and five years of industry experience. Her career includes roles at Primerica Financial Services and Atlanta Communities Real Estate, and she is involved as a partner in several non-investment-related businesses. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, delivering advisory services through model-based investment strategies supported by third-party asset managers.