Patrick Rice Jr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 registrations. He has 31 years of industry experience and has worked at Renasant Bank and LPL Financial since 2010. He also serves as an officer of Renasant Bank. 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 access to model portfolios, third-party research, and various portfolio management options.

Hameeda Bello is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Primerica Financial Services since 2017. Outside of her advisory role, Bello is involved in real estate investing and sales through ownership and management of property-related businesses, and she also provides local pet sitting services. 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 delivers advisory services using model strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial institutions.

Chelsea Demetre is a CFP® professional with 17 years of industry experience, currently with Cetera. She has been affiliated with Cetera Advisors LLC since 2013 and is also associated with Pascarella Wealth Partners LLC, where she serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment strategies.

Katie Pegg is a financial advisor with Primerica Advisors, holding a Series 65 designation and 11 years of industry experience. She has been with Primerica Financial Services since 2013. Her outside activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management 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 employs a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Marlon Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at various affiliates of Cetera since 2015 and was with Avantax Investment Services Inc. in 2025. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and other retirement services.

Donald Kemp is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been associated with Cetera and Cetera Wealth Services since 2016. Kemp also operates several insurance-related businesses, including fixed insurance and risk advisory services, focusing on life, health, disability, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, charities, and institutions through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Madebach is a financial advisor with Wells Fargo Clearing in Augusta, GA, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member of the Westwood Property Owners Association. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Baker is a financial advisor with Raymond James Financial in Suwanee, GA, holding a Series 66 designation and 21 years of industry experience. He has worked with Raymond James since 2010 and co-owns Atlanta Wealth Partners, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored planning and analytical tools to support client goals and offers unique services such as municipal advisory capabilities and a SIMPLE IRA Employer Advisory program.

Ashaki Scott is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. Prior to joining Primerica in 2018, Scott worked at Charles Schwab from 2014 to 2017. Scott is involved in the management and operations of investment-related products. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies managed by third-party asset managers.

Virginia King is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 65 designation and 11 years of industry experience. She has been with Primerica Financial Services since 2014. Outside of her advisory role, she receives rental income from a property in Atlanta. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

Chris Kim is a financial advisor at Edward Jones with six years of industry experience and a Series 66 designation. Prior to joining Edward Jones in 2025, he worked at Cetera Advisors LLC and Massachusetts Mutual Life Insurance Company. He has also held leadership roles in telecommunications companies, including CEO positions at Global Telecommunications, LLC and Phones Unlimited, Inc., both of which he still retains residual interests in but no active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Syeda Farhat is a financial advisor at Morgan Stanley with 11 years of industry experience. She previously worked at Primerica Financial Services and JPMorgan Chase in various capacities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models to support tailored financial plans.

Joseph Farrar is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked at Intercontinental Hotels Group. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors who deliver model-based investment recommendations supported by third-party asset managers.

Thomas Fliss is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. He is based in Lilburn, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Joseph Paik is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, JP Morgan Chase Bank, JP Morgan Securities, and Wells Fargo Advisors. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited range of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Richard Levine is a financial advisor with Ameriprise in Suwanee, GA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver personalized, non-discretionary advice through a centralized retirement-income consulting team.

Harshil Patel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as a board member for the Derrick Landing Homeowners Association and owns a small advertising agency representing a child in toy advertisements. 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 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.

Maria Rojas is a financial advisor at Primerica Advisors with six years of industry experience. She holds the Series 66 designation and has worked at Primerica Financial Services since 2019. Her background includes a period of full-time education prior to entering the financial industry. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with thousands of advisors and offices, using model-delivery strategies managed by unaffiliated asset managers and offering a range of investment approaches including strategic and tactical models.

Sebastian Salazar is a financial advisor at Edward Jones with 11 years of industry experience. Before joining Edward Jones in 2026, he spent 10 years at JPMorgan Chase Bank, NA. He holds Series 63 and Series 66 licenses. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Philomena Hatcher is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. She has been with Cetera Advisors LLC since 2013 and maintains a role as a partner at Ridgeline Realty Holdings, LLC. Outside of her advisory work, she has longstanding experience with the Atlanta VA Medical Center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers multiple portfolio management and financial planning solutions through a large network of independent advisors and provides access to a variety of third-party and affiliated investment models.