Muhammad Salahuddin Khan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. Previously, he was with Transamerica Financial Advisors from 2019 to 2021. Additionally, he is involved as a real estate agent with VICI Real Estate. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Todd Franks is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has 29 years of industry experience, including 16 years with FSC Securities Corporation and over seven years at Cambridge Investment Research Advisors. Outside of his advisory role, he is a notary and owner of several small businesses, including F&F Financial Inc. and Market Worth LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies through its network of independent Financial Professionals and offers both proprietary and third-party model portfolios.

Michelle Bowen is a financial advisor with Wells Fargo Clearing in Cumming, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. 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 options. 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.

Louis Seeley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he held positions at Lyft, Uber, and The Gibson Firm. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Ray is a CFP® professional with 20 years of industry experience, currently serving at Raymond James Financial. He previously worked at Suntrust Investment Services from 2007 to 2019. Ray is also the managing partner of Evidential Wealth Advisors, a support company he operates alongside his role at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Scott Mason is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. 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, offering a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Terry Sterling is a financial advisor with Primerica Advisors in Gainesville, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of investment advisory, Sterling is a senior associate at The Balanced Scorecard Institute, providing strategic management consulting, and serves as an assessor for the Commission on Law Enforcement Accreditation, auditing law enforcement agencies for compliance. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure to deliver its investment solutions.

Michael Antonio is a financial advisor with LPL Financial in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes nine years at Wells Fargo Advisors Financial Network LLC and nearly three decades with Haymond Antonio Wealth Advisory Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

John Nemeth is a financial advisor with Cetera in Alpharetta, GA, holding a Series 66 credential and 18 years of industry experience. He has been with Cetera and associated entities since 2014. Outside of his advisory role, he also works as a ticket taker at the Verizon Amphitheater, an outdoor music and entertainment venue. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Mary Silver is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and E*TRADE Securities LLC. Her background also includes roles at Hancock Claims Consultants, Agco Inc, and Tax Pros Inc. 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 strategies supported by a large network of financial advisors and branch offices.

Joseph Adamchak is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has worked with Merrill since 1983 and has also been associated with Bank of America since 2009. 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 a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kim Jackson is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, following nearly a decade with Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Cary Smith is a financial advisor with Primerica Advisors in Gainesville, GA, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been affiliated with Primerica Advisors since 1982 and operates Cary D. Smith & Associates, Inc. since 2007. In addition to advisory services, he is involved in sales of loan products and home security and automation referrals through related Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Beau Buisson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Primerica Financial Services since 2006 and is also involved with R.T. Buisson, Inc. and PFS Investments, Inc. Buisson participates in non-investment related activities including referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing, operating primarily under a tiered wrap fee structure.

Frederick Vanpatten is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, including time with its predecessor Axa Advisors. Outside of his advisory role, Vanpatten volunteers to coordinate speakers and assist with registration for the Qualified Plan Southeast Conference and serves as a volunteer ambassador promoting community relations with local police and first responders. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Claudia Pineda Padilla is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at Avantax Advisory Services, Grace M. Williams CPA, PC, and multiple positions within Primerica-affiliated firms. Outside of financial advising, she works as an independent contractor for Instacart. 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 curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Jeremy Hodges is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is currently affiliated with Cambridge Investment Research Advisors and owns MH Wealth Management, LLC. Prior to his current role, he was with Commonwealth Financial Network for nine years. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

Kimberly Fox Griffin is a financial advisor at Ameriprise with 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 1993. Outside of her advisory role, she manages a business that tracks revenues and expenses related to her work as an Associate Financial Advisor. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Alexandria Williams is a financial advisor at MassMutual Investors Services with four years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at MWA Financial Services Inc and Modern Woodmen of America. Williams serves on the boards of the Dawson County Rotary and the Dawson County Chamber of Commerce. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering various programs and educational seminars.

Logan Gorman is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, JP Morgan Chase Bank, Morgan Stanley, E*TRADE Securities, CarMax, US Fitness/Onelife Fitness, and The ICE. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.