Annette Walters is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with LPL Financial since 2011 and is also involved with the Mitchell Chase Jones Foundation, Inc. since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by advanced research tools and maintains oversight of over $819 billion in discretionary assets.

Emily Delaney is a Series 65-licensed financial advisor at Primerica Advisors with three years of industry experience. Prior to her current role starting in 2022, she held various positions in the poultry science sector and worked in retail and education. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and emphasizes a tiered wrap-fee structure in its investment approach.

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.

Grace Aufleger is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and Ameriprise in different roles. Outside of her advisory work, she is the owner of GS Ventures, LLC, a business entity she will use for future payroll purposes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement‑income planning with tax‑aware withdrawal strategies and a written Recommendation Report. The firm’s approach includes proprietary research, third-party data, and algorithmic tools, with enrollment restricted to clients meeting minimum investable asset criteria.

Shelby Hall is a CFP® with six years of experience in the financial industry, currently affiliated with Cetera. Prior to joining Cetera, Shelby worked at Morgan Stanley for six years. Outside of financial advising, Shelby is a member of Little Oaks Preschool LLC, a faith-based childcare center providing education for children ages 8 weeks to 4 years. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, operating through a large network of over 10,000 advisors.

Jeffrey Huenniger is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that addresses a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

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.

Jeffrey Thomas is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Triad Advisors and Resource Horizons Investment Advisory. Outside of his advisory role, he serves as CEO of J & N Thomas Inc., a business focused on managing income flow. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and offers discretionary and non-discretionary management across multiple platforms.

Jennifer Skurpski is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. She has nine years of industry experience and has been with Cambridge Investment Research Advisors since 2024. Outside of her advisory role, she serves as a committee member at Mary Our Queen Catholic Church and is captain of an ALTA tennis team. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers access to multiple platforms and custodians and maintains proprietary model strategies under the Founders Gate Capital brand.