Jeffrey Fortson is a CFP® professional with 34 years of experience in the financial services industry. He is currently with OSAIC and has held prior roles at Woodbury Financial, Mass Mutual Investors Services, and VOYA Financial Advisors among others. Outside of advising, he is co-owner and CFO of Normaltown Brewing Co LLC, a microbrewery involved in production and sales. OSAIC serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, affiliate network, and comprehensive multi-advisor platform.

Christopher Sampers is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and Series 65 and 63 credentials, and has 30 years of industry experience. His career includes roles at Kestra Advisory, SFI Advisors, and Private Client Services. Outside of advisory work, he owns an insurance and benefits company, Strategis Advisory Group LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through multiple platforms and third-party advisers.

Nakisha Purdiman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and has experience in real estate and outsourcing. Outside of her advisory role, she owns a repair and lawn service business and has interests in real estate and other non-investment ventures. 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 follows an IPS-driven process based on modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christina Moore is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America, Merrill, and SunTrust (now Truist). Before entering finance, she worked in various industries including staffing and fitness. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a range of investment vehicles including insurance-related products and bank deposit sweep options.

John Nuckolls is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior roles include positions at Merrill, Bank of America, N.A., and BB&T. Outside the financial sector, he has worked at Carrabba's Italian Grill and Lipsey Logistics. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Denise Franta is a financial advisor at Edward Jones in Monroe, GA, holding the Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Timothy Johnson is a financial advisor with Edward Jones in Conyers, GA, holding Series 63 and Series 66 credentials. He has 16 years of industry experience and has worked with Edward Jones for 14 years. Outside of his advisory role, he owns a rental property business based in Monroe, GA. 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 variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, access to separately managed accounts, and affiliated mutual funds.

Peter Lincoln is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Financial Services since 2016. Outside of his advisory role, he serves as president of Lincoln Construction Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Lisa Vacante is a Series 65-licensed advisor with Primerica Advisors in Duluth, GA, and has 22 years of industry experience. She has been involved with Prim Finan SRVS since 1990. Her other business activities include management and operations of investment-related products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-delivery strategies overseen by unaffiliated asset managers and supported by established custodians for trade execution and account custody.

Sarah Harris is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Bank of America and DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers and provides trading, account administration, and custody support.

Elizabeth Smith is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 65 and Series 63 licenses and having one year of industry experience. She previously worked at Arthur J. Gallagher & Co. and New York Life Insurance Company. Outside of advisory duties, she is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of financial advisors using model-based strategies supported by third-party asset managers and trade execution providers.

Faith Okoeguale is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and four years of industry experience. She previously worked at Merrill for 16 years. Outside of her advisory role, she holds a minor ownership interest in a car dealership based in Lawrenceville, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad client base.

Tyler Askey is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 65 and Series 63 designations. Outside of his advisory role, he coaches athletes through Teknique Wrestling several times per week. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Heidi Lue is a financial advisor with Edward Jones in Snellville, GA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is involved in interior design through her business, Nouvelle Maison by Myelle, and operates a booth at The Painted Tree featuring painted furniture and decor. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, and corporate clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Matthew Hjelmstad is a financial advisor with Wells Fargo Clearing in Snellville, GA, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has prior experience at Wells Fargo Bank, CVS, and Vitamin Shoppe. Outside of his advisory role, he is a drummer in the band at Galilee Christian Church in Jefferson, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Nathaniel Brown is a financial advisor with Primerica Advisors located in Duluth, GA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Primerica Financial Services since 1998. His other business activities include management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors who provide model-based portfolio recommendations supported by third-party asset managers and custodial services.

David Jones is a Series 66-licensed financial advisor with three years of industry experience, currently practicing at Wells Fargo Clearing since 2026. His prior experience includes roles at Bank of America and Merrill. Outside of finance, he is involved in music recording, performance, and songwriting through his ownership of Regal Jones Enterprises LLC. 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 comprehensive research and analytics.

Kelly Goldsmith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 21 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2004. Outside of her advisory role, she serves as Treasurer for the Southeast Gwinnett Cooperative Ministry and volunteers on the Social Ministry Committee at Oak Road Lutheran Church. 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 analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

David Anderegg III is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously at Beckett and Associates. Outside of his advisory role, he serves as a board member for The Tree House, Inc., a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofit entities. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Anson Kanjira is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has a work history that includes Bank of America, where he was employed for 15 years before joining Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.