Betty Merck is a financial advisor at Stifel with 33 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2010 and holds a Series 63 designation. Outside of her advisory role, she is a notary and involved in a local pest control business owned by her husband. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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.

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.

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.

Joanne Ryan is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2001, concurrently affiliated with Bank of America since 2010. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Terrell Williams is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Outside of his advisory role, he is the president of a commercial cleaning company in Cornelia, Georgia. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Joseph Deming is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC, United Community Bank, and Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

James Fiorentino is a financial advisor with LPL Financial, holding a Series 65 designation. He has no prior industry experience and joined LPL Financial in 2026 after working at Comcast. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services delivered through a large network of advisors, utilizing various model portfolios and third-party subadvisors across discretionary and non-discretionary strategies.

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.

Agnieszka Chmielewski is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. Her prior work includes roles at PFS Investments Inc., Primerica Financial Services, and APCO. Primerica Advisors sponsors and manages 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 clients through a large network of advisors and offices.

Charles Footit is a financial advisor with Edward Jones in Gainesville, GA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network as well as its affiliated trust and lending services.

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.

Anthony Dye is a financial advisor with Raymond James Financial in Gainesville, GA, holding Series 63 and Series 65 registrations and over 30 years of industry experience. He has worked at Raymond James and its affiliated firms since 2013, and previously at Morgan Keegan & Company and Merrill. Outside of his advisory role, he serves as Treasurer and Chair of the Finance Committee for the Georgia Mountains YMCA, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and nonprofits. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports both individual and institutional clients through extensive advisory programs.

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.

John Weaver is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truett McConnell University and Blessed Beyond Measure. He is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

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.

Stephanie Hosier is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Transamerica Financial Advisors and Wfgia, where she worked for 25 years. She is also a co-owner of 3 Siblings, LLC, an investment-related business. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement income planning.

Terry Cooper is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Concourse Financial Group Securities Inc and operated Legacy Financial Partners LLC. In addition to advisory services, he provides insurance services to clients on an as-needed basis through Milner Financial Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform that includes affiliated and third-party managers.

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.