Alex Cunningham is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Primerica Financial Services since 2009. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a selection of discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Jaaymen Rochell is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), reflecting his specialized knowledge in servicing clients in these sectors. Jaaymen earned a Bachelor's Degree from the University System of Georgia. His professional focus encompasses providing wealth management services tailored to the unique needs of his clients.

Kelli Rogan is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following prior roles at Bank of America and Merrill Lynch. Outside of her advisory work, Rogan serves as a trustee for an investment-related real estate entity and acts as power of attorney for a family member. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering planning solutions that include scenario modeling and tailored financial strategies.

Shallan Farmer is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 credential and has been with Edward Jones since 2016. Outside of her advisory role, she is associated with Advocare International, a health products business based in Plano, TX. 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 investment strategies, including discretionary and non-discretionary wrap fees, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Flowers is a Series 66 licensed financial advisor with 18 years of industry experience. He currently works with LPL Financial and previously spent nine years at SunTrust Advisory Services and 17 years at SunTrust Investment Services. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

Michael Woods is a CFP® professional with 32 years of experience, currently serving at Mass Mutual Investors Services since 2005. He is also the president and owner of MMW Financial LLC, an entity he uses for business income and expense bookkeeping, and owns a small eBay sales venture that supports his son’s activities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations.

Luis Martinez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Jax Federal Credit Union, Main Event, Bbt, and FedEx. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios and fund advisory services.

Shureen Long is a financial advisor at Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Progressive Insurance. Outside of her advisory work, she serves as General Partner and Managing Member of VLB Investment Group LLC, a property management business based in Savannah, Georgia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Obrien is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and previously worked for VALIC Financial Advisors, Inc. for eight years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

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.

Carlos Rodriguez is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America and PNC Bank, as well as six years at United Cellular Inc. 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 and profit-sharing plans, corporations, and charitable organizations.

Katie Pegg is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 65 designation and having 12 years of industry experience. She has been with Primerica Financial Services since 2013. Her 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 operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based strategies created by unaffiliated asset managers.

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 bringing 16 years of industry experience. He has worked at multiple firms, including Cetera Wealth Services, LLC, MSI Financial Services, Inc., New England Securities, and Guardian Life. Kemp is also an insurance agent involved in selling life, health, disability, annuities, and long-term care insurance through his own agency. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with access to affiliated and third-party managers across various program structures.

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 Series 66-licensed financial advisor with Raymond James Financial in Suwanee, GA, bringing 22 years of industry experience. He has been with Raymond James since 2010 and previously worked at Merrill from 2004 to 2010. Outside of his advisory role, he is a co-owner of Atlanta Wealth Partners, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a large network of advisors with a focus on municipal and public finance as well as specialized retirement plan consulting.

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.