Cory Robinson is a financial advisor with LPL Financial in Buford, GA, holding a Series 66 license and 12 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corporation for five years. Robinson also owns Cory L Robinson CPA PC, a tax preparation and accounting business he has operated since 2012. 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 advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and asset management solutions including model portfolios, third-party subadvisors, and institutional platforms.

Charles Williams III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2022. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, providing tailored investment solutions and acting as an ERISA fiduciary when advising clients.

Tok Son is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Bank of America NA and has experience in construction and retail sectors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Patrick Grant is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 28 years of industry experience. His career history includes roles at Dempsey Lord Smith, LLC and Mass Mutual Life Insurance. He is also involved in a referral business outside of his advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a variety of portfolio management options and employs both proprietary and third-party strategies tailored to client objectives.

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.

Nathaniel Langley is a CFP® with 14 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2026. His prior experience includes roles at Commonwealth Financial Network, Avantax, and 1st Global Advisors. He is also a co-owner of Gwinnett Financial Services, a private entity facilitating securities, advisory, and insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations within a large advisor network.

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.

Christopher Chance is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked at Cetera and its affiliates since 2020, with prior experience at Wells Fargo Advisors and Wells Fargo Clearing from 2015 to 2020. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, employer-sponsored plans, and institutional accounts, offering a range of program options from automated allocations to customized investment strategies.

Richard Reasoner is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill, Arkadios Wealth Advisors, Arkadios Capital, ACG Wealth, Banc of America Investment Services, Truist Investment Services, and Citigroup Global Markets. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios primarily composed of mutual funds, ETFs, and ETPs.

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.

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.

Bryan Richards is a financial advisor at Edward Jones in Buford, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Patrick Rice Jr. is a financial advisor with LPL Financial in Suwanee, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked concurrently at Renasant Bank and LPL Financial since 2010 and previously held roles at Cherry Bekaert Wealth Management LLC and Synovus Securities, Inc. In addition to his advisory work, Rice serves as an officer of Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive non-advisory financial activities and oversight of over $819 billion in discretionary assets.

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.

Chelsea Demetre is a CFP® professional with 17 years of industry experience, currently with Cetera. She has been affiliated with Cetera Advisors LLC since 2013 and is also associated with Pascarella Wealth Partners LLC, where she serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment strategies.