Teyonna Harris is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Merrill, Bank of America, Manning & Napier, and Wells Fargo. Outside of her advisory role, she is a partner in a decorative flooring company and serves as a guest instructor in substitute teaching. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Leeza Snyderman is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at The Farrell Law Firm, KPMG, and Poole Huffman, LLC. She is involved in the management and operations of investment-related products outside of her advisory work. Primerica Advisors sponsors and manages 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 entities. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party asset managers and custody services.

Bekira Mark is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing Services since 2018 and has also worked with Wells Fargo Bank since 2016. 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 both brokerage and advisory solutions.

Archie Williams is a financial advisor with Primerica Advisors, holding a Series 65 credential and four years of industry experience. He has worked at Primerica Financial Services from 2021 to 2024 and resumed in 2025. Outside of advising, he is involved in management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, delivering model-based strategies and a limited number of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a tiered wrap-fee structure and multiple investment approaches including Strategic, Tactical, Tax-Aware, and Income Distribution models.

Michael Lancaster is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013, accumulating 12 years of industry experience. He serves as an incorporator for the Friends of Flowery Branch Car Show Inc., a nonprofit charity, and as CEO of Safe Boating Lake Lanier, overseeing facility use and board activities. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Kapinga Mukenge is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and with seven years of industry experience. Prior to joining Wells Fargo in 2022, Mukenge worked at J.P. Morgan Securities and JP Morgan Chase Bank N.A. from 2019 to 2022, and previously at Exertus Financial Services and World Financial Group. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Glen Wilk is a financial advisor with Ameriprise in Dahlonega, GA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Austin Brookshire is a Series 66-licensed financial advisor with six years of industry experience, currently with Primerica Advisors in Duluth, GA. His prior experience includes roles at Bank of America, Merrill, and employment at the University of Georgia and Bulldog Car Wash. He is involved in management and operations of investment-related products outside of his advisory role. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, alongside corporate and charitable clients. The firm operates at scale with a model-driven investment approach supported by third-party asset managers, custodians, and overlay managers.

Valvis Tinsley is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds the Series 66 designation and has been with Primerica Financial Services since 2016. 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 entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Bobbi Johnson is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2019 and Morgan Stanley Smith Barney LLC since 2018. Outside of her advisory work, she is involved with The Myx Marriage Group, Inc., a marriage support network for which she creates short YouTube videos discussing marriage issues. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers a variety of retail and institutional investment services.

Joshua Carr is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

David Smith Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Truist Advisory Services and Wealth Enhancement Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Joseph Polanski Jr. is a financial professional with 43 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at several firms including Prosperity Wealth Advisors and Summit Financial Group. In addition to advisory work, he also sells fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts through various program structures and affiliated relationships.

Benjamin Thompson is a financial advisor with Primerica Advisors in Monroe, GA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Equitable Advisors LLC and self-employment in investment-related product management. 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 account options within a wrap-fee structure.

Franklin Whitworth is a Wealth Management Advisor at Merrill Lynch Wealth Management, leveraging the investment resources of Merrill and the banking services of Bank of America to support clients' financial needs. He joined Merrill Lynch Wealth Management in 2005 and currently holds the Wealth Management Advisor title. He specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Franklin holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC)™, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Franklin earned a B.S. in Consumer Economics with a Family Financial Management Emphasis and a B.B.A. in Risk Management and Insurance from the University of Georgia. He resides in Suwanee with his wife and their two children. His personal interests include football, golfing, scuba diving, skiing, spending time with his family, and traveling.

Raymond Godleski III is a CFP® with 11 years of industry experience, currently affiliated with OSAIC since 2023. His prior roles include positions at Hornor Townsend & Kent LLC and Prudential-affiliated companies. He is a licensed real estate agent and hosts the Finanically Fluent podcast, which covers a range of financial planning topics. Godleski also serves as treasurer on the board of the Suwanee Arts Center. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and nonprofits through a large network of advisors. The firm offers comprehensive investment advisory and brokerage services, employing various tools and platforms to manage portfolios across multiple asset classes.

Jonathan Striefsky is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019. His prior experience includes roles at Bank of America, Merrill Lynch, City Lights, and Vida Cantina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a structured financial planning process that utilizes firm-approved tools and modeling techniques.

Michael Allee is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages rental properties in Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm is recognized for its extensive advisor and branch network and offers various discretionary and non-discretionary investment strategies under a fiduciary standard.

David Rath is a financial advisor with LPL Financial in Suwanee, GA, holding a Series 66 designation and over 21 years of industry experience. He has worked at LPL Financial since 2004 and previously spent nine years at The Brand Banking Company. Outside of his advisory role, he is also a licensed life insurance agent through Advantage Insurance Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various investment strategies across discretionary and non-discretionary management.

Eric Stuckey is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Cetera since 2022 and previously held roles at Ameriprise, INVEST Financial Corp., and Weeping Oaks Holdings, where he was CEO of a financial services business. Outside of his advisory work, he co-owns Weeping Oaks Farms in Hartwell, GA, where he is involved in raising cattle. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing multiple program structures and access to both affiliated and third-party money managers.