Keino Robinson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at The Assurance Group, Modern Woodmen of America, and various positions outside finance such as Photo Camp USA and Marco's Pizza. He has been involved with The Burning Sands by Alicia, an entrepreneurial venture, for three years. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-driven strategies managed by third-party asset managers and supports clients with custody and trade execution services through Pershing.

George Hill is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PFS Investments Inc. since 2009. Outside of his advisory role, Hill is involved in health insurance sales as a proprietor, works in online customer service, and serves in guest relations at the Infinite Energy Center. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Jolette Landress is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Renasant Bank, Bank of America, Merrill, Wells Fargo Clearing, and Wachovia Bank. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Clark Oetting is a financial advisor with Cetera based in Duluth, GA, holding a Series 66 designation and with two years of industry experience. Prior to joining Cetera in 2024, he worked at Hitachi Digital Services and spent several years in full-time education. He is also a financial advisor at North Star Resource Group, where he provides securities and financial planning services. Cetera Investment Advisers LLC is a large SEC-registered adviser with a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes both affiliated and third-party investment options.

Warren McClellan is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes over a decade at Pruco Securities, LLC, and ongoing roles since 2000 with Warren S. McClellan P.C. and McClellan & Associates, CPAs, LLC. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services delivered through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

Afua Bandoh is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. Her prior roles include positions at LPL Financial, CUNA Mutual Group, Horace Mann Companies, and BB&T Investments. 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, leveraging research and analytics to guide investment decisions.

Carlton Ford is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at companies such as Ford Motor Company, Schneider Electric, Southern Company, and Incomm Inc. He is involved in sales of investment-related products and also engages in part-time referrals for home security, automation, and loan products through affiliated companies. Primerica Advisors manages 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 operates on a large scale with thousands of advisors and offices and offers model-based investment strategies supported by third-party asset managers and custodians.

Christopher Leathers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at PFS Investments Inc. since 2008 and with Primerica Financial Services since 2005. In addition to advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors 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 clients. The firm offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Jacob Sanders is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Infinite Asset Management and Capital Asset Advisory Services, among others. He also operates Jacob Sanders Financial, LLC, a business entity for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

Hayley Norton is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Primerica in 2024, she worked in various roles including legal and administrative positions at firms such as Kaye Lembeck Hitt and French Family Law Firm and the HELP Clinic. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm employs model-driven investment strategies and operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

William Adams is a financial advisor with LPL Financial in Lawrenceville, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, and Cetera Advisors LLC. Outside of his advisory work, he owns a mobile DJ service and hosts a YouTube show called "Is It News?" 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Jordan Desamours is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Tesla for six years. He holds the Series 66 designation. 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 under management and offers a variety of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other services.

Terra Winter is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018. Prior to that, she was with Invest Financial Corp. from 2014 to 2018 and concurrently holds a role at United Community Bank. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and operational tools.

Jessica Ciupuliga is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Morgan Stanley since 2016, with a brief tenure at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by firm-approved planning tools and investment models.

Jordan Loshy is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Wells Fargo Bank NA since 2013, joining Wells Fargo Clearing in 2016. Outside of his advisory role, he assists with audio and video production for sporting events at Ming Entertainment. 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.

Sarah Peters is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. She has been with Primerica Financial Services since 2015. Peters is also involved in the management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven strategies created by unaffiliated asset managers.

Terence Dowling is a financial advisor with Morgan Stanley in Duluth, GA, holding Series 66 and Series 63 credentials and bringing 13 years of industry experience. His career includes nine years at Country Capital Management Company before joining Morgan Stanley in 2022, where he also works with Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services that utilize structured processes and firm-approved tools without offering individual security recommendations in standalone plans.

Jeremy Adams is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 65, Series 63, and Series 66 licenses and bringing 12 years of industry experience. His career includes positions at Wells Fargo Bank NA and Merrill, as well as operating a self-employed construction and remodeling business for two years. Based in Duluth, GA, he has been with Wells Fargo Clearing since 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm operates on a large scale with over 14,000 advisors and approximately $671 billion in assets under management, offering a combination of brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Lewis is a financial advisor at Ameriprise with 23 years of industry experience. He previously worked at South State Bank and LPL Financial, LLC for ten years each. Outside of his advisory role, he owns Ultimate Racing Helmets, LLC, a retail business based in Jefferson, GA. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joseph Szathmary is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab and its affiliated entities since 2017. Prior to that, he was with Newport Group, Inc. and Newport Group Securities, Inc. for a combined seven years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.