Joseph Consolo II is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018, following five years at State Farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Reese Fick is a financial advisor at Edward Jones in Lawrenceville, GA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Waffle House, Inc. from 2016 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Cherry Mosienko is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012. 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 including tailored financial planning based on structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Troy Beckett is a financial advisor with Raymond James Financial in Winder, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James Financial since 2006 and previously operated Beckett & Associates Investment Services, Inc. from 2012 to 2025. Outside of his advisory work, he plans to write children's books, work as an extra for TV and movies, and learn fused glass art. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling, and provides a broad range of investment implementation options.

Erika Carper is a financial advisor with Wells Fargo Clearing, 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 an extended history with Wells Fargo Bank NA dating back to 2012. Outside of her advisory role, she has partial ownership in Black Tie Cafe, a mobile coffee business serving special events. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kenneth Shipp III is a financial advisor with Edward Jones in Lawrenceville, GA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. 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 through a nationwide network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Carter is a financial advisor with Primerica Advisors, holding a Series 66 credential and nine years of industry experience. His previous roles include positions at Invesco and Edward Jones. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, using model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, providing advisory services supported by third-party custodians and overlay managers.

Daniel London is a financial advisor with Primerica Advisors in Suwanee, GA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He previously worked at Questar Asset Management and Questar Capital Corporation from 2009 to 2016 before joining Primerica Financial Services in 2016. Outside of his advisory role, he is involved in managing investment-related products and provides notary services through Creative Financial Partners. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure while maintaining oversight of model selection and implementation.

Donald Goldsmith is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Goldsmith serves as a board member for Home Repairs Ministries, a nonprofit focused on providing safe and accessible homes to metro Atlanta homeowners at no cost. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning that covers retirement, income tax, estate, business continuation, divorce, and special needs planning, without including implementation of recommendations.

Mark Blackwell is a financial advisor with Wells Fargo Clearing in Conyers, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2014. Outside of his advisory role, he works as an independent voice actor and is involved in customer service at a grocery store. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Lee Stebbins is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at SunTrust Advisory Services and SunTrust Investment Services. In addition to his advisory work, he operates as an independent insurance agent through The Stebbins Bolen Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing a variety of portfolio management strategies and platform arrangements.

Jacob Mckelvey is a CFP®-credentialed financial advisor with 18 years of industry experience, currently with Ameriprise since 2021. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is a co-owner of a real estate business in Port Saint Joe, Florida. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering customized retirement plans supported by a centralized consulting team.

Debra Bond is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 37 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both discretionary and non-discretionary plan management.

Danny Buchanan is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and General Electric. Buchanan also operates Buchanan Tax Services, providing tax preparation and accounting services. LPL Financial is a national 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 retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Farrell Bradford is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 licenses. Outside of advising, he owns and maintains a real estate rental property in Lawrenceville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed account strategies, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a nationwide network of over 23,000 financial advisors.

Cherisse Cain is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and eight years of industry experience. She has been associated with Primerica Financial Services since 2005. Outside of her advisory role, Cain operates Brown Sugar Sweetshop, a baking business. Primerica Advisors sponsors and 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 uses model-driven strategies created by unaffiliated asset managers alongside discretionary separately managed account options.

Matthew Rieger is a financial advisor at Cetera with three years of industry experience and holds the Series 66 designation. He is a partner and financial advisor at Bradford and Rieger Wealth Advisors, LLC, and also serves as president of Rieger & Co Wealth Strategists, LLC, through which he provides financial planning, portfolio management, insurance products, and tax planning services. Prior to his advisory career, he spent over a decade at Acuity Brands Lighting, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Casey Willett is a financial advisor with Edward Jones in Conyers, GA, holding a Series 66 designation. He joined Edward Jones in 2025 after seven years at Boehriner Ingelheim Vetmedica Inc and has prior experience with RSVP Prom and Pageant as well as Marker 7. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of net worth levels. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and advisory services through a nationwide network of more than 23,700 financial advisors.

Suzanne Manibhai is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Konsetta Kelly is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2019. She has two years of industry experience and a background that includes roles at Ricoh and Big Lots. Outside of her advisory work, she owns 4ever Natural Beauty, a business that sells handmade bath and body products, and has written two Christian books under Konsetta Kelly Ministries. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.