Harshil Patel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank NA since 2013. Outside of his advisory role, he serves as a board member of the Derrick Landing Homeowners Association in Savannah, GA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party data.

Maria Rojas is a financial advisor at Primerica Advisors with six years of industry experience. She holds the Series 66 designation and has worked at Primerica Financial Services since 2019. Her background includes a period of full-time education prior to entering the financial industry. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with thousands of advisors and offices, using model-delivery strategies managed by unaffiliated asset managers and offering a range of investment approaches including strategic and tactical models.

Sebastian Salazar is a financial advisor at Edward Jones with 11 years of industry experience. Before joining Edward Jones in 2026, he spent 10 years at JPMorgan Chase Bank, NA. He holds Series 63 and Series 66 licenses. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Philomena Hatcher is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. She has been with Cetera Advisors LLC since 2013 and maintains a role as a partner at Ridgeline Realty Holdings, LLC. Outside of her advisory work, she has longstanding experience with the Atlanta VA Medical Center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers multiple portfolio management and financial planning solutions through a large network of independent advisors and provides access to a variety of third-party and affiliated investment models.

William Castro Chacon is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2019. Prior to his current role, he worked at Primerica Financial Services and has experience outside the financial industry, including a position at Pepes Mexican Bar and Grill. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and provides a wrap-fee solution with a tiered fee structure.

Gregory Lewis is a financial advisor at Cetera with Series 63 and 66 licenses and 23 years of industry experience. His prior work includes roles at Cambridge Investment Research, Ameriprise, Transamerica Financial Advisors, Wells Fargo Clearing, and Mass Mutual Investors Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures and custodial relationships.

Philip Barnes is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Truist, Alex Quilis State Farm, and E*Trade Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by comprehensive research and analytics.

Stephen Trammell is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. 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, including pension and charitable organizations. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

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.

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.

Jeanne Kerney is a financial advisor at Primerica Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked concurrently in various roles across multiple firms, including Rohadfox Construction Control Services and Gude Management Group. Outside of advisory services, she is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports account custody through Pershing, focusing primarily on client-focused advisory services rather than institutional portfolio management.

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.

John Cherry is a financial advisor at Thrivent Investment Management with six years of experience in the industry. He holds a Series 66 designation and previously worked at WestRock for six years. Outside of his advisory role, he serves as Chair of the Outreach Committee at Prince of Peace Lutheran Church, where he leads community engagement activities including support for local schools and nursing home visits. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary portfolio management, delivered through a large network of financial advisors.

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.

Joseph Richards is a financial advisor with Mass Mutual Investors Services, holding the CFA® designation along with Series 66 and Series 65 licenses. He has five years of industry experience and has worked with firms including Truist, Ardent Trust, and Investperity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical 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.