Sonia Malik is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing Services, LLC, since 2018, following two years at Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations, offering a range of investment advisory and financial planning services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jason Dearborn is a financial advisor with Primerica Advisors based in Duluth, GA. He holds Series 65 and Series 63 licenses and has 12 years of industry experience, including 10 years with Primerica Financial Services. His other business activities include management and operations of investment-related products. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of financial advisors and offices, providing advisory services through model-based strategies managed by unaffiliated asset managers.

Stephanie King is a Financial Advisor at Merrill Lynch Wealth Management, focusing on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Since joining Merrill in 2014, she offers a comprehensive approach to managing wealth that begins with understanding clients' families, financial situations, and priorities. She then collaborates with clients to create customized wealth management strategies that adapt to their evolving needs and market conditions. Stephanie provides access to the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. Her areas of expertise include college and education planning, legacy planning, liquidity management, retirement planning and income, philanthropic planning, portfolio management, women and wealth, and tax minimization. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Stephanie earned a Bachelor's Degree from Liberty University and a Master of Science in Financial Planning from The University of Georgia. She currently resides in St. Johns, Florida, and serves on the board of the Merrill Lynch Employee Philanthropic Fund. Outside of work, Stephanie enjoys cooking, reading, and spending time with her family.

Stephanie Bonilla is a financial advisor with Merrill in Duluth, GA, holding a Series 66 designation and 7 years of industry experience. She has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated with Bank of America’s corporate platform, providing access to a wide range of products and services.

Keith Cline is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Primerica Financial Services since 2019, as well as positions at TD Ameritrade Investment Management and Scottrade. He is involved in the management and operations of investment-related products outside of his advisory role. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and 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.

Emanuel Valverde is a financial advisor at Merrill with a Series 66 designation and four years of experience in the industry. His prior work history includes roles at Bank of America and several companies outside financial services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Leeza Shurtz is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. Prior to joining Primerica, she worked at Renaissance Regulatory Services for six years and held roles at the Florida Sports Foundation and Aramark. She is involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, using an independent due-diligence process and delegated trading through BNY Mellon Advisors.

Adam Herndon is a Series 66 licensed advisor with Primerica Advisors, based in Braselton, GA, and has eight years of industry experience. He has worked at Primerica Financial Services since 2014. Outside of his advisory role, he is involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Alex Martinez is a Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients to define their financial goals and develop portfolio strategies to help achieve them. Alex provides ongoing advice and adapts portfolios as clients' situations change. His areas of focus include education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Alex holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Parkview High School. He communicates with clients in both English and Spanish. Outside of his professional role, Alex enjoys billiards, bowling, cooking, hiking, music, spending time with his family, and traveling.

Frederick Ctibor is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at LPL Financial since 2022 and concurrently at Cuna Brokerage Services, Inc. and Georgia's Own Credit Union since 2013 and 2010, respectively. In addition to his advisory roles, he serves as a Marketing and Business Development Coordinator at Georgia's Own Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning services, and utilizes model portfolios and research to support diverse investment strategies.

Diane Davis is a financial advisor with Wells Fargo Clearing in Norcross, GA, holding Series 63 and Series 66 credentials and over 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Diane is the sole owner of the Tarik I Kindell Scholarship Fund LLC, a scholarship foundation that is currently in the process of closing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Douglas Hunt is a financial advisor with Primerica Advisors based in Duluth, GA. He holds Series 65 and Series 63 licenses and has 20 years of industry experience, having worked with PFSI since 2006. Outside of his advisory work, Hunt owns Dpa, LLC, a company focused on teaching groups about motivation and goal execution. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.

Michael Muzafarov is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at The Home Depot, EY, the University of Georgia, and TapMoney Mortgages. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ramsha Khan is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Edward Jones, Bank of America, Merrill, and JPMorgan Chase & Co. Outside of financial advising, she owns a music production business and is active as a social media influencer focused on marketing, fashion, and art. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Mamy Faye is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2016. Prior to this, Faye worked at Tmfs Advisors, LLC. Outside of advisory work, Faye serves on the advisory boards of AdvisorCheck, an independent data and analytics company, and Our Legacy Foundation, a nonprofit supporting funding for women’s agricultural businesses in Senegal and neighboring countries. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Joshua Little is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked primarily at Edward Jones since 2016, with brief periods involved in Little Family Farms. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ann Austin is a financial advisor with Raymond James Financial who holds the Series 66 designation and has 27 years of industry experience. She has worked with Raymond James since 2012 across several affiliated entities and is also an associate and branch manager at Beckett & Associates Investment Services, Inc. Outside of her advisory roles, she is involved with Center Grove Baptist Church. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities, with a particular focus on customized solutions for small businesses and municipal clients.

Christopher Bryant is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 15 years of industry experience. He has been with Primerica Financial Services since 2016. His other business activities include management and operations of investment-related products. Primerica Advisors serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and discretionary separately managed account options.

Brendon Planz is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith/BOA and operated a distribution business, RXD, for ten years. His current role at Edward Jones began in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Lanzing is a financial advisor with Primerica Advisors, holding a Series 65 credential and six years of industry experience. He has worked at Primerica Financial Services since 2019 and previously held positions at The Tile Shop and Chattahoochee Tech College. Outside of finance, he is a designer of board games, including "Jurassic Parts," recently funded on Kickstarter, and "Flash Part: Fire Rescue," published by Indie Boards & Cards, earning royalties from both. Primerica Advisors provides 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. The firm employs an independent due-diligence process for selecting asset managers and uses a tiered wrap-fee structure.