Samuel Heath is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Jackson is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding a Series 63 designation and 26 years of industry experience. He has been with Primerica Financial Services since 2012. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers 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 uses a tiered wrap-fee structure while delegating trading and implementation responsibilities to BNY Mellon Advisors.

Gbar Grimes is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Truist Advisory Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called "WealthPlan."

Jonathan London is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Primerica Advisors and previously worked at Cetera Advisors LLC and Green Financial Resources, LLC. Outside of financial services, he has worked as a tournament employee in the golf shop at the Masters Tournament. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-driven investment strategies.

Christopher Rumble is a financial advisor with Edward Jones in Grayson, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Chandler Wood is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Sullivan 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 2008. Outside of his advisory work, Sullivan serves as Vice President of the Northcrest Swim/Tennis Club in Atlanta and performs as a rock musician in local bands. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Thomas Peterson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2020, following roles at LPL Financial, CNB Bank, Inc., and Cetera Investment. 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 investment 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.

Jayson Im is a financial advisor at Merrill in Buford, GA, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at Bank of America, Wells Fargo Clearing, Wells Fargo Bank, and Truist. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ki Shin is a financial advisor with Ameriprise in Duluth, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MetLife Securities. Outside of advisory work, he operates a CPA office and serves as CFO of a pediatric practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a retirement income service that provides annual planning advice focused on income sources and tax-aware withdrawal strategies.

Arturo Rodriguez is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, N.A., Invitations Plus, Inc., and Peter the Printer, Inc. Outside of his advisory role, he owns and operates The Art of Impressions LLC, a graphic design and printing business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

David Castellaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Primerica Financial Services across two periods from 2011 to 2018 and from 2020 to present, and has been associated with Kaplan North American since 2018. His other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Andrew Perlman is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a managing partner of family investment entities that hold interests in commercial real estate properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs and financial planning services for individual and institutional clients, managing approximately $2.74 trillion in client assets.

Jonathan Shepard is a CFP®-credentialed financial advisor with 11 years of industry experience. He has been with Charles Schwab since 2021 and previously worked at Life Time Asset Management, Commonwealth Financial Network, and TD Ameritrade. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and a range of alternative investment options, supported by a large-scale, integrated operational platform.

Heather Horan is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Primerica Financial Services in 2020, she worked at the International Fashion Academy, United Lex, McKesson, and Emory University School of Law. Outside of her advisory role, she is involved in sales of non-investment home security and automation products through a co-located affiliate of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kristopher Peed is a financial advisor with Primerica Advisors in Duluth, GA. He holds the Series 66 designation and has one year of industry experience, having been with Primerica Financial Services since 2015. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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 credentials and bringing 36 years of industry experience. His career includes roles at Beckett & Associates Investment Services, Inc. and a longstanding tenure at Raymond James Financial and Raymond James Financial Services. Outside of his advisory work, he plans to write children's books, participate as an extra in TV and movies, and pursue fused glass artistry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance efforts through a unique affiliation with a municipal advisor.