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.

Clayton Dobson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes positions at Wells Fargo Clearing Services, Personal Capital, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory roles with registered investment companies and fund-of-funds.

James Toney is a CFP®-designated financial advisor with LPL Financial, bringing 19 years of industry experience. Before joining LPL Financial in 2022, he spent 16 years at Cotton States Insurance/Country Financial/Country Capital Management. Outside of his advisory role, he is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by technology and oversight of substantial discretionary assets.

James Brown Jr. is a financial advisor at Edward Jones with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory work, he is the owner of a family farm in Monroe, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Maven Farmer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Maven completed an internship with Davey Tree Company as a trimmer trainee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Nia Burrell is a financial advisor at Primerica Advisors with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at several companies such as Greenberg Traurig, LLP, Ogletree Deakins Nash et al, and Cox Enterprises. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and certain corporate and charitable clients. The firm offers model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established partners.

Regina Doby is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her career includes roles at PFS Investments Inc., Primerica Financial Services, and Harry Morse, LLC, among others. She also operated Doby Accounting Services, LLC for ten years. Primerica Advisors sponsors and 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 employs model-driven investment strategies supported by third-party asset managers and custody providers and operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management.

Thomas Kohlrust is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Primerica Financial Services since 2017, with additional experience at Pfs Investments Inc and other roles prior to that. Outside of financial services, he has experience in retail and education settings. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven investment strategies supported by third-party asset managers.

Kimberly Beauchamp is a financial advisor with Primerica Advisors in Auburn, GA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has worked at PFS Investments Inc since 2003. Her other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a percentage-based, tiered wrap fee model.

Jeff Lee is a CFP®-certified financial advisor with Edward Jones, based in Snellville, GA. He has 17 years of industry experience, including roles at SPH Analytics and Uber prior to joining Edward Jones in 2020. 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 solutions, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Owen Bullard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Edward Jones for three years and has additional experience in insurance and the food service industry. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is investment policy statement-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Tara Judd is a financial advisor with Edward Jones in Lawrenceville, GA, holding a Series 66 credential and having eight years of experience in the industry. Prior to joining Edward Jones in 2018, she worked at BlueGreen Vacations for one year. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Min Jeong Kim is a financial advisor at Primerica Advisors with three years of industry experience. She holds a Series 66 designation and has worked previously at Bluefish and Primerica Financial Services. Her background also includes roles outside of finance, such as at Best Donuts and in education. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Rachael Pope is a financial advisor at Primerica Advisors with 12 years of industry experience. She holds the Series 66 designation and has been with Primerica Financial Services since 2013. Her other business activities include management and operations related to investment 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, focusing on personalized portfolio management rather than institutional pension or profit-sharing plan services.

James Sims is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His previous work includes roles at Morgan Stanley, Raymond James Financial Services, and Chase Investment Services Corp. Sims is also associated with Georgia United Retirement & Investment Services, a business related to his work at LPL. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Matthew Patrick is a financial advisor with Primerica Advisors, holding a Series 65 designation and seven years of industry experience. He previously worked at Equity Investment Corp from 2013 to 2017 before joining Primerica Financial Services in 2017. 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 uses a tiered wrap fee structure, with trading and implementation managed by BNY Mellon Advisors.

Victoria Snow is a Series 65 licensed financial advisor at Primerica Advisors with nine years of industry experience. She has been with Primerica Financial Services since 2016. Her other business activities include management and operations related to investment products. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, as well as corporate and charitable clients, delivering advisory services through model-based recommendations and discretionary portfolio management.

Mingxin Jiang is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides investing advice and access to banking and lending services through Bank of America. He specializes in areas including executive compensation, legacy planning, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Jiang holds a bachelor's degree from the University at Buffalo and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He works closely with clients to develop personalized investment strategies aligned with their financial goals. Outside of his professional work, Jiang enjoys cooking, music, singing, spending time with his family, swimming, traveling, and watching movies. He is proficient in English, Mandarin, and Chinese.

Jeffery Smith is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked with Primerica Advisors since 2004 and with Primerica Financial Services since 2003. Outside of his advisory role, Smith operates a tax preparation business. Primerica Advisors is a large institution serving primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm delivers advisory services via model-driven strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Robert Weber is a CFP® professional with 43 years of industry experience. He is currently affiliated with Osaic Wealth, Inc. since 2023, following prior roles at FSC Securities Corp and National Planning Corp. He also owned and operated a sole proprietorship focused on fixed insurance sales beginning in 1993. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and advisory platforms. The firm employs a range of portfolio construction tools and offers integrated brokerage and advisory services along with access to third-party money managers.