Tariq Jackson is a financial advisor with J.P. Morgan Securities in Lawrenceville, GA, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Stephen Streets is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Primerica Financial Services since 2014. His other business activities include management and operations related to investment products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Raymond Latty is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with J.P. Morgan Securities since 2016 and has been affiliated with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process incorporates centralized due diligence combining quantitative and qualitative research, with offerings that include ESG considerations and broader derivatives and commodities capabilities.

Isaiah Oh is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has been with J.P. Morgan Securities since 2018 and also has experience at JPMorgan Chase Bank, N.A. Prior to that, he worked at Best Buy from 2009 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their approach includes centralized due diligence and may incorporate ESG criteria, with implementation supported by affiliated investment management entities.

Ruth Mixon is a financial advisor with Primerica Advisors in Loganville, GA, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Primerica Financial Services since 2008. Outside of her advisory role, Mixon is involved in management and operations at Mixon and Associates Inc. and owns an online digital marketing business focused on weight loss and nutrition. Primerica Advisors offers 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 curates third-party asset managers and utilizes a tiered wrap fee structure rather than fixed fees.

Adil Ali is a financial advisor at Charles Schwab in Buford, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He previously worked at Scottrade, Inc. for 16 years and had a brief tenure at Synovous Bank before joining Schwab in 2019. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Bonnie Passannante is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Eagle Strategies, LLC and New York Life Insurance Company and its related securities firm, where she spent over two decades. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.

Johnson Jimison is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior work includes roles at J.D. Mellberg Financial, Cetera, J.P. Morgan Securities, Merrill, and Banc of America Investment Services. Outside of advisory services, he is involved in real estate as a licensed agent with The Jimison Group and also engages in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program focused on model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Lubna Javaid is a Series 65-licensed financial advisor with Primerica Advisors in Atlanta, GA, bringing 23 years of industry experience. She has been with Primerica Financial Services since 2011. Her other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a curated selection of third-party asset managers and employs a tiered wrap-fee structure.

Nathaniel Barrott is a Series 66-licensed financial advisor at Primerica Advisors with two years of industry experience. His prior work includes roles at Primerica Financial Services, The Impact Partnership, LLC, and the Moebes Law Firm. In addition to advising, he is involved in the management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offers advisory services through model-delivery strategies created by unaffiliated asset managers.

Robert Agnone II is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America, N.A., and Merrill before joining Morgan Stanley in 2019. Outside of his advisory role, he is involved in managing rental properties in Atlanta, GA, and New Cumberland, PA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that utilize firm-approved tools and methodologies to model investment outcomes.

Ashton Green is a financial advisor at Cetera with 16 years of industry experience and holds the Series 66 designation. He has worked at several firms including Wells Fargo Clearing and Edward Jones. Outside of financial advising, Green is the owner of a construction company and serves as vice president of an insurance services organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

Alvin Crosby Jr. is a financial advisor at Edelman Financial Engines in Duluth, GA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various affiliated entities within the Edelman Financial Engines group since 2016. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term focus and providing both discretionary and non-discretionary advice.

Michael Neville is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mary Palmer is a financial advisor with Thrivent Investment Management in Johns Creek, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2021, following prior roles at Equitable Advisors and AXA Advisors LLC. Before entering financial services, she spent five years with Forsyth County Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across multiple planning areas. The firm offers these services through a large network of advisors without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Chang Han is a financial advisor at Cetera with Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Han is also the CEO and financial consultant of Harvest Financial Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Tommy Bowers is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Financial Services since 1999. 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 selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, using an independent due-diligence consultant and delegating trading responsibilities to BNY Mellon Advisors.

Jeffrey Fortson is a CFP® professional with 34 years of experience in the financial services industry. He is currently with OSAIC and has held prior roles at Woodbury Financial, Mass Mutual Investors Services, and VOYA Financial Advisors among others. Outside of advising, he is co-owner and CFO of Normaltown Brewing Co LLC, a microbrewery involved in production and sales. OSAIC serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, affiliate network, and comprehensive multi-advisor platform.

Christopher Sampers is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and Series 65 and 63 credentials, and has 30 years of industry experience. His career includes roles at Kestra Advisory, SFI Advisors, and Private Client Services. Outside of advisory work, he owns an insurance and benefits company, Strategis Advisory Group LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through multiple platforms and third-party advisers.

Brian Ferguson is a financial advisor with LPL Financial, holding a CFP® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including prior roles at Voya Financial Advisors and Eagle Strategies. In addition to his advisory work, he is involved in a family business, Dogwood Solutions & Design LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.