Jacqueline Lister is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she operates a handmade jewelry and home decor booth at community events and serves as an officer on the Scholarship Committee for P.E.O., a civic organization in Des Moines, Iowa. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Megan Pennington is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at Atlanta Flooring Design and Vera Bradley. Outside of advising, she occasionally assists with paid events at her church in Auburn, GA. 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 affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Donnie Sanders is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2004 to 2022. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Justin Ellis is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having six years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and has worked at Wells Fargo Bank NA since 2016. Outside of his advisory work, Ellis co-owns a trading card collectibles business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Cason Crenshaw is a financial advisor with LPL Financial, holding the Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked in various roles including positions at Redbull and the University of Georgia. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified financial planning and advisory programs supported by in-house and third-party research and provides both discretionary and non-discretionary management options.

William Murphy III is a financial advisor with Primerica Advisors in Duluth, GA. He holds a Series 65 designation and has 14 years of industry experience, including 15 years with Primerica Financial Services. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Wesley Mathis is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at FSC Securities Corp and National Planning Corp. Mathis also operates a sole proprietorship offering fixed insurance products and provides notary services to clients. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisers and multiple advisory platforms. The firm employs a range of investment solutions incorporating firm-developed tools and third-party services to construct customized portfolios across various asset classes.

Meng Mounga is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan, Meng worked at Merrill Lynch, Bank of America, Santander Bank, Starbucks Coffee Company, and USA Top Education. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Glennis Rose II is a financial advisor at Primerica Advisors with 34 years of industry experience. He holds the Series 66 and Series 63 credentials and has been associated with Primerica and its affiliates for multiple periods since 1995, with additional experience at Nationwide Investment Services Corporation and LPL Financial. Outside of advisory roles, he is involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and billions in assets under management, offering model-based investment strategies supported by third-party managers and custodians.

Amy Rehn is a financial advisor at Cetera with 17 years of industry experience. She holds Series 65 and Series 66 designations. Prior to joining Cetera in 2024, she worked at Triad Advisors, Inc. from 2007 to 2024. Amy serves as a board member of Jambos Donates, a charitable organization, where she contributes to strategic vision and volunteer activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored 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 that supports various investment strategies and program structures.

Jack Parker is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in family timber land and land holding companies in Georgia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Daud Hassan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, N.A. since 2013. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Claudia Bingham is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Bank since 2018, and previously with Banksouth and Wells Fargo Bank. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

John Degeronimo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Merrill and Global Atlantic Distributors, LLC. 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 IPS-driven advisory process includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Cole is a financial advisor with Wells Fargo Clearing in North Augusta, SC, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, with an advisory process driven by investment policy statements and grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment recommendations, performance reporting, and participant education, and is notable for including insurance-related vehicles and bank deposit sweep options within its broader investment offerings.

Brian Weigle is a Series 65-licensed financial advisor with Primerica Advisors in Lilburn, GA, where he has worked since 2000. He has 22 years of industry experience. 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 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.

Mark Bradford Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has prior experience with Avantax Advisory Services and Acuff Financial Services, among others. He serves as the financial committee chair and board member for Providence Classical Christian School and is treasurer at Walton Community Church, overseeing budgeting and financial reporting. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with access to various model portfolios, third-party managers, and customized strategies.

Deborah Miller is a financial advisor with Primerica Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and with 18 years of industry experience. She has been with Primerica Life since 2007 and serves as chair of the Primerica, Inc. Political Action Committee. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily 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 while maintaining oversight of model offerings.

Raul Perea is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, Edward Jones, and Sherwin Williams. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Premlata Heryani is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in banking and financial services. She has held senior roles at Scotiabank, Chase, and Wells Fargo, providing financial guidance and developing strategies for clients with diverse needs. Her expertise includes financial planning, retirement planning, risk management, and investment management strategies. Originally from India, she earned a Bachelor's Degree from the University of Mumbai before migrating to Canada in 2002, where she obtained the Personal Financial Planner designation from the Canadian Securities Institute. She holds several professional certifications, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in Hindi, Marathi, Gujarati, Sindhi, Urdu, and English, she serves clients with personalized strategies focused on family wealth management, retirement income, socially responsible investing, and tax minimization. Beyond her professional role, Premlata is involved in community service through the Atlanta Sai Center and the Atlanta Mission. She volunteers at initiatives such as the Atlanta Mission Women's Shelter. Her personal interests include badminton, chess, dancing, music, painting, photography, and spending time with family.