John Nuckolls is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior roles include positions at Merrill, Bank of America, N.A., and BB&T. Outside the financial sector, he has worked at Carrabba's Italian Grill and Lipsey Logistics. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jonathan Stuckey is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. He is also associated with Weeping Oaks Holdings, doing business as Cornerstone Private Client Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Peter Lincoln is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Financial Services since 2016. Outside of his advisory role, he serves as president of Lincoln Construction Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Alfredia Lewis is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2011. Outside of her advisory role, she is an owner of F & L Investment Properties, Inc. and serves as a board member for Families First, a nonprofit organization focused on supporting families facing complex challenges. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Vacante is a Series 65-licensed advisor with Primerica Advisors in Duluth, GA, and has 22 years of industry experience. She has been involved with Prim Finan SRVS since 1990. Her other business activities include management and operations of investment-related products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-delivery strategies overseen by unaffiliated asset managers and supported by established custodians for trade execution and account custody.

Sarah Harris is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Bank of America and DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers and provides trading, account administration, and custody support.

Mason Ware is a financial advisor at Edelman Financial Engines with one year of industry experience. He has held prior roles at Boomfish Wealth Group, LLC and has a background that includes work with Jefferson Parks and Recreation as well as an extended period as a student at Sewanee: The University of the South. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice with an emphasis on diversified portfolios and long-term investment strategies.

Angel Rivera is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2017. Prior to his advisory career, he was employed at Cali N Titos and attended the University of Georgia. Merrill, along 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 offers model-based and discretionary strategies managed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, and various institutional clients.

Victor Sze is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James Financial since 1999, including 17 years at the current firm. Outside of his advisory role, he serves as director of the nonprofit Hui Tz Inc. and is the CFO responsible for investment accounts at the World Hope Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized municipal and SIMPLE IRA advisory programs.

Elizabeth Smith is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 65 and Series 63 licenses and having one year of industry experience. She previously worked at Arthur J. Gallagher & Co. and New York Life Insurance Company. Outside of advisory duties, she is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of financial advisors using model-based strategies supported by third-party asset managers and trade execution providers.

Victor Becerra Barrera is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Raja Foods. 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 plans, corporations, and charitable organizations.

Faith Okoeguale is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and four years of industry experience. She previously worked at Merrill for 16 years. Outside of her advisory role, she holds a minor ownership interest in a car dealership based in Lawrenceville, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad client base.

Tyler Askey is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 65 and Series 63 designations. Outside of his advisory role, he coaches athletes through Teknique Wrestling several times per week. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Heidi Lue is a financial advisor with Edward Jones in Snellville, GA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is involved in interior design through her business, Nouvelle Maison by Myelle, and operates a booth at The Painted Tree featuring painted furniture and decor. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, and corporate clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Matthew Hjelmstad is a financial advisor with Wells Fargo Clearing in Snellville, GA, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has prior experience at Wells Fargo Bank, CVS, and Vitamin Shoppe. Outside of his advisory role, he is a drummer in the band at Galilee Christian Church in Jefferson, GA. 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 management options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jared Nelson is a financial advisor with LPL Financial in Peachtree Corners, GA. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, Jared worked at Associated Credit Union and has experience in customer service roles at various companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nathaniel Brown is a financial advisor with Primerica Advisors located in Duluth, GA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Primerica Financial Services since 1998. His other business activities include management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors who provide model-based portfolio recommendations supported by third-party asset managers and custodial services.

Lawrence Widener is a financial advisor at Edward Jones in Peachtree Corners, GA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at Invesco for two years and held roles at Zoom Video Communications and Gartner. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.

David Jones is a Series 66-licensed financial advisor with three years of industry experience, currently practicing at Wells Fargo Clearing since 2026. His prior experience includes roles at Bank of America and Merrill. Outside of finance, he is involved in music recording, performance, and songwriting through his ownership of Regal Jones Enterprises LLC. 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 a combination of brokerage and advisory solutions supported by comprehensive research and analytics.

Kelly Goldsmith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 21 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2004. Outside of her advisory role, she serves as Treasurer for the Southeast Gwinnett Cooperative Ministry and volunteers on the Social Ministry Committee at Oak Road Lutheran Church. 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 planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.