Eric Stuckey is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Cetera since 2022 and previously held roles at Ameriprise, INVEST Financial Corp., and Weeping Oaks Holdings, where he was CEO of a financial services business. Outside of his advisory work, he co-owns Weeping Oaks Farms in Hartwell, GA, where he is involved in raising cattle. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing multiple program structures and access to both affiliated and third-party money managers.

Terrell Bradley Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. for a combined 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and third-party research.

Tariq Jackson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Merrill, Bank of America, and Wells Fargo in various capacities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

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 in Snellville, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at J.P. Morgan Securities since 2016 and has been with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Isaiah Oh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, following prior roles at JPMorgan Chase Bank and Best Buy. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

Jimison Johnson is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and 30 years of industry experience. His prior roles include positions at J.D. Mellberg Financial, Cetera, and Regions Bank. Outside of financial advising, he is a licensed real estate agent engaged in part-time sales under The Jimison Group and also participates in mortgage and home security product referrals. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers and supported by discretionary management and custodial services.

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.

Gregory Lester is a financial advisor with Raymond James Financial Services Advisors Inc. in Peachtree Corners, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James since 2014. Outside of his primary role, he is also employed as a financial advisor with Insight Wealth Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm provides financial planning and non-discretionary investment consulting through various advisory and institutional services, with a notable emphasis on non-discretionary advisory relationships.

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 with Cetera, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing and currently has roles with Georgia Retirement Services, LLC and Progressive Tech Construction, where he serves as owner and manages bookkeeping. He is also Vice President of Georgia Benefits, Inc., an insurance services organization. Cetera Investment Advisers LLC serves a broad client base that includes individuals, 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 provides access to affiliated and third-party investment strategies across various program structures.

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 with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach 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.

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.

Autumn Jones is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked at several firms, including Novelis, Landis + Gyr, Discover Staffing, and Zola. Outside of finance, she owns an automobile rental service called The Auddy Experience. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors alongside corporate and charitable clients. The firm employs model-delivery investment strategies and discretionary portfolio management supported by third-party asset managers, operating at scale with thousands of advisors and billions in assets under management.