Timothy Rine is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Charles Schwab and Wells Fargo Funds Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and advanced technology solutions.

Emanuel Valverde is a Series 66-registered financial advisor at Merrill with four years of industry experience. He has previously worked at Bank of America, N.A., Cintas, and several other companies across various roles. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Camp Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Jackson County Schools. Camp is also involved with Dave Camp & Associates, a business entity used for tax and investment purposes. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and various model portfolios supported by LPL Research and third-party subadvisors.

Leeza Shurtz is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. Prior to joining Primerica, she worked at Renaissance Regulatory Services for six years and held roles at the Florida Sports Foundation and Aramark. She is involved in the management and operations of investment-related products. 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 employs a tiered wrap fee structure, using an independent due-diligence process and delegated trading through BNY Mellon Advisors.

Adam Herndon is a Series 66 licensed advisor with Primerica Advisors, based in Braselton, GA, and has eight years of industry experience. He has worked at Primerica Financial Services since 2014. 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 number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Alex Martinez is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners, assisting clients at various stages of wealth accumulation and helping them plan for what comes next. Alex provides guidance in areas including retirement planning, investment management, wealth accumulation, lending strategies through Bank of America, and multigenerational planning. He and his team utilize Merrill’s Personal Wealth Analysis® to develop customized financial strategies tailored to clients' goals. With over seven years in the financial services industry, Alex holds FINRA Series 7 and Series 66 registrations and the Personal Investment Advisor (PIA) designation. He earned a High School Diploma from Parkview High School and communicates fluently in English and Spanish. His approach emphasizes understanding each client's unique priorities, focusing on diversification, active portfolio management, and tax-efficient strategies. Outside of his professional role, Alex is active in his local church community in the Greater Atlanta area, contributing to youth and adult faith formation ministries including Life Teen Youth Religious Formation, OCIA Adult Religious Formation, and S.P.R.O.U.T.S K-5 Youth Religious Formation. He enjoys spending time with his family, bowling, cooking, hiking, music, and traveling.

Diane Davis is a financial advisor with Wells Fargo Clearing in Norcross, GA, holding Series 63 and Series 66 credentials and over 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Diane is the sole owner of the Tarik I Kindell Scholarship Fund LLC, a scholarship foundation that is currently in the process of closing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Douglas Hunt is a financial advisor with Primerica Advisors based in Duluth, GA. He holds Series 65 and Series 63 licenses and has 20 years of industry experience, having worked with PFSI since 2006. Outside of his advisory work, Hunt owns Dpa, LLC, a company focused on teaching groups about motivation and goal execution. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.

Mamy Faye is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2016. Prior to this, Faye worked at Tmfs Advisors, LLC. Outside of advisory work, Faye serves on the advisory boards of AdvisorCheck, an independent data and analytics company, and Our Legacy Foundation, a nonprofit supporting funding for women’s agricultural businesses in Senegal and neighboring countries. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Ann Austin is a Series 66-licensed financial advisor with 27 years of industry experience, currently serving with Raymond James Financial. She also works as an associate and branch manager at Beckett & Associates Investment Services, Inc. Outside of her advisory roles, she has been involved with Center Grove Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients as well as institutional and charitable organizations. The firm uses a fact-finding and analytical approach to tailor recommendations aligned with client goals and supports its services through a large network of advisors and affiliated firms.

Christopher Bryant is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 15 years of industry experience. He has been with Primerica Financial Services since 2016. His other business activities include management and operations of investment-related products. Primerica Advisors serves individual investors, including both 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 that utilizes model-delivery strategies managed by unaffiliated asset managers and discretionary separately managed account options.

Brendon Planz is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith/BOA and operated a distribution business, RXD, for ten years. His current role at Edward Jones began in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Tony Shewbert is a financial advisor with Edward Jones in Braselton, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

James Toney is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with LPL Financial since 2022. Prior to joining LPL, he spent 16 years with Cotton States Insurance, Country Financial, and Country Capital Management. He holds a Series 63 license and is also a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

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.

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.

Steven Julian is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and INVEST Financial Corporation. In addition to his advisory work, he hosts and co-hosts various podcasts and serves as treasurer for a local networking group in Suwanee, GA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party 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.