Ji You is a Financial Services Advisor (FSA) at Merrill Lynch Wealth Management. With experience spanning banking and wealth management, Ji transitioned from a background in music to finance, bringing a diverse perspective to client service and financial guidance. Ji holds a Bachelor's degree from the University of Colorado System and two Master's degrees, one from the University of North Texas and another from Indiana University. Ji's academic journey reflects a strong foundation prior to entering the financial services industry. At Merrill Lynch Wealth Management, Ji focuses on assisting clients with their investment and financial planning needs, leveraging a Personal Investment Advisor (PIA) designation.

Shureen Long is a financial advisor at Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Progressive Insurance. Outside of her advisory work, she serves as General Partner and Managing Member of VLB Investment Group LLC, a property management business based in Savannah, Georgia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Obrien is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and previously worked for VALIC Financial Advisors, Inc. for eight years. 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 advisory process 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.

Bryan Richards is a financial advisor at Edward Jones in Buford, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Patrick Rice Jr. is a financial advisor with LPL Financial in Suwanee, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked concurrently at Renasant Bank and LPL Financial since 2010 and previously held roles at Cherry Bekaert Wealth Management LLC and Synovus Securities, Inc. In addition to his advisory work, Rice serves as an officer of Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive non-advisory financial activities and oversight of over $819 billion in discretionary assets.

Hameeda Bello is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Primerica Financial Services since 2017. Outside of her advisory role, Bello is involved in real estate investing and sales through ownership and management of property-related businesses, and she also provides local pet sitting services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services using model strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial institutions.

Chelsea Demetre is a CFP® professional with 17 years of industry experience, currently with Cetera. She has been affiliated with Cetera Advisors LLC since 2013 and is also associated with Pascarella Wealth Partners LLC, where she serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment strategies.

Katie Pegg is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 12 years of industry experience. She has been with Primerica Financial Services since 2013. Her activities include management and operations related to investment products. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, providing model-based investment strategies supported by third-party managers and custodians.

Steven Voshall is a ChFC® credentialed financial advisor at OSAIC with 36 years of industry experience. He previously worked at Investacorp, Inc., Securities America Advisors, Inc., and Equity Services, Inc. Outside of his advisory role, he is an owner of North Georgia Senior Home Care, LLC, which operates a home care service. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a range of managed account programs.

Donald Kemp is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at multiple firms, including Cetera Wealth Services, LLC, MSI Financial Services, Inc., New England Securities, and Guardian Life. Kemp is also an insurance agent involved in selling life, health, disability, annuities, and long-term care insurance through his own agency. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with access to affiliated and third-party managers across various program structures.

James Madebach is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a board member of the Westwood Property Owners Association in Augusta, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from the Wells Fargo Investment Institute and third-party databases to evaluate investment options based on diversification and modern portfolio theory.

Jeffrey Gunter is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. He has worked at Cetera and affiliated entities since 2025 and previously at Concourse Financial Group Securities and REO Partners. Outside of his advisory role, he serves on the board of a local pre-school and is a deacon at his church in Cumming, GA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Mark Baker is a Series 66-licensed financial advisor with Raymond James Financial in Suwanee, GA, bringing 22 years of industry experience. He has been with Raymond James since 2010 and previously worked at Merrill from 2004 to 2010. Outside of his advisory role, he is a co-owner of Atlanta Wealth Partners, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a large network of advisors with a focus on municipal and public finance as well as specialized retirement plan consulting.

Ashaki Scott is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. Prior to joining Primerica in 2018, Scott worked at Charles Schwab from 2014 to 2017. Scott is involved in the management and operations of investment-related products. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies managed by third-party asset managers.

Virginia King is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 65 designation and 11 years of industry experience. She has been with Primerica Financial Services since 2014. Outside of her advisory role, she receives rental income from a property in Atlanta. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

David Moore is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Woodbury Financial Services and Equitable Advisors prior to joining OSAIC. He is also licensed as an insurance agent, focusing on life, long-term care, and disability insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services across various programs. The firm’s investment process centers on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party managed strategies.

Chris Kim is a financial advisor at Edward Jones with six years of industry experience and a Series 66 designation. Prior to joining Edward Jones in 2025, he worked at Cetera Advisors LLC and Massachusetts Mutual Life Insurance Company. He has also held leadership roles in telecommunications companies, including CEO positions at Global Telecommunications, LLC and Phones Unlimited, Inc., both of which he still retains residual interests in but no active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary 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 financial advisors and 15,000 branch offices.

Syeda Farhat is a financial advisor at Morgan Stanley with 11 years of industry experience. She previously worked at Primerica Financial Services and JPMorgan Chase in various capacities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models to support tailored financial plans.

Joseph Farrar is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked at Intercontinental Hotels Group. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. 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 through a large network of advisors who deliver model-based investment recommendations supported by third-party asset managers.

Thomas Fliss is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. He is based in Lilburn, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.