Mandi Miglino is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at World Financial Group, Inc, Transamerica Financial Advisors, Inc, and Signator Investors, Inc. She also serves as a Compliance Operations Associate at Capitol Financial Solutions, assisting registered representatives with their business activities. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Carol Alka is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica Advisors and Primerica Financial Services in 2021, she worked at American Lawyer Media for ten years and had brief roles at Nalley Nissan and a period of retirement. Outside of advisory duties, she is involved in the sale of home-related products and loan services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven strategies and a limited range of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Lance Gresham is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Richard Cheek Jr. is a financial advisor at Edward Jones in Gainesville, GA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Enjoin, Chestatee Diversified LLC, and Patientco. Outside of his advisory role, he is the managing partner of Chestatee Diversified, LLC, a consulting and sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers various advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

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.

Thomas Johnston II is a CFP® professional with 33 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2021, following prior roles at Bank of America and Merrill. Johnston serves as a board member of the North Georgia Community Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Todd Elgin is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He previously worked at Cuna Mutual Group and Cuna Brokerage Services, Inc. for 19 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Heard is a financial advisor with Fidelity, holding a Series 66 designation and 16 years of industry experience. His previous roles include positions at J.P. Morgan Securities and Edward Jones. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and fund advisory services.

Regina Doby is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and eight years of industry experience. Her career includes roles at PFS Investments Inc., Primerica Financial Services, Harry Morse, LLC, and Duncan & Sevin, LLC. She also has experience with Covenant House and operated Doby Accounting Services, LLC for ten years. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-based investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

John Sulhoff is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at The Strategic Financial Alliance, Inc. for nine years. Outside of his advisory role, he owns NGA Stewards, Inc., a company involved in managing his advisory business operations. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with specific asset thresholds, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, emphasizing managed accounts and utilizing algorithmic tools overseen by an internal committee.

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.

William Frechtman is a financial advisor with Mass Mutual Investors Services in Cumming, GA, holding Series 63 and Series 65 designations and having seven years of industry experience. He has been with Mass Mutual Investors Services since 2018 and has been associated with Mass Mutual Life Insurance Company since 2007. Outside of his advisory role, he is a member of The Connective Networking, which focuses on introducing individuals to membership opportunities. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements that use analytic tools to develop client recommendations, with implementation conducted through separate brokerage or insurance arrangements.

William Egan is a financial advisor at LPL Financial in Duluth, GA, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at United Community Bank and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of investment options, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party strategies.

David Harms is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 63 and Series 65 designations and with 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he is co-owner of Harms + Associates, Inc., an investment-related business formed for Primerica business purposes. 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 thousands of advisors and offices, offering model-delivery investment strategies managed by unaffiliated asset managers and supporting discretionary separately managed accounts.

Christopher Hazelrigs is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 designations. His previous work includes a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated services.

James Sims is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His previous work includes roles at Morgan Stanley, Raymond James Financial Services, and Chase Investment Services Corp. Sims is also associated with Georgia United Retirement & Investment Services, a business related to his work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

James Graves is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2021 and previously worked at Primerica Financial Services, Robert Half Staffing, SA Stone Investment Advisors Inc, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a mix of non-discretionary and discretionary investment solutions supported by centralized supervision, custody, and a formal alternative investment process.

Gregory Katulka serves as Senior Resident Director and Wealth Management Advisor. He has been a wealth management advisor for over 28 years, joining Merrill Lynch Wealth Management in 2010 after beginning his career with Morgan Stanley. He holds multiple FINRA registrations including Series 7, 9, 10, 31, 63, and 65. He holds three professional designations: CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor (CEPA®). His financial planning expertise covers retirement, investment, tax, estate, insurance, and cash flow strategies. The CPWA® certification was completed through the Yale School of Management's Wealth Management Theory & Practice Executive Education program. Additionally, he helps business owners maximize enterprise value and prepare for ownership transitions as a CEPA® designee. Gregory is a graduate of Georgia State University with a bachelor's degree in education. Gregory is actively involved in his community, serving as a board member and past board chair for the Boys & Girls Clubs of Lanier. Under his leadership, the organization was recognized as the top performing board in Georgia and the southeast U.S. He was also named a finalist for the Volunteer of the Year Award by the Invest in Others Charitable Foundation in 2015. Outside of work, he enjoys spending time with his family, golf, fly fishing, and cooking.

Kelly Mcnutt is a Financial Advisor at Thrivent Investment Management in Gainesville, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Thrivent, Mcnutt was involved with Westminster Homeschool Academy and Westminster Presbyterian Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning that covers a range of topics, with clients able to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”