Roderick Trahan is a financial advisor at Edward Jones in Winder, GA, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary advisory programs, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Dylan Strickland is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Florida Financial Advisors, as well as academic experience at Georgia State University and Georgia Institute of Technology. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

David Somerville is a financial advisor with Primerica Advisors, holding a Series 65 designation and 10 years of industry experience. He has worked at Primerica Financial Services since 2016 and had a prior role in food service as a delivery driver for Jimmy John's. Primerica Advisors is a large institutional firm managing 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 employs model-delivery investment strategies managed by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

Matthew Sinon is a financial advisor with Morgan Stanley in Duluth, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he serves as an advisory board member for OCA Georgia, a nonprofit organization, where he organizes and runs a mentorship program focused on leadership and communication skills for Asian Americans. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs and tailored financial planning using structured processes and firm-approved tools.

Philip Evers is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo in various capacities from 2012 to 2022. Outside of his advisory role, Evers owns a business providing snacks and event planning services and participates in amateur pool leagues. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is known for its use of algorithmic portfolio construction, advisory roles to registered investment companies, and formal governance procedures.

Christy King is a Series 65-licensed financial advisor with Primerica Advisors, based in Auburn, GA, and has 13 years of industry experience. She has been with Primerica Financial Services since 2012. Her other business activities include 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 separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christopher Buckley is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge since 2019, following three years at Waddell & Reed. Outside of his advisory work, Buckley is active in music as a guitarist, choir director, and concert promoter. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual, institutional, and retirement plan clients with a range of financial planning, investment management, and retirement advisory services. The firm employs multiple custody and platform options, offers proprietary and third-party model strategies, and supports both discretionary and non-discretionary investment management tailored to client objectives.

Ha Do is a financial professional with seven years of industry experience currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and Securian Financial Services. Outside of his advisory role, he serves as an elected board member of the Georgia Vietnamese American Chamber of Commerce and volunteers with BPSOS, a nonprofit assisting qualified Vietnamese families with tax filings. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform that includes portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Brandon Williams is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Primerica Financial Services since 2019 and has prior experience with Randstad and a parking management company. His other business activities include management and operations of investment-related products. Primerica Advisors is a large institutional firm serving primarily individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports accounts with BNY Mellon Advisors and Pershing for trade execution and custody.

Patrick Dally is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Kevin Ashe is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade Securities, and Morgan Stanley. Outside of finance, he co-owns a commercial cleaning business with his daughter. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party data.

Daniel Dix is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, and previously held roles at Bank of America and Merrill. He has been affiliated with Georgia Gwinnett College since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Jacqueline Lister is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she operates a handmade jewelry and home decor booth at community events and serves as an officer on the Scholarship Committee for P.E.O., a civic organization in Des Moines, Iowa. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Megan Pennington is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at Atlanta Flooring Design and Vera Bradley. Outside of advising, she occasionally assists with paid events at her church in Auburn, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Donnie Sanders is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2004 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Justin Ellis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having six years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2019 and at Wells Fargo Bank NA since 2016. Outside of his advisory role, he is a 50% owner of Chase Card Collectibles LLC, a trading card collectibles business. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Khanh Lam is a financial advisor with Merrill in Duluth, GA, holding a Series 66 designation and six years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014, with a one-year tenure at the Social Security Administration from 2018 to 2019. 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.

Cason Crenshaw is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at the University of Georgia and Alpharetta First Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services supported by a large network of investment adviser representatives.

William Murphy III is a financial advisor with Primerica Advisors in Duluth, GA. He holds a Series 65 designation and has 14 years of industry experience, including 15 years with Primerica Financial Services. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Wesley Mathis is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at FSC Securities Corp and National Planning Corp. Mathis also operates a sole proprietorship offering fixed insurance products and provides notary services to clients. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisers and multiple advisory platforms. The firm employs a range of investment solutions incorporating firm-developed tools and third-party services to construct customized portfolios across various asset classes.