Andrew Brereton is a CFP® and ChFC® with nine years of industry experience. He currently serves as a financial advisor at LPL Financial and has previously worked at Ameriprise, Generational Financial Partners, Eagle Strategies, and New York Life. Outside of his advisory roles, he has experience as a local community sports fitness coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

John Mclaren is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2017. His prior experience includes roles at Fidelity Bank and SunTrust, where he served in various advisory capacities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Tommy Bowers is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Financial Services since 1999. 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 selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, using an independent due-diligence consultant and delegating trading responsibilities to BNY Mellon Advisors.

Jeffrey Fortson is a CFP® professional with 34 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked for Woodbury Financial for 17 years. Outside of his advisory work, he is co-owner and CFO of Normaltown Brewing Co LLC, a microbrewery involved in brewing, canning, and sales operations. OSAIC serves a wide range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Christopher Sampers is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation. He has 29 years of industry experience and has worked at several firms including Private Client Services and Kestra Advisory. Outside of his advisory work, he is the owner of Strategis Advisory Group, which focuses on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals and provides a variety of investment implementation options across multiple custody platforms.

Brian Ferguson is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Voya Financial Advisors, Inc. for six years and maintains an active role at ING Advisors, LLC. Outside of his advisory work, he is involved in a family business, Dogwood Solutions & Design LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Nakisha Purdiman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and has experience in real estate and outsourcing. Outside of her advisory role, she owns a repair and lawn service business and has interests in real estate and other non-investment ventures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven process based on modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christina Moore is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America, Merrill, and SunTrust (now Truist). Before entering finance, she worked in various industries including staffing and fitness. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a range of investment vehicles including insurance-related products and bank deposit sweep options.

John Nuckolls is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior roles include positions at Merrill, Bank of America, N.A., and BB&T. Outside the financial sector, he has worked at Carrabba's Italian Grill and Lipsey Logistics. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Denise Franta is a financial advisor at Edward Jones in Monroe, GA, holding the Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jonathan Stuckey is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. He is also associated with Weeping Oaks Holdings, doing business as Cornerstone Private Client Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Peter Lincoln is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Financial Services since 2016. Outside of his advisory role, he serves as president of Lincoln Construction Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Alfredia Lewis is a financial advisor with Merrill in Norcross, GA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Merrill since 2011 and is also the owner of F & L Investment Properties, Inc., a residential property rental business. Additionally, she serves as a board member for Families First, a nonprofit organization in Atlanta focused on supporting families facing complex challenges. Merrill provides managed account services through its Select Portfolio Solutions program, serving a diverse client base with model-based and discretionary investment strategies integrated within the broader Bank of America platform.

Lisa Vacante is a Series 65–licensed financial advisor with Primerica Advisors in Duluth, GA, and has 21 years of industry experience. She has been affiliated with Prim Finan SRVS since 1990, totaling 36 years in related financial services. Her other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight and authority over the investment models offered.

Sarah Harris is a financial advisor at Merrill in Lawrenceville, GA, with one year of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, N.A., Doordash, Ameris, Wells Fargo, and Walmart. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individual, high-net-worth, and institutional clients. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Lynn Nicolaysen is a financial advisor with Merrill in Duluth, GA, holding the Series 63 and Series 66 designations and over 30 years of industry experience. She has been with Merrill since 1994. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Angel Rivera is a financial advisor with Merrill in Tucker, GA, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, N.A. and Merrill since 2017, as well as earlier experience outside the financial industry. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Gregory Garvin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at American Century Investment Services and Park Avenue Securities. Outside of his advisory work, he is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers multiple portfolio management options and access to proprietary and third-party strategies, with investment approaches tailored to client objectives.

Victor Sze is a financial advisor with Raymond James Financial in Suwanee, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Raymond James Financial since 1999 and operates Sze And Associates, LLC. Outside of his advisory work, he serves as a director of the nonprofit Hui Tz Inc. and is the CFO of the World Hope Foundation, where he manages investment accounts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Elizabeth Smith is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. She previously worked at Arthur J. Gallagher & Co. and New York Life Insurance Company. Smith also engages in sales of investment-related products and receives compensation for referrals of home security, automation, and other home-related services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies primarily developed by unaffiliated asset managers. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.