Robert Camp is a financial advisor with LPL Financial based in Hoschton, GA, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Raymond James Financial and A. G. Edwards & Sons, Inc. He has also operated his own firm, Dave Camp & Associates Inc., since 2003. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Faith Okoeguale is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and four years of industry experience. She previously worked at Merrill for 16 years. Outside of her advisory role, she holds a minor ownership interest in a car dealership based in Lawrenceville, GA. 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 across a broad client base.

Tyler Askey is a financial advisor with Fidelity Investments in Lawrenceville, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Fidelity, he worked at firms including IFG Advisory, LPL Financial, and Raymond James. Outside of his advisory work, he coaches athletes with Teknique Wrestling. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kevin O'Brien is a financial advisor at Ameriprise with 27 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with Ameriprise since 2005. O'Brien serves as president of the Suwanee Downtown Development Authority and is on the Board of Advisors for the North Gwinnett Schools Foundation. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Heidi Lue is a financial advisor with Edward Jones in Snellville, GA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is involved in interior design through her business, Nouvelle Maison by Myelle, and operates a booth at The Painted Tree featuring painted furniture and decor. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, and corporate clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Matthew Hjelmstad is a financial advisor with Wells Fargo Clearing in Snellville, GA, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has prior experience at Wells Fargo Bank, CVS, and Vitamin Shoppe. Outside of his advisory role, he is a drummer in the band at Galilee Christian Church in Jefferson, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Ronald Lee Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and 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 manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathaniel Brown is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica Financial Services since 1998. 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 a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

David Jones is a Series 66-licensed financial advisor with three years of industry experience, currently practicing at Wells Fargo Clearing since 2026. His prior experience includes roles at Bank of America and Merrill. Outside of finance, he is involved in music recording, performance, and songwriting through his ownership of Regal Jones Enterprises LLC. 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 approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by comprehensive research and analytics.

Kelly Goldsmith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 21 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2004. Outside of her advisory role, she serves as Treasurer for the Southeast Gwinnett Cooperative Ministry and volunteers on the Social Ministry Committee at Oak Road Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Paul Schlitz is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for nine years at The Atlanta Dental Supply Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies.

David Anderegg III is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously at Beckett and Associates. Outside of his advisory role, he serves as a board member for The Tree House, Inc., a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofit entities. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Anson Kanjira is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has a work history that includes Bank of America, where he was employed for 15 years before joining Merrill. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Sheen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. He has held roles at Charles Schwab & Co., Inc. since 2022 and previously worked at Itential, Priority Technology Holdings, Corida Insurance, and RaceTrac Petroleum. Charles Schwab & Co., Inc. serves primarily 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 management, combining scaled client service with integrated brokerage, custody, and advisory capabilities.

Brian Blough is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Raheem Karim is a financial advisor with Cetera holding Series 63 and Series 65 licenses and has one year of industry experience. He has worked previously at Primerica Financial Services and Foundation Investment Group LLC. Outside of advising, Karim owns a graphic and web design firm and hosts a podcast through his own media company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

Peggee King is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2008. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees rather than fixed fees.

Samuel Jordan is a financial advisor at Primerica Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Scottrade, Inc. for 13 years before joining Primerica in 2020. His other business activities include management and operations of investment-related products. 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 accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

Samuel Heath is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Jackson is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding a Series 63 designation and 26 years of industry experience. He has been with Primerica Financial Services since 2012. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers 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 uses a tiered wrap-fee structure while delegating trading and implementation responsibilities to BNY Mellon Advisors.