Owen Bullard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Edward Jones for three years and has additional experience in insurance and the food service industry. 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 advisory process is investment policy statement-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Tara Judd is a financial advisor with Edward Jones in Lawrenceville, GA, holding a Series 66 credential and having eight years of experience in the industry. Prior to joining Edward Jones in 2018, she worked at BlueGreen Vacations for one year. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Harms is a financial advisor with Primerica Advisors in Braselton, GA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, Harms is co-owner of Harms + Associates, Inc., an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Dyan Echevarria is a financial advisor at Merrill with a Series 66 designation and 3 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Min Jeong Kim is a financial advisor at Primerica Advisors with three years of industry experience. She holds a Series 66 designation and has worked previously at Bluefish and Primerica Financial Services. Her background also includes roles outside of finance, such as at Best Donuts and in education. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Rachael Pope is a financial advisor at Primerica Advisors with 12 years of industry experience. She holds the Series 66 designation and has been with Primerica Financial Services since 2013. Her other business activities include management and operations related to investment 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, focusing on personalized portfolio management rather than institutional pension or profit-sharing plan services.

James Sims is a financial advisor with LPL Financial in Duluth, GA, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research and model portfolios, with both discretionary and non-discretionary management options.

Matthew Patrick is a financial advisor with Primerica Advisors, holding a Series 65 designation and seven years of industry experience. He previously worked at Equity Investment Corp from 2013 to 2017 before joining Primerica Financial Services in 2017. 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 curates third-party asset managers and uses a tiered wrap fee structure, with trading and implementation managed by BNY Mellon Advisors.

Victoria Snow is a Series 65 licensed financial advisor at Primerica Advisors with nine years of industry experience. She has been with Primerica Financial Services since 2016. Her other business activities include management and operations related to investment products. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, as well as corporate and charitable clients, delivering advisory services through model-based recommendations and discretionary portfolio management.

Mingxin Jiang is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides investing advice and access to banking and lending services through Bank of America. He specializes in areas including executive compensation, legacy planning, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Jiang holds a bachelor's degree from the University at Buffalo and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He works closely with clients to develop personalized investment strategies aligned with their financial goals. Outside of his professional work, Jiang enjoys cooking, music, singing, spending time with his family, swimming, traveling, and watching movies. He is proficient in English, Mandarin, and Chinese.

Jeffery Smith is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2004 and Primerica Financial Services since 2003. Outside of his advisory role, he operates a tax preparation business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for trading and emphasizes a tiered wrap-fee structure.

Jennifer Wieland is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1994 and joined Merrill Lynch Wealth Management in 2006. Jennifer focuses on developing strategies and providing advice for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. Jennifer holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree in Financial Management from Clemson University. Her client focus areas include college education planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Jennifer is involved with the Girl Scouts of Greater Atlanta. She lives in Alpharetta with her husband and two children and enjoys camping, gardening, hiking, scuba diving, spending time with her family, and traveling.

Courtney Blake is a Series 66 licensed financial advisor with Primerica Advisors in Duluth, GA, and has five years of industry experience. Prior to joining Primerica in 2022, Blake held roles at H & L Equities, REIT Funding, and Najarian Capital, among others. Outside of advisory work, Blake has been involved in consulting and operations for affiliated non-investment businesses. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that delivers model-driven investment strategies through its large network of advisors.

Davis Blough is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. His prior work includes roles at Boehringer-Ingelheim, Pro Unlimited, Uber Technologies, Relaxing Air, NAVEX Global, PCM, and Mississippi State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Gregg Corso is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has served since 2017. He holds the Certified Plan Fiduciary Advisor (CPFA) designation along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). In his role, he also functions as a Senior Portfolio Advisor, managing discretionary custom investment strategies and leveraging Merrill's model portfolios alongside third-party investment options. Gregg is a founding member of the Lea Corso Lee Group, focusing on working with closely held businesses, private equity firms, and non-profits. His expertise includes corporate retirement plans, cash management, liquidity events, and addressing challenges related to talent recruitment and retention, fiduciary liability, and plan administration. He emphasizes crafting personalized financial strategies tailored to client objectives through in-depth understanding and customized modeling analysis. His educational background includes a high school diploma from Marjory Stoneman Douglas High School and coursework at Santa Fe College and Florida Atlantic University. Outside of his professional responsibilities, Gregg volunteers with Habitat for Humanity of Northwest Metro Atlanta and enjoys cooking, football, hiking, and spending time with his family.

Jean Pasteur is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at PFS Investments Inc. since 2017 and has been affiliated with Primerica Life Insurance since 2015. Prior to his financial services career, Pasteur worked at United Parcel Service for 27 years. He also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-delivery investment strategies managed by third parties and supports trade execution and custody through established custodians, focusing on advisory services rather than institutional portfolio management.

Hildegarde Parks is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 23 years of industry experience. She has worked with Primerica Financial Services since 2013 and is also involved with American Realty Professionals as a realtor. Additionally, Parks serves as president of Parks Management Group LLC, which focuses on residential property management outside of securities trading hours. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, using an operational model that includes oversight and due diligence for its investment offerings.

Michelle Davenport is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked with Wells Fargo Bank, Wells Fargo Advisors LLC, and Wells Fargo Clearing since 2002. 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 advisory approach is IPS-driven and based on modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kerisha Stewart is a financial advisor at Osaic with one year of industry experience. She holds the Series 66 designation and has prior work history at Guardian Life and Park Avenue Securities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through a network of affiliated advisors and multiple platforms.

Juleigh Shinn is a Series 66-licensed financial advisor with Edward Jones in Snellville, GA, where she has worked since 2012. She has 14 years of industry experience. 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 through a nationwide network of more than 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products.