Joseph Paik is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, JP Morgan Chase Bank, JP Morgan Securities, and Wells Fargo Advisors. 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 range of 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 rather than fixed fees.

Richard Levine is a Series 66-licensed advisor with Ameriprise Financial Services, LLC, where he has worked since 2001, accumulating 25 years of industry experience. He is based in Suwanee, GA, and has spent his entire advisory career at Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning.

Harshil Patel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank NA since 2013. Outside of his advisory role, he serves as a board member of the Derrick Landing Homeowners Association in Savannah, GA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party data.

Maria Rojas is a financial advisor at Primerica Advisors with six years of industry experience. She holds the Series 66 designation and has worked at Primerica Financial Services since 2019. Her background includes a period of full-time education prior to entering the financial industry. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with thousands of advisors and offices, using model-delivery strategies managed by unaffiliated asset managers and offering a range of investment approaches including strategic and tactical models.

Sebastian Salazar is a financial advisor at Edward Jones with 11 years of industry experience. Before joining Edward Jones in 2026, he spent 10 years at JPMorgan Chase Bank, NA. He holds Series 63 and Series 66 licenses. 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.

William Castro Chacon is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2019. Prior to his current role, he worked at Primerica Financial Services and has experience outside the financial industry, including a position at Pepes Mexican Bar and Grill. 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 account options. The firm utilizes third-party asset managers and provides a wrap-fee solution with a tiered fee structure.

Dorian Piekarz is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2026, he worked at Edward Jones for four years and Backbone International for one year. Outside of advising, he has participated occasionally in disaster relief efforts by transporting supplies to areas affected by natural disasters and has assisted community members with setting up LLCs and business licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other 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 extensive operational tools and a large network of investment adviser representatives.

Debby Minot is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she provides wealth management services and financial strategies to affluent individuals, retirees, executives, women, and business owners. She focuses on creating comprehensive plans to build, manage, preserve, and transfer wealth, tailoring advice to clients' risk tolerance, investment goals, and liquidity needs through a disciplined, long-term process. Debby’s expertise includes college education planning, divorce transition planning, executive compensation, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. She is a member of the Wood DeTienne O'Connor Group, which has been recognized on Forbes' "Best-in-State Wealth Management Teams" list in 2023 and 2024. Debby holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Minot State University. Her community involvement includes participation with the American Heart Association, Boys and Girls Clubs of the Valley, and Phoenix Children's Hospital. Debby enjoys adventure sports, basketball, golfing, hiking, running, skiing, traveling, and spending time with her family. Born and raised in North Dakota, she relocated to Arizona in 2000 to begin her career in the financial industry.

Philip Barnes is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Truist, Alex Quilis State Farm, and E*Trade Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by comprehensive research and analytics.

Stephen Trammell is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Keino Robinson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at The Assurance Group, Modern Woodmen of America, and various positions outside finance such as Photo Camp USA and Marco's Pizza. He has been involved with The Burning Sands by Alicia, an entrepreneurial venture, for three years. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-driven strategies managed by third-party asset managers and supports clients with custody and trade execution services through Pershing.

George Hill is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PFS Investments Inc. since 2009. Outside of his advisory role, Hill is involved in health insurance sales as a proprietor, works in online customer service, and serves in guest relations at the Infinite Energy Center. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Vishal Padda is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His prior positions include roles at Morgan Stanley and JPMorgan Chase. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Jolette Landress is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Renasant Bank, Bank of America, Merrill, Wells Fargo Clearing, and Wachovia Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Clark Oetting is a financial advisor with Cetera based in Duluth, GA, holding a Series 66 designation and with two years of industry experience. Prior to joining Cetera in 2024, he worked at Hitachi Digital Services and spent several years in full-time education. He is also a financial advisor at North Star Resource Group, where he provides securities and financial planning services. Cetera Investment Advisers LLC is a large SEC-registered adviser with a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes both affiliated and third-party investment options.

Warren McClellan is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes over a decade at Pruco Securities, LLC, and ongoing roles since 2000 with Warren S. McClellan P.C. and McClellan & Associates, CPAs, LLC. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services delivered through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

John Cherry is a financial advisor at Thrivent Investment Management with six years of experience in the industry. He holds a Series 66 designation and previously worked at WestRock for six years. Outside of his advisory role, he serves as Chair of the Outreach Committee at Prince of Peace Lutheran Church, where he leads community engagement activities including support for local schools and nursing home visits. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary portfolio management, delivered through a large network of financial advisors.

Afua Bandoh is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. Her prior roles include positions at LPL Financial, CUNA Mutual Group, Horace Mann Companies, and BB&T Investments. 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, leveraging research and analytics to guide investment decisions.

Carlton Ford is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at companies such as Ford Motor Company, Schneider Electric, Southern Company, and Incomm Inc. He is involved in sales of investment-related products and also engages in part-time referrals for home security, automation, and loan products through affiliated companies. Primerica Advisors manages 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 operates on a large scale with thousands of advisors and offices and offers model-based investment strategies supported by third-party asset managers and custodians.

Bradley Roberson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Merrill for 12 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.