Sarah Harris is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Bank of America and DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers and provides trading, account administration, and custody support.

Angel Rivera is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2017. Prior to his advisory career, he was employed at Cali N Titos and attended the University of Georgia. 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 strategies managed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, and various institutional clients.

Gregory Garvin is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 20 years at American Century Investment Services and other roles at Park Avenue Securities and Guardian Life Insurance. Outside of advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms and third-party advisers.

Victor Sze is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James Financial since 1999, including 17 years at the current firm. Outside of his advisory role, he serves as director of the nonprofit Hui Tz Inc. and is the CFO responsible for investment accounts at the World Hope Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized municipal and SIMPLE IRA advisory programs.

Elizabeth Smith is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 65 and Series 63 licenses and having one year of industry experience. She previously worked at Arthur J. Gallagher & Co. and New York Life Insurance Company. Outside of advisory duties, she is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of financial advisors using model-based strategies supported by third-party asset managers and trade execution providers.

Victor Becerra Barrera is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Raja Foods. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 at Fidelity with seven years of industry experience. He holds the Series 65 and Series 63 designations. Outside of his advisory role, he coaches athletes through Teknique Wrestling several times per week. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

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.

Xuhan Song is a financial advisor with Merrill based in Alpharetta, GA. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior work experience includes roles at Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, Macy's, and Bloomingdale's. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 located in Duluth, GA. He holds Series 63 and Series 65 licenses and has 22 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 sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors who provide model-based portfolio recommendations supported by third-party asset managers and custodial services.

Lawrence Widener is a financial advisor at Edward Jones in Peachtree Corners, GA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at Invesco for two years and held roles at Zoom Video Communications and Gartner. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.

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.

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.