Sebastian Sanabria is a financial advisor with Primerica Advisors in Lawrenceville, GA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Berkmar High School and Killian Hill Christian School. In addition to his advisory work, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies and operates at scale with approximately 3,935 financial advisors and $15.5 billion in assets under management.

Thomas Carney is a CFP®-designated financial advisor with Ameriprise in Atlanta, GA, bringing 36 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he serves on the Board of Directors and as Chair and Treasurer of the Finance Council at Holy Cross. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor recommendations delivered through a centralized consulting team.

Robert Eaker is a financial advisor with Edward Jones in Lawrenceville, GA. He holds Series 63 and Series 66 credentials and has 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. 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.

Naveed Lalani is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes positions at UBS and Cambridge Investment Research, among others. Outside of his advisory role, he is involved in healthcare operations and data analysis with Sentara. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships supported by research and a range of portfolio management styles.

James Bortak II is a CFP® credentialed financial advisor with 29 years of industry experience, currently with Wells Fargo Advisors since 2025. His prior roles include positions at Wells Fargo Clearing from 2002 to 2025 and Truist Investment Services in 2007. He serves as a Design Review Board Committee member for the Stonecrest Homeowners Association in Buford, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and tools, integrating advisory solutions with multiple financial product offerings.

Peipei Ding is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, she held roles at Modingo International LLC, where she is an owner, and worked in various positions including at Georgia Tech and CITIC Capital. The firm, 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.

Heather Sheats is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Primerica Financial Services since 2006. Her other business activities include management and operations related to investment products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and select separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Ed Hoosh is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 and at UBS Financial Services from 2001 to 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Gerber is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 credentials and having one year of industry experience. His work history includes roles at Wells Fargo Bank, Trinity Wealth Securities, and Florida Financial Advisors. 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 supports clients through research-driven investment strategies and a broad range of financial products.

David How is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and 24 years of industry experience. He has been with Prim Financial Services since 2001. Outside of his advisory work, he has engaged in delivery driving for Uber Eats since 2020. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, with model-driven investment strategies supported by third-party managers and custodians.

Trevor Pace is a Series 66 licensed financial advisor at Edward Jones in Lawrenceville, GA, with six years of industry experience. Prior to joining Edward Jones in 2020, he worked in construction with UTEC Construction Inc and ROCO Construction, and he attended Texas Tech University. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Laila Zaki is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. Prior to her current role, she worked at Avantax Advisory Services and Avantax Investment Services Inc. Outside of advising, she is president of a small woodworking and craft business that has operated an Etsy store. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and financial planning services through a nationwide network of independent advisors.

Frederick Minot is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2021. His prior experience includes 11 years at GWFS Equities, Inc./Great West Life & Annuity Insurance Company. He is involved in the management and operations of investment-related products outside his advisory role. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

John Masinko is a financial advisor with LPL Financial in Duluth, GA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior work includes roles at CUNA Mutual Group, CUNA Brokerage Services, LGE Community Credit Union, Wells Fargo Clearing, and Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies across both discretionary and non-discretionary accounts.

Libardo Lopez is a financial advisor at Primerica Advisors with 22 years of industry experience and holds a Series 66 designation. His prior roles include positions at Clearbridge Investments, Citigroup Global Markets, and Anthem Securities. He was also involved with Start Church.Com in 2017. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and provides advisory services through a network of approximately 3,700 advisors and 1,800 offices.

Leeann Gregg is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized retirement-income consulting team.

Paige Copeland is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2021. Prior to her career in finance, Copeland worked for Long Horn Steakhouse for 13 years. She is a member of the Lawrenceville Rotary Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Sylvie Raffray is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Wells Fargo Bank NA since 2019 and has been with Wells Fargo Clearing Services, LLC since 1988. 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 research from Wells Fargo Investment Institute and third-party analytics.

Dennis Woodall is a Series 65-licensed financial advisor with Primerica Advisors in Dahlonega, GA, where he has worked since 2013. He has 12 years of industry experience. His other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Timothy Vassy is a financial advisor at Ameriprise with 24 years of industry experience. He previously worked at Synovus Securities, Inc. for over two decades before joining Ameriprise in 2024. He holds Series 63 and Series 65 credentials and owns a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to offer tailored, non-discretionary recommendations through a centralized consulting team.