Cherisse Cain is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and eight years of industry experience. She has been with Primerica Financial Services since 2005. Outside of her advisory work, she operates Brown Sugar Sweetshop, a bakery business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional portfolios.

Catherine Genty is a financial advisor at LPL Financial with 30 years of industry experience and a Series 66 designation. Her prior experience includes roles at CUNA Mutual Group, Cambridge Investment Research, AXA Advisors, E*TRADE Capital Management, Equitable Advisors, and Truist Investment Services. 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 financial planning and investment management services, utilizing a variety of portfolio strategies supported by technology and a large network of advisors.

Jaime Soto is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Suzanne Manibhai is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is a partner in businesses involved with accounting and bookkeeping for rental properties in Southern Pines, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Michael Clifford is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial For Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning that covers various financial topics without portfolio management or discretionary trading authority, maintaining planning and managed-account services as separate engagements.

Konsetta Kelly is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2019. She has two years of industry experience and a background that includes roles at Ricoh and Big Lots. Outside of her advisory work, she owns 4ever Natural Beauty, a business that sells handmade bath and body products, and has written two Christian books under Konsetta Kelly Ministries. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Sonia Malik is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing Services, LLC, since 2018, following two years at Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations, offering a range of investment advisory and financial planning services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jason Dearborn is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Primerica Financial Services since 2016. In addition to his advisory role, he is involved in the management and operations of investment-related products. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm operates at scale with thousands of advisors and offices, using model-delivery strategies and select discretionary account options supported by third-party managers and custodians.

Megan Jenkins is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has four years of industry experience. Her prior roles include positions at Truist Investment Services and Regions Bank. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services using multiple program structures, model portfolios, and third-party managers.

Keith Cline is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Primerica Financial Services since 2019, as well as positions at TD Ameritrade Investment Management and Scottrade. He is involved in the management and operations of investment-related products outside of his advisory role. 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 uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Emanuel Valverde is a Series 66-registered financial advisor at Merrill with four years of industry experience. He has previously worked at Bank of America, N.A., Cintas, and several other companies across various roles. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Mvula is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 13 years of industry experience. She previously worked at TIAA and TIAA-CREF for 10 years before joining Fidelity in 2023. Outside of her advisory role, she works as a personal shopper and an Uber Eats delivery driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction within a systematic and long-term asset allocation framework.

Leeza Shurtz is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. Prior to joining Primerica, she worked at Renaissance Regulatory Services for six years and held roles at the Florida Sports Foundation and Aramark. She is involved in the 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 curates third-party asset managers and employs a tiered wrap fee structure, using an independent due-diligence process and delegated trading through BNY Mellon Advisors.

Adam Herndon is a Series 66 licensed advisor with Primerica Advisors, based in Braselton, GA, and has eight years of industry experience. He has worked at Primerica Financial Services since 2014. Outside of his advisory role, he is involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Alex Martinez is a Financial Advisor at Merrill Lynch Wealth Management, based in Duluth, Georgia, serving clients throughout the Greater Atlanta area. He works with individuals, families, business owners, and professionals to help them navigate important financial decisions with greater confidence and clarity. His focus includes retirement planning, wealth management, financial planning, workplace retirement plans, and helping clients organize their financial lives around what matters most to them. With over seven years of experience in the financial services industry, Alex specializes in areas such as education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds FINRA Series 7 and Series 66 registrations and the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Parkview High School and is fluent in English and Spanish. Outside of his professional role, Alex is involved in his community through Saint John Neumann Catholic Church, where he serves in ministries focused on youth and adult faith formation. He enjoys spending time with his family and partakes in activities such as billiards, bowling, cooking, hiking, music, and traveling.

Bradden Kluesner is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Notre Dame Academy from 2016 to 2017. Based in Peachtree Corners, GA, his current role is with a well-established full-service wealth management firm. Edward Jones serves over four million individual and institutional clients with a range of investment advisory 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 large nationwide network of financial advisors and branch offices.

Frederick Ctibor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for nine years and is also employed by Georgia's Own Credit Union, where he serves as Marketing and Business Development Coordinator. 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 institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies executed by a large network of investment adviser representatives.

Diane Davis is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 designations and 25 years of industry experience. Her career includes positions at Wells Fargo Clearing since 2016, Wachovia Bank since 2005, and TD Ameritrade in 2004–2005. She is involved with the Tarik I Kindell Scholarship Fund, a scholarship foundation currently in the process of closing. 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 supported by extensive research and analytics.

Jared Hecox is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Peachtree Corners, GA. 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 under management and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Hunt is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and having 20 years of industry experience. He has worked at PFSI since 2006. Outside of his advisory role, he owns Dpa, LLC, a company focused on teaching groups about motivation and goal execution. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by unaffiliated asset managers. The firm operates at scale with over 3,600 advisors and approximately $15.5 billion in assets under management.