Christopher Leathers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at PFS Investments Inc. since 2008 and with Primerica Financial Services since 2005. In addition to advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Jacob Sanders is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Infinite Asset Management and Capital Asset Advisory Services, among others. He also operates Jacob Sanders Financial, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

Joseph Richards is a financial advisor with Mass Mutual Investors Services, holding the CFA® designation along with Series 66 and Series 65 licenses. He has five years of industry experience and has worked with firms including Truist, Ardent Trust, and Investperity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Hayley Norton is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Primerica in 2024, she worked in various roles including legal and administrative positions at firms such as Kaye Lembeck Hitt and French Family Law Firm and the HELP Clinic. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm employs model-driven investment strategies and operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

Joshua Wright is a financial advisor with Edward Jones in Cumming, GA, holding the ChFC® designation and Series 66 license. He has three years of industry experience and previously served 26 years in the United States Army. In addition to his advisory role, he works part-time as a simulated brigade combat team commander for Valiant Integrated Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

William Adams is a financial advisor with LPL Financial in Lawrenceville, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, and Cetera Advisors LLC. Outside of his advisory work, he owns a mobile DJ service and hosts a YouTube show called "Is It News?" 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, and institutional platforms, supported by a network of over 22,800 advisors.

Terra Winter is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018. Prior to that, she was with Invest Financial Corp. from 2014 to 2018 and concurrently holds a role at United Community 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, and institutional platforms, supported by various investment strategies and operational tools.

Jessica Ciupuliga is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Morgan Stanley since 2016, with a brief tenure at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by firm-approved planning tools and investment models.

Jordan Loshy is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Wells Fargo Bank NA since 2013, joining Wells Fargo Clearing in 2016. Outside of his advisory role, he assists with audio and video production for sporting events at Ming Entertainment. 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 both brokerage and advisory solutions.

David Shaw is a CFP®-designated financial advisor with 15 years of industry experience, currently affiliated with Cetera in Johns Creek, GA. His prior roles include positions at Raymond James and Blueprint Wealth Solutions. Outside of his advisory work, he owns Busy Mimi LLC, a company focused on expense management. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary strategies under various program structures.

Sarah Peters is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. She has been with Primerica Financial Services since 2015. Peters is also involved in the management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven strategies created by unaffiliated asset managers.

Terence Dowling is a financial advisor with Morgan Stanley in Duluth, GA, holding Series 66 and Series 63 credentials and bringing 13 years of industry experience. His career includes nine years at Country Capital Management Company before joining Morgan Stanley in 2022, where he also works with Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services that utilize structured processes and firm-approved tools without offering individual security recommendations in standalone plans.

Jeremy Adams is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 65, Series 63, and Series 66 licenses and bringing 12 years of industry experience. His career includes positions at Wells Fargo Bank NA and Merrill, as well as operating a self-employed construction and remodeling business for two years. Based in Duluth, GA, he has been with Wells Fargo Clearing since 2018. 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 operates on a large scale with over 14,000 advisors and approximately $671 billion in assets under management, offering a combination of brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Lewis is a financial advisor at Ameriprise with 23 years of industry experience. He previously worked at South State Bank and LPL Financial, LLC for ten years each. Outside of his advisory role, he owns Ultimate Racing Helmets, LLC, a retail business based in Jefferson, GA. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joseph Szathmary is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab and its affiliated entities since 2017. Prior to that, he was with Newport Group, Inc. and Newport Group Securities, Inc. for a combined seven years. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Ashley Davy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Wells Fargo Bank, NA since 2014 and Wells Fargo Clearing since 2016. Outside of her advisory role, she owns a trucking company and serves as treasurer for the South Gwinnett Boys Tip Off Club. 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 both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Buhm Nam is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He has previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual and holds a Series 63 designation. In addition to his advisory role, Nam is involved in insurance brokerage and serves as a managing partner at an insurance services firm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through structured, collaborative planning engagements.

Leeza Snyderman is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at The Farrell Law Firm, KPMG, and Poole Huffman, LLC. She is involved in the management and operations of investment-related products outside of her advisory work. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party asset managers and custody services.

Bekira Mark is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing Services since 2018 and has also worked with Wells Fargo Bank since 2016. 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 both brokerage and advisory solutions.

Archie Williams is a financial advisor with Primerica Advisors, holding a Series 65 credential and four years of industry experience. He has worked at Primerica Financial Services from 2021 to 2024 and resumed in 2025. Outside of advising, he is involved in management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, delivering model-based strategies and a limited number of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a tiered wrap-fee structure and multiple investment approaches including Strategic, Tactical, Tax-Aware, and Income Distribution models.