Jason Marshall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he has ownership interests in American Metal Technology, LLC and Fiberglass Unlimited, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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.

John Gomez is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in financial services. He specializes in advising high net worth clients, including executives, entrepreneurs, retirees, and families, on various financial matters such as retirement planning, business transitions, managing concentrated stock positions, coordinating multiple accounts, and legacy building. His client focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Mr. Gomez holds a Bachelor of Business Administration degree in Finance & Investment from Baruch College, Zicklin School of Business. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of professional organizations such as Cross Pointe Church and Carepointe and participates in community involvement with Cross Pointe Church, Latin American Association, Latino Leadership Alliance, and NSHMBA. Fluent in both English and Spanish, Mr. Gomez's approach to financial advising is guided by principles of clarity over confusion, discipline over emotion, and long-term purpose over short-term noise. He aims to help clients make informed decisions and avoid costly mistakes by turning financial complexity into clarity so their wealth supports what matters most. His faith in Christ informs his service ethic, emphasizing trust earned through integrity, accountability, and doing what is right even when no one is watching. Outside of his professional life, he enjoys baseball, basketball, bowling, cooking, golfing, hiking, music, spending time with family, traveling, and watching movies.

Patrick Desamours is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been with Edward Jones since 1995. He also serves as a board member of the DeKalb Chamber of Commerce, contributing to policy and procedural direction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment options through a nationwide network of financial advisors and branch offices.

Samuel Allee is a financial advisor at Edward Jones in Lawrenceville, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Parker Hannifin and has had diverse roles including positions in the food service and retail sectors. He also operated a social kitchen and garden business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Stephen Philpott is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera Advisors LLC since 2014. Outside of advising, he serves as an executor and trustee for family estates and is involved in timberland ownership and management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

David Siegel is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is involved in management and operations related to investment products and works as an insurance salesman. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers for portfolio implementation and employs a tiered wrap-fee structure.

Charles Brown is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ryan Fotis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience with Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory work, he co-owns MY SPECIAL CORNER, LLC, a business focused on Disney World trip planning. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving a broad institutional client base.

Jennifer Baethke is a Series 65-licensed financial advisor with Primerica Advisors in Lawrenceville, GA, and has 13 years of industry experience. She has been with Primerica Financial Services since 2011. Baethke 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 accounts primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers vetted through an independent due-diligence process and employs a tiered wrap fee structure.

Adam Lee is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Savannah, GA, and has 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, he has participated as a movie extra in a film project. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Bradford Mattox is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and three years of industry experience. His prior roles include positions at Edward Jones and BankSouth Mortgage Company. 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 supported by research from the Wells Fargo Investment Institute.

Michael Campbell is a financial advisor with Primerica Advisors in Decatur, GA, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1990. Outside of advisory activities, he is involved in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio trading delegated to BNY Mellon Advisors.

Samuel Richmond is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Edward Jones, Personal Capital Advisors Corporation, Fidelity Brokerage Services, and Cambridge Investment Research Advisors. Outside of his advisory work, he is a business owner of Evolve Autos, LLC. 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 wide range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tyler Reece is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and with 10 years of industry experience. He has been with Primerica Financial Services since 2016. Outside of his advisory role, he manages a residential property management business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-based investment strategies managed by external asset managers.

Scott Cloutier is a financial advisor with Merrill in Duluth, Georgia, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He worked at E*Trade Securities LLC for 17 years before joining Merrill in 2017. Outside of his advisory role, Cloutier owns Cloutier LLC, a business involved in building and selling homes, and serves on the board of Exch4dollars, a company offering instructional online video subscriptions; he is also involved with the John’s Creek Board of Zoning Appeals. 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.

Connor Tarleton is a CFP® with five years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Prior to joining Cambridge, he worked at SFI Advisors, LLC, and Northwestern Mutual. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Anthony Maxwell is a financial advisor with Primerica Advisors in Auburn, GA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Primerica Financial Services since 2003. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies. 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 accounts. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Kyle Cushion is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His career includes roles at Primerica Financial Services and The Leonard Firm, among others. Outside of advising, he is involved in management and operations related to investment products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of 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.

Stephanie Groff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2009. 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 incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Cedric Haynes is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Wells Fargo Clearing Services since 2018 and Wells Fargo Bank NA since 2013. 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.