Natalie Hammond is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Alex Beilin. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation.

Kelly Smith is a financial advisor at Wells Fargo Clearing with eight years of industry experience. Smith holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018. Prior to that, Smith held positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Customers Bank. Outside of financial services, Smith owns and operates an auto repair business in Lithonia, Georgia. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broader set of financial products including insurance-related vehicles and bank deposit sweep options.

Renee Houser is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services for business-owner transitions, sports and entertainment, special needs, and divorce planning.

Michael King is a Series 65-licensed financial advisor with Primerica Advisors in Smyrna, GA, where he has worked since 2016. He has nine years of industry experience. His other business activities include management and operations related to investment products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services supported by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Rosalie Knop is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior work includes roles at Allstate Insurance Co, Compass Capital, Securian Financial Services, Minnesota Life Insurance Company, and Wells Fargo Bank NA. She is also involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm emphasizes a percentage-based, tiered wrap-fee structure and utilizes third-party asset managers with oversight and due diligence.

Joseph Bryson is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. His prior work includes 13 years at FSC Securities Corporation before joining Primerica Financial Services. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily 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 delegates trading responsibilities, offering a tiered wrap-fee structure rather than fixed fees.

Robert Mc Iver is a financial advisor with Primerica Advisors in Suwanee, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with Primerica Advisors since 2017 and Primerica Financial Services since 2016, following three years at Advanced Control Solutions. His other business activities include sales of investment-related products and part-time referrals of home security, automation, and loan 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 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.

Tien Lecroy is a financial advisor at Wells Fargo Clearing with a Series 66 credential and four years of industry experience. Prior to joining Wells Fargo in 2025, Lecroy worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2022 to 2025, and at Merrill and Bank of America Corporation from 2017 to 2022. Outside of finance, Lecroy owns and operates LeCroy's Organic Photography, a photography service business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice rooted in modern portfolio theory. The firm serves institutional clients with an IPS-driven approach and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Raphael Angone is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 65 credential and three years of industry experience. Prior to joining Primerica Financial Services in 2021, he worked at CVS and has experience in educational roles at Warsaw High School and home-schooling. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Adis Cukovic is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses. Although new to the industry with less than one year of experience, Cukovic has prior involvement with Florida Financial Advisors as a financial consultant. Outside of advisory roles, he has experience in entrepreneurial activities through MV Productions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports retirement plans with both consulting and discretionary services, utilizing research from Wells Fargo Investment Institute and third-party sources.

Larry Dennis Jr. is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America, and Prudential-affiliated firms. He has been with J.P. Morgan since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Lonnie Woodall is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Cetera and Regions Bank since 2014. Woodall serves on the board of the Boys & Girls Club of Metro Atlanta. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with a range of program options and affiliations.

Alexander Greene is a CFP® with 19 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2013 to 2016. He is based in Duluth, GA and holds the Series 66 designation. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Artavius Morgan is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles in pharmaceuticals, meal kit services, and investment-related product management. Morgan has been with Primerica Financial Services since 2022. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies with support from third-party asset managers and custodians.

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 in Lawrenceville, GA, holding Series 63 and Series 65 credentials and over 13 years of industry experience. His prior roles include positions at UBS and Cambridge Investment Research. Outside of his advisory work, he is involved in healthcare operations and data analysis at Sentara. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and government entities. The firm offers wealth advisory planning, investment consulting, and municipal finance services, providing integrated solutions through a wide network of affiliates.

Charles White is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Raymond James since 2010 and was a co-owner of White Baker Holdings LLC from 2014 to 2020. Outside of his advisory role, he is a co-owner of Atlanta Wealth Partners, LLC, a support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary services, including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and maintains connections to municipal and public finance through its affiliate network.

James Bortak II is a CFP®-certified financial advisor with 28 years of industry experience, currently at Wells Fargo Advisors since 2025. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. Outside of his advisory role, 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 that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with an emphasis on customized recommendations and integration of advisory services with other financial products.