Jordan Fidanza is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his career in finance, he worked at Waffle House, Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Peipei Ding is a financial advisor with Merrill in Duluth, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, she owned a business called Modingo International LLC. Merrill provides managed account services to a broad client base, including individuals and institutional clients, using model-based and discretionary investment strategies integrated within Bank of America’s platform.

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 the Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach 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 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 24 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Prim Financial Services since 2001. Outside of his advisory role, he works as an Uber Eats delivery driver. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and offers discretionary separately managed account options.

James Page is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Duluth, GA, and has 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wachovia Bank and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Trevor Pace is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his advisory career, he held positions in construction and other fields, including UTEC Construction Inc and ROCO Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial 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 Bolen is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge since 2017, following previous roles at SunTrust Advisory Services and SunTrust Investment Services. Outside of his advisory work, he is an independent insurance agent with The Stebbins Bolen Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals employing a range of portfolio management strategies and platform arrangements.

John Masinko is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Inc., and LGE Community Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Libardo Lopez is a financial advisor with Primerica Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 2017 and previously worked at Anthem Securities, Inc. from 2014 to 2017. Lopez has also been involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively available discretionary separately managed accounts. The firm employs third-party asset managers and emphasizes a tiered wrap-fee structure.

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, holding Series 66 and Series 63 licenses and six years of industry experience. She has been associated with Wells Fargo Bank NA since 2019 and 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

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.

Christopher Mays is a financial advisor at Edward Jones in Duluth, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior roles include positions at John Hancock Advisers, LLC and Jhfn Sii, where he worked for six and twelve years, respectively. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Robin Slaton is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and possessing eight years of industry experience. In addition to advisory work, Slaton is involved in sales of investment-related products and also participates in sales and referrals related to loan products, home security, and automation services through Primerica-affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, offering a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers.