Steven Julian is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and INVEST Financial Corporation. In addition to his advisory work, he hosts and co-hosts various podcasts and serves as treasurer for a local networking group in Suwanee, GA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party managers.

William Egan is a financial advisor at LPL Financial in Duluth, GA, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at United Community Bank and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of investment options, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party strategies.

Kimberly Beauchamp is a financial advisor with Primerica Advisors in Auburn, GA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has worked at PFS Investments Inc since 2003. Her other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a percentage-based, tiered wrap fee model.

Jeff Lee is a CFP®-certified financial advisor with Edward Jones, based in Snellville, GA. He has 17 years of industry experience, including roles at SPH Analytics and Uber prior to joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Owen Bullard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Edward Jones for three years and has additional experience in insurance and the food service industry. 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 investment policy statement-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Tara Judd is a financial advisor with Edward Jones in Lawrenceville, GA, holding a Series 66 credential and having eight years of experience in the industry. Prior to joining Edward Jones in 2018, she worked at BlueGreen Vacations for one year. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Harms is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 63 and Series 65 designations and with 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he is co-owner of Harms + Associates, Inc., an investment-related business formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-delivery investment strategies managed by unaffiliated asset managers and supporting discretionary separately managed accounts.

Christopher Hazelrigs is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 designations. His previous work includes a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated services.

Dyan Echevarria is a financial advisor at Merrill with a Series 66 designation and 3 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Min Jeong Kim is a financial advisor at Primerica Advisors with three years of industry experience. She holds a Series 66 designation and has worked previously at Bluefish and Primerica Financial Services. Her background also includes roles outside of finance, such as at Best Donuts and in education. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited selection 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 for its services.

Rachael Pope is a financial advisor at Primerica Advisors with 12 years of industry experience. She holds the Series 66 designation and has been with Primerica Financial Services since 2013. Her other business activities include management and operations related to investment products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers 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 uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plan services.

James Sims is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His previous work includes roles at Morgan Stanley, Raymond James Financial Services, and Chase Investment Services Corp. Sims is also associated with Georgia United Retirement & Investment Services, a business related to his work at LPL. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Matthew Patrick is a financial advisor with Primerica Advisors, holding a Series 65 designation and seven years of industry experience. He previously worked at Equity Investment Corp from 2013 to 2017 before joining Primerica Financial Services in 2017. 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 uses a tiered wrap fee structure, with trading and implementation managed by BNY Mellon Advisors.

Victoria Snow is a Series 65 licensed financial advisor at Primerica Advisors with nine years of industry experience. She has been with Primerica Financial Services since 2016. Her other business activities include management and operations related to investment products. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, as well as corporate and charitable clients, delivering advisory services through model-based recommendations and discretionary portfolio management.

Mingxin Jiang is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides investing advice and access to banking and lending services through Bank of America. He specializes in areas including executive compensation, legacy planning, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Jiang holds a bachelor's degree from the University at Buffalo and has earned multiple 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 works closely with clients to develop personalized investment strategies aligned with their financial goals. Outside of his professional work, Jiang enjoys cooking, music, singing, spending time with his family, swimming, traveling, and watching movies. He is proficient in English, Mandarin, and Chinese.

Jeffery Smith is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked with Primerica Advisors since 2004 and with Primerica Financial Services since 2003. Outside of his advisory role, Smith operates a tax preparation business. Primerica Advisors is a large institution serving primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm delivers advisory services via model-driven strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Robert Weber is a CFP® professional with 43 years of industry experience. He is currently affiliated with Osaic Wealth, Inc. since 2023, following prior roles at FSC Securities Corp and National Planning Corp. He also owned and operated a sole proprietorship focused on fixed insurance sales beginning in 1993. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and advisory platforms. The firm employs a range of portfolio construction tools and offers integrated brokerage and advisory services along with access to third-party money managers.

Jennifer Wieland is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1994 and joined Merrill Lynch Wealth Management in 2006. Jennifer focuses on developing strategies and providing advice for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. Jennifer holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree in Financial Management from Clemson University. Her client focus areas include college education planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Jennifer is involved with the Girl Scouts of Greater Atlanta. She lives in Alpharetta with her husband and two children and enjoys camping, gardening, hiking, scuba diving, spending time with her family, and traveling.

Courtney Blake is a Series 66 licensed financial advisor with Primerica Advisors in Duluth, GA, and has five years of industry experience. Prior to joining Primerica in 2022, Blake held roles at H & L Equities, REIT Funding, and Najarian Capital, among others. Outside of advisory work, Blake has been involved in consulting and operations for affiliated non-investment businesses. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that delivers model-driven investment strategies through its large network of advisors.

Davis Blough is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. His prior work includes roles at Boehringer-Ingelheim, Pro Unlimited, Uber Technologies, Relaxing Air, NAVEX Global, PCM, and Mississippi State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.