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.

Charles Frazier III is a CFP® professional with 40 years of industry experience, currently affiliated with OSAIC. His prior work includes roles at Royal Alliance Associates, Signator Investors, CF Sub, LLC, and Transamerica Financial Advisors. He serves as a board member and treasurer of the George Towne Square Condo Owners Association. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various tools to tailor strategies to client needs.

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.

Sherry Murphy is a financial advisor with Ameriprise in Buford, GA, holding a Series 66 designation and bringing 20 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Joan Phillips is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Terry Bell is a Series 66-licensed financial advisor with Edward Jones in Dacula, GA. He joined Edward Jones in 2025 and has prior experience at Mammoth Holdings, Inc, Enterprise Holdings, and as a self-employed individual. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

John Colegrove is a CFP® professional with 25 years of experience at LPL Financial. Based in Suwanee, GA, he has been with LPL since 2001. In addition to his advisory role, he leads a Financial Peace University seminar offered by his church. 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 variety of advisory and brokerage services, including financial planning and access to model portfolios, utilizing both discretionary and non-discretionary strategies.

Ryan Fotis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, Fotis co-owns a business focused on Disney World trip planning. 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 and analytics from Wells Fargo Investment Institute.

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 financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, preceded by eight years at Edward Jones. Outside of his advisory role, he has participated as a movie extra in a one-time film project. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad product platform to provide both brokerage and advisory solutions.

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.

Clark Jensen is a Series 66-licensed financial advisor with Edward Jones, based in Dacula, GA. He has 12 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, 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 under a fiduciary standard.

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.

Jesus Huallanca is a financial advisor at Merrill with Series 66 credentials and six years of industry experience. He has worked at Bank of America and Merrill since 2013. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

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.

Brandon Loggins is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and previously worked for four years with the Cornelia Police Department before joining Edward Jones in 2017. 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 and affiliated financial services, supported by a large network of financial advisors and branch offices nationwide.

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® and holds a Series 65 designation with five years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at SFI Advisors, LLC and Northwestern Mutual. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers a variety of account platforms along with proprietary model strategies under the Founders Gate Capital brand.

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.