Timothy Rine is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Charles Schwab & Co., Wells Fargo Funds Management, and Evergreen Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing a combination of proprietary research, third-party subadvisors, and customized strategies.

Emanuel Valverde is a Series 66-registered financial advisor at Merrill with four years of industry experience. He has previously worked at Bank of America, N.A., Cintas, and several other companies across various roles. 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.

Sarah Mvula is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 13 years of industry experience. She previously worked at TIAA and TIAA-CREF for 10 years before joining Fidelity in 2023. Outside of her advisory role, she works as a personal shopper and an Uber Eats delivery driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction within a systematic and long-term asset allocation framework.

Leeza Shurtz is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. Prior to joining Primerica, she worked at Renaissance Regulatory Services for six years and held roles at the Florida Sports Foundation and Aramark. She 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 account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, using an independent due-diligence process and delegated trading through BNY Mellon Advisors.

Adam Herndon is a Series 66 licensed advisor with Primerica Advisors, based in Braselton, GA, and has eight years of industry experience. He has worked at Primerica Financial Services since 2014. Outside of his advisory role, he is involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary 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 for its services.

Alex Martinez is a Financial Advisor at Merrill Lynch Wealth Management, based in Duluth, Georgia, serving clients throughout the Greater Atlanta area. He works with individuals, families, business owners, and professionals to help them navigate important financial decisions with greater confidence and clarity. His focus includes retirement planning, wealth management, financial planning, workplace retirement plans, and helping clients organize their financial lives around what matters most to them. With over seven years of experience in the financial services industry, Alex specializes in areas such as education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds FINRA Series 7 and Series 66 registrations and the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Parkview High School and is fluent in English and Spanish. Outside of his professional role, Alex is involved in his community through Saint John Neumann Catholic Church, where he serves in ministries focused on youth and adult faith formation. He enjoys spending time with his family and partakes in activities such as billiards, bowling, cooking, hiking, music, and traveling.

Bradden Kluesner is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Notre Dame Academy from 2016 to 2017. Based in Peachtree Corners, GA, his current role is with a well-established full-service wealth management firm. Edward Jones serves over four million individual and institutional clients with a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Frederick Ctibor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for nine years and is also employed by Georgia's Own Credit Union, where he serves as Marketing and Business Development Coordinator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies executed by a large network of investment adviser representatives.

Diane Davis is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 designations and 25 years of industry experience. Her career includes positions at Wells Fargo Clearing since 2016, Wachovia Bank since 2005, and TD Ameritrade in 2004–2005. She is involved with the Tarik I Kindell Scholarship Fund, a scholarship foundation currently in the process of closing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Jared Hecox is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Peachtree Corners, GA. 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 under management and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Hunt is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and having 20 years of industry experience. He has worked at PFSI since 2006. Outside of his advisory role, he owns Dpa, LLC, a company focused on teaching groups about motivation and goal execution. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by unaffiliated asset managers. The firm operates at scale with over 3,600 advisors and approximately $15.5 billion in assets under management.

Ramsha Khan is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Edward Jones, Bank of America, Merrill, and JPMorgan Chase & Co. Outside of financial advising, she owns a music production business and is active as a social media influencer focused on marketing, fashion, and art. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Mamy Faye is a CFP® professional with 13 years of industry experience, currently advising at Edelman Financial Engines since 2026. Prior to joining Edelman Financial Engines, Faye worked at Financial Engines Advisors L.L.C. for 10 years and held positions at The Mutual Fund Store and Merrill. Outside of financial advising, Faye serves on the advisory boards of AdvisorCheck, an independent data and analytics company, and Our Legacy Foundation, a nonprofit supporting women’s agricultural businesses in Senegal and neighboring countries. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary committee-driven modeling with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment solutions.

Joshua Little is a financial advisor at Edward Jones in Monroe, GA, holding a Series 66 designation with eight years of industry experience. He previously worked at Little Family Farms for one year before returning to Edward Jones, where he has been since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and retains a large network of financial advisors and branch offices across the United States.

Ann Austin is a Series 66-licensed financial advisor with 27 years of industry experience, currently serving with Raymond James Financial. She also works as an associate and branch manager at Beckett & Associates Investment Services, Inc. Outside of her advisory roles, she has been involved with Center Grove Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients as well as institutional and charitable organizations. The firm uses a fact-finding and analytical approach to tailor recommendations aligned with client goals and supports its services through a large network of advisors and affiliated firms.

Stephen Koehler is a financial advisor with Cetera in Johns Creek, GA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His career includes roles at Cetera, Johns Creek Advisors, NEXT Financial Group, Edward Jones, and COUNTRY Capital Management Company. Koehler serves as an elected board member of the Alpharetta Business Association, where he participates in community events and educational initiatives. Cetera is an SEC-registered adviser providing a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program platforms and third-party managers.

Christopher Bryant is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 15 years of industry experience. He has been with Primerica Financial Services since 2016. His other business activities include management and operations of investment-related products. Primerica Advisors serves 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 utilizes model-delivery strategies managed by unaffiliated asset managers and discretionary separately managed account options.

Brendon Planz is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2023, he worked at Merrill Lynch, Pierce, Fenner & Smith/BOA for one year and owned a distribution business, RXD, from 2013 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, investment solutions, and affiliated capabilities with a nationwide network of financial advisors and branch offices.

Kevin Lanzing is a financial advisor with Primerica Advisors, holding a Series 65 credential and six years of industry experience. He has worked at Primerica Financial Services since 2019 and previously held positions at The Tile Shop and Chattahoochee Tech College. Outside of finance, he is a designer of board games, including "Jurassic Parts," recently funded on Kickstarter, and "Flash Part: Fire Rescue," published by Indie Boards & Cards, earning royalties from both. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm employs an independent due-diligence process for selecting asset managers and uses a tiered wrap-fee structure.

Jeffrey Walters is a ChFC® with 31 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities Inc. for 24 years. Walters owns and manages J A Walters LLC, a legal passthrough entity through which he sells fixed life insurance, fixed annuities, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements supported by firm-approved software and also conducts educational seminars.