Andrew Mercer is a CFP® with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax and Hamilton Financial, where he is also managing partner overseeing accounting and tax preparation services. Outside of his advisory work, he manages a family corporation that handles wage distribution for his minor children. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supporting over 10,000 advisors and managing more than $256 billion in assets.

Luke Seepaul is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2020, as well as at TD Ameritrade, Scottrade, and Wells Fargo Bank in prior roles. Outside of his advisory work, he is part owner of Glasgow Trading Company LLC, which facilitates the sale of secondhand items on online marketplaces. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Shin Woo is a financial advisor at Wells Fargo Advisors in Atlanta, GA, with 19 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing and a year at Citigroup Global Markets. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Jeretha Tabor is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Rene Turner is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of Rit & Associates, Inc., an investment-related business formed for Primerica purposes, and serves as president of Mrkc Enterprises LLC. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by third-party asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Jason Arnold is a financial advisor with Edward Jones in Snellville, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones 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 advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Yeganegi is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding a Series 63 designation and 34 years of industry experience. He previously worked at Metlife Securities Inc. for 29 years before joining Mass Mutual in 2016. Outside of his advisory role, he is involved in individual life, health, and group health insurance sales through a separate business activity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to develop written recommendations tailored to client goals.

Ruby Wise Cooper is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 registrations and 13 years of industry experience. Her work history includes roles at the Internal Revenue Service and PFS Investments Inc., alongside her longstanding affiliation with Primerica Financial Services. Outside of her advisory work, she has been involved in real estate as an agent with Virtual Properties Realty. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of strategic investment models.

Marcus Hunter is a financial advisor with Ameriprise in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise since 2009, including six years at the current firm location. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual advice that address asset allocation, withdrawal strategies, and Social Security options.

Johanna Kinney is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and three years of industry experience. She has been with Wells Fargo Bank since 2016 and transitioned to Wells Fargo Clearing Services in 2022. 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 Wells Fargo Investment Institute and third-party data.

Ronald Mims is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Financial Services since 1993 and Primerica Advisors since 1997. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on retail clients rather than institutional or pension plan management.

Lehelle Yancey is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her work history includes roles at Wellstar Kennestone, PFS Investments Inc., and American Realty Professionals, among others. Outside of her advisory role, she is involved in real estate brokerage through American Realty Professionals and has experience in airline catering procurement. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors using model-driven investment strategies managed by third-party asset managers.

Dylan Strickland is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Wells Fargo Bank and Florida Financial Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and operates over 14,000 financial advisors, utilizing research and analytics to support its investment approach.

David Somerville is a financial advisor with Primerica Advisors, holding a Series 65 designation and 10 years of industry experience. He has worked at Primerica Financial Services since 2016 and had a prior role in food service as a delivery driver for Jimmy John's. Primerica Advisors is a large institutional firm managing 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 employs model-delivery investment strategies managed by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

Matthew Sinon is a financial advisor with Morgan Stanley in Duluth, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he serves as an advisory board member for OCA Georgia, a nonprofit organization, where he organizes and runs a mentorship program focused on leadership and communication skills for Asian Americans. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs and tailored financial planning using structured processes and firm-approved tools.

Philip Evers is a financial advisor at Fidelity with nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he owns a business providing snacks and drinks at events and participates as an amateur pool player in a local league. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Christy King is a Series 65-licensed financial advisor with Primerica Advisors, based in Auburn, GA, and has 13 years of industry experience. She has been with Primerica Financial Services since 2012. Her other business activities include 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 separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christopher Buckley is a financial advisor with Cambridge Investment Research Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Waddell & Reed and has been involved in various insurance agencies. Outside of his financial advisory work, he is active as a musician, choir director, and concert promoter. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors by providing financial planning, investment management, and retirement advisory services. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Ha Do is a financial professional with seven years of industry experience currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and Securian Financial Services. Outside of his advisory role, he serves as an elected board member of the Georgia Vietnamese American Chamber of Commerce and volunteers with BPSOS, a nonprofit assisting qualified Vietnamese families with tax filings. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform that includes portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Brandon Williams is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked at Primerica Financial Services since 2019 and previously held roles at Randstad and a parking management company. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.