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.

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.

Ethan Latty is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and prior to his current role, he worked at NTT Data and the YMCA of Metropolitan Atlanta. Latty operates an independent contracting business, Ethan Latty Financial, LLC. Raymond James Financial Services Advisors, Inc. provides a range of financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and maintains notable capabilities in municipal and public finance advisory 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.

Andrew Larocco is a financial advisor at Osaic with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at LPL Financial and Invest Financial Corporation. Outside of his advisory role, he is president of A A LaRocco & Assoc., Inc., an insurance agency. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and multiple custodial and legacy program arrangements.

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® with 43 years of industry experience and is currently affiliated with Osaic. His prior roles include positions at FSC Securities Corp and National Planning Corp, as well as operating Weber Financial Advisory, Inc., a corporation he has led since 1996. Weber also owns a sole proprietorship involved in fixed insurance sales. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization with a range of portfolio management options supported by multiple custodial and legacy programs.

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.

Michael Mchugh is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with LPL Financial since 1998. In addition to his advisory work, he owns a CPA firm, McHugh CPA Group, where he is involved in tax preparation and accounting. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

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.

Ryan Tennant is a financial advisor with LPL Enterprise in Johns Creek, GA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Tennant has also worked in the food service industry and has experience as a financial planner through Cornerstone Financial Partners LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and other entities through a large network of investment adviser representatives. The firm uses model-driven portfolio strategies, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products.

Gregg Corso is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has served since 2017. He holds the Certified Plan Fiduciary Advisor (CPFA) designation along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). In his role, he also functions as a Senior Portfolio Advisor, managing discretionary custom investment strategies and leveraging Merrill's model portfolios alongside third-party investment options. Gregg is a founding member of the Lea Corso Lee Group, focusing on working with closely held businesses, private equity firms, and non-profits. His expertise includes corporate retirement plans, cash management, liquidity events, and addressing challenges related to talent recruitment and retention, fiduciary liability, and plan administration. He emphasizes crafting personalized financial strategies tailored to client objectives through in-depth understanding and customized modeling analysis. His educational background includes a high school diploma from Marjory Stoneman Douglas High School and coursework at Santa Fe College and Florida Atlantic University. Outside of his professional responsibilities, Gregg volunteers with Habitat for Humanity of Northwest Metro Atlanta and enjoys cooking, football, hiking, and spending time with his family.