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.

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.

Kyle Cushion is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His career includes roles at Primerica Financial Services and The Leonard Firm, among others. Outside of advising, he is involved in management and operations related to investment 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 utilizes a tiered wrap-fee structure.

Stephanie Groff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Cedric Haynes is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Wells Fargo Clearing Services since 2018 and Wells Fargo Bank NA since 2013. 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.

Janina Morello is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 12 years of industry experience. She previously worked at Raymond James & Associates and Merrill, as well as Bank of America, N.A. Janina is based in Duluth, Georgia. 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.

Natalie Hammond is a financial advisor at Primerica Advisors with 30 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at firms including Northwestern Mutual Investment Services LLC and Alex Beilin. Her background includes long-term roles spanning more than a decade in various financial services positions. 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 utilizes model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Thomas Davis is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following prior roles at Wells Fargo Bank and Wells Fargo Clearing Service. He practices within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kelly Smith is a financial advisor at Wells Fargo Clearing with eight years of industry experience. Smith holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018. Prior to that, Smith held positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Customers Bank. Outside of financial services, Smith owns and operates an auto repair business in Lithonia, Georgia. 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 IPS-driven and grounded in modern portfolio theory, incorporating a broader set of financial products including insurance-related vehicles and bank deposit sweep options.

Renee Houser is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has worked within Wells Fargo affiliates since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Michael King is a Series 65-licensed financial advisor with Primerica Advisors in Smyrna, GA, where he has worked since 2016. He has nine years of industry experience. His other business activities include management and operations related to investment products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and 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 custody services supported by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Zhongqi Luo is a Financial Advisor with Merrill Lynch Wealth Management based in Orlando, Florida. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Zhongqi takes the time to understand clients’ unique financial goals to develop tailored short-, mid-, and long-term plans. With expertise in financial planning and investment management, Zhongqi supports clients through retirement planning, investment management, tax optimization, education savings, and asset preservation. As a native Mandarin speaker, he is well-positioned to serve clients from diverse cultural backgrounds, particularly Chinese families, offering clear and culturally informed financial advice. Zhongqi holds professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Outside of his professional work, Zhongqi enjoys playing pickleball, skiing, and tennis. He is actively involved in the Orlando pickleball community, reflecting his engagement in local activities.