Roderick Trahan is a financial advisor at Edward Jones in Winder, GA, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary advisory programs, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Debalina Das is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera and its affiliates since 2016. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with various program structures and access to both affiliated and third-party 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.

Kevin Hallam is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. Prior to joining Cambridge in 2019, he worked at Triad Advisors and Resource Horizons Investment Advisory. He serves as board treasurer for the Norcross Foundation for Excellence and is CEO of H & H Assets. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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.

Steven Schwartz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Ameriprise Financial Services, INVEST Financial Corp., and Edward Jones. Outside of advisory work, he is a part-time employee with MAGID, a stock safety product vending machine company. 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 portfolios, and access to third-party asset managers, supported by extensive operational and research tools.

Tamseel Fatema is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 66 and Series 63 credentials and has worked with JPMorgan Chase Bank, N.A. since 2018. Outside of her advisory role, she was involved with Nayaab Collections, LLC from 2019 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s investment process combines quantitative screens and qualitative research, incorporates ESG criteria, and reflects broader derivatives and commodities capabilities.

Kevin Ashe is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade Securities, and Morgan Stanley. Outside of finance, he co-owns a commercial cleaning business with his daughter. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party data.

Daniel Dix is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, and previously held roles at Bank of America and Merrill. He has been affiliated with Georgia Gwinnett College since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Jacqueline Lister is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she operates a handmade jewelry and home decor booth at community events and serves as an officer on the Scholarship Committee for P.E.O., a civic organization in Des Moines, Iowa. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Megan Pennington is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at Atlanta Flooring Design and Vera Bradley. Outside of advising, she occasionally assists with paid events at her church in Auburn, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Donnie Sanders is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2004 to 2022. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Benardo Richardson is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Charles Schwab, SunTrust Advisory Services, and Morgan Stanley. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory services with extensive non-advisory financial activities.

Justin Ellis is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 65 and Series 63 licenses and having six years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and also has worked with Wells Fargo Bank NA since 2016. Outside of his advisory role, he is a 50% owner of CHASE CARD COLLECTIBLES LLC, a trading card collectibles business based in Columbus, GA. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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 sources.