Brian Weigle is a Series 65-licensed financial advisor with Primerica Advisors in Lilburn, GA, where he has worked since 2000. He has 22 years of industry experience. His other business activities include management and operations related to investment products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jefferson Tutt is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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, operating under a fiduciary standard.

Deborah Miller is a financial advisor with Primerica Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and with 18 years of industry experience. She has been with Primerica Life since 2007 and serves as chair of the Primerica, Inc. Political Action Committee. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of model offerings.

Michael Hurtnole is a financial advisor with Cambridge Investment Research Advisors based in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Cambridge, he worked in various roles including pricing analyst at Printpack and agent at Global Financial Impact LLC, where he also engages in part-time sales of insurance and non-insurance products. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple platform arrangements and a range of proprietary and third-party investment strategies.

Raul Perea is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, Edward Jones, and Sherwin Williams. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Premlata Heryani is a Financial Advisor at Merrill Lynch Wealth Management. She brings extensive experience in financial planning, retirement planning, risk management, and investment management strategies. Her client focus areas include family wealth management, managing new wealth, personal retirement planning, portfolio management, socially responsible investing, individual and corporate investment strategy, tax minimization, and retirement income. Originally from India, she holds a Bachelor's Degree from the University of Mumbai and earned the Personal Financial Planner (PFP) designation from the Canadian Securities Institute. She also holds professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in multiple languages including Hindi, Marathi, Gujarati, Sindhi, Urdu, and English. Prior to her current role, Premlata worked over two decades in the banking industry in Canada and the United States, holding positions such as Senior Financial Advisor at Scotiabank, Senior Relationship Banker at Chase, and Senior Premier Banker at Wells Fargo. She is involved in her community through volunteer work with the Atlanta Sai Center and the Atlanta Mission. Her personal interests include badminton, chess, dancing, music, painting, photography, and spending time with her family.

Ronnie Triplett is a financial advisor with Equitable Advisors in Loganville, GA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior career includes roles at Wells Fargo Clearing, SunTrust Investment Services, and Merrill. Outside of advising, he owns Black Shield Entertainment, a talent management and music publishing company, and serves as Treasurer for the Georgia Prince Hall Shriners, a social and charitable organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual, institutional, and charitable clients. The firm’s approach includes matching clients to advisory program models or discretionary managers, utilizing third-party sponsored programs and offering ERISA fiduciary services through credentialed representatives.

Peter Weinbaum is a CFP® with 22 years of industry experience, currently serving at Ameriprise in Dunwoody, GA. He has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Advisors Inc., and previously held roles at Mass Mutual Investors Services and MetLife Securities Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement advice and offers a broad range of advisory, brokerage, and insurance solutions.

Danielle Obrien is a financial advisor with Primerica Advisors in Loganville, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Primerica Financial Services since 2017 and previously held roles at LPL Financial and Insignia Bank from 2013 to 2017. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

John Morris Jr. is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to develop tailored recommendations within collaborative annual planning engagements.

Dorothy Welch is a financial advisor with Primerica Advisors in Suwanee, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked at Primerica Financial Services since 2015. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.

Raquel Valdez is a financial advisor at Primerica Advisors in Duluth, GA, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior work includes roles at Morgan Stanley, E*Trade Securities LLC, and Onepath. Outside of advising, she operates an online clothing resale business called Pretty Messy Closet. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through respected third parties, managing approximately $15.5 billion in assets under management.

Tina Garrison Nunez is a financial advisor at Primerica Advisors in Duluth, GA, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Primerica Financial Services since 2014. She is involved in the management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies primarily delivered through its advisors.

Tondeleo Day is a Series 66-credentialed financial advisor with Edward Jones in Loganville, GA, having 13 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she has released music available on all digital platforms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Jason Marshall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he has ownership interests in American Metal Technology, LLC and Fiberglass Unlimited, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Gomez is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in financial services. He specializes in advising high net worth clients, including executives, entrepreneurs, retirees, and families, on various financial matters such as retirement planning, business transitions, managing concentrated stock positions, coordinating multiple accounts, and legacy building. His client focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Mr. Gomez holds a Bachelor of Business Administration degree in Finance & Investment from Baruch College, Zicklin School of Business. He has earned several 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 is a member of professional organizations such as Cross Pointe Church and Carepointe and participates in community involvement with Cross Pointe Church, Latin American Association, Latino Leadership Alliance, and NSHMBA. Fluent in both English and Spanish, Mr. Gomez's approach to financial advising is guided by principles of clarity over confusion, discipline over emotion, and long-term purpose over short-term noise. He aims to help clients make informed decisions and avoid costly mistakes by turning financial complexity into clarity so their wealth supports what matters most. His faith in Christ informs his service ethic, emphasizing trust earned through integrity, accountability, and doing what is right even when no one is watching. Outside of his professional life, he enjoys baseball, basketball, bowling, cooking, golfing, hiking, music, spending time with family, traveling, and watching movies.

Louis Gary is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Dempsey Lord Smith, LLC for ten years. Outside of his advisory role, Gary serves as a board member for Point Foundation and The Springs Condominiums Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and custody arrangements.

Patrick Desamours is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been with Edward Jones since 1995. He also serves as a board member of the DeKalb Chamber of Commerce, contributing to policy and procedural direction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment options through a nationwide network of financial advisors and branch offices.

Samuel Allee is a financial advisor at Edward Jones in Lawrenceville, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Parker Hannifin and has had diverse roles including positions in the food service and retail sectors. He also operated a social kitchen and garden business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Stephen Philpott is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera Advisors LLC since 2014. Outside of advising, he serves as an executor and trustee for family estates and is involved in timberland ownership and management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.