William Belcher is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked at multiple firms including LPL Financial, Invest Financial Corporation, and Aviva USA Corporation. In addition to his role at Cetera, he provides financial advisory services through Infinity Wealth Management Group and is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Khanh Lam is a financial advisor with Merrill in Duluth, GA, holding a Series 66 designation and six years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014, with a one-year tenure at the Social Security Administration from 2018 to 2019. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Cason Crenshaw is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at the University of Georgia and Alpharetta First Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services supported by a large network of investment adviser representatives.

William Murphy III is a financial advisor with Primerica Advisors in Duluth, GA. He holds a Series 65 designation and has 14 years of industry experience, including 15 years with Primerica Financial Services. His 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 limited discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Wesley Mathis is a financial advisor at Osaic Wealth with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fsc Securities Corp and National Planning Corp. Outside of his advisory role, he operates a sole proprietorship offering fixed insurance products and is a licensed notary. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services across multiple platforms, emphasizing model-based asset allocation and portfolio optimization supported by various tools and managed strategies.

Meng Mounga is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A., both from 2020 to 2022. He also has experience in the banking and education sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Glennis Rose II is a financial advisor with Primerica Advisors, holding Series 66 and Series 63 credentials and 34 years of industry experience. His career includes multiple periods with Primerica Advisors as well as roles at Nationwide Investment Services Corporation and LPL Financial. He is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors 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 entities. The firm employs model-delivery strategies managed by third-party asset managers and supports accounts with BNY Mellon Advisors and Pershing custody services.

Elijah Levi Sheffield is a CFP® with two years of industry experience, currently affiliated with LPL Financial in Suwanee, GA. His prior roles include positions at Delta Community Credit Union and Cetera. 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 provides a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Amy Rehn is a financial advisor at Cetera with 17 years of industry experience. She holds Series 65 and Series 66 designations. Prior to joining Cetera in 2024, she worked at Triad Advisors, Inc. from 2007 to 2024. Amy serves as a board member of Jambos Donates, a charitable organization, where she contributes to strategic vision and volunteer activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

Jack Parker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in family timber land and land holding companies in Ludowici, 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Daud Hassan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Claudia Bingham is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Bank since 2018, and previously with Banksouth and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

John Degeronimo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Merrill and Global Atlantic Distributors, LLC. 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 IPS-driven advisory process includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Cole is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2014. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

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.

Mark Bradford Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has prior experience with Avantax Advisory Services and Acuff Financial Services, among others. He serves as the financial committee chair and board member for Providence Classical Christian School and is treasurer at Walton Community Church, overseeing budgeting and financial reporting. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with access to various model portfolios, third-party managers, and customized strategies.

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.

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 with Merrill Lynch Wealth Management. She brings over 18 years of experience in the banking industry to her role, with a background that includes senior positions at Scotiabank, Chase, and Wells Fargo. She specializes in providing financial guidance to clients with a focus on family wealth management, retirement planning, portfolio management, socially responsible investing, and tax minimization. Originally from India, Premlata earned her bachelor's degree in commerce from the University of Mumbai before migrating to Canada in 2002. She holds several professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and completed the Personal Financial Planner (PFP) designation through the Canadian Securities Institute. She is fluent in multiple languages including English, Hindi, Gujarati, Marathi, Punjabi, Sindhi, and Urdu. Outside of her professional work, Premlata is involved with the Atlanta Sai Center and the Atlanta Mission, where she volunteers in community and charitable initiatives. She also enjoys personal interests such as 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.