Alexander Greene is a CFP® with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes roles at Morgan Stanley, Wells Fargo Clearing (earlier tenure), and A. G. Edwards & Sons, Inc. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Artavius Morgan is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Primerica Financial Services, Pharmaceuticals, Home Chef, iMarketsLive, and Xtra Lease. He is involved in management and operations related to investment products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets.

Sebastian Sanabria is a financial advisor with Primerica Advisors in Lawrenceville, GA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Berkmar High School and Killian Hill Christian School. In addition to his advisory work, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies and operates at scale with approximately 3,935 financial advisors and $15.5 billion in assets under management.

Thomas Carney is a CFP®-designated financial advisor with Ameriprise in Atlanta, GA, bringing 36 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he serves on the Board of Directors and as Chair and Treasurer of the Finance Council at Holy Cross. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor recommendations delivered through a centralized consulting team.

Leslie Cook is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Atlanta, GA. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Robert Eaker is a financial advisor with Edward Jones in Lawrenceville, GA. He holds Series 63 and Series 66 credentials and has 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including 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.

Jessica Jeffers is a financial advisor at Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at Wells Fargo Clearing from 2023 to 2025 and Regions Bank from 2019 to 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad range of offerings, including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports and entertainment planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients having discretion over implementation through various brokerage and advisory options.

Allison Reeves is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, she worked at Invest Financial Corporation for nine years and at Hinton McCurry, LLC for three years. Outside of her advisory role, she owns a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to wrap and model portfolio programs, supported by extensive technology and a large network of investment adviser representatives.

Christopher Cantrell is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2014. Outside of his advisory role, he serves as president of Insight Wealth Advisors LLC and is owner of McLaren Wealth Advisors LLC, both support companies based in Peachtree Corners, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses a structured, non-discretionary approach tailored to client goals, employing risk profiling and analytical modeling to support investment decisions.

Naveed Lalani is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes positions at UBS and Cambridge Investment Research, among others. Outside of his advisory role, he is involved in healthcare operations and data analysis with Sentara. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships supported by research and a range of portfolio management styles.

Charles White is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. He co-owns Atlanta Wealth Partners, LLC, a support company based in Suwanee, GA. White has been with Raymond James Financial since 2010 and has prior experience with White Baker Holdings LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Bortak II is a CFP® credentialed financial advisor with 29 years of industry experience, currently with Wells Fargo Advisors since 2025. His prior roles include positions at Wells Fargo Clearing from 2002 to 2025 and Truist Investment Services in 2007. He serves as a Design Review Board Committee member for the Stonecrest Homeowners Association in Buford, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and tools, integrating advisory solutions with multiple financial product offerings.

Jordan Fidanza is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his career in finance, he worked at Waffle House, Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Peipei Ding is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, she held roles at Modingo International LLC, where she is an owner, and worked in various positions including at Georgia Tech and CITIC Capital. The firm, 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 plans, corporations, and charitable organizations.

Heather Sheats is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Primerica Financial Services since 2006. Her other business activities include management and operations related to investment products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and select separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Ed Hoosh is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 and at UBS Financial Services from 2001 to 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Gerber is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 credentials and having one year of industry experience. His work history includes roles at Wells Fargo Bank, Trinity Wealth Securities, and Florida Financial Advisors. 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 supports clients through research-driven investment strategies and a broad range of financial products.

David How is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and 24 years of industry experience. He has been with Prim Financial Services since 2001. Outside of his advisory work, he has engaged in delivery driving for Uber Eats since 2020. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, with model-driven investment strategies supported by third-party managers and custodians.

James Page is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has prior experience at Wachovia Bank, Merrill, and Banc of America Investment Services. James is based in Duluth, GA. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Trevor Pace is a Series 66 licensed financial advisor at Edward Jones in Lawrenceville, GA, with six years of industry experience. Prior to joining Edward Jones in 2020, he worked in construction with UTEC Construction Inc and ROCO Construction, and he attended Texas Tech University. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.