Frederick Minot is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2021. His prior experience includes 11 years at GWFS Equities, Inc./Great West Life & Annuity Insurance Company. He is involved in the management and operations of investment-related products outside his advisory role. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

John Bolen is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including SunTrust Advisory Services and Truist Investment Services. Outside of his advisory role, Bolen is an independent insurance agent affiliated with various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

Michael Agol is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Hilltop Securities Inc. and Burrows Capital Advisors, among others. Outside of advisory work, he serves as an elected board member for the College of the Mainland Foundation and owns a roofing company. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

John Masinko is a financial advisor with LPL Financial in Duluth, GA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior work includes roles at CUNA Mutual Group, CUNA Brokerage Services, LGE Community Credit Union, Wells Fargo Clearing, and Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies across both discretionary and non-discretionary accounts.

Libardo Lopez is a financial advisor with Primerica Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 2017 and previously worked at Anthem Securities, Inc. from 2014 to 2017. Lopez has also been involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively available discretionary separately managed accounts. The firm employs third-party asset managers and emphasizes a tiered wrap-fee structure.

Leeann Gregg is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized retirement-income consulting team.

Paige Copeland is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2021. Prior to her career in finance, Copeland worked for Long Horn Steakhouse for 13 years. She is a member of the Lawrenceville Rotary Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Sylvie Raffray is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked at Wells Fargo Bank NA since 2019 and is affiliated with Wells Fargo Clearing Services, LLC since 1988. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dennis Woodall is a Series 65-licensed financial advisor with Primerica Advisors in Dahlonega, GA, where he has worked since 2013. He has 12 years of industry experience. His other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christopher Mays is a financial advisor at Edward Jones in Duluth, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior roles include positions at John Hancock Advisers, LLC and Jhfn Sii, where he worked for six and twelve years, respectively. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Timothy Vassy is a financial advisor at Ameriprise with 24 years of industry experience. He previously worked at Synovus Securities, Inc. for over two decades before joining Ameriprise in 2024. He holds Series 63 and Series 65 credentials and owns a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to offer tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Sherbondy is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing and PNC Investments. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Robin Slaton is a financial advisor at Primerica Advisors with eight years of industry experience. Slaton holds Series 63 and Series 65 licenses and has worked with Primerica Financial Services since 1992. Outside of advising, Slaton is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Medhane Elias is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Citrin and E*Trade Securities LLC. Outside of finance, he has worked as a delivery driver for Uber Eats and DoorDash. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a discretionary wrap-fee asset management program that utilizes model-driven strategies developed by unaffiliated managers.

John Stephens is a financial advisor at Edward Jones in Loganville, Georgia, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles outside the financial sector at Academy Sports and Outdoors, Harbor Freight Tools, and Office Depot. 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 maintaining a large nationwide network of advisors and branch offices. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Scott Haggas is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation and seven years of industry experience. His prior experience includes five years at First Command in various advisory and brokerage roles, along with 26 years of service in the US Army. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

James Jackson is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, he worked at Equitable Advisors, LLC and operated Jackson Auto Sales for five years. He has also been involved with the Boys and Girls Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Hettinger is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Primerica Financial Services since 2016. Prior to this, he was involved in futures brokerage and managed client futures trading accounts as an independent contractor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts 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.

Raymond Levandoski Jr. is a financial advisor with Cetera, holding a Series 66 credential and 25 years of industry experience. His career includes roles at Avantax Investment Services, Coker James, and 1ST Global Advisors. Outside of advising, he is a shareholder in a payroll management company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

Dean Spaniol is a financial advisor at Edward Jones in Snellville, GA, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Edward Jones in 2025, he was involved with Executive Summits for six years and has participated in organizations such as FUSE Soccer and Future Music Makers, a nonprofit. 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 large national network of advisors and branch offices.