Adis Cukovic is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at Florida Financial Advisors and has a background that includes roles outside of finance, such as work with MV Productions and teaching. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets across more than 14,000 advisors. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute along with third-party data to evaluate investment options.

Larry Dennis Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Merrill, Bank of America, and PRUCO Securities. He is based in Dacula, GA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Robert Evely is a financial advisor with Wells Fargo Advisors in Norcross, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010 and owns BEAM Financial Services, LLC, a separate investment-related practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides comprehensive investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting certain net-worth criteria, integrating advisory services with other financial products and referral channels.

Beth Morgan is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 22 years. Outside of her advisory role, she owns a freelance writing and editing business and serves as the secretary of a local church board, where she advises on and oversees financial records. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored 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 with access to both affiliated and third-party investment strategies.

Jai Hong Park is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and offers a range of investment options through both proprietary and third-party programs.

Lonnie Woodall is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Cetera and Regions Bank since 2014. Woodall serves on the board of the Boys & Girls Club of Metro Atlanta. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with a range of program options and affiliations.

Jonak Gonzalez is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. Prior to this, he was employed at Massachusetts Mutual Life Insurance in 2016. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research with forward-looking market assumptions, and it offers extensive derivatives and commodities capabilities.

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.

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.

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.

Jean Louis Sankale is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses. He has experience working with PFS Investments Inc. and Primerica Financial Services since 2026, and previously worked at PDTi [Pasaca Capital Inc.] in 2022. He is also involved with Globomics LLC, a role he has held since 2009. 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 clients. The firm offers advisory services through a large network of financial advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

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.

Bianka Guzman is a financial advisor at Fidelity with 10 years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 2025 and previously spent five years at Merrill. Outside of her advisory role, she is a partner in MBD Rental Solutions, LLC, where she manages rental payment collections and property maintenance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Lawrence Roemer is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Cetera and has held roles at firms including LPL Financial and Infinity CPA Network. In addition to his advisory work, he is involved in tax and accounting consulting for business owners and owns an insurance wholesaler business focused on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ying Piao is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, Ying worked at Bank of America from 2023 to 2025 and was involved with Natsu Sushi Bar & Ocean Grill for seven years. 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 incorporates centralized due diligence with quantitative and qualitative research and includes broader derivatives and commodities capabilities.