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.

Laila Zaki is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. Prior to her current role, she worked at Avantax Advisory Services and Avantax Investment Services Inc. Outside of advising, she is president of a small woodworking and craft business that has operated an Etsy store. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and financial planning services through a nationwide network of independent advisors.

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 at Cambridge Investment Research Advisors since 2017. Prior to this, he was employed at SunTrust Advisory Services and Truist Investment Services. Bolen is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and offering multiple platforms and proprietary model strategies.

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 at Primerica Advisors with 22 years of industry experience and holds a Series 66 designation. His prior roles include positions at Clearbridge Investments, Citigroup Global Markets, and Anthem Securities. He was also involved with Start Church.Com in 2017. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and provides advisory services through a network of approximately 3,700 advisors and 1,800 offices.

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 licenses and six years of industry experience. She has worked at Wells Fargo Bank NA since 2019 and has been with Wells Fargo Clearing Services, LLC since 1988. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

John Ballon is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory work, he is the author of a book about first-time fatherhood and has an investment stake in a home services startup. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various analytical tools, allowing advisors to implement tailored strategies.

Gisook Lim is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. Before joining Mass Mutual Investors Services in 2017, Lim worked at Metlife Securities, Inc. from 2011 to 2017. Outside of her advisory role, she is also a licensed realtor involved in real estate referrals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and offering a range of event-driven planning programs.

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.

Adam Cohen is a financial advisor with J.P. Morgan Securities in Peachtree Corners, GA. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including prior roles at Bank of America, Merrill, and E*Trade. He joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and incorporating ESG eligibility frameworks.

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 with Primerica Advisors, holding Series 65 and Series 63 licenses and eight years of industry experience. Slaton has worked with Primerica Financial Services since 1992 and also has a long tenure at Publix Supermarkets. In addition to advisory work, Slaton is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and emphasizes advisory services primarily for non-institutional investors.

Medhane Elias is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica in 2023, he worked at Citrin and E*Trade Securities LLC. Outside of his advisory role, he has worked as a delivery driver for services including DoorDash and Uber Eats. 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 operates through model-driven investment strategies and supports trade execution and custody with third-party providers.