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.

Luke Haymond is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for nine years and has operated the Haymond Antonio Group since 1997. His business activities include managing the Haymond Antonio Group and Haymond Antonio Wealth Advisory, both affiliated with his LPL practice. 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 offers a broad range of advisory and brokerage services, integrating model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools, and oversees more than $819 billion in discretionary assets.

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.

John Carter is a financial advisor with LPL Financial in Cumming, GA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Merrill for seven years and Morgan Stanley & Co. LLC for one year. He is associated with Prudent Wealth Advisors, LLC, an entity used for tax and investment purposes. 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 institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary account management.

Jefferson Tutt is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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, operating under a fiduciary standard.

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.

Todd Franks is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 29 years of industry experience. Prior to joining Cambridge in 2019, he worked at FSC Securities Corporation for 16 years. He is also a notary and owns several small businesses including F&F Financial Inc., Market Worth LLC, and Franks Financial LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides proprietary model strategies under the Founders Gate Capital brand.

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.

Dennis Oh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Morgan Stanley and E*Trade Securities and Capital Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Peter Weinbaum is a CFP® with 22 years of industry experience, currently serving at Ameriprise in Dunwoody, GA. He has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Advisors Inc., and previously held roles at Mass Mutual Investors Services and MetLife Securities Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement advice and offers a broad range of advisory, brokerage, and insurance solutions.

Danielle Obrien is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 22 years of industry experience. She worked at LPL Financial and Insignia Bank prior to joining Primerica in 2017. Obrien is involved in management and operations related to investment products. Primerica Advisors serves primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm employs model-based investment strategies managed by third-party asset managers and operates with approximately 4,000 advisors and $15.5 billion in assets under management.

John Morris Jr. is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to develop tailored recommendations within collaborative annual planning engagements.