Dorothy Welch is a financial advisor with Primerica Advisors in Suwanee, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked at Primerica Financial Services since 2015. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.

Elizabeth Chesser is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America and positions outside finance at Tin Lizzys and Hooters. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Raquel Valdez is a financial advisor at Primerica Advisors in Duluth, GA, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior work includes roles at Morgan Stanley, E*Trade Securities LLC, and Onepath. Outside of advising, she operates an online clothing resale business called Pretty Messy Closet. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through respected third parties, managing approximately $15.5 billion in assets under management.

Tina Garrison Nunez is a financial advisor at Primerica Advisors in Duluth, GA, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Primerica Financial Services since 2014. She is involved in the management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies primarily delivered through its advisors.

Jason Marshall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he has ownership interests in American Metal Technology, LLC and Fiberglass Unlimited, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Mc Curdy is a financial advisor with Edward Jones in Dacula, GA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Causely from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Michelle Bowen is a financial advisor with Wells Fargo Clearing in Cumming, GA, holding Series 63 and Series 66 designations and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2004. 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 through a large network of advisors and offers both brokerage and advisory solutions.

John Gomez is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in financial services. He specializes in advising high net worth clients, including executives, entrepreneurs, retirees, and families, on various financial matters such as retirement planning, business transitions, managing concentrated stock positions, coordinating multiple accounts, and legacy building. His client focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Mr. Gomez holds a Bachelor of Business Administration degree in Finance & Investment from Baruch College, Zicklin School of Business. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of professional organizations such as Cross Pointe Church and Carepointe and participates in community involvement with Cross Pointe Church, Latin American Association, Latino Leadership Alliance, and NSHMBA. Fluent in both English and Spanish, Mr. Gomez's approach to financial advising is guided by principles of clarity over confusion, discipline over emotion, and long-term purpose over short-term noise. He aims to help clients make informed decisions and avoid costly mistakes by turning financial complexity into clarity so their wealth supports what matters most. His faith in Christ informs his service ethic, emphasizing trust earned through integrity, accountability, and doing what is right even when no one is watching. Outside of his professional life, he enjoys baseball, basketball, bowling, cooking, golfing, hiking, music, spending time with family, traveling, and watching movies.

Charles Frazier III is a CFP® professional with 40 years of industry experience, currently affiliated with OSAIC. His prior work includes roles at Royal Alliance Associates, Signator Investors, CF Sub, LLC, and Transamerica Financial Advisors. He serves as a board member and treasurer of the George Towne Square Condo Owners Association. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various tools to tailor strategies to client needs.

Christopher Ray is a CFP® professional with 20 years of industry experience, currently serving at Raymond James Financial. He previously worked at Suntrust Investment Services from 2007 to 2019. Ray is also the managing partner of Evidential Wealth Advisors, a support company he operates alongside his role at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Scott Mason is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Samuel Allee is a financial advisor at Edward Jones in Lawrenceville, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Parker Hannifin and has had diverse roles including positions in the food service and retail sectors. He also operated a social kitchen and garden business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Sherry Murphy is a financial advisor with Ameriprise in Buford, GA, holding a Series 66 designation and bringing 20 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Joan Phillips is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Philpott is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera Advisors LLC since 2014. Outside of advising, he serves as an executor and trustee for family estates and is involved in timberland ownership and management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Pamela Hoppe is a ChFC® with 39 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. She previously worked at MetLife Securities Inc. from 2015 to 2017 and has been affiliated with MassMutual Life Insurance Company since 2016. Outside of her advisory role, she is involved in insurance brokerage, specializing in individual life, health, and Medicare products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with an emphasis on collaborative, goal-oriented planning and a range of event-driven services.

Michael Antonio is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including nine years at Wells Fargo Advisors Financial Network LLC and six years at LPL Financial. He also operates the Haymond Antonio Wealth Advisory Group, which he has been affiliated with since 1997. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Terry Bell is a Series 66-licensed financial advisor with Edward Jones in Dacula, GA. He joined Edward Jones in 2025 and has prior experience at Mammoth Holdings, Inc, Enterprise Holdings, and as a self-employed individual. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

David Siegel is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is involved in management and operations related to investment products and works as an insurance salesman. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers for portfolio implementation and employs a tiered wrap-fee structure.

John Colegrove is a CFP® professional with 25 years of experience at LPL Financial. Based in Suwanee, GA, he has been with LPL since 2001. In addition to his advisory role, he leads a Financial Peace University seminar offered by his church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to model portfolios, utilizing both discretionary and non-discretionary strategies.