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 possessing eight years of industry experience. In addition to advisory work, Slaton is involved in sales of investment-related products and also participates in sales and referrals related to loan products, home security, and automation services through Primerica-affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, offering a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers.

Medhane Elias is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Primerica, he worked at Citrin and E*Trade Securities, among other roles. Outside of his advisory work, he has experience as a delivery driver for food services including Uber Eats and DoorDash. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports its advisory services with custodial and trade execution partnerships.

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.

Daniel Taylor is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and eight years of industry experience. His prior roles include positions with Guardian Life Insurance Company and Park Avenue Securities. He is also involved as an insurance and benefits agent outside of his advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services delivered through a large network of independent Financial Professionals. The firm utilizes multiple platform arrangements and provides both proprietary model strategies and access to third-party managers.

Carole McNichol is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Voya Financial Advisors, and her own McNichol Financial Group, LLC. In addition to her advisory role, she is also licensed as an insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using multiple platforms and tools to construct portfolios that may include a range of asset classes managed either discretionarily or non-discretionarily.

Xavier Railey is a financial advisor at Raymond James Financial with four years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors and has a background that includes disability adjudication and fitness training. Outside of advising, he is involved in strength, speed, and agility training at a sports facility. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.

Reginald Pineda is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Samantha Dutto is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked with PFSI Investment Inc. since 2018 and Primerica Financial Services since 2017. Outside of advisory roles, she has been involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of separately managed accounts. The firm curates third-party asset managers and offers a wrap-fee billing structure, with custody and trade execution handled by Pershing and Primerica Brokerage Services.

Minh Doan is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2024, he worked at Bank of America and Merrill from 2016 to 2024. Outside of his advisory role, Doan has ownership interests in several businesses, including a nail salon and investment-related holding companies, and serves as treasurer for a networking organization. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its investment institute with diversification and portfolio theory principles while providing both brokerage and advisory solutions.

Wesley Mc Michael is a Series 66-registered financial advisor with Edward Jones, based in Lawrenceville, GA. He joined Edward Jones in 2025 after a 26-year career at Pepsico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a fiduciary standard in its advisory services. The firm’s extensive network includes approximately 23,701 financial advisors and 15,121 branch offices, supporting approximately $1.01 trillion in assets under management.

Jason Smith is a financial advisor with Primerica Advisors in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He previously worked at E*Trade Securities and E*Trade Clearing from 2010 to 2018 and spent a brief period at Peachtree Planning in 2018. Outside of financial services, he has done freelance professional voice-over work. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selected separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Elizabeth Johnson is a financial advisor with UBS Financial Services in Cumming, GA. She holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 16 years with UBS. Outside of advising, she is involved as a sales consultant for Arbonne, a skincare company, and is a member of Stebon International Inc., a recruiting firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored financial solutions.

Purvi Bhavsar is a CFP® professional with 19 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. She previously worked at Metlife Securities from 2009 to 2017 and has been affiliated with MassMutual Life Insurance Company since 2016. Outside of her advisory role, she works as an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by proprietary analytical tools and offers specialized services including divorce planning and estate settlement.

Joshua Salo is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Morgan Stanley and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when making recommendations.

Jacqueline Eldridge is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis to support clients’ retirement strategies.

Charrie Dennard is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 licenses. She has two years of industry experience and has worked at several major firms, including JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, and Bank of America. Dennard's background also includes roles outside finance, such as with Pro Custom Solar LLC and Downtown Public House LLC. 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 from Wells Fargo Investment Institute and third-party sources.