Robert Reese is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade Inc. and Charles Schwab Bank, SSB. Reese is based in Atlanta, GA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Thomas Hunter is a financial advisor at Primerica Advisors with over 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2005, alongside leadership roles at The Legacy Advisory Firm, LLC and Hunter & Assoc. Advisory Firm LLC. Outside of his advisory work, he is a member of The Crabby Hunter, LLC, an entity unrelated to investment services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Ricky Powell is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Cetera Wealth Services, Nast Financial Solutions, and Concourse Financial Group Securities Inc. Prior to entering finance, he was involved with Powell Drilling and held roles at Turfnology Inc, GarrCo Products, and the University of Georgia. Cetera Investment Advisers LLC serves individual and institutional clients nationwide through a large network of independent advisors, offering portfolio management, financial planning, and retirement services. The firm employs a multi-manager platform providing diverse investment solutions across various program structures and custodial relationships.

Evan Robinson is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Northwestern Mutual and various service and retail businesses. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage multiple registered investment companies.

Charlie Davidson is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His objective is to provide clients with the knowledge and tools necessary to manage their financial lives and select platforms that align with their needs. With experience as a Merrill Financial Solutions Advisor, Charlie engages with clients to identify what is important to them, helping to develop strategies to pursue their financial goals. His areas of expertise include general investing, retirement planning, and saving for unexpected events. Charlie holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Tennessee State University. Beyond his professional work, Charlie is involved with the community organization Champions in Christ.

Andrew Turner is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 66 registrations and possessing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wachovia Bank, N.A. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Paul Sherk is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1996 and is also associated with Ridley International Inc. since 1998. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a curated selection of third-party asset managers and utilizes a tiered wrap fee structure.

Perry Leblanc is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on helping clients manage their wealth by developing personalized financial strategies that align with their individual goals and adapt to changing market conditions. Perry provides access to investment insights from Merrill Lynch as well as banking and lending solutions through Bank of America. He holds the Professional Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Rhodes College and a Master's Degree from Millsaps College. Perry emphasizes a one-on-one approach to working with clients to create flexible, long-term wealth management plans tailored to their unique financial situations.

Lafayette Huston is a financial advisor with Fidelity Investments in Powder Springs, GA, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Fidelity, he worked at LPL Financial LLC for five years. Outside of his advisory role, he provides pet-sitting services to his community. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Thomas Wegner is a financial advisor with LPL Financial based in Marietta, GA. He holds the CFP® designation and has 26 years of industry experience. His prior roles include positions at Heritage Bank and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing diverse investment strategies and technology tools to support its network of more than 22,800 advisors.

Susan Mcqueen is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. She previously worked at Eversheds Sutherland (US) LLP and Sutherland Asbill & Brennan. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

Dylan Windish is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His background includes military service in the United States Navy from 2019 to 2023, as well as roles in higher education and employment development. He is currently connected with the University of Georgia in an ongoing capacity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice. The firm’s approach integrates its proprietary research, third-party data, and algorithmic tools with a focus on dependable income sources and tax-aware withdrawal strategies.

Pinckney Ridley is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with Primerica Advisors since 2001 and has been associated with Ridley International Inc. since 2007. Ridley also participates in sales of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based investment strategies managed by third parties. The firm operates at scale with approximately 3,987 advisors and $15.5 billion in assets under management.

Wei Wu is a financial advisor at Cetera with four years of industry experience and holds a Series 66 credential. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and Transamerica Financial Advisors. He is also the owner of HuiWei Wealth Management Inc., providing accounting, tax, and financial consulting services. Outside of advising, Wu consults for CarelonRx, a pharmacy benefit management company, assisting internal clients with managing medical and prescription drug costs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Scott James is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 25 years of industry experience. Prior to joining Raymond James in 2022, he worked at Stifel Nicolaus & Co. Inc and Fairfield Funding. He is also involved in business support roles with Avenue Wealth Management LLC and Align Wealth Advisors in Atlanta. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations in municipal and public finance.

Henry Sullivan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Henry earned a Master's Degree from Baruch College and a Bachelor's Degree from Dillard University. His educational background supports his work in providing financial advisory services within the wealth management sector.

Noah Smith is a financial professional at Cetera with four years of industry experience. He previously worked at Morgan Stanley and several advisory firms before joining Cetera in 2025. Smith is licensed with a Series 66 designation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Venus Justice is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial, she held positions at Capital City Bank, First Citizens Investor Services, and Truist, among others. She is also involved as a licensed branch employee at Capital City Bank in Marietta, GA. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Patrick Mcclellen is a financial advisor at Primerica Advisors with one year of industry experience. Prior to his current role, he held positions at Thompson Software Solutions Inc. and Vodel Media Inc. He is the CEO and consultant of McClellen Enterprises Inc., a non-investment related business. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Lyssa Berlinguette is a financial advisor at Fidelity with 28 years of industry experience. She has held various roles within Fidelity affiliated entities since 1997 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she owns Peace Love & Pickleball LLC, an online boutique. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed investment solutions.