Tory Hunter is a financial advisor with Primerica Advisors in Douglasville, GA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with PFS Investments Inc. since 2014 and has been affiliated with Primerica Financial Services since 2001. Outside of his advisory role, Hunter co-founded The Hunter Associates Group, where he is involved in motivational speaking and self-improvement life coaching. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Justin Thai is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. His background includes roles at E*Trade Securities LLC and experience in the food service industry prior to his financial career. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and broad investment programs. The firm manages approximately $2.74 trillion in client assets and includes specialized services such as estate planning and access to private funds.

Bari Beilinson is a financial advisor at Charles Schwab with eight years of industry experience. She holds the CFP® and Series 66 designations and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2017. Outside of her financial advisory role, she teaches first graders Hebrew and Jewish studies at Temple Sinai. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice, discretionary managed accounts, and integrated brokerage and custody services. The firm is notable for its scale and centralized operational structure across multiple advisory programs.

John Ferris is a financial advisor with OSAIC based in Marietta, GA, holding a Series 66 designation and 16 years of industry experience. Prior to joining OSAIC in 2023, he worked at Fsc Securities Corp for seven years. He is also the president of Waterstone Wealth Strategies, Inc., a marketing entity related to financial services. OSAIC 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 supported by various asset-allocation tools and third-party platforms.

Mark Johnson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Next Financial Group Inc for 13 years. Outside of his advisory role, he is involved in insurance sales focused on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christian Raynor is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in September 1998 and focuses on personal retirement planning, portfolio management services, and retirement income strategies. Christian works with clients to develop personalized financial strategies tailored to their long-term goals. Christian graduated from Florida State University in 1995 and subsequently played professional golf for three years before joining Merrill Lynch. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Christian participates in community volunteering and enjoys football, golfing, running, and spending time with his family.

Eric Reynolds is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at several affiliated firms including Truist Advisory Services and Pinnacle Financial Partners. In addition to his advisory role, he is an associate at Pinnacle Asset Management, where he assists clients with banking and investment needs. 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 tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Lourdes Lima Wallace is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at FSC Securities Corporation and Cetera Advisors LLC before her current role. Outside of her advisory work, she co-owns and manages a real estate rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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 with access to affiliated and third-party managers.

Jackson Daigle is a financial advisor with Fidelity in Marietta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at LPL Enterprise and Pruco Securities LLC. Outside of finance, he has worked as a bakery associate at Whole Foods Market. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from mutual funds, ETFs, and ETPs.

James Weymouth is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Christian Bratton is a CFP® professional with six years of industry experience, currently advising at Osaic Wealth, Inc. in Marietta, GA. Prior to joining Osaic, he worked at FSC Securities / The Legacy One Group and has a background that includes seven years at Wellstar Cobb Hospital. He holds additional roles including supervising functions at SingleTrack Financial LLC and is involved in insurance sales. Osaic Wealth, Inc. serves a diverse clientele ranging from individual investors to institutions, providing integrated brokerage, investment advisory, and financial planning services. The firm employs a range of tools and third-party platforms to construct and manage portfolios across multiple asset classes, offering discretionary and non-discretionary account management.

Clark Turner III is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at firms including Morgan Stanley, E*TRADE Capital Management, and SunTrust Investment Services. Outside of his advisory role, Turner is involved as an agent team member at Tim Broyles and Phillip Bell Insurance Agencies. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment companies and fund-of-funds.

David Feroleto is a Series 66 licensed financial advisor with UBS Financial Services in Atlanta, GA, with 24 years of industry experience. He has been with UBS since 2001. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and access to alternative products. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform of capital markets and banking services.

Jessica Hensley is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of her advisory role, she is co-owner of R.W. Duren, CFP, LLC and owner of JBH Enliven, LLC, both investment-related businesses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sandra Acosta Kaasbell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior work history includes positions at Berkshire Hathaway HomeServices Georgia Properties and FlightSafety International. Outside of her advisory role, she is an active real estate agent with VPR Virtual Properties Realty. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Margaret Orson is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Her prior roles include positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in Atlanta, GA. 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 advice grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Tien Sun is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding high-income professionals, entrepreneurs, and emerging wealth builders. With a decade of industry experience, Tien focuses on helping clients translate financial success into intentional, lasting wealth by integrating investment strategy, tax-aware planning, and legacy considerations. He collaborates closely with clients' CPAs and attorneys to ensure aligned and strategic financial plans, assisting during pivotal moments such as business exits, liquidity events, and divorce. Tien holds a Bachelor's Degree in finance and international management from the University of Massachusetts, Boston, and has earned the Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA) designations. He is a member of several professional organizations including the Asian Leadership Network at Bank of America, the Institute for Divorce Financial Analysts, the National Association of Chinese Americans, and the National Association of Women Business Owners. Based in Atlanta, Tien serves clients nationwide. Outside of his professional role, Tien values spending time with his three children and enjoys various personal interests such as drawing, hiking, music, reading, rock climbing, traveling, watching movies, and practicing yoga. He is also active in community involvement through organizations affiliated with Bank of America and Merrill Lynch.

Richard Lebel Jr. is a financial advisor with LPL Financial in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Magellan Planning Group, Inc. He also works as an independent agent for non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various portfolio management tools.

Michael Ferrara is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Cetera. His prior work history includes a 15-year tenure at AT&T. Outside of his advisory role, he serves as a financial mentor at Buckhead Church, teaching budgeting and financial literacy, and he is the founder of the Lone Wolfpack Running Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, corporate, and charitable clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services across multiple program structures, emphasizing a multi-manager platform with access to third-party money managers and bespoke investment strategies.

Frederick Saavedra is a financial advisor with LPL Financial in Dallas, GA, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He previously worked at Cornerstone Wealth Management, LLC from 2014 to 2018. Outside of his advisory role, he operates a separate business entity, Fred Saavedra LLC, which is not related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, incorporating both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.