Barry Meeks is a financial advisor with Cetera and holds the PFS™ designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience and has been operating Meeks & Associates LLC since 2011, where he also provides tax preparation and planning services. Prior to joining Cetera in 2025, Meeks worked at Avantax Advisory Services and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a broad range of portfolio management and financial planning services, utilizing various program structures and third-party managers to meet diverse client needs.

Mary George is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at NRP Advisors, Inc. and has been with LPL Financial since 2010, also serving as Vice President at Plan Sponsor Consultants, a division of HUB International. Outside of her advisory work, she owns a craft sales business called Skirl Nest. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, leveraging both proprietary research and third-party strategies across a broad asset base.

Virginia King is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 65 designation and 11 years of industry experience. She has been with Primerica Financial Services since 2014. Outside of her advisory role, she receives rental income from a property in Atlanta. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

David Moore is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 13 years. In addition to his advisory role, he is an insurance agent specializing in fixed products including life, long-term care, and disability policies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of investment advisory, financial planning, and consulting services supported by integrated technology platforms and third-party solutions.

Chris Kim is a financial advisor at Edward Jones with six years of industry experience and a Series 66 designation. Prior to joining Edward Jones in 2025, he worked at Cetera Advisors LLC and Massachusetts Mutual Life Insurance Company. He has also held leadership roles in telecommunications companies, including CEO positions at Global Telecommunications, LLC and Phones Unlimited, Inc., both of which he still retains residual interests in but no active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Syeda Farhat is a financial advisor at Morgan Stanley with 11 years of industry experience. She previously worked at Primerica Financial Services and JPMorgan Chase in various capacities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models to support tailored financial plans.

Joseph Farrar is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked at Intercontinental Hotels Group. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors who deliver model-based investment recommendations supported by third-party asset managers.

Thomas Fliss is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. He is based in Lilburn, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Daniel Monahan is a financial advisor with Robert W. Baird & Co. based in Atlanta North Point, GA. He holds a Series 66 designation and has 26 years of industry experience, all with Robert W. Baird & Co. since 2000. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, with investment approaches that include manager-traded and model-traded strategies, tax management, and internal research tools.

David Vanhorn is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 17 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at UBS Financial Services for 15 years. Outside of his advisory role, he has ownership interests in several investment-related entities, including a family real estate holding corporation and private practices. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including cash-flow, retirement, and specialized planning, utilizing proprietary research and tools to develop tailored recommendations.

Melanie Walton is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and its affiliates since 2008. Her roles have included positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee insights to develop its financial plans.

Jeffery Gardner is a CFP® professional with 25 years of experience in the financial industry. He has worked at several firms, including Nationwide Investment Services Incorporated, Allianz Global Investors, and PGIM Investments LLC, before joining LPL Financial in 2019. Gardner holds a Series 66 license and is based in Alpharetta, 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 access to third-party asset managers, supported by technology tools for research and operations.

Joseph Paik is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, JP Morgan Chase Bank, JP Morgan Securities, and Wells Fargo Advisors. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited range of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Kadijatou Diallo is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, JPMorgan Chase Bank, and TD Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling to support its financial planning services.

Paul Kerbey is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional clients, and municipal entities, offering financial planning and investment consulting services through various specialized programs and a range of portfolio management styles.

Richard Levine is a financial advisor with Ameriprise in Suwanee, GA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver personalized, non-discretionary advice through a centralized retirement-income consulting team.

Harshil Patel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as a board member for the Derrick Landing Homeowners Association and owns a small advertising agency representing a child in toy advertisements. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Maria Rojas is a financial advisor at Primerica Advisors with six years of industry experience. She holds the Series 66 designation and has worked at Primerica Financial Services since 2019. Her background includes a period of full-time education prior to entering the financial industry. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with thousands of advisors and offices, using model-delivery strategies managed by unaffiliated asset managers and offering a range of investment approaches including strategic and tactical models.

Sebastian Salazar is a financial advisor at Edward Jones with 11 years of industry experience. Before joining Edward Jones in 2026, he spent 10 years at JPMorgan Chase Bank, NA. 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Soukup is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Sullivan and Schlieman Wealth Management, LLC in 2025, his work history includes roles outside the financial services industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.