Raymond Sommer is a financial advisor with Edward Jones in Covington, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full‑service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non‑discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Kelly is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He previously worked at Avantax and H.D. Vest, and currently balances his advisory role with coordinating a mass spectrometry core lab at Georgia Tech. Outside of finance, he is involved in nonprofit activities including serving on the advisory board of Back on My Feet Atlanta, volunteering as a team leader for the Ivy Haywood Education Initiative supporting students in Uganda, and acting as a trustee for Discover Point Church. Cetera Investment Advisers LLC provides a range of portfolio management and financial planning services through a large nationwide network of independent advisors, serving individual, institutional, corporate, and charitable clients. The firm operates a multi-manager platform offering various investment programs with discretionary and non-discretionary options, managing assets totaling over $256 billion across more than 10,000 advisors.

Raymond Latty is a financial advisor with J.P. Morgan Securities in Snellville, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at J.P. Morgan Securities since 2016 and has been with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Bonnie Passannante is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Eagle Strategies, LLC and New York Life Insurance Company and its related securities firm, where she spent over two decades. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.

John Mclaren is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2017. His prior experience includes positions at Fidelity Bank and SunTrust Advisory Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Denise Franta is a financial advisor at Edward Jones in Monroe, GA, holding the Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2011. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Timothy Johnson is a financial advisor with Edward Jones in Conyers, GA, holding Series 63 and Series 66 credentials. He has 16 years of industry experience and has worked with Edward Jones for 14 years. Outside of his advisory role, he owns a rental property business based in Monroe, GA. 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 variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, access to separately managed accounts, and affiliated mutual funds.

Angel Rivera is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2017. Prior to his advisory career, he was employed at Cali N Titos and attended the University of Georgia. 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 strategies managed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, and various institutional clients.

Faith Okoeguale is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and four years of industry experience. She previously worked at Merrill for 16 years. Outside of her advisory role, she holds a minor ownership interest in a car dealership based in Lawrenceville, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad client base.

Heidi Lue is a financial advisor with Edward Jones in Snellville, GA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is involved in interior design through her business, Nouvelle Maison by Myelle, and operates a booth at The Painted Tree featuring painted furniture and decor. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, and corporate clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Sharon Miller is a financial advisor with LPL Financial in Tucker, GA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She worked at INVEST Financial Corp. for 32 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, model portfolio programs, and institutional platforms. The firm supports advisors with research tools and allows for both discretionary and non-discretionary investment strategies, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Anson Kanjira is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has a work history that includes Bank of America, where he was employed for 15 years before joining Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Christopher Rumble is a financial advisor with Edward Jones in Grayson, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Henra Chennault is a financial advisor at LPL Financial with 12 years of industry experience. His prior roles include positions at Edward Jones, Wells Fargo Advisors, and JP Morgan Securities. In addition to his advisory work, he is involved with Park Avenue Baptist Church in a pastoral capacity. 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 broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Tamala Williams is a CFP® professional with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has worked with Cambridge since 2015 and previously with Duncan Financial Planning Advisors. Williams is also the president and owner of Tamala Williams & Associates, an S-corp, and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors using a variety of investment strategies and platform arrangements.

Crystal Nesbit is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms including Avantax Advisory Services, 1 St Global Advisors, Ameriprise, and E*TRADE Advisory Services. Nesbit has been with LPL Financial since 2021. 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 access to third-party asset management, supported by technology and a large network of investment adviser representatives.

Danny Buchanan is a financial advisor with LPL Financial based in Stone Mountain, GA, holding a Series 66 designation and seven years of industry experience. His prior work includes five years at Edward Jones and roles at Buchanan Tax Services and General Electric. He also operates Buchanan Tax Services Inc., providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing research-driven model portfolios, third-party subadvisors, and technology tools across a broad advisory platform.

Jason Witcher is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015. Prior to his current role, he served 11 years with the Georgia Army National Guard. Outside of his advisory work, he owns and operates Sheepdog Group Inc, a property management business in Jackson, GA. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Catherine Genty is a financial advisor at LPL Financial with 30 years of industry experience and a Series 66 designation. Her prior experience includes roles at CUNA Mutual Group, Cambridge Investment Research, AXA Advisors, E*TRADE Capital Management, Equitable Advisors, and Truist Investment Services. 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 financial planning and investment management services, utilizing a variety of portfolio strategies supported by technology and a large network of advisors.

Casey Willett is a financial advisor with Edward Jones in Conyers, GA, holding a Series 66 designation. He joined Edward Jones in 2025 after seven years at Boehriner Ingelheim Vetmedica Inc and has prior experience with RSVP Prom and Pageant as well as Marker 7. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of net worth levels. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and advisory services through a nationwide network of more than 23,700 financial advisors.