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.

Robert Gustafson is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2007. He owns a legal entity, Robert E Gustafson & Associates LLC, used for processing practice expenses. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice, supported by a centralized consulting team and algorithmic tools.

Richard Palhegyi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial advisors.

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.

Robert Smith Jr. is a financial advisor at Cetera with four years of industry experience. He holds a Series 65 designation and previously worked at Avantax Advisory Services. In addition to his advisory roles, he has operated Robert Smith CPA since 2011. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with various program options and custodial relationships.

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.

Garrett Hentschel is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Hyland Software and Alfresco Software. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

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.

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 with LPL Financial in Marietta, GA, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at Truist, First Citizens, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1997. Outside of her advisory work, she is the owner of an online boutique specializing in merchandise sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Claire Ciarciello is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Delta Community Credit Union since 2020 and Webster Investment Services from 2013 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Melissa Moss is a financial advisor with LPL Financial in Woodstock, GA, holding a Series 66 designation and six years of industry experience. She previously operated Melissa Moss, Inc. for five years and served at the American Foundation for Women's Health / StopAfib.org for twelve years. Outside of her advisory role, she is a guest educator in life coaching. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Alan Sheldon is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2010 as well as at Bank of America, N.A. since 2011. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brent Chadwick is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual, and E*Trade Securities. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Ragan Gootee is a financial advisor with Edward Jones in Marietta, GA, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a member of Parable Real Estate, LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

J Moore is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has worked at Cetera since 2009 and is also the owner of Mapec Group, LLC, which sells health insurance. Additionally, he co-owns a tea wholesale and retail business and serves as assistant treasurer at Zion Baptist Church of Marietta. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions and operates a multi-manager platform with access to affiliated and third-party investment managers.

Kristin Hudson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 14 years of industry experience. She has worked with various divisions of Raymond James since 2011. 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, and municipalities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.