Jason Hollon is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing thoughtful guidance and planning to individuals and families preparing for their financial goals. He focuses on connecting clients with tailored strategies that align with their unique ambitions and priorities. Jason’s expertise encompasses corporate benefits, divorce transition planning, employee benefits planning, personal retirement planning, small business strategies, tax minimization, and retirement income. He began his career with Bank of America in 2005 and has held various roles in banking, wealth management, and investments. Jason holds a Bachelor’s Degree in Finance from the University of Alabama, earned in 2002, and has pursued additional coursework in finance and accounting. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jason enjoys a range of outdoor and recreational activities including adventure sports, baseball, boating, cooking, fishing, football, gardening, golfing, hiking, and hunting. His approach emphasizes simplicity and transparency to help clients navigate complex financial decisions.

Javion Rookard is a financial advisor with Merrill and holds Series 63 and Series 66 licenses. He has five years of industry experience and has worked at firms such as NYLIFE Securities LLC, New York Life Insurance Co, Northwestern Mutual, and Bank of America. His background also includes roles connected to Bentley University and the City of Cambridge Human Services. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenan Fazlic is a financial advisor with LPL Financial in Acworth, GA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial, he worked at JPMorgan Chase Bank, J.P. Morgan Securities, and E*TRADE Securities LLC. He also has experience outside finance, having worked in retail at Publix Supermarkets and at Kennesaw State University. 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 advisory programs, retirement plan consulting, brokerage services, and utilizes research from various sources to provide both discretionary and non-discretionary portfolio management.

Aamina Siddiqui is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has held roles at firms including IRC Wealth, Fidelity Investments, Charles Schwab, and Morgan Stanley. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, managing approximately $326 billion for around 477,000 clients across diversified portfolios and a range of investment products.

Zachary Ayoub Ziegler is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. He previously worked at Angler Fund Advisors LLC and has held positions outside finance, including roles at Art for Heart and Jimmy John's. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics without discretionary trading authority.

Brandon Sims is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Primerica Advisors since 1996 and has held roles at Landmark Financial, Look Ahead America, Wolters Kluwer Tax & Accounting, and CCH Small Firm Services. He is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services. The firm focuses on individual investors rather than institutional portfolio management or pension plans.

Katerine Patino Madrigal is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill and Bank of America, as well as experience at the Boston Housing Authority and in education. She 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 centralized custody and integrated investment research.

Brian Fox is a financial advisor at Cetera with 23 years of industry experience. He holds the Series 66 credential and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for 12 years. Outside of his advisory role, he sells fixed insurance products and operates Totus Wealth Management, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with options ranging from automated allocations to bespoke strategies.

James Ramey is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2012. He is based in Marietta, GA, and is also the owner of Ramey Wealth Management LLC, where he dedicates significant time managing his practice. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers investment and fee‑based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services utilizing Wells Fargo research and tools, with clients choosing how to implement recommendations through various brokerage or advisory programs.

Harold Collett II is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include service as a Paulding County Commissioner and positions at Summit Capital Solutions, Financial U, and PlanMember Securities Corporation. He is also involved with Kinsman Wealth Educators, a firm he has operated since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and a variety of management options.

Kevin Issahaku is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Landmark Financial Group, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory work, he coaches soccer for the Concorde Fire Soccer Club in Atlanta. 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 operates on a large scale with thousands of advisors and offices, delivering advisory services through model-based strategies supported by third-party managers and custodians.

Christian Bontrager is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services, MassMutual Life Insurance Company, Northwestern Mutual, Cobb County Schools, and the YMCA of Metro Atlanta. Outside of advising, he is involved in insurance brokerage, focusing on individual life, disability, and long-term care products. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides both proprietary and third-party model strategies, with investment implementation tailored to client objectives through various platform arrangements.

James Kellogg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Marietta, GA, holding a Series 63 credential and 39 years of industry experience. He has been with Raymond James and Kellogg Investment Group since 2012. Outside of his advisory role, he serves on the finance and investment committees of the Georgia Senior Golfers Association and Marietta Community Church. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports a broad network of advisors with various advisory programs and institutional consulting services.

Alfred Ponder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has led The Ponder Private Wealth Group since 2016 and has prior experience with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse program options and over $256 billion in assets under management.

David Broderick is a financial advisor with Fidelity Investments in Marietta, GA, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at SunTrust Investment Services, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Tracy Mc Manus is a Series 66 licensed financial advisor with Edward Jones and has 14 years of industry experience, all with the firm since 2012. She is based in Kennesaw, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Lisa Arnold is a CFP® and ChFC® with 11 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has prior experience with Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory role, she is the owner of OnPoint Advisory, LLC and AdvisorySouth Holdings LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides a range of portfolio management solutions through a network of independent Financial Professionals, combining proprietary and third-party strategies with various custody and platform options.

Andrew Runnion is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked for Northwestern Mutual in various roles from 2009 to 2026. Outside of advisory work, he serves as a member-at-large for his local homeowners association in Marietta, Georgia. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment solutions.

Janet Barnett is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and five years of industry experience. She previously worked for Delta Air Lines, Inc. for 30 years before joining LPL Financial and Delta Community Credit Union. In addition to her advisory role, Barnett serves as a notary public. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Lewis is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Cetera, Regions Bank, LPL Financial, Voya Investment Management, Merrill, and Morgan Stanley. He is based in Marietta, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.