Tony Shewbert is a financial advisor with Edward Jones in Braselton, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Charles Tallman is a Wealth Management Advisor with The Tallman Team at Merrill Lynch Wealth Management. In his role, he advises and guides families along their financial journey, with a specific focus on investment analysis. Charles often coordinates the goals and priorities of young adults within larger family wealth management strategies to help each family build a financial foundation with clarity for their future. He emphasizes strong analytical ability, deep problem solving, and a thorough focus on learning as essential traits in his practice. Charles rigorously studies how markets perform in relation to families' evolving lives and applies his judgment to help clients overcome challenges and meet their priorities. Staying informed on global economic dynamics and current events is a top priority in providing support to clients. Charles holds a Bachelor's Degree from Clemson University and has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He is also a member of the Atlanta Clemson Club. Outside of work, Charles enjoys golfing, reading, and spending time with his family.

Thomas Johnston II is a CFP® professional with 33 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2021, following prior roles at Bank of America and Merrill. Johnston serves as a board member of the North Georgia Community Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Todd Elgin is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He previously worked at Cuna Mutual Group and Cuna Brokerage Services, Inc. for 19 years. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Heard is a financial advisor with Fidelity, holding a Series 66 designation and 16 years of industry experience. His previous roles include positions at J.P. Morgan Securities and Edward Jones. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and fund advisory services.

Cristal De La Torre is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, Cristal worked at COUNTRY Financial and Macerich and has a background connected to the University of Colorado Boulder. Outside of her advisory role, she has been involved with the Veterans Memorial Aquatic Center. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Nia Burrell is a financial advisor at Primerica Advisors with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at several companies such as Greenberg Traurig, LLP, Ogletree Deakins Nash et al, and Cox Enterprises. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and certain corporate and charitable clients. The firm offers model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established partners.

Regina Doby is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 designations and eight years of industry experience. Her work history includes roles at PFS Investments Inc., Primerica Financial Services, Harry Morse, LLC, Duncan & Sevin, LLC, Covenant House, and Doby Accounting Services, LLC. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm delivers advisory services through a large network of advisors, using model-based investment strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

John Sulhoff is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at The Strategic Financial Alliance, Inc. for nine years. Outside of his advisory role, he owns NGA Stewards, Inc., a company involved in managing his advisory business operations. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with specific asset thresholds, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, emphasizing managed accounts and utilizing algorithmic tools overseen by an internal committee.

Thomas Kohlrust is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Primerica Financial Services since 2017, with additional experience at Pfs Investments Inc and other roles prior to that. Outside of financial services, he has experience in retail and education settings. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven investment strategies supported by third-party asset managers.

Steven Julian is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and INVEST Financial Corporation. In addition to his advisory work, he hosts and co-hosts various podcasts and serves as treasurer for a local networking group in Suwanee, GA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party managers.

William Frechtman is a financial advisor with Mass Mutual Investors Services in Cumming, GA, holding Series 63 and Series 65 designations and having seven years of industry experience. He has been with Mass Mutual Investors Services since 2018 and has been associated with Mass Mutual Life Insurance Company since 2007. Outside of his advisory role, he is a member of The Connective Networking, which focuses on introducing individuals to membership opportunities. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements that use analytic tools to develop client recommendations, with implementation conducted through separate brokerage or insurance arrangements.

Rory Williams is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Primerica Advisors since 2018 and previously held roles at HSBC Securities (USA) Inc, HSBC Bank USA, N.A., and PFS Investments Inc. Outside of his advisory work, Williams owns Wisdom & Wealth Partners LLC, a non-investment-related business in Lawrenceville. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

William Egan is a financial advisor at LPL Financial in Duluth, GA, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at United Community Bank and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of investment options, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party strategies.

Tim Davis is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC for several years. Outside of his advisory role, he is the owner and operator of Chop Chop Yards, a landscaping services business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and market simulations.

Kimberly Beauchamp is a financial advisor with Primerica Advisors in Auburn, GA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has worked at PFS Investments Inc since 2003. Her other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a percentage-based, tiered wrap fee model.

Owen Bullard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Edward Jones for three years and has additional experience in insurance and the food service industry. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is investment policy statement-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Janet Reynolds is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. 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 model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tara Judd is a financial advisor with Edward Jones in Lawrenceville, GA, holding a Series 66 credential and having eight years of experience in the industry. Prior to joining Edward Jones in 2018, she worked at BlueGreen Vacations for one year. 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.

Sarah Glover is a financial advisor with Charles Schwab in Alpharetta, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Charles Schwab and its affiliated Charles Schwab Bank since 1997. 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 both non-discretionary and discretionary investment options supported by centralized supervision, custody, and research resources.