Henry Sullivan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Henry earned a Master's Degree from Baruch College and a Bachelor's Degree from Dillard University. His educational background supports his work in providing financial advisory services within the wealth management sector.

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 Series 63 and Series 65 credentials. He has been with Primerica since 2025 and previously worked in software and media companies, including Thompson Software Solutions Inc. and Vodel Media Inc. Outside of his advisory role, he serves as CEO and consultant for McClellen Enterprises Inc., a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm employs third-party asset managers and custodians, providing a tiered wrap-fee structure and maintaining oversight of its investment models.

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.

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.

Deborah Smith is a financial advisor at Raymond James & Associates in Atlanta, GA, holding a Series 63 designation with 30 years of industry experience. Her career includes roles at SunTrust Advisory Services and SunTrust Investment Services, where she worked for a combined 15 years before joining Raymond James in 2019. 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 municipal entities, offering financial planning and consulting through various advisory programs with a range of portfolio management styles.

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.

Glenn Gilliard II is a financial advisor at Thrivent Investment Management in Atlanta, GA, with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A. and Loan Depot among other firms. Outside of his advisory role, he owns Tunesley LLC, a custom gift song company that creates personalized music for special occasions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning without portfolio management or institutional advisory services. Their approach focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Steve Kaasbell is a financial advisor at Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of advisory work, he is the owner of WVP Ventures LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary consulting services, utilizing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

La Rhonda Jones is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Marietta, GA, where she has worked since 2014, totaling 11 years of industry experience. Prior to joining Edward Jones, she served as an adjunct faculty member at the University of Phoenix. She is also the owner of Curious Calvin LLC, a children’s book publishing venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Devin Williams is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank and CoStar/Ten-X. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Strother is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials. He has experience working at Primerica Financial Services since 2023 and PFS Investments Inc. since 2025. Outside of his advisory roles, he has been involved with N.E.S. Construction Inc. since 2015. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a nationwide network of financial advisors who utilize model-based investment strategies developed by unaffiliated managers.

Jeanette Leith is a financial advisor with Edward Jones in Douglasville, GA. She holds a Series 66 designation and has three years of industry experience, including prior work at Mountain Motorsports and Endeavor Air. 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 solutions supported by a large national network of financial advisors and branch offices.

Joseph Catalfano is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes positions at FSC Securities Corporation and SagePoint Financial. Outside of finance, he has been involved with La Familia Hair Salon for over a decade. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include a variety of securities, providing discretionary and non-discretionary account options.

Michael Ricciardelli is a financial advisor at Cetera in Atlanta, GA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Truist Advisory Services and Regions Bank. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

Rodrigo Julian is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley since 2022, following previous roles at Wells Fargo and Home Depot, as well as a five-year period at Kennesaw State University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include but are not limited to advisory and estate planning strategies.

Joshua Tenery is a financial advisor with Edward Jones in Marietta, GA, holding CFP® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved with NEWSMITH, INC., a jewelry industry newspaper based in Greensboro, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

James Hale is a financial advisor with Edward Jones in Dallas, GA, holding Series 63 and Series 66 credentials and having 26 years of industry experience. He has been with Edward Jones since 1999. 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 solutions supported by a large nationwide network of advisors and branch offices.