Emanuel Valverde is a financial advisor at Merrill with a Series 66 designation and four years of experience in the industry. His prior work history includes roles at Bank of America and several companies outside financial services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Cody Norris is a financial advisor at Edward Jones with nine years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2017, he worked at Emmanuel College and the United States Tennis Association. Edward Jones is a full-service wealth management firm serving more than four million 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 nationwide network of financial advisors and branch offices.

Clayton Dobson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes positions at Wells Fargo Clearing Services, Personal Capital, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory roles with registered investment companies and fund-of-funds.

Dana Deer is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Primerica Advisors in 2020, Dana worked at Keller Williams from 2010 to 2018. Outside of financial advising, Dana is involved in several artistic media ventures, including managing Preston Arts, LLC, Treatwell Music and Entertainment, Inc., and Solar Fruit Productions, LLC, which focus on video production, artist booking, and multimedia event promotion. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

James Toney is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with LPL Financial since 2022. Prior to joining LPL, he spent 16 years with Cotton States Insurance, Country Financial, and Country Capital Management. He holds a Series 63 license and is also a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Maven Farmer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Maven completed an internship with Davey Tree Company as a trimmer trainee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Jeff Lee is a CFP®-certified financial advisor with Edward Jones, based in Snellville, GA. He has 17 years of industry experience, including roles at SPH Analytics and Uber prior to joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Sambat Ngy is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He is based in Tucker, GA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Michael Macchione is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and 15,100 branch offices.

Judith Taylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked at PFS Investment Inc. since 2019 and has a background that includes roles at Georgia Institute of Technology and Robert Half Agency. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through third-party providers.

Kerisha Stewart is a financial advisor at Osaic with one year of industry experience. She holds the Series 66 designation and has prior work history at Guardian Life and Park Avenue Securities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through a network of affiliated advisors and multiple platforms.

Juleigh Shinn is a Series 66-licensed financial advisor with Edward Jones in Snellville, GA, where she has worked since 2012. She has 14 years of industry experience. 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 through a nationwide network of more than 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products.

Nasha Knowles is a financial advisor at Equitable Advisors with 27 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Knowles serves as an advisory board member for The Wellth House, providing financial guidance to the nonprofit. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering solutions through program sponsors and endorsed managers.

Andrew Mercer is a CFP® with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax and Hamilton Financial, where he is also managing partner overseeing accounting and tax preparation services. Outside of his advisory work, he manages a family corporation that handles wage distribution for his minor children. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supporting over 10,000 advisors and managing more than $256 billion in assets.

Luke Seepaul is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2020, as well as at TD Ameritrade, Scottrade, and Wells Fargo Bank in prior roles. Outside of his advisory work, he is part owner of Glasgow Trading Company LLC, which facilitates the sale of secondhand items on online marketplaces. Charles Schwab serves a large client base primarily composed of 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, utilizing multi-asset model portfolios and a centralized operational structure.

Rene Turner is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and with Primerica Financial Services since 1991. Outside of his advisory role, he is the organizer of Rit & Associates, Inc., an investment-related entity serving Primerica business purposes, and president of Mrkc Enterprises LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Thomas Jackson is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity in 2025, he worked at Morgan Stanley from 2021 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and model portfolios, utilizing systematic methodologies and oversight controls.

Jason Arnold is a financial advisor at Edward Jones in Snellville, GA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones for 10 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Lehelle Yancey is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her work history includes roles at Wellstar Kennestone, PFS Investments Inc., and American Realty Professionals, among others. Outside of her advisory role, she is involved in real estate brokerage through American Realty Professionals and has experience in airline catering procurement. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors using model-driven investment strategies managed by third-party asset managers.

Phillip Montgomery is a Series 66 licensed financial advisor with Edward Jones in Covington, GA, where he has worked for 14 years. He also owns and operates Orange Cone Productions LLC, a production and filming company based in Conyers, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.