Raymond Blanar is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has eight years of industry experience. His background includes roles at MML Investors Services LLC, Principal Securities Inc., and New York Life Insurance Company. Outside of his financial advisory work, he officiates high school and college baseball, basketball, and volleyball games as a sports official. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved software and offers a range of programs including wrap accounts and educational seminars.

Matthew Oliver is a financial advisor with Primerica Advisors in Woodstock, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 2007. Outside of advisory work, he owns Apex AF LLC, a tax preparation and bookkeeping business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Joanne Ryan is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2001, concurrently affiliated with Bank of America since 2010. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chaminda Mahawela is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MassMutual Investors Services and Equitable Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Richard Wilkes is a financial advisor at Edward Jones in Canton, GA, holding a Series 66 designation. He has one year of industry experience, with prior roles including work at Jorns & Associates LLC and several self-employed ventures. Outside of advising, he is co-owner of a local cleaning service, Super Clean Cans ATL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a large national network of advisors and branch offices.

James Fiorentino is a financial advisor with LPL Financial, holding a Series 65 designation. He has no prior industry experience and joined LPL Financial in 2026 after working at Comcast. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services delivered through a large network of advisors, utilizing various model portfolios and third-party subadvisors across discretionary and non-discretionary strategies.

Agnieszka Chmielewski is a financial advisor at Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior work includes positions at PFS Investments Inc., Primerica Financial Services, and APCO. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, offering model-based investment strategies supported by third-party asset managers and custodial services.

Cameron Everhardt is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Cetera. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also provides discretionary and non-discretionary advisory work and serves as an advisor to multiple registered investment companies.

Cody Williams is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Protective Life and Proequities Inc from 2015 to 2020. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Weaver is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truett McConnell University and Blessed Beyond Measure. He is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Stephanie Hosier is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Transamerica Financial Advisors and Wfgia, where she worked for 25 years. She is also a co-owner of 3 Siblings, LLC, an investment-related business. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement income planning.

Terry Cooper is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Concourse Financial Group Securities Inc and operated Legacy Financial Partners LLC. In addition to advisory services, he provides insurance services to clients on an as-needed basis through Milner Financial Inc. 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 portfolio management, financial planning, and various retirement services through a multi-manager platform that includes affiliated and third-party managers.

Kendra Bau is a financial advisor at Charles Schwab with two years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank for 11 years. 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 affiliated discretionary separate managed accounts, supported by centralized custody and operational infrastructure.

Alan Thompson is a Series 66-licensed financial advisor with 19 years of industry experience, currently affiliated with Cetera. He has worked with Cetera and its affiliated entities since 2025 and previously spent 18 years at Concourse Financial Group Securities Inc. Outside of his advisory roles, he operates AGT Financial LLC, where he provides investment advice and sells life insurance products to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and financial planning services, leveraging both affiliated and third-party managers across various program structures.

Thomas Ryan Jr. is a CFP®-credentialed financial advisor with over 21 years of experience. He has worked at Raymond James Financial since 2019 and previously held positions at SunTrust Investment Services, Merrill, and Morgan Stanley. He is also the owner of Evidential Wealth Advisors, LLC, a support company for his Raymond James branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by risk profiling and modeling tools and offers specialized programs including municipal and public finance advisory services.

Raul Tiongson is a financial advisor at Edward Jones with 32 years of industry experience. His career includes over two decades at Charles Schwab & Co Inc and roles at New York Life Insurance Company, NYLife Securities LLC, and Premier Financial Alliance before joining Edward Jones. Outside of his advisory work, he has participated in ride-sharing as a driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and is distinguished by its extensive network of financial advisors and branch offices nationwide.

Howard Burke is a financial advisor with Equitable Advisors in Cumming, GA, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has worked at Equitable Advisors since 2014 and previously at Axa Advisors LLC from 2014 to 2020. Additionally, he is involved in outside insurance brokerage activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a variety of advisory models, many implemented through third-party programs, and offers ERISA fiduciary services to qualified plans via credentialed investment adviser representatives.

Charles Gorman is a financial advisor with Wells Fargo Clearing who holds the Series 66 designation and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Equitable Financial Life Insurance, and service as an infantryman in the Georgia Army National Guard. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting with a focus on research-driven, diversified investment approaches.

Hang Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Wells Fargo, Nguyen worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Herdina is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity since 2022. His prior roles include positions at Entoro Investments, GS Mining Company, Park Avenue Securities, and Guardian Life Insurance. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.