Dorian Piekarz is a financial advisor at LPL Financial with four years of industry experience. He previously worked at Edward Jones and Backbone International and has a Series 66 designation. Outside of advising, he has occasionally contributed to disaster relief efforts by transporting supplies to affected areas and provides assistance in setting up LLCs and business licenses for community members. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by research and model portfolios.

Debby Minot is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she provides wealth management services and financial strategies to affluent individuals, retirees, executives, women, and business owners. She focuses on creating comprehensive plans to build, manage, preserve, and transfer wealth, tailoring advice to clients' risk tolerance, investment goals, and liquidity needs through a disciplined, long-term process. Debby’s expertise includes college education planning, divorce transition planning, executive compensation, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. She is a member of the Wood DeTienne O'Connor Group, which has been recognized on Forbes' "Best-in-State Wealth Management Teams" list in 2023 and 2024. Debby holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Minot State University. Her community involvement includes participation with the American Heart Association, Boys and Girls Clubs of the Valley, and Phoenix Children's Hospital. Debby enjoys adventure sports, basketball, golfing, hiking, running, skiing, traveling, and spending time with her family. Born and raised in North Dakota, she relocated to Arizona in 2000 to begin her career in the financial industry.

Jolette Landress is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Her career includes roles at Renasant Bank, Bank of America, Merrill, Wells Fargo Clearing, Wachovia Bank, and Wells Fargo Advisors. She is also a commissioned notary. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

Christopher Leathers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at PFS Investments Inc. since 2008 and with Primerica Financial Services since 2005. In addition to advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors 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 offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Sean O Connell is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has been with Primerica Advisors since 2009 and Primerica Financial Services since 2007. Outside of his advisory role, he owns the Athens Georgia Table Tennis Club and serves as League Director for the Atlanta International Table Tennis Academy. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Terra Winter is a financial advisor with LPL Financial in Lawrenceville, GA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. Prior to joining LPL Financial in 2018, Terra worked at Invest Financial Corp. from 2014 to 2018 and has concurrent experience at United Community Bank since 2014. 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, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management alongside model portfolios and third-party research.

Joseph Szathmary is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab and its affiliated entities since 2017. Prior to that, he was with Newport Group, Inc. and Newport Group Securities, Inc. for a combined seven 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Michael Lancaster is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013, accumulating 12 years of industry experience. He serves as an incorporator for the Friends of Flowery Branch Car Show Inc., a nonprofit charity, and as CEO of Safe Boating Lake Lanier, overseeing facility use and board activities. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of financial advisors and branch offices.

David Smith Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Truist Advisory Services and Wealth Enhancement Advisory Services. 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, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Joseph Polanski Jr. is a financial professional with 43 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at several firms including Prosperity Wealth Advisors and Summit Financial Group. In addition to advisory work, he also sells fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts through various program structures and affiliated relationships.

Sandra Morrison is a financial advisor at Edward Jones in Bogart, GA, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed with Express Employment Professionals from 2016 to 2018. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Allee is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages rental properties in Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm is recognized for its extensive advisor and branch network and offers various discretionary and non-discretionary investment strategies under a fiduciary standard.

Terrell Bradley Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. for a combined 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and third-party research.

Tariq Jackson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Merrill, Bank of America, and Wells Fargo in various capacities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Adil Ali is a financial advisor at Charles Schwab in Buford, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He previously worked at Scottrade, Inc. for 16 years and had a brief tenure at Synovous Bank before joining Schwab in 2019. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jeffrey Fortson is a CFP® professional with 34 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked for Woodbury Financial for 17 years. Outside of his advisory work, he is co-owner and CFO of Normaltown Brewing Co LLC, a microbrewery involved in brewing, canning, and sales operations. OSAIC serves a wide range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Sarah Harris is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Bank of America and DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers and provides trading, account administration, and custody support.

Steven Markel is a financial advisor at OSAIC with 28 years of industry experience. He held a prior position at Woodbury Financial Services for 21 years before joining OSAIC in 2024. In addition to his advisory work, he serves as president of Markel Financial Services, an insurance brokerage specializing in life, health, disability, long-term care, dental, and Medicare products. OSAIC serves a wide range of retail and institutional clients through a large network of advisers and platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts, with a complex corporate structure that includes multiple mergers and private-equity ownership.

Robert Camp is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. His career includes roles at Raymond James Financial and operating his own firm, Dave Camp & Associates Inc., since 2003. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios to support diversified investment strategies.

Tyler Askey is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 65 and Series 63 licenses. Outside of his advisory role, he coaches athletes at Teknique Wrestling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that incorporates fundamental research, quantitative analysis, and algorithmic portfolio construction.