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 at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Renasant Bank, Bank of America, Merrill, Wells Fargo Clearing, and Wachovia Bank. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018. Prior to that, she was with Invest Financial Corp. from 2014 to 2018 and concurrently holds a role at United Community Bank. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and operational tools.

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 and a Series 66 designation. His career includes roles at Morgan Stanley, UBS Financial Services, Truist Advisory Services, and Wealth Enhancement firms. He has worked in a variety of advisory capacities and locations, most recently joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs supported by LPL Research and third-party subadvisors.

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 at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SunTrust Advisory Services and SunTrust Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Tariq Jackson is a financial advisor with J.P. Morgan Securities in Lawrenceville, GA, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

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.

Julius Lord III is a financial advisor at LPL Financial with 21 years of industry experience and holds the Series 66 designation. His career includes roles at Good Life Advisors, Private Advisor Group, Independent Financial Partners, Edward Jones, Merrill, and A.G. Edwards & Sons. He is also involved with Good Life Advisors, LLC, a registered investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Jeffrey Fortson is a CFP® professional with 34 years of experience in the financial services industry. He is currently with OSAIC and has held prior roles at Woodbury Financial, Mass Mutual Investors Services, and VOYA Financial Advisors among others. Outside of advising, he is co-owner and CFO of Normaltown Brewing Co LLC, a microbrewery involved in production and sales. OSAIC serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, affiliate network, and comprehensive multi-advisor platform.

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 holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 21 years and 1717 Capital Management Company for one year. Outside of his advisory role, Markel is president of Markel Financial Services, an insurance brokerage specializing in life, health, disability, long-term care, dental, and Medicare products. OSAIC Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Robert Camp is a financial advisor with LPL Financial based in Hoschton, GA, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Raymond James Financial and A. G. Edwards & Sons, Inc. He has also operated his own firm, Dave Camp & Associates Inc., since 2003. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Tyler Askey is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 65 and Series 63 designations. Outside of his advisory role, he coaches athletes through Teknique Wrestling several times per week. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.