Ronald Jones is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its related entities since 2012. Outside of his advisory role, he serves on the Board of Directors for the Johns Creek Public Safety Foundation and is involved with the Rotary Club of Johns Creek North Fulton. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thomas Hunter is a financial advisor at Primerica Advisors with over 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2005, alongside leadership roles at The Legacy Advisory Firm, LLC and Hunter & Assoc. Advisory Firm LLC. Outside of his advisory work, he is a member of The Crabby Hunter, LLC, an entity unrelated to investment services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Evan Robinson is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Northwestern Mutual and various service and retail businesses. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage multiple registered investment companies.

Charlie Davidson is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His objective is to provide clients with the knowledge and tools necessary to manage their financial lives and select platforms that align with their needs. With experience as a Merrill Financial Solutions Advisor, Charlie engages with clients to identify what is important to them, helping to develop strategies to pursue their financial goals. His areas of expertise include general investing, retirement planning, and saving for unexpected events. Charlie holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Tennessee State University. Beyond his professional work, Charlie is involved with the community organization Champions in Christ.

Chris Gutschenritter is a CFP®-designated financial advisor with 36 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Next Financial Group Inc for 16 years and Mutual Service Corporation for 2 years. Outside of his advisory role, he manages tax preparation and accounting services through Ashford Financial LLC. 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 variety of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on operational and research support through advanced tools.

Andrew Turner is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 66 registrations and possessing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wachovia Bank, N.A. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Peter Martin is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and with 19 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Michael Dijak is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various branches of Raymond James since 2016 as well as at BAR Financial and Cetera Advisor Networks in 2022. Outside of his advisory role, he serves as a trustee for a family trust and acts as a power of attorney for his spouse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers non-discretionary planning and consulting tailored to client goals and supports its large advisor network with technology-driven analytical tools and specialized municipal and employer advisory services.

Paul Sherk is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1996 and is also associated with Ridley International Inc. since 1998. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a curated selection of third-party asset managers and utilizes a tiered wrap fee structure.

Perry Leblanc is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on helping clients manage their wealth by developing personalized financial strategies that align with their individual goals and adapt to changing market conditions. Perry provides access to investment insights from Merrill Lynch as well as banking and lending solutions through Bank of America. He holds the Professional Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Rhodes College and a Master's Degree from Millsaps College. Perry emphasizes a one-on-one approach to working with clients to create flexible, long-term wealth management plans tailored to their unique financial situations.

Lafayette Huston is a financial advisor with Fidelity Investments in Powder Springs, GA, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Fidelity, he worked at LPL Financial LLC for five years. Outside of his advisory role, he provides pet-sitting services to his community. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Thomas Wegner is a financial advisor with LPL Financial based in Marietta, GA. He holds the CFP® designation and has 26 years of industry experience. His prior roles include positions at Heritage Bank and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing diverse investment strategies and technology tools to support its network of more than 22,800 advisors.

Susan Mcqueen is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. She previously worked at Eversheds Sutherland (US) LLP and Sutherland Asbill & Brennan. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

Dylan Windish is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His background includes military service in the United States Navy from 2019 to 2023, as well as roles in higher education and employment development. He is currently connected with the University of Georgia in an ongoing capacity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice. The firm’s approach integrates its proprietary research, third-party data, and algorithmic tools with a focus on dependable income sources and tax-aware withdrawal strategies.

Robert Gustafson is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2007. He owns a legal entity, Robert E Gustafson & Associates LLC, used for processing practice expenses. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice, supported by a centralized consulting team and algorithmic tools.

Richard Palhegyi is a financial advisor with Wells Fargo Clearing in Woodstock, GA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Banc of America Investment Services, Inc. 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 both brokerage and advisory solutions, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Pinckney Ridley is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with Primerica Advisors since 2001 and has been associated with Ridley International Inc. since 2007. Ridley also participates in sales of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based investment strategies managed by third parties. The firm operates at scale with approximately 3,987 advisors and $15.5 billion in assets under management.

Bryan Lewis is a financial advisor at Wells Fargo Advisors in Atlanta, GA, with 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He owns Lewis Wealth Management LLC, where he is actively involved in investment management. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Wei Wu is a financial advisor at Cetera with four years of industry experience and holds a Series 66 credential. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and Transamerica Financial Advisors. He is also the owner of HuiWei Wealth Management Inc., providing accounting, tax, and financial consulting services. Outside of advising, Wu consults for CarelonRx, a pharmacy benefit management company, assisting internal clients with managing medical and prescription drug costs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Garrett Hentschel is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Hyland Software and Alfresco Software. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.