Malcolm Lewis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Equitable Advisors, he worked at Mass Mutual Investors Services and Pruco Securities. Outside of his advisory role, he is involved in several entrepreneurial and community activities, including ownership of a tax and accounting firm, co-ownership of a restaurant/bar, and leadership roles in religious ministries and private educational institutions focused on entrepreneurship and financial literacy. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate advisory programs and third-party asset managers, delivering services through various proprietary and third-party models.

Rodney Mckine is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked with Wells Fargo-related firms since 2015. 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 through over 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Ashley Wood is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Primerica Advisors since 2013 and has worked at Primerica Financial Services since 2012. In addition to her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based investment strategies and separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Casey Field is a CFP®-certified financial advisor with Edward Jones in Smyrna, GA, bringing 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in personal purchasing activities related to local hobby shops and online retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Mark Lawrence Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked across multiple Fidelity entities since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, often delegating day-to-day management to sub-advisers while overseeing conflicts of interest and governance.

David Thompson is a financial advisor with OSAIC in Villa Rica, GA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His prior firms include Woodbury Financial Services and Questar Asset Management. He is the owner of JKL Financial Services, LLC, an operating entity for his advisory business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management options.

Larry Goodwin Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Corey Short is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, Woodforest National Bank, Carmax Auto Finance, Waffle House, and SunTrust Bank. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Keisha Cole is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has worked at Merrill since 2013 and at Bank of America, N.A. since 2022. Outside of her advisory work, she owns and operates DRIP NATURALS LLC, a business specializing in handmade body butters, scrubs, and candles. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brandon Sims is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Primerica Advisors since 1996 and has held roles at Landmark Financial, Look Ahead America, Wolters Kluwer Tax & Accounting, and CCH Small Firm Services. He is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services. The firm focuses on individual investors rather than institutional portfolio management or pension plans.

Harold Collett II is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include service as a Paulding County Commissioner and positions at Summit Capital Solutions, Financial U, and PlanMember Securities Corporation. He is also involved with Kinsman Wealth Educators, a firm he has operated since 2006. 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 representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and a variety of management options.

Kevin Issahaku is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Landmark Financial Group, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory work, he coaches soccer for the Concorde Fire Soccer Club in Atlanta. Primerica Advisors sponsors and 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 operates on a large scale with thousands of advisors and offices, delivering advisory services through model-based strategies supported by third-party managers and custodians.

Lisa Arnold is a CFP® and ChFC® with 11 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has prior experience with Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory role, she is the owner of OnPoint Advisory, LLC and AdvisorySouth Holdings LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides a range of portfolio management solutions through a network of independent Financial Professionals, combining proprietary and third-party strategies with various custody and platform options.

Nakia Lawson is a financial advisor with Primerica Advisors in Decatur, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Primerica Advisors since 2015 and was previously with Primerica Financial Services starting in 2014. Outside of her advisory role, Lawson is the owner of Nubian Holding LLC and engages in public speaking as a former athlete. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and oversees portfolio implementation with an emphasis on tiered percentage-based fees and ongoing manager evaluation.

William Taylor is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Steven Gutke is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked with WFGIA and Transamerica Financial Advisors. Outside of his advisory work, he was involved with the Lutheran Church of Resurrection for eight years. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering various advisory programs and financial planning services. The firm provides discretionary and non-discretionary management supported by research and model portfolios, alongside additional financial products and technology-driven solutions.

Devyne Washington is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior experience at Bank of America and in the automotive industry. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Tracy Mc Daniel is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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 under management and offers a broad range of advisory services supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Larry Garletts is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has previously worked at firms including Mass Mutual Life Insurance Company and Waddell & Reed, Inc. Garletts also served on the Virginia Beach Mayor's Commission on Aging for 11 years. 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 consulting, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.