Brandon Hastings is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2009. Prior to that, he worked at Ameriprise Advisor Services and A. G. Edwards & Sons. Outside of his advisory role, he is a 50% owner of multiple boat and RV storage businesses in Buford, GA. 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 portfolio management services through a large network of advisors and employs various advisory and operational tools while managing over $819 billion in discretionary assets.

Steven Schwartz is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, INVEST Financial Corp., and Edward Jones. Outside of his advisory work, he is a part-time employee for MAGID, a company involved in vending stock safety products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Megan Pennington is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at Atlanta Flooring Design and Vera Bradley. Outside of advising, she occasionally assists with paid events at her church in Auburn, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Angela Jude is an Investment Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2012, progressing through various roles including Planning Consultant, Relationship Manager, Financial Representative, Retirement Planner, Retirement Representative, Self Directed Brokerage Specialist, and Trader. Her experience encompasses retirement and income planning, strategic financial planning, and investment guidance. Angela is focused on empowering individuals to pursue financial security and long-term prosperity. Outside of her professional responsibilities, Angela has interests in movies, reading, and traveling.

Amy Rehn is a financial advisor at Cetera with 17 years of industry experience. She holds Series 65 and Series 66 designations. Prior to joining Cetera in 2024, she worked at Triad Advisors, Inc. from 2007 to 2024. Amy serves as a board member of Jambos Donates, a charitable organization, where she contributes to strategic vision and volunteer activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

Elizabeth Chesser is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America and positions outside finance at Tin Lizzys and Hooters. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Thomas Mc Curdy is a financial advisor with Edward Jones in Dacula, GA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Causely from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Samuel Allee is a financial advisor at Edward Jones in Lawrenceville, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Parker Hannifin and has had diverse roles including positions in the food service and retail sectors. He also operated a social kitchen and garden business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Hailey Costello is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JP Morgan Chase Bank and Wells Fargo Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Terry Bell is a Series 66-licensed financial advisor with Edward Jones in Dacula, GA. He joined Edward Jones in 2025 and has prior experience at Mammoth Holdings, Inc, Enterprise Holdings, and as a self-employed individual. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Clark Jensen is a Series 66-licensed financial advisor with Edward Jones, based in Dacula, GA. He has 12 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Samuel Richmond is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Edward Jones, Personal Capital Advisors Corporation, Fidelity Brokerage Services, and Cambridge Investment Research Advisors. Outside of his advisory work, he is a business owner of Evolve Autos, LLC. 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 a wide range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jesus Huallanca is a financial advisor at Merrill with Series 66 credentials and six years of industry experience. He has worked at Bank of America and Merrill since 2013. 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, and various institutional investors.

Brandon Loggins is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and previously worked for four years with the Cornelia Police Department before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, supported by a large network of financial advisors and branch offices nationwide.

Warren Gray is a financial advisor with Primerica Advisors in Jefferson, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Philips and Resmed. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies overseen by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Renee Houser is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services for business-owner transitions, sports and entertainment, special needs, and divorce planning.

Kimberly Fox Griffin is a financial advisor at Ameriprise with 33 years of industry experience. She has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 1993. In addition to her advisory work, she manages a business that tracks revenues and expenses related to her financial advisor activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research, algorithmic tools, and a defined service team to deliver non-discretionary recommendations within a structured investment framework.

Larry Dennis Jr. is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Merrill, Bank of America, and PRUCO Securities. He has been with J.P. Morgan since 2018, working within both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 an ESG eligibility framework. The firm offers a range of approved funds and strategies on a non-discretionary basis, with services delivered by a select group of Wealth Advisors.

Naveed Lalani is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes positions at UBS and Cambridge Investment Research, among others. Outside of his advisory role, he is involved in healthcare operations and data analysis with Sentara. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships supported by research and a range of portfolio management styles.

Jean Louis Sankale is a financial advisor with Primerica Advisors in Dacula, GA. He holds Series 63 and Series 65 licenses and has experience working with PFS Investments Inc., Primerica Financial Services, PDTi (Pasaca Capital Inc.), and Globomics LLC. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.