ADVISOR BIO

Retha Portis is a financial advisor with PFS Investments Inc. Retha is registered with the state of Ohio and has Series 6TO and SIE licenses. Retha has been in the financial industry since 2021. PFS Investments Inc. is a financial advisor firm located in Duluth, Georgia. They have more than 59,000 clients, $8.4 billion in assets under management, and offer a variety of investment services including portfolio management for individuals.

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ADVISOR BIO

Reuben Lewis is a financial advisor with over 20 years of experience in the industry. Reuben currently works for Cambridge Investment Research Advisors, Inc. and is registered in 15 states. Reuben has a wide range of experience in the financial services industry, having worked with a variety of firms, including NYLIFE Securities LLC, MetLife Securities, MML Investors Services, LLC, INVESTACORP, INC., and QUEST CAPITAL STRATEGIES, INC. Reuben specializes in working with high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Rex Phillip MacEy is an investment advisor representative associated with Red Tortoise, LLC. Rex has been working in the financial industry since 1987. Rex has a Series 3, 63 and 7 licenses. Rex is also a Certified Financial Planner and Chartered Financial Analyst. Rex has worked at WILMINGTON TRUST INVESTMENT MANAGEMENT in Atlanta, GA and Red Tortoise, LLC in Atlanta, GA. Currently, Rex's firm manages assets for charitable organizations, corporations or other businesses, high-net-worth individuals and individuals other than high-net-worth.

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ADVISOR BIO

Rhett Mouchet is a financial advisor with Corient, a firm based in Miami, Florida. Rhett is registered in Georgia and Texas as an Investment Advisor Representative. Rhett has been in the financial services industry since 2009. Rhett holds Series 6 and Series 63 licenses. Rhett is a Certified Financial Planner.

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ADVISOR BIO

Rhonda Byars is a registered representative with J.p. Morgan Securities LLC in Atlanta, GA. Rhonda has passed the Series 63, Series 6TO, and SIE exams and holds an active registration in Georgia. She has been in the financial services industry since May 2023.

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ADVISOR BIO

Rhonda Sharlane Hunter is a financial professional with PFS Investments Inc. Rhonda has been in the financial industry since 2011. Rhonda is registered with FINRA and the state of Georgia. Rhonda has a Series 6, Series 26, and Series 63 license and holds the SIE designation. Rhonda is located in Atlanta, Georgia at the PFS Investments Inc. office located at 3800 CAMP CREEK PKWY SW, BLDG 1800 STE 110-N, 30331.

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ADVISOR BIO

Rhonda Elizabeth Potter is a financial advisor at J.P. Morgan Securities LLC. Rhonda has been in the industry since February 19, 2020, and has a broad range of experience. Rhonda is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, Series 63, and Series 65 licenses. Rhonda is also registered as an Investment Advisor Representative in several states, including Georgia and Texas. Rhonda is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Rhonda Williams is a financial advisor with over 35 years of experience in the industry. Rhonda currently works at Morgan Stanley and is registered with the Financial Industry Regulatory Authority (FINRA) and several states. Rhonda's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Rhonda Gilbert is a financial advisor with Keystone Financial Group, Inc., with over 20 years of experience in the financial services industry. Rhonda is registered with the state of Georgia and is a licensed Investment Advisor Representative. Rhonda has held previous positions with Cambridge Investment Research, Inc., 1st Global Capital Corp., Winebrenner Capital Partners, LLC, Triad Advisors, Inc., and Allmerica Investments, Inc. Rhonda holds Series 6, 7, and 66 licenses as well as the SIE certification. Rhonda is dedicated to providing personalized financial advice and guidance to her clients. Rhonda also has experience in commercial property rental and holds an active real estate license.

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ADVISOR BIO

Ricardo Brenner is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Ricardo has been working in the financial industry since 2016, providing a range of financial services including portfolio management for individuals and businesses. Ricardo is licensed to practice in 53 states and holds the Series 7 and 66 licenses. Ricardo has previous experience with firms such as Morgan Stanley, E*TRADE Securities LLC, and NYLIFE Securities LLC.

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