John Barich is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has been with LPL Financial since 2006 and manages a tax preparation and accounting business specializing in corporate and individual income taxes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Tyler Askey is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 65 and Series 63 licenses. Outside of his advisory role, he coaches athletes at Teknique Wrestling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that incorporates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Gary Schantz is a financial advisor with Raymond James Financial, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 39 years of industry experience, including roles at Sovereign Legacy Securities and Legacy Wealth Management Group, where he is also President and CEO. Outside of advisory services, he acts as an insurance agent for non-variable insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through its affiliated municipal advisor.

Zimanei Slocum is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Morgan Stanley, Slocum held various roles including positions at Lyft, Inc. and Uber Technologies, Inc., where he worked in customer service. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment insights.

Stephanie Eikenberry is the Market Leader at Fidelity Investments. In this role, she focuses on creating an environment where associates can maximize their talents to help clients plan for and achieve their financial goals. She has held the position of Market Leader since 2026. Stephanie's career at Fidelity Investments spans multiple roles, including Vice President positions as Regional Planning Leader from 2024 to 2026, Branch Office Manager from 2018 to 2024, as well as Senior Manager of Retirement Solutions, Manager of Stock Plan Services, and other leadership roles. Prior to her time at Fidelity, she worked as a Branch Sales and Service Representative at National City Bank from 2006 to 2007. Throughout her career, Stephanie has gained experience in leadership, retirement solutions, stock plan services, and client service within the financial industry.

Robert Greisinger is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies, focusing on understanding clients’ comprehensive financial situations and creating flexible plans aligned with their goals and the evolving market conditions. Robert helps clients access investment insights from Merrill, as well as banking and lending solutions through Bank of America. His client focus areas include employee benefits planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Robert follows Merrill's tradition of community participation and volunteers with local organizations. Outside of his professional work, Robert enjoys baseball, fishing, football, golfing, racquetball, tennis, and spending time with his family. His personal philosophy emphasizes working one-on-one to develop personalized financial strategies designed to pursue clients’ long-term goals.

Seamus Worsley is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, he was involved with Hospitality South LLC / Infusia Inc. and worked at College Hunks Hauling Junk & Moving. Outside of advising, he is employed by DoorDash. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and economic modeling techniques.

Kevin O'Brien is a financial advisor at Ameriprise with 27 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with Ameriprise since 2005. O'Brien serves as president of the Suwanee Downtown Development Authority and is on the Board of Advisors for the North Gwinnett Schools Foundation. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Xuhan Song is a financial advisor with Merrill based in Alpharetta, GA. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior work experience includes roles at Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, Macy's, and Bloomingdale's. 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 institutional investors.

Mark Field is a financial advisor with Cetera, holding the CFP® and ChFC® designations and possessing 31 years of industry experience. His career includes roles at Cetera Wealth Services, Reliastar, VOYA Financial Advisors, and long-term involvement with Legacy Financial Advisors and Diversified Insurance Group. He is also a part owner of Legacy Financial Advisors and works as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

Jonathan Miller is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Cetera and Avantax Investment Services, and he also held a client service associate role at Legacy Capital Advisors. Miller’s background includes processing applications for annuities and alternative investments as well as supporting operational functions. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and investment advisory services, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

Richard Henshaw III is a financial advisor at Merrill with eight years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Prehmus Financial Partners and CANA Communications. He is currently based in Alpharetta, GA. Merrill, along 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 clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Rebecca Stauffer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she volunteers at Crabapple Martial Arts, an educational organization in Alpharetta. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Matthew Hjelmstad is a financial advisor with Wells Fargo Clearing in Snellville, GA, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has prior experience at Wells Fargo Bank, CVS, and Vitamin Shoppe. Outside of his advisory role, he is a drummer in the band at Galilee Christian Church in Jefferson, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jared Nelson is a financial advisor with LPL Financial in Peachtree Corners, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Associated Credit Union and has held various roles in the food service and education sectors. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology.

Henry Sears III is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked in various roles including positions at Publix Super Markets and in real estate. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer managing approximately $2.74 trillion in client assets, providing advisory programs and tailored financial planning to both individual and institutional clients. The firm employs a structured planning process supported by firm-approved tools and modeling techniques.

Paul Bates is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2014, progressing through roles including Investment Solutions Representative, Relationship Manager, Investment Consultant, and Financial Consultant since 2018. With over a decade of experience at Fidelity Investments, Paul focuses on building personalized financial plans aimed at helping clients achieve their family's financial goals. His approach emphasizes earning client trust to foster collaborative financial planning. Outside of his professional work, Paul has interests in fishing, golf, parenthood, and soccer.

Cortney Rice is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 20 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to develop tailored plans.

Nathaniel Brown is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica Financial Services since 1998. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Henry Langham is a Series 66-credentialed financial advisor with UBS Financial Services in Atlanta, GA, where he has worked since 2022. Prior to his current role, he spent four years at the University of Georgia and eight years at Starrs' Mill Middle and High Schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing a combination of proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans. The firm operates with capabilities in institutional trading, futures commission merchant services, and wealth management, offering a broad range of financial products and services.