John Barich is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Equitable Advisors from 2000 to 2006. Outside of advisory work, he provides tax preparation services for both corporate and individual clients through his tax management business. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Tyler Askey is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 65 and Series 63 designations. Outside of his advisory role, he coaches athletes through Teknique Wrestling several times per week. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Gary Schantz is a financial advisor with Raymond James Financial Services Advisors, Inc. and has 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. He is also the president and CEO of Legacy Wealth Management Group, Inc., where he dedicates significant time to the business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports advisory programs and institutional consulting through a large advisor network.

Zimanei Slocum is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2022, Slocum held roles at Lyft and Uber. Outside of advisory work, Slocum is involved with Uber in a customer service capacity. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized planning groups.

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 financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Merrill since 2009 and Bank of America, N.A. since 2011. He serves as a co-trustee for several entities outside of his advisory role. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategies and extensive manager-constructed offerings, with an emphasis on tax-efficient implementation and integration with Bank of America’s broader financial platform.

Seamus Worsley is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked with Hospitality South LLC and Infusia Inc., and has experience with College Hunks Hauling Junk & Moving. Outside of his advisory role, he is employed with DoorDash in a non-investment capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research to model outcomes.

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 over 32 years of industry experience. He has worked with firms including Reliastar, VOYA Financial Advisors, and has been part owner of Legacy Financial Advisors since 2000. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including access to third-party money managers and bespoke strategies, supported by a nationwide network of over 10,000 advisors.

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 Series 65 and Series 63 designations and eight years of industry experience. He has worked at Merrill and Bank of America since 2021 and previously at Prehmus Financial Partners, CANA Communications, and Telecom Network Solutions. 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 individuals, high-net-worth clients, 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.

Ronald Lee Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2011. 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 programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Nelson is a financial advisor with LPL Financial in Peachtree Corners, GA. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, Jared worked at Associated Credit Union and has experience in customer service roles at various companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tyler Cerone is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Morgan Stanley in Atlanta, GA, having previously worked at UBS Financial Services for 11 years. He holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services that utilize firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides planning through both direct and corporate agreements.

Henry Sears III is a financial advisor at Raymond James Financial with two years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley for three years and has held various roles in real estate and retail sectors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, that enhance its public finance capabilities.

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.