Derek Peterson is a financial advisor with Thrivent Investment Management in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Armana Milbry is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012, with prior experience at Gwinnett County Public Schools. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Peter Siegel is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and advanced modeling tools such as Monte Carlo simulations, while typically acting in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Steven Shinn is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with recommendations tailored to client needs and optional implementation through various brokerage or advisory programs.

Leigh Mackler is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. Mackler has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by firm-approved tools and offers a broad range of investment and advisory services.

John Durkota is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial services industry, focusing on creating comprehensive wealth management strategies tailored to individual client needs. John holds a Bachelor's Degree from the University of Illinois and has earned several professional designations, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Divorce Financial Analyst (CDFA), and Certified Plan Fiduciary Advisor (CPFA). His expertise encompasses areas such as college education planning, family wealth management, legacy planning, retirement income strategies, socially responsible investing, and tax minimization. In addition to his professional work, John is involved in his community through the North River Church of Christ. His personal interests include hiking, photography, running, and yoga.

Lewis Walker Jr. is a financial advisor with LPL Financial in Woodstock, GA, holding Series 63, 65, and 66 licenses and possessing 28 years of industry experience. He has been with LPL Financial since 2008. Outside of advising, he is engaged in a partnership with his spouse for commercial real estate investment. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both proprietary and third-party research to support diversified investment strategies.

Kristin Sarafinis is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and Morgan Stanley in earlier periods. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 provides services through both direct client relationships and corporate agreements.

John Crawford Sr. is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. Raymond James & Associates 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research resources.

Max Dean is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has worked with various divisions of Raymond James since 2013. Before his financial career, he was employed at The Lovett School for six years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting utilizing risk profiling and modeling tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

Loring Brown II is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, while also having experience at Citigroup Global Markets dating back to 2001. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Ivan Garcia is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Woodstock, GA. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Reese is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior work includes roles at TD Ameritrade Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset model portfolio approach.

Morgan Marlin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at multiple firms including MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory roles, he serves as board member and treasurer for the Children's Museum of Sound and Color, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Ronald Jones is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its related entities since 2012. Outside of his advisory role, he serves on the Board of Directors for the Johns Creek Public Safety Foundation and is involved with the Rotary Club of Johns Creek North Fulton. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Dunagan Jr. is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Fricke & Associates, LLC and various positions in the healthcare sector before entering the financial services industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves multiple registered investment companies with formal advisory roles and systematic investment methodologies.

Paul Whittinghill is a financial advisor with Ameriprise in Atlanta, GA. He holds a Series 66 designation and has recently transitioned from roles outside the financial industry, including eight years at Passion City Church and twelve years as a self-employed musician. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Thomas Hunter is a financial advisor at Primerica Advisors with over 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2005, alongside leadership roles at The Legacy Advisory Firm, LLC and Hunter & Assoc. Advisory Firm LLC. Outside of his advisory work, he is a member of The Crabby Hunter, LLC, an entity unrelated to investment services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Evan Robinson is a financial advisor with Fidelity in Dallas, GA, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity Investments, he worked at Northwestern Mutual and has experience in various roles outside the financial sector, including positions at Buffalo Wild Wings and Escalade Rock Climbing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Guy Mower is a CFP® with 32 years of industry experience, currently with Osaic Wealth, Inc. since 2024. He previously worked at Woodbury Financial for 17 years. Outside his advisory role, he manages Silver Wolf LLC, which oversees a vacation rental operation. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and access to third-party money managers to construct diversified portfolios.