Pamela Nichols is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Morgan Stanley. Outside of her advisory role, she owns and operates Chickarelli Farms, a chicken farming business in Macon, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages significant client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

Jesse Thompson is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Mass Mutual in 2019, he worked at Boca Resort and Club. He also conducts outside insurance sales, specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved analytical tools and emphasizing collaborative, annual planning relationships.

Robert Dick is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 1993. His career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Shaun Crawley is a CFP® professional with 23 years of experience in financial advising. He has worked with LPL Financial since 2014 and has also been affiliated with Delta Community Credit Union since 2009. Prior to that, he spent one year at Fortitude Advisory Group L.L.C. He holds Series 63 and Series 65 licenses and operates out of Fayetteville, 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, and supports its advisors with various technology tools while overseeing more than $819 billion in discretionary assets.

Linda Smith is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 36 years of industry experience. She has been with Cambridge Investment Research Advisors since 2011. In addition to her advisory work, she is an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals using both proprietary and third-party strategies tailored to client objectives.

Jenna Wulf is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and with six years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Encadria Staffing Solutions and the University of West Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Wade Giddens is a financial advisor at Raymond James Financial Services Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Giddens is a partner in Reveille Wealth Management LLC, an ownership entity for his wealth management activities. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Kent Balch Jr. is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at firms including Woodbury Financial Services and Questar Capital Corporation. He is also involved in health and life insurance sales as an owner of a related business. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Joseph Perdue is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. His career includes positions at Morgan Stanley from 2013 to 2021 before joining Raymond James in 2021. He is also a partner in Reveille Wealth Management LLC, an investment support company. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Douglas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He also works part-time supporting equipment staff for the Jacksonville Jaguars. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and investment consulting with a range of portfolio management styles, municipal advisory services, and a network of affiliated financial services.

Shana Momin is a Financial Advisor at Merrill in Peachtree City, GA, specializing in assisting families and business owners with strategic financial planning. She focuses on helping clients navigate financial challenges such as funding education, caring for aging parents, planning for retirement, and managing business finances by prioritizing goals into Essential, Important, and Aspirational categories to create tailored financial roadmaps. Momin holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her credentials from the Kaplan School of Financial Planning. Her approach incorporates asset allocation aligned with clients' goals and risk tolerance, utilizing Merrill's investment products and Bank of America's banking and lending services. Outside her professional work, Shana Momin engages in personal interests such as cooking, interior decorating, painting, reading, sewing, traveling, and yoga. She values understanding clients' priorities to develop personalized financial plans that address their unique goals and aspirations.

Robert Awbrey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Peachtree City, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Morgan Stanley and Country Financial Inc. Outside of his advisory work, he serves as Assistant Treasurer for the Kiwanis Club of Newnan. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary strategies supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Aneesh Nair is a financial advisor at Fisher Investments with a Series 65 designation and nine years of industry experience. He has worked exclusively with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment approach combining quantitative and qualitative research.

Kimberly Weaver is a CFP® with 23 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2008. She holds Series 66 licensure and has been involved in various roles including consulting on elder and special needs planning and serving as a board member of the Emory University Alumni Group. Additionally, she owns a custom floral design business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering a variety of implementation platforms and both proprietary and third-party investment strategies.

Montrice Robinson is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has worked previously at BNY Mellon Wealth Management, Raymond James & Associates, and BB&T. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Brian Carpenter is a CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the finance committee at Harmony Hall Baptist Church in Gainesville, GA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Christopher Lingle is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of advising, he serves as a trustee for a family trust and holds power of attorney responsibilities for his parents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Rollauer is a financial advisor at OSAIC with 46 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is also an insurance agent offering disability, fixed annuity, equity indexed annuity, life settlement, and traditional life products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment options and uses multiple platforms and asset-allocation tools to construct portfolios tailored to client risk tolerance.

Ebony Dozier is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at LPL Financial and Columbia Management Investment Distributors, Inc., prior to joining Raymond James. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions, with a focus on non-discretionary, tailored advice supported by robust research and multiple portfolio management styles.

Bruce Olmstead is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Cetera and has also worked at Summit Financial Networks and related firms. Outside of his advisory work, he serves on the board of Mom2Mom Atlanta South, a nonprofit focused on mentoring young mothers. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients with a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.