Brandon Miller is a financial advisor at Morgan Stanley in Peachtree City, GA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, following roles at CUSO Financial Services and South Carolina Federal Credit Union. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm-approved tools and offers access to various investment products and strategies.

Jany Brown is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 63 designation and bringing 29 years of industry experience. She has been with UBS since 2000. Outside of her advisory work, she serves on the board of directors at the Dunwoody Nature Center and participates on a committee for Literacy for All, a foundation focused on family literacy. She is also the owner of an e-commerce startup, Belated Goods LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management through proprietary research and model-based asset allocation strategies.

Chad Meisner is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2009. He is based in Atlanta, GA, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Meisner is involved with the Children’s Healthcare of Atlanta Foundation, participating in philanthropic planning and outreach activities. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

James Burgess Jr. is a CFP® professional with 26 years of experience in the financial industry, all of which have been at Edward Jones. He holds Series 63 and Series 66 licenses and is based in Peachtree City, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Griffin Gilliam is a financial advisor with Fisher Investments in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. He has been with Fisher Investments since 2018 and previously worked at Park Avenue Securities and Guardian Life Insurance. Fisher Investments serves a diverse global client base including institutional and high-net-worth investors, offering discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research. The firm employs tax-aware strategies and defensive tactics across multiple asset classes and manages a variety of accounts including separate accounts and collective funds.

Widmark Cano is a financial advisor at Edelman Financial Engines based in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Tmfs Advisors, LLC and Cross Coaching since 2015. Additionally, he is involved with Atlanta Cosmetology Educators. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, utilizing a committee-driven proprietary modeling process combined with planner delivery and online tools.

Joy Cutter is a Series 66–licensed financial advisor with UBS Financial Services in Fayetteville, GA, with 17 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Alvin Floyd II is a financial advisor with MassMutual Investors Services based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at MassMutual and MissionSquare Retirement. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools to deliver written recommendations tailored to client goals.

John Dorminy IV is a financial advisor with Edward Jones in McDonough, GA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Dorminy serves as president of Dorminy Technologies LLC and is involved in managing family land and timber assets, including participating in an organic farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering various advisory programs and managed solutions with a fiduciary standard. The firm is noted for its extensive branch network and affiliated capabilities beyond advisory services.

Crystal Nesbit is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms including Avantax Advisory Services, 1 St Global Advisors, Ameriprise, and E*TRADE Advisory Services. Nesbit has been with LPL Financial since 2021. 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 advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset management, supported by technology and a large network of investment adviser representatives.

Keely Griffith is a financial advisor with Edward Jones in Fayetteville, GA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked for the Association for Unmanned Vehicle Systems International for six years and at Southern New Hampshire University for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering various advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

John Gin is a CFP®-certified financial advisor with Ameriprise in Atlanta, GA, possessing 42 years of industry experience. He has been with Ameriprise since 2005, including his current role since 2020. Outside of his advisory work, he serves on the ACE Louisiana Advisory Board and is involved with ACE Scholarships of Louisiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team using proprietary research and tools.

Raymond Nelson Jr. is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding CFP® and Securities Industry designations with 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent five years at MetLife Securities Inc. In addition to his advisory role, Nelson is licensed as an insurance agent and a mortgage loan originator. 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 provides ongoing financial planning and asset management through collaborative, annual engagements using firm-approved analytical tools.

Miguel Chavarria Cardenas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., and Ramada Plaza. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Theresa Fabbrini is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds the Series 66 designation and has worked in various roles including at Wells Fargo Clearing, Pulte Homes, and Auburn University. She is the owner of Fabbrini Enterprises, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Adam Kazinec is a financial advisor with Cetera Investment Advisers LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including 15 years with Prudential Insurance Company of America and its affiliated firms. Outside of his advisory work, he serves on the boards of the Jewish Federation of Greater Atlanta and the Jewish Fertility Foundation, contributing to their governance and community engagement efforts. Cetera Investment Advisers LLC operates as a multi-manager platform serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Kellyann Bonner is a financial advisor with Edward Jones in Peachtree City, GA, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Edward Jones since 2018 and prior experience in the restaurant industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jay Griffin is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Edward Jones, Regions Bank, and Cetera Investment Services. Outside of his advisory work, he owns and operates JAY L GRIFFIN, LLC, an investment-related business based in Newnan, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and utilizes its own research and planning tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

Frederick Webb II is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services, and is also involved with Georgia Military College and Fulton County Substitute Services. Outside of advisory work, he receives compensation for part-time referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies through third-party asset managers and providing trade execution and custody services via established custodians.

Paul Harrison is a Series 66 licensed financial advisor with Edward Jones in Atlanta, GA, where he has worked since 2006. He has 19 years of industry experience. Outside of his advisory role, he maintains a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.