Ian Cole is a financial advisor at Edward Jones in Dacula, GA, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Emmanuel College from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory services and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jackson Bentz is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, offering multi-asset model portfolios and a range of integrated brokerage, custody, and cash-sweep services.

Ziyi Peng is a financial advisor at Merrill with a Series 66 designation and four years of experience at the firm. Prior to Merrill, Peng worked at Bank of America, N.A. and has also served with the Fulton County Board of Education. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Dolar is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He brings over 15 years of experience delivering customized financial planning and advice to individuals, families, and business owners. His expertise encompasses various facets of wealth management including risk management, retirement planning, banking and lending, portfolio construction, tax minimization strategies, trust and estate planning concepts, as well as distribution advice in retirement. Ryan holds a Bachelor's degree in Finance from Georgia Southern University and is a CERTIFIED FINANCIAL PLANNER (CFP) professional and a Personal Investment Advisor (PIA). His approach centers on understanding clients' life priorities to create personalized plans tailored to their goals, family needs, and aspirations. He resides in the Laurel Springs Golf Community in Suwanee, Georgia, with his wife Kimberly and their two children, Hudson and Margo. Ryan enjoys playing golf and tennis and values spending time with his family. He is a member of Northpoint Community Church and a long-time Atlanta Falcons season ticket holder.

Larry Shriver II is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of advisory work, he is involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and a limited range of separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on non-institutional clients rather than pension or profit-sharing plans.

Amanda Fischer is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 26 years of industry experience and previously worked at Securities America Advisors, Inc. and OSAIC. Fischer is owner and member of Oster & Fischer LLC, a wealth management firm, and also serves as an agent managing insurance and annuity contracts, including servicing a book of business acquired from Commonwealth. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and multiple platform arrangements.

Preston Nevil Rincon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Trinity Wealth Securities, LLC, and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of finance, he is associated with 30 Bar, a non-investment business activity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Jose Nedumpurath is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His professional background includes roles at Intuit Inc, Cardtronics USA Inc, NCR, PFS Investments Inc, and Primerica Financial Services. Outside of advising, he serves as CEO of Jr Consultants Inc, a non-investment-related business. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

William Galvin is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Play Anywhere Inc. and held various roles at institutions including ESMT Berlin and James Madison University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside investment modeling, providing advisory services without individual security recommendations as part of its standalone planning.

Charles Major is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and investment committee analyses.

Stacey Stanford is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Primerica Financial Services since 2016 and has been involved in real estate through Atlanta Communities Real Estate and Halstan Realty. Outside of her advisory role, she is a partner in several non-investment related business ventures, including SAS360, LLC, Level Group Holdings, LLC, and Stalst, LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Annette Walters is a financial advisor with LPL Financial in Duluth, GA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with LPL Financial since 2011 and is involved with the Mitchell Chase Jones Foundation, Inc. outside of her advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Emily Delaney is a Series 65-licensed financial advisor at Primerica Advisors with three years of industry experience. Prior to her current role starting in 2022, she held various positions in the poultry science sector and worked in retail and education. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and emphasizes a tiered wrap-fee structure in its investment approach.

Joanne Ryan is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2001, concurrently affiliated with Bank of America since 2010. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Morgan is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA. He holds the ChFC® designation and a Series 63 license, with 40 years of industry experience. Prior to his current role, he worked at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he serves as president of a social car club in Atlanta. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and investment management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved tools and offers various specialized programs including estate and employer-sponsored planning.

Kimberly Almond is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for two years and Verizon Wireless for ten years before joining Merrill and Bank of America, where she has been since 2019. 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 variety of individual and institutional clients.

Brett Blackwelder is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Raymond James Financial and Gulf Winds Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to support tailored financial planning and portfolio management.

Joseph Deming is a financial advisor with LPL Financial in Lawrenceville, GA, holding a Series 66 designation and eight years of industry experience. He previously worked at United Community Bank and Raymond James Financial Services before joining LPL Financial, where he has worked for seven years. Outside his advisory role, he is involved with United Community Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth and non-HNW clients—retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Daniel Woodring is a financial advisor at Primerica Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Primerica entities since 2001. His background includes management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on a wrap-fee solution and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Mark Bell is a financial advisor with Wells Fargo Clearing in Gainesville, GA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.