Annette Walters is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with LPL Financial since 2011 and is also involved with the Mitchell Chase Jones Foundation, Inc. since 2010. 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 institutions. The firm offers a range of financial planning and investment management solutions supported by advanced research tools and maintains oversight of over $819 billion in discretionary assets.

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.

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.

Terrell Williams is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Outside of his advisory role, he is the president of a commercial cleaning company in Cornelia, Georgia. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

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 Duluth, GA, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at Wells Fargo Advisors and Wachovia Bank, N.A., with tenure at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. 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 providers.

John Stockmeyer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Techtronic Industries and Discount Tire Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

DJ Marzetta is the Vice President and Branch Leader at Fidelity Investments, a position held since 2021. Prior to this role, he served as a Financial Consultant at Fidelity from 2019 to 2021. His career in financial services spans over 25 years, during which he has held various positions including Director of Wealth Management at USAA from 2014 to 2019, Account Executive at Fidelity Investments from 2013 to 2014, and Vice President - Partner at Met Life from 2011 to 2013. Marzetta's extensive experience also includes roles at Lincoln Financial Group from 2004 to 2011 where he was Regional Vice President, District Manager, and Retirement Consultant, as well as Financial Planner at First Command Financial Planning from 2000 to 2004. He emphasizes building strong relationships with Fidelity clients and colleagues. Outside of his professional career, DJ Marzetta has interests in baseball, football, lake activities, military service, reading, and traveling.

James Fiorentino is a financial advisor with LPL Financial, holding a Series 65 designation. He has no prior industry experience and joined LPL Financial in 2026 after working at Comcast. 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 financial planning and investment services delivered through a large network of advisors, utilizing various model portfolios and third-party subadvisors across discretionary and non-discretionary strategies.

Edward Lane Jr. is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including VOYA Financial Advisors and Cetera Wealth Services. Outside of advising, he owns and operates Fast Lane Music, a recording studio. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform.

Joseph Wilber is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, portfolio management services, and tax minimization. Joseph works with individuals and families to help them accomplish their financial goals. Joseph holds a Bachelor's Degree in Finance from the University of Georgia. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Joseph is involved in community and volunteer activities including the Atlanta Outdoor Club, Northside Youth Organization where he helps coach a youth baseball team, the UGA Mentorship Program, and the UGA Alumni Association. He lives in Brookhaven with his wife and enjoys spending time with family and friends, as well as activities such as baseball, billiards, fishing, football, golfing, skiing, and traveling.

John Mason Jr. is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cahaba Wealth Management. Outside of finance, he has experience working with a university student print organization and in the restaurant industry. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with clients responsible for implementing and updating their plans.

Franklin Cain is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 63 and Series 65 licenses and with five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2020 and was previously self-employed and worked at R & G Academy. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee approach, with portfolio implementation delegated to BNY Mellon Advisors.

Christina Patel is a Series 66 licensed financial advisor at Merrill with seven years of industry experience. She previously worked at Boulevard Homes and Keller Williams Buckhead and spent six years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christina is also the registered agent of CP Real Estate LLC, an entity formed for real estate activities; she currently holds an inactive real estate license. 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 supported by internal and third-party managers for a variety of individual and institutional clients.

Matt Ellis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo and Truist Advisory Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Agnieszka Chmielewski is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Her prior work history includes roles at PFS Investments Inc., Primerica Financial Services, and APCO. Primerica Advisors sponsors and manages 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 employs model-delivery strategies developed by third-party asset managers and provides custody and trade execution support through established partners like BNY Mellon Advisors and Pershing.

Charles Footit is a financial advisor with Edward Jones in Gainesville, GA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network as well as its affiliated trust and lending services.

Lisa Gravlee is a financial advisor at Edward Jones in Peachtree Corners, GA. She holds a Series 66 designation and has nine years of experience with Edward Jones, along with prior roles as a self-employed advisor and with FAST Mentoring. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.