Joseph Gutierrez is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 13 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. His previous broker activities included commissions from variable universal life and long-term disability insurance products, though he is no longer active in those roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes approved tools and modeling techniques without providing individual security recommendations in standalone plans.

Kapinga Mukenge is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and with seven years of industry experience. Prior to joining Wells Fargo in 2022, Mukenge worked at J.P. Morgan Securities and JP Morgan Chase Bank N.A. from 2019 to 2022, and previously at Exertus Financial Services and World Financial Group. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mark Tabak is a financial advisor with Ameriprise in Suwanee, GA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns Wireless Box Company, LLC, an electronics and telecommunications business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports through a centralized consulting team.

Jayron Robinson is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior experience includes roles at Northwestern Mutual and logistics firms. Outside of his advisory work, he leads a volunteer team at Eagles Nest Bible Fellowship Church in Roswell, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Glen Wilk is a financial advisor with Ameriprise in Dahlonega, GA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Stokes is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and has 8 years of industry experience. His prior work includes roles at E*TRADE Securities LLC and State Farm. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning that utilizes firm-approved tools and methodologies to model client outcomes.

Austin Brookshire is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Primerica Financial Services since 2020, as well as positions at Bank of America and Merrill. He previously worked at the University of Georgia and operated Bulldog Car Wash for five years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Valvis Tinsley is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds the Series 66 designation and has been with Primerica Financial Services since 2016. 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 entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Darian Avery is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, Avery held roles at firms including TEKsystems, Splunk, and H&R Block, and was involved with Casino Party Aces and Enlightened Homes LLC. 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 and financial planning services supported by structured planning tools and extensive asset management.

Elizabeth Nelson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and beginning her industry career in 2024. Prior to joining Morgan Stanley, she worked at Havertys Furniture and has been operating a publishing business since 2013. 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 a combination of advisory and broker-dealer capabilities.

Bobbi Johnson is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2019 and Morgan Stanley Smith Barney LLC since 2018. Outside of her advisory work, she is involved with The Myx Marriage Group, Inc., a marriage support network for which she creates short YouTube videos discussing marriage issues. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers a variety of retail and institutional investment services.

Kok Wong is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Cetera Advisors LLC since 2013 and has a concurrent role at David Wong, CPA, a CPA consulting business he owns. Outside of financial advising, he is involved in selling land, commercial, and residential properties through Virtual Properties Realty. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party strategies across multiple program structures.

Joshua Carr is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

James Mizell III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, TD Ameritrade Investment Management, and Scottrade, Inc. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Stephen Pearson Jr. is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include multiple positions at E*Trade Securities LLC and Morgan Stanley Service Group, Inc. Outside of his advisory work, he is involved with two non-investment businesses, including an electronic engineering firm and a pool design company where he performs CAD drawings. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Herman Thompson Jr. is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 21 years of industry experience. Prior to joining OSAIC in 2018, he worked at Sii and John Hancock Mid-Atlantic Agency from 2004 to 2018. Thompson serves on the board of directors for The Frazer Center, a nonprofit organization focused on fostering learning and social opportunities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with customized portfolio construction supported by asset-allocation tools, risk assessment, and access to multiple third-party managed account platforms.

Benjamin Thompson is a financial advisor with Primerica Advisors in Monroe, GA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Equitable Advisors LLC and self-employment in investment-related product management. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options within a wrap-fee structure.

Franklin Whitworth is a Wealth Management Advisor at Merrill Lynch Wealth Management, leveraging the investment resources of Merrill and the banking services of Bank of America to support clients' financial needs. He joined Merrill Lynch Wealth Management in 2005 and currently holds the Wealth Management Advisor title. He specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Franklin holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC)™, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Franklin earned a B.S. in Consumer Economics with a Family Financial Management Emphasis and a B.B.A. in Risk Management and Insurance from the University of Georgia. He resides in Suwanee with his wife and their two children. His personal interests include football, golfing, scuba diving, skiing, spending time with his family, and traveling.

Eleanor Pascual is a financial advisor at Cetera with four years of industry experience. She has previously worked at Minnesota Life Insurance Co, Securian Financial Services Inc, Providential Legacy Group, and Pruco Securities, LLC, and spent over two decades at State Farm Mutual Automobile Insurance Company. Outside of her advisory role, she serves on the boards of the Philippine American Chamber of Commerce of Georgia and Makabayan Georgia, Inc., focusing on community outreach and affairs, and is involved with the WWAAC Alliance Foundation, a nonprofit supporting Asian American communities. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement a variety of portfolio strategies, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Kerry Bonselaar is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Enterprise in 2024, Kerry worked at Pruco Securities LLC for two years. Kerry is also involved with Kelly M Squires, a firm that solicits property and casualty insurance products. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation.