Adam Worthy is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Papa Johns and Alcon. Outside of his advisory role, Worthy is also associated with Meg Moore LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sustainability and tax-aware withdrawal strategies.

Hui Kim is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2017, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Outside of his advisory work, Kim owns and operates VKC Organic LLC, a farming business focused on fruits and vegetables. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Richard Gankofskie is a financial advisor with LPL Financial, holding a Series 63 designation and 30 years of industry experience. He has been with LPL Financial since 2010. He also operates a separate business under the name Gankofskie Financial Strategies, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Dietrah Pegues Britton is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Morgan Stanley for ten years before joining UBS in 2025. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes research from its Chief Investment Office and UBS Global Research to tailor client plans.

Jonathan Schuler is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been part of Fidelity Investments in various roles since 2015, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Client Management Representative. Prior to joining Fidelity, Jonathan held financial consultant and client service roles at E*TRADE from 2007 to 2014 and served as Director of Marketing at MRM Capital from 2014 to 2015. With over 14 years of experience in the brokerage and financial services industry, Jonathan brings a broad range of expertise to his work. He holds a California Insurance License and focuses on helping clients achieve their financial goals through innovative and strategic thinking. Jonathan balances his professional life with personal interests such as boating, family activities, football, social events, parenthood, and skiing. He is a husband and father of three children.

Sam Zaretsky is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2018. In this role, he leads a team of advisors and financial professionals, focusing on strategic growth, collaboration, and innovation within the branch. Prior to this, he served as a Regional Planning Consultant at Fidelity Investments from 2016 to 2018. Sam's financial services career began in 2007 and includes experience as a Financial Advisor at Ameriprise Financial and Mass Mutual, as well as positions at E*TRADE Securities, where he worked as a Financial Consultant and Regional Planning Consultant. His background reflects extensive experience in client-focused financial advising and branch leadership. Outside of his professional work, Sam enjoys outdoor and fitness activities such as camping, fishing, fitness, snowboarding, surfing, and traveling.

Alexandra Negru is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. She has previously worked at Truist and Ameris Bank. Alexandra is listed as an owner of LinkedIOT Technologies LLC, a limited liability company, though she does not have active responsibilities in the business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Coccia is a financial advisor with Edward Jones in Alpharetta, GA, holding the ChFC® and Series 66 designations and bringing four years of industry experience. She has worked at Edward Jones since 2016, following three years at Chicos FAS. Outside of her advisory role, she serves as Treasurer of Wordsmith Strategic Communications LLC, a business operated by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporations, and charities. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated investment products under a fiduciary standard.

Kerri Jackson is a Series 66-licensed financial advisor with Merrill in Alpharetta, GA, where she has worked since 2017. She has eight years of industry experience. Outside of her advisory role, she serves as a power of attorney and successor trustee for her parents. 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 and profit-sharing plans, corporations, and charitable organizations.

Grey Maples is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, Grey works with clients to define their financial goals and focuses on financial planning tailored to their individual needs. Prior to this, Grey served as a Financial Solutions Advisor at Merrill Lynch from 2012 to 2022. Grey's professional experience spans over a decade in financial advisory roles, emphasizing personalized client engagement and financial strategy development.

Sneha Satyanarayana Varanasi is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Sneha worked at Frost & Sullivan and ICICI Prudential Asset Management Company. She is the sole proprietor of OneNest LLC, an entity involved in organizing passive investments in real estate and startups. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of investment vehicles.

Ryan Stewart is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for nine years before joining Wells Fargo Advisors. Stewart has ownership interests in two investment-related entities, Dixie Hawk LLC and McHale Group LLC, both based in Alpharetta, GA. 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 planning menu to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

David Rosenfeld is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Charles Schwab since 1999, including roles at Charles Schwab Bank, SSB, and a brief period at TD Ameritrade Inc. from 2023 to 2024. Charles Schwab & Co., Inc. serves a large client base of 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 offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Thomas Dortch is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Automotive Risk Management Partners, Nolan Transportation Group, Cole Hixon Insurance, and the University of Alabama. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across multiple areas, offering both one-time and ongoing engagements without discretionary trading authority.

Thomas Arundale is a financial advisor with Charles Schwab in Alpharetta, GA. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior work includes positions at Bank of America, Merrill, and Northwestern Mutual Investment Services LLC. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

David Tricker is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2013 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides additional offerings such as custody, underwriting, and securities-backed lending.

Joshua Steinert is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 credential and 14 years of industry experience. He has been with Wells Fargo in various capacities since 2007. Outside of his advisory role, he owns and creates content for a business called Just Josh and His Watch. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a large team of advisors and uses research and analytics to support its investment approach, offering both brokerage and advisory solutions.

Charles Mears Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Wealth & Pension Services Group, Vining Financial, and Triad Advisors. In addition to his advisory work, he assists clients and families with the probate process for wills. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing advanced asset-allocation tools and access to third-party money managers.

Joseph Ippolito Jr. is a financial advisor at Edelman Financial Engines with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade Inc. and Mount Pisgah Christian School. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios through advisor-led and online offerings.

Joseph Hunt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families, founders, executives, entrepreneurs, and individuals in sports and entertainment connect to a better financial life by providing access to a comprehensive range of personal banking services. These services include credit, investment, trust, cash management, and estate planning needs, leveraging resources from Merrill and Bank of America. Joseph's client focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, sports and entertainment, and tax minimization. He holds a Bachelor's Degree from the University of Colorado System and holds the professional designation of Personal Investment Advisor (PIA). Additionally, he serves as a board member of the Chastain Park Conservancy. Joseph and his wife, Edith Anne, are Atlanta natives residing in Milton with their two children. Edith Anne is an entrepreneur and workout enthusiast. Joseph is passionate about coaching his children's sports teams, including soccer, football, and baseball, and enjoys motorsports such as cars, jetskis, and dirtbikes.