Kelly Cobb is a financial advisor at Morgan Stanley in Atlanta, GA, with 21 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Foreside Fund Services, LLC and Angel Oak Capital Advisors from 2019 to 2022. Prior to that, she took six years off as a full-time stay-at-home mother. 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 firm-approved tools and research from its Global Investment Committee.

Aneesh Nair is a financial advisor at Fisher Investments with a Series 65 designation and nine years of industry experience. He has worked exclusively with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment approach combining quantitative and qualitative research.

Kimberly Weaver is a CFP® and holds a Series 66 license, with 23 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2008, previously serving at Questar Asset Management and PRUCO Securities. Outside of her advisory role, she is a board member of the Emory University Alumni Group and owns a custom floral design business. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Montrice Robinson is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has worked previously at BNY Mellon Wealth Management, Raymond James & Associates, and BB&T. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Charlotte Geletka is a CFP® with 22 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. She previously spent 20 years with Lincoln Financial Advisors Corporation. Outside of her advisory role, she is active as a business owner and coach focused on business mindset, and she authors articles related to finance and investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies, including model portfolios, third-party asset management, and institutional platforms.

Rasheeda Zamudio is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and possessing 23 years of industry experience. She has been with Merrill Lynch and Bank of America since 2014. Outside of her financial advisory role, she works as a Zumba fitness instructor and an independent Mary Kay beauty consultant. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional plans.

Christopher Lingle is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Citigroup Global Markets from 2003 to 2009 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a trustee and holds power of attorney for family financial matters in Chattanooga, TN. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Coleman Weller is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments, Northwestern Mutual, and Agathos LLC. 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 offers a combination of non-discretionary and discretionary investment management solutions supported by centralized custody and operational infrastructure.

Robert Rollauer is a financial advisor at Osaic with 46 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 27 years. Rollauer holds a Series 63 designation and is based in Atlanta, GA. He is also licensed as an insurance agent, proposing disability, fixed annuity, equity indexed annuity, life settlement, and traditional life insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and efficient frontier analysis, allowing advisors to implement discretionary strategies or select third-party managers.

Ebony Dozier is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at LPL Financial and Columbia Management Investment Distributors, Inc., prior to joining Raymond James. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions, with a focus on non-discretionary, tailored advice supported by robust research and multiple portfolio management styles.

Lloyd Walker Jr. is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and TD Ameritrade. 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 both brokerage and advisory solutions.

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 31 years of industry experience, currently serving at Ameriprise Financial Services. His prior roles include positions at Citigroup Global Markets and A.G. Edwards & Sons, Inc. He is involved with the Children’s Healthcare of Atlanta Foundation as a charitable planning ambassador and participates in philanthropic planning education and outreach. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Collin Fulton is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials. He began his advisory career in 2026 and has prior experience working at BIP Welath, The Rose Golf Club, and ProCare Therapy, as well as involvement with several community organizations and educational institutions. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, 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 delivers a range of investment and planning services without providing individual security recommendations as part of the standalone planning program.

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.

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.

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.

David Kanne is a financial advisor with LPL Financial in Decatur, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Cetera, Regions Bank, Synovus Securities, and Emory Alliance Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

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.