Mason Ware is a financial advisor at Edelman Financial Engines with one year of industry experience. He has held prior roles at Boomfish Wealth Group, LLC and has a background that includes work with Jefferson Parks and Recreation as well as an extended period as a student at Sewanee: The University of the South. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice with an emphasis on diversified portfolios and long-term investment strategies.

Steven Markel is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 21 years and 1717 Capital Management Company for one year. Outside of his advisory role, Markel is president of Markel Financial Services, an insurance brokerage specializing in life, health, disability, long-term care, dental, and Medicare products. OSAIC Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Claret Porras is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2021, Porras worked at GEA Integral Solutions LLC from 2018 to 2021. Outside of finance, Porras is involved in several entertainment-related ventures, including roles in multiple casting companies focused on background work for TV shows and movies. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and modeling techniques.

Angel Rivera is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2017. Prior to his advisory career, he was employed at Cali N Titos and attended the University of Georgia. 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. The firm offers model-based and discretionary strategies managed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, and various institutional clients.

Gregory Garvin is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 20 years at American Century Investment Services and other roles at Park Avenue Securities and Guardian Life Insurance. Outside of advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms and third-party advisers.

Victor Sze is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James Financial since 1999, including 17 years at the current firm. Outside of his advisory role, he serves as director of the nonprofit Hui Tz Inc. and is the CFO responsible for investment accounts at the World Hope Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized municipal and SIMPLE IRA advisory programs.

Elizabeth Smith is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 65 and Series 63 licenses and having one year of industry experience. She previously worked at Arthur J. Gallagher & Co. and New York Life Insurance Company. Outside of advisory duties, she is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of financial advisors using model-based strategies supported by third-party asset managers and trade execution providers.

Robert Camp is a financial advisor with LPL Financial based in Hoschton, GA, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Raymond James Financial and A. G. Edwards & Sons, Inc. He has also operated his own firm, Dave Camp & Associates Inc., since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Victor Becerra Barrera is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Raja Foods. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Faith Okoeguale is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and four years of industry experience. She previously worked at Merrill for 16 years. Outside of her advisory role, she holds a minor ownership interest in a car dealership based in Lawrenceville, GA. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad client base.

Tyler Askey is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 65 and Series 63 designations. Outside of his advisory role, he coaches athletes through Teknique Wrestling several times per week. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Zimanei Slocum is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2022, Slocum held roles at Lyft and Uber. Outside of advisory work, Slocum is involved with Uber in a customer service capacity. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized planning groups.

Kevin O'Brien is a financial advisor at Ameriprise with 27 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with Ameriprise since 2005. O'Brien serves as president of the Suwanee Downtown Development Authority and is on the Board of Advisors for the North Gwinnett Schools Foundation. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Xuhan Song is a financial advisor with Merrill based in Alpharetta, GA. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior work experience includes roles at Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, Macy's, and Bloomingdale's. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jonathan Miller is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Cetera and Avantax Investment Services, and he also held a client service associate role at Legacy Capital Advisors. Miller’s background includes processing applications for annuities and alternative investments as well as supporting operational functions. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and investment advisory services, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

Heidi Lue is a financial advisor with Edward Jones in Snellville, GA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is involved in interior design through her business, Nouvelle Maison by Myelle, and operates a booth at The Painted Tree featuring painted furniture and decor. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, and corporate clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Matthew Hjelmstad is a financial advisor with Wells Fargo Clearing in Snellville, GA, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has prior experience at Wells Fargo Bank, CVS, and Vitamin Shoppe. Outside of his advisory role, he is a drummer in the band at Galilee Christian Church in Jefferson, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Ronald Lee Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Nelson is a financial advisor with LPL Financial in Peachtree Corners, GA. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, Jared worked at Associated Credit Union and has experience in customer service roles at various companies. 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 other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nathaniel Brown is a financial advisor with Primerica Advisors located in Duluth, GA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Primerica Financial Services since 1998. His other business activities include management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors who provide model-based portfolio recommendations supported by third-party asset managers and custodial services.