David Saltzman is a CFP® credentialed financial advisor with 38 years of industry experience. He has been with UBS Financial Services since 1994. Outside of his advisory role, he manages several personal LLCs related to real estate holdings, including a beach condo used as a primary residence and occasional rental. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research to tailor portfolio strategies to client goals.

Daniel Schurr is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Based in Alpharetta, GA, he has been with UBS since 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Joann Pauley is a financial advisor at Merrill with 30 years of industry experience. She holds a Series 63 designation and has been with Merrill since 2006. 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 strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel De Scalzo is a financial advisor with Edward Jones in Canton, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked for the Hamilton County Department of Education for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds, with a nationwide network of financial advisors and branch offices.

Reid Mason is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2020. Prior to his current role, he was involved with Leverage Life Coaching and Adventures in Missions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses and written recommendations across various financial topics. The firm combines planning with managed-account programs under a consolidated billing option while keeping services separate and does not accept discretionary trading authority for its planning service.

John Coleman is a financial advisor with UBS Financial Services in Alpharetta, GA, holding Series 63 and Series 65 licenses. He has 41 years of industry experience, including 16 years at UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Matthew Roberts is a financial advisor at Merrill Lynch Wealth Management. He serves as the first point of contact and trusted confidant for clients, managing all aspects of their financial lives with a focus on delivering a comprehensive service experience. Matthew approaches wealth management with a commitment to collaboration, intentionality, and integrity, working closely with individuals and families to simplify complex financial decisions while prioritizing clients' interests. Matthew is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Economics with minors in Business Administration and Spanish from the University of South Carolina. During his college years, he competed on the Carolina Club Tennis travel team and held the position of Lead Trumpet Section Leader for the Carolina Band. His professional career includes experience at The Vanguard Group, where he developed skills in disciplined investing and client-focused advice before joining Merrill Lynch in Charlotte, North Carolina. Outside of his professional work, Matthew enjoys tennis, table tennis, and pickleball, along with supporting local musicians at small-venue concerts. He listens to cinematic scores, particularly those composed by John Williams and Hans Zimmer, as part of his personal interests.

Sam Snider is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Snider Team, recognized on the 2023 Forbes Best-in-State Wealth Management Teams list. He specializes in college education planning, personal retirement planning, and women and wealth. Sam works closely with clients to build confidence in their financial futures by creating personalized life plans that address their most important goals. Sam holds a bachelor's degree from the University of Alabama and has earned the Certified Portfolio Manager (CPM) and Personal Investment Advisor (PIA) designations. His professional affiliations include the Kiwanis Club of Atlanta and the Pi Kappa Alpha Atlanta Alumni Association. Outside of his work, Sam participates in community activities through organizations such as the Winship Cancer Institute's Friends of Winship and Hillside Inc. He enjoys boating, football, golfing, skiing, tennis, and yoga.

Brian Owens is a CFP®-designated financial advisor with 16 years of industry experience, currently affiliated with J.P. Morgan Securities in Woodstock, GA. He has been with JP Morgan Chase Bank, N.A. and JP Morgan Securities LLC since 2016. J.P. Morgan Securities LLC 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 to support non-discretionary decision-making.

Joshua Katz is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2023. Prior to his advisory role, he had positions at the University of Georgia, Emory University, and was involved with Blue Moon Pizza and 643 DP Athletics. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Corey Hawkins is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services since 2016 and has worked at Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nirmala Sarju Wulfers is a financial advisor at Raymond James Financial with 11 years of industry experience. She previously worked at Edward Jones before joining Raymond James in 2025. Outside of her advisory role, she is a vice president and co-owner of Luxury Wealth Advisors, where she manages client investments and office operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and also offers specialized services such as municipal advising and SIMPLE IRA employer consulting.

Joseph Eggensperger is a financial advisor at Edward Jones in Milton, GA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Crystal Thomas is a CFP® with five years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Prior to Ameriprise, she worked at Main Street Advisors and LPL Financial from 2018 to 2023. Outside of her advisory role, she is registered with PASJ LLC, where she manages an advisory business as a team member. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors to deliver written Recommendation Reports and ongoing advice, operating within an investment universe influenced by affiliated product relationships.

Katelyn Lee is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her work background includes roles at Charles Schwab Bank SSB and Charles Schwab since 2024, as well as internships in the Governor's Office and the Georgia Legislature in 2023. Outside of finance, she has worked occasionally as a bartender at 52 West Brewing. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its wealth advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and order-routing services.

Diana Sanchez Nazario is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked previously at Bank of America, Wells Fargo, and has a background including roles outside finance such as at Montero Drapes and the Cheesecake Factory. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Danielle Herritt is a Series 66-licensed financial advisor with Edward Jones, based in Woodstock, GA, and has 14 years of industry experience. Prior to joining Edward Jones in 2020, she spent 13 years with Raike Financial Group and Woodstock Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shreya Talusani is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill, she held roles at Merrill Lynch Wealth Management and has a background that includes work in education and technology. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Ryan Flannagan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing, implementing, and maintaining comprehensive family wealth management plans. His approach focuses on connecting all aspects of a client's financial life to help prioritize and pursue meaningful goals. Ryan and his team utilize a planning-based methodology that begins with organizing both financial and personal matters, refining client priorities, and understanding investment personalities to develop strategies aligned with each family's unique needs. Ryan holds a bachelor's degree in finance from Florida State University. He has professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since joining Merrill Lynch in 2010, Ryan has concentrated on assisting families, endowments, foundations, non-profits, and small businesses with services such as personal retirement planning, legacy planning, philanthropic planning, tax minimization, and retirement income strategies. Outside of his professional work, Ryan is involved in his community through Buckhead Church, Northside Youth Organization, and ServeMerge. He enjoys spending time with his wife, Kristi, and their two children, Holli and Hayes, and participates in coaching and mentoring children through various sports teams and church volunteer activities.

Amelia Wakefield is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she spent sixteen years as a homemaker in Canton, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.