Courtland Seeger is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent two years at PwC. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Debby Minot is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she provides wealth management services and financial strategies to affluent individuals, retirees, executives, women, and business owners. She focuses on creating comprehensive plans to build, manage, preserve, and transfer wealth, tailoring advice to clients' risk tolerance, investment goals, and liquidity needs through a disciplined, long-term process. Debby’s expertise includes college education planning, divorce transition planning, executive compensation, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. She is a member of the Wood DeTienne O'Connor Group, which has been recognized on Forbes' "Best-in-State Wealth Management Teams" list in 2023 and 2024. Debby holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Minot State University. Her community involvement includes participation with the American Heart Association, Boys and Girls Clubs of the Valley, and Phoenix Children's Hospital. Debby enjoys adventure sports, basketball, golfing, hiking, running, skiing, traveling, and spending time with her family. Born and raised in North Dakota, she relocated to Arizona in 2000 to begin her career in the financial industry.

Philip Barnes is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Truist, Alex Quilis State Farm, and E*Trade Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by comprehensive research and analytics.

Stephen Trammell is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mark Hitt is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 registrations and 19 years of industry experience. His prior roles include positions at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and proprietary tools without offering individual security recommendations as part of standalone plans.

Eunice Jairrels is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at E*Trade Securities and held positions in staffing and aviation companies. Outside of her advisory role, she works as a delivery driver for Amazon Flex. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Alan Smith is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2009. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Cathy Couch is a Series 66-registered financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She previously worked at Dempsey Lord Smith, LLC and WFG Investment Inc. Outside of her advisory role, she provides bookkeeping and accounting services for a local humane society resale shop and a condominium association. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions across multiple custody platforms.

Leslie Bell is a Planning Consultant at the Alpharetta Investor Center, where she collaborates with Financial Consultants and VPFCs to support current and prospective clients. Her role involves partnering with clients through various life events to provide professional service and guidance tailored to their financial needs. Leslie has experience in multiple roles within Fidelity Investments, including Relationship Manager and Financial Representative, and has prior experience as a Customer Service Representative II at United Community Bank. This background provides her with a foundation in client relations and financial services. Outside of her professional work, Leslie is involved in family activities, fitness, social events with friends, caring for pets, running, and volunteering.

George Hill is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PFS Investments Inc. since 2009. Outside of his advisory role, Hill is involved in health insurance sales as a proprietor, works in online customer service, and serves in guest relations at the Infinite Energy Center. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Vishal Padda is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His prior positions include roles at Morgan Stanley and JPMorgan Chase. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Jolette Landress is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Her career includes roles at Renasant Bank, Bank of America, Merrill, Wells Fargo Clearing, Wachovia Bank, and Wells Fargo Advisors. She is also a commissioned notary public. 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 investment advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Clark Oetting is a financial advisor with Cetera based in Duluth, GA, holding a Series 66 designation and with two years of industry experience. Prior to joining Cetera in 2024, he worked at Hitachi Digital Services and spent several years in full-time education. He is also a financial advisor at North Star Resource Group, where he provides securities and financial planning services. Cetera Investment Advisers LLC is a large SEC-registered adviser with a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes both affiliated and third-party investment options.

Jeanne Kerney is a financial advisor with Primerica Advisors in Norcross, GA, holding Series 65 and Series 63 credentials and seven years of industry experience. Her work history includes roles at Primerica Advisors and affiliated firms since 2018, as well as positions with Rohadfox Construction Control Services and Gude Management Group. She also has involvement in sales of loan products and referrals for home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets through a large network of advisors. The firm uses model-delivery investment strategies supported by third-party asset managers and custodians, primarily focusing on individual investors rather than institutional accounts.

Warren McClellan is a financial advisor at Osaic Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pruco Securities, LLC for 11 years. McClellan also operates Warren S. McClellan P.C. and McClellan & Associates, CPAs, LLC, both established in 2000. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party platforms to offer managed portfolios with a wide range of investment options.

John Cherry is a financial advisor at Thrivent Investment Management with six years of experience in the industry. He holds a Series 66 designation and previously worked at WestRock for six years. Outside of his advisory role, he serves as Chair of the Outreach Committee at Prince of Peace Lutheran Church, where he leads community engagement activities including support for local schools and nursing home visits. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary portfolio management, delivered through a large network of financial advisors.

Matthew Tarallo is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes a year at Morgan Stanley and five years at Penske Automotive. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, leveraging firm research and planning tools to develop tailored client recommendations.

Noah Dangar is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and with three years of industry experience. His prior work includes roles at E*Trade Securities and Horizon Counseling, as well as a background in insurance and real estate. Morgan Stanley Wealth Management is a large institution providing a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Afua Bandoh is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. Her prior roles include positions at LPL Financial, CUNA Mutual Group, Horace Mann Companies, and BB&T Investments. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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, leveraging research and analytics to guide investment decisions.

Carlton Ford is a financial advisor at Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Ford Motor Company, Schneider Electric, Southern Company, and Incomm Inc. He is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors provides 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 clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts with custodial services from Pershing.