Joseph Montgomery is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022. Outside of his advisory role, he rents his vehicle on the peer-to-peer platform Turo. 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 blend of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized custody and order-routing.

Tommy Cannon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Lowe's Home Improvement, Straumann, and Xodus Medical before joining Morgan Stanley and its Private Bank division. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Jonathen Robinson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and six years of industry experience. He has previously worked at firms including Morgan Stanley, Edward Jones, and Truist Advisory Services. 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 and analytics from Wells Fargo Investment Institute.

Marcus Wallace is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. Marcus has experience in managing financial portfolios, having served as a Manager at Morgan Stanley from 2008 to 2015. He focuses on developing financial plans tailored to the unique needs of his clients, working closely with individuals from various backgrounds and financial situations to help them achieve their financial goals.

Joseph Benson is a financial advisor with Wells Fargo Clearing in Milton, GA, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Benson is also involved in managing a rental property jointly owned with his spouse. 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 a variety of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jonathan Papac is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has held positions at several firms including Fidelity Investments, J.P. Morgan, Wells Fargo, Voya Investment Management, Fifth Third Bank, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured planning process.

Eliana Perez is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Morgan Stanley, and Bank of America. 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 strategies for individuals, high-net-worth clients, and institutions.

Alexander Duhaime is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2016 and focuses on building trustworthy relationships with affluent families. He assists clients in developing holistic wealth plans centered around their short, intermediate, and long-term financial goals. His client focus areas include Personal Retirement Planning, Sports & Entertainment, and Retirement Income. Alexander holds a Bachelor's Degree in Mathematics from the University of West Georgia. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional role, Alexander is involved with the Georgia English Bulldog Rescue. He also enjoys golfing, hiking, and running.

Howard Burke is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors LLC. Outside of his advisory role, he is involved in insurance brokerage activities. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing a range of program sponsors and third-party managers to deliver advisory and brokerage solutions.

Samuel Burton is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he worked at E*Trade Securities LLC and has a varied background including positions outside finance. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients, utilizing structured financial planning tools and providing access to extensive investment resources.

Marc Cohen is a financial advisor with Ameriprise in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Cohen is involved in business coaching and consulting through Mackall, Cohen and Associates, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Shayna Markel is a financial advisor at Osaic with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Markel Financial Services, LLC. In addition to her advisory role, she is involved with Markel Financial Services, LLC as an associate financial advisor and insurance broker. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of advisers, offering integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessments, and various investment vehicles.

Casey Jones is an Investment Consultant at the Alpharetta Fidelity branch in Georgia. He has been in this role since 2025, focusing on educating and preparing clients for a financial future that meets their retirement needs and goals. Prior to this, he worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and served as a Retirement Planner at the same company from 2023 to 2024. From 2016 to 2023, Casey was a Financial Advisor at Wealth Integrity Financial. Casey has experience in investment consulting, relationship management, retirement planning, and financial advising. Outside of his professional work, he engages in family activities, fitness, social events with friends, golf, outdoor adventures, and traveling.

Jeff Dear is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Wells Fargo, MassMutual, and PNC Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and approved tools, with a focus on advisory services rather than individual security recommendations.

Joseph Armenta III is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked in the hospitality industry at various establishments including Southern Roots Tavern and Eatery and Dingus Magees. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients both directly and through corporate financial planning agreements.

Emily Ellis is a financial advisor with Ameriprise in Marietta, GA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. She worked at Edward Jones from 1999 to 2017 before joining Ameriprise Financial Services in 2017, where she has been since. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services, with an emphasis on assets held within Ameriprise-managed accounts.

Kenneth Collett is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, incorporating economic modeling techniques to help clients evaluate potential outcomes.

Cory Robinson is a financial advisor with LPL Financial in Buford, GA, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years at Invest Financial Corporation. Robinson also owns Cory L Robinson CPA PC, a tax preparation and accounting firm he has operated since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Jesse Warshaw is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at UBS Financial Services and E*TRADE Securities and Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured processes and firm-approved tools.

Luz Botero Lopez is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at E*TRADE Capital Management and E*TRADE Securities, as well as the Stern Law Firm and AVT Inc. Outside of her advisory work, she owns and operates an e-commerce business. 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 tailored financial planning services supported by structured discovery and firm-approved planning tools.