Andrew Perlman is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a managing partner of family investment entities that hold interests in commercial real estate properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs and financial planning services for individual and institutional clients, managing approximately $2.74 trillion in client assets.

Joseph Schreck is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with Mass Mutual and its affiliate since 2016. Outside of his advisory role, Schreck serves as president-elect of NAIFA-Georgia, advocating for legislative and regulatory issues affecting advisors and their clients. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements using firm-approved analytical tools, offering various specialized planning programs.

Jonathan Shepard is a CFP®-credentialed financial advisor with 11 years of industry experience. He has been with Charles Schwab since 2021 and previously worked at Life Time Asset Management, Commonwealth Financial Network, and TD Ameritrade. 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 guidance using multi-asset model portfolios and a range of alternative investment options, supported by a large-scale, integrated operational platform.

Heather Horan is a financial advisor at Primerica Advisors in Duluth, GA, holding a Series 66 designation with six years of industry experience. Prior to joining Primerica Financial Services in 2020, she worked at the International Fashion Academy, United Lex, and McKesson. Outside of advising, she receives non-investment compensation related to mortgage loan sales and home security and automation product referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies from third-party asset managers and offering a range of strategic, tactical, tax-managed, and income-distribution investment models.

William Bruning is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. He is also involved in ownership roles at investment-related firms Alpha Wealth Advisors LLC and Ridgeback LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop personalized recommendations.

Kristopher Peed is a financial advisor with Primerica Advisors in Duluth, GA. He holds the Series 66 designation and has one year of industry experience, having been with Primerica Financial Services since 2015. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Joseph Consolo II is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018, following five years at State Farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Laurence Wajsman is a financial advisor with LPL Financial in Peachtree Corners, GA, holding CFP®, Series 65, and Series 63 credentials and bringing 33 years of industry experience. His prior work includes roles at CUNA Brokerage Services, Inc. and Cuna Mutual Group, spanning over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, and access to third-party asset managers, supporting its network of over 22,900 advisors.

Reese Fick is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to his career in finance, he spent six years at Waffle House, Inc. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Evan Meyer is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at E*TRADE Securities LLC prior to joining Morgan Stanley. Outside of his advisory role, he is involved with Johns Creek Indoor Gun Range and GoodNeighbor Valet Services. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools, emphasizing client responsibility for plan implementation and updates.

Jenna Burt is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at firms including ProEquities, Raymond James & Associates, Bank of America, Merrill, and JJBW Law. Outside of finance, she is involved with Richard Burt Architect in a professional capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Christian Pellman is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at The Collegiate Hotel and has been involved with Dive since 2023, as well as Coastal Kitchen & Daquiri Bar. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Cherry Mosienko is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012. 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 including tailored financial planning based on structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

S Markham III is a financial advisor with Cambridge Investment Research Advisors holding CFP® and ChFC® designations and over 20 years of industry experience. He has held roles at Cambridge Investment Research Advisors, Commonwealth Financial Network, and MSI Financial Services, and he is the owner of MH Wealth Management, LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Troy Beckett is a financial advisor with Raymond James Financial in Winder, GA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Beckett & Associates Investment Services, Inc. and a longstanding tenure at Raymond James Financial and Raymond James Financial Services. Outside of his advisory work, he plans to write children's books, participate as an extra in TV and movies, and pursue fused glass artistry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance efforts through a unique affiliation with a municipal advisor.

Brian Katz is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Outside of finance, his background includes roles in the hospitality industry, such as managing pizzerias and restaurants. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.

Erika Carper is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing Services since 2018 and has an extended history with Wells Fargo Bank NA dating back to 2012. Outside of her advisory role, she has partial ownership in Black Tie Cafe, a mobile coffee business serving special events. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kenneth Shipp III is a financial advisor with Edward Jones in Lawrenceville, GA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. 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 through a nationwide network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Carter is a financial advisor with Primerica Advisors, holding a Series 66 credential and nine years of industry experience. His previous roles include positions at Invesco and Edward Jones. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, using model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, providing advisory services supported by third-party custodians and overlay managers.

Daniel London is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Questar Asset Management, Inc. for seven years before joining Primerica Financial Services in 2016. Outside of his advisory role, he has been involved with Creative Financial Partners in managing investment-related products and providing notary services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies created by unaffiliated asset managers. The firm supports its advisory services with a large network of financial advisors and emphasizes various portfolio models including strategic, tactical, and tax-managed approaches.