Keisha Cole is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has worked at Merrill since 2013 and at Bank of America, N.A. since 2022. Outside of her advisory work, she owns and operates DRIP NATURALS LLC, a business specializing in handmade body butters, scrubs, and candles. 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 institutions.

Dajah Cherise Mitchell is a Series 66 licensed financial advisor at J.P. Morgan Securities with four years of industry experience. Her prior work includes positions at Bank of America, Merrill, and Jpmorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

David Glover III is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Decimal Technologies, DrFirst, Inc, Lead Forensics, and Innovative Technical Consultants. Outside of his advisory role, he is involved in a consulting business based in Vancouver, British Columbia. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and Corporate Financial Planning agreements.

James Mackler Jr. is a Series 66-credentialed financial advisor with 25 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2015. In addition to his advisory role, he serves as Managing Director and Branch Supervisor at Dogwood Wealth Advisors in Atlanta. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools to support client goals.

Courtney Fell is a financial advisor at Morgan Stanley with nine years of industry experience. Prior to joining Morgan Stanley in 2017, she worked for seven years at Chamberlain Hrdlicka White Williams & Aughtry. She holds a Series 66 designation. Outside of her advisory role, she is a partner in a real estate business based in Atlanta, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling techniques while generally acting in an advisory capacity rather than as an ERISA fiduciary.

Alfred Ponder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has led The Ponder Private Wealth Group since 2016 and has prior experience with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse program options and over $256 billion in assets under management.

William Washington II is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Investacorp, Inc., Securities America, Inc., and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based strategies managed by external asset managers and supports trade execution and custody through established third parties.

Michael Halberg is a Series 66 licensed advisor with two years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at IFP Securities, LLC and Independent Financial Partners. Outside of his advisory role, he assists friends and family with residential real estate transactions on a limited, part-time basis. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals and multiple platform solutions.

Collin Huun is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and two years of industry experience. He has worked at several financial firms including Bank of America and The Prudential Insurance Company of America. Outside of advising, he is a sales representative for Freedom Forever Solar, where he assists homeowners interested in solar energy systems. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Diane Coffman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at BancWest Investment Services, Wells Fargo Clearing, and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kassi Lee is a Series 66-credentialed financial advisor with Wells Fargo Advisors, based in Atlanta, GA. Lee joined Wells Fargo Advisors in 2025 and has prior experience working with SportsTrust Advisors and in various roles spanning technology and wellness sectors. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas, utilizing proprietary research and planning tools.

Roderick Washington is a CFP® with 22 years of experience in the financial services industry. He is currently an advisor at Cetera and has held various roles within Cetera and Avantax firms since 2005. Prior to joining Cetera, he spent nine years at 1ST Global Advisors, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors, with access to multiple program platforms, third-party money managers, and a multi-manager investment approach.

Grace Hayden Macnaught is a financial professional with Cetera, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at Cetera since 2018 and has prior experience at Invesco and Jackson National Life Distributors. Macnaught is also involved in managing The Planning Studio LLC, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers portfolio management, financial planning, and consulting through a multi-manager platform with diverse program options and access to third-party money managers.

Therman Mc Daniel is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63, 65, and 66 credentials and 14 years of industry experience. He previously worked at Edward Jones for eight years and was involved with DriveTu.com. Outside of his advisory work, he provides educational support to a private investment club formed with high school friends during the pandemic. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools within a defined investment ecosystem.

Michael Jones is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018 with a brief tenure at other firms including Medtronic and Mutual of Omaha. Outside of his advisory role, he is a partner in a marketing business that serves professional clients such as actors, athletes, and authors. 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 programs, including discretionary and non-discretionary strategies, with a large national network of financial advisors and branch offices.

Takilya Stewart is a financial advisor at Edward Jones with seven years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2018, she spent twelve years with Kimberly Clark Corporation. Stewart also had a brief role with Berean Christian Church in 2018. 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 and investment options, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Howard Wingfield is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Bank of America and Fidelity Brokerage Services. 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.

Christopher Schafer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Cambridge Investment Research since 2010, serving in various capacities within the firm for over a decade. Outside of his advisory role, Schafer is also an independent insurance agent specializing in variable products, long-term care, health, and life insurance. Cambridge Investment Research Advisors, Inc. serves a broad 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 operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Thomas Suydam is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Atlanta, GA. His prior work includes roles at Wells Fargo Bank NA and Advisory Services Network. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework.

Chris Fletcher is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, and previously held roles at Securities America Advisors, WFG Advisors, and Pro-Integrity Securities. Fletcher is involved in non-variable insurance through his interest in the Milner Group. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.