Matthew Eggers is a financial advisor at Morgan Stanley in Alpharetta, GA, with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2023, following previous experience at E*TRADE Securities and a two-year tenure at Uber. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured process and various firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Raymond Godleski III is a CFP® with 11 years of industry experience, currently affiliated with OSAIC since 2023. His prior roles include positions at Hornor Townsend & Kent LLC and Prudential-affiliated companies. He is a licensed real estate agent and hosts the Finanically Fluent podcast, which covers a range of financial planning topics. Godleski also serves as treasurer on the board of the Suwanee Arts Center. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and nonprofits through a large network of advisors. The firm offers comprehensive investment advisory and brokerage services, employing various tools and platforms to manage portfolios across multiple asset classes.

Jonathan Striefsky is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019. His prior experience includes roles at Bank of America, Merrill Lynch, City Lights, and Vida Cantina. 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 with a structured financial planning process that utilizes firm-approved tools and modeling techniques.

Lauren Russell serves as a Branch Leader at Fidelity Investments, a role she has held since 2023. She leads a team of financial professionals dedicated to partnering with families to pursue their financial goals. Lauren's approach emphasizes building meaningful, lasting relationships by understanding her clients' stories and supporting them through all stages of their lives while co-creating plans aligned with their definitions of success. Her experience at Fidelity Investments includes positions as a Planning Consultant from 2021 to 2023, Relationship Manager in 2021, Investor Center Financial Representative in 2020, and High Net Worth Service Associate from 2018 to 2020. This progression reflects her expertise in financial planning and client relationship management. Outside of her professional role, Lauren enjoys cooking and baking, fitness activities including Pilates, exploring culinary experiences as a foodie, socializing with friends, and traveling.

Michael Allee is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages rental properties in Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm is recognized for its extensive advisor and branch network and offers various discretionary and non-discretionary investment strategies under a fiduciary standard.

Jonathan Seidel is a financial advisor with Ameriprise Financial Services, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Ameriprise since 2016. Outside of advising, he performs fiduciary activities as an executor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Joseph Tortora is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at National Financial Services LLC and Kohl's Corporation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and delivers model portfolios to intermediary platforms.

Christian Mc Mains is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials with four years of industry experience. His prior roles include positions at E*TRADE Securities LLC, Trinity Wealth Securities, and Wells Fargo, as well as diverse experience outside finance including work with GoPuff and Oreillys Irish Public House. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing financial planning with firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Robert Wade is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 credentials and has been in the industry since 2024, with prior experience including roles at Equitable Advisors and Gleneagles Country Club. He has also been involved with Lawson Event Rentals and the UT Dallas SPN Wellness Center. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

David Rath is a financial advisor with LPL Financial in Suwanee, GA, holding a Series 66 designation and over 21 years of industry experience. He has worked at LPL Financial since 2004 and previously spent nine years at The Brand Banking Company. Outside of his advisory role, he is also a licensed life insurance agent through Advantage Insurance Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various investment strategies across discretionary and non-discretionary management.

Kenneth Johnson is a CFP®-credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at United Parcel Services for over three decades. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Eric Stuckey is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Cetera since 2022 and previously held roles at Ameriprise, INVEST Financial Corp., and Weeping Oaks Holdings, where he was CEO of a financial services business. Outside of his advisory work, he co-owns Weeping Oaks Farms in Hartwell, GA, where he is involved in raising cattle. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing multiple program structures and access to both affiliated and third-party money managers.

Terrell Bradley Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. for a combined 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and third-party research.

Tariq Jackson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Merrill, Bank of America, and Wells Fargo in various capacities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Bradley Godfrey is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at MML Investors Services LLC, MassMutual Life Insurance Co, and Edward Jones. His other business activities include work in outside insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client services.

Stephen Streets is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Primerica Financial Services since 2014. His other business activities include management and operations related to investment products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Raymond Latty is a financial advisor with J.P. Morgan Securities in Snellville, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at J.P. Morgan Securities since 2016 and has been with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Isaiah Oh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 credential and has worked at J.P. Morgan Securities since 2018, as well as at JPMorgan Chase Bank, N.A. since 2017. Prior to his finance career, he spent eight years at Best Buy. 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. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of investment options through its Institutional Consulting Services program.

Matthew Simmons is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Charles Schwab and Co., Inc., having previously worked at TD Ameritrade Investment Management, LLC and Scottrade, Inc. His career includes roles at both Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2022. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Rajesh Jyotishi is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Dempsey Lord Smith and Shalin Financial Services, where he serves as President. Outside of his advisory role, he is writing a book on retirement and estate planning for Indian Americans and is involved in several business ventures including a marketing company and an insurance website. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and third-party referrals, with a range of discretionary and non-discretionary services tailored to client objectives.