Alan Gross is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Gross serves as a finance committee member for Congregation Or-Hadash in Sandy Springs, GA. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Bivens is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Morgan Stanley since 2021 and previously at E*TRADE Securities from 2009 to 2020. Morgan Stanley Wealth Management 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 planning process includes firm-approved tools and modeling techniques but does not provide individual security recommendations as part of standalone plans.

Anne Butz is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, she worked at E*Trade Securities and held various roles at Sherwin Williams. She also spent time engaged in extended travel and worked at Kennesaw State University. 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, including tailored financial planning supported by firm-approved tools and methodologies.

Lawson Doherty is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to his current role, he worked at Asset Preservation Advisors and has experience in service and education sectors, including positions at Andy's Pool Service and Woodward Academy. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning using structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and corporate financial planning agreements.

Rajan Bedi is a Planning Consultant at Fidelity Investments. In this role, he partners with clients to align Fidelity's approaches to their goals, concerns, and priorities. He has held the position of Planning Consultant at Fidelity Investments during the year 2026. Outside of his professional life, Rajan has interests in baseball, comedy, social events with friends, soccer, and traveling.

Kristin Crockett is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2022. She previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years. Crockett is treasurer of the Alpharetta Roundtable, a local community organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, supported by proprietary research and tools.

George Gill Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at USAA and its affiliated entities from 2011 to 2020. He serves on the advisory board of USO of Georgia, a nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and proprietary tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Barry Meeks is a financial advisor with Cetera and holds the PFS™ designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience and has been operating Meeks & Associates LLC since 2011, where he also provides tax preparation and planning services. Prior to joining Cetera in 2025, Meeks worked at Avantax Advisory Services and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a broad range of portfolio management and financial planning services, utilizing various program structures and third-party managers to meet diverse client needs.

Mary George is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at LPL Financial since 2010 and also serves as Vice President at Plan Sponsor Consultants, a division of HUB International, focusing on retirement plan business. Outside of her advisory work, Mary owns a home-based craft sales business called Skirl Nest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and supporting diversified investment strategies.

David Moore is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 13 years. In addition to his advisory role, he is an insurance agent specializing in fixed products including life, long-term care, and disability policies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of investment advisory, financial planning, and consulting services supported by integrated technology platforms and third-party solutions.

Jacob Reilly is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James Financial Services Advisors and has experience outside the financial sector, including a role at Reformation Brewery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Michael Mulling is an advisor at Raymond James Financial with 50 years of industry experience. He holds Series 63 and Series 65 designations and has served in various roles at Stonewall Asset Management, Inc., where he is president and co-owner. He also performs financial planning and compliance duties at Stonewall alongside his co-owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, supports institutional portfolio management, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Monahan is a financial advisor with Robert W. Baird & Co. based in Atlanta North Point, GA. He holds a Series 66 designation and has 26 years of industry experience, all with Robert W. Baird & Co. since 2000. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, with investment approaches that include manager-traded and model-traded strategies, tax management, and internal research tools.

David Vanhorn is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 17 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at UBS Financial Services for 15 years. Outside of his advisory role, he has ownership interests in several investment-related entities, including a family real estate holding corporation and private practices. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including cash-flow, retirement, and specialized planning, utilizing proprietary research and tools to develop tailored recommendations.

Melanie Walton is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and its affiliates since 2008. Her roles have included positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee insights to develop its financial plans.

Jeffery Gardner is a CFP® professional affiliated with LPL Financial, with 25 years of industry experience. He has worked at LPL Financial since 2019 and held previous roles at Allianz Global Investors and Nationwide Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research.

Kadijatou Diallo is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, JPMorgan Chase Bank, and TD Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling to support its financial planning services.

Paul Kerbey is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting services through various specialized programs and a range of portfolio management styles.

Richard Levine is a financial advisor with Ameriprise in Suwanee, GA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver personalized, non-discretionary advice through a centralized retirement-income consulting team.

Charles Soukup is a financial advisor with LPL Financial holding a Series 66 designation. He has one year of experience in the industry, currently associated with Sullivan and Schlieman Wealth Management, LLC. His prior work experience includes positions in various service and retail roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options.