Ann Austin is a Series 66-licensed financial advisor with 27 years of industry experience, currently serving with Raymond James Financial. She also works as an associate and branch manager at Beckett & Associates Investment Services, Inc. Outside of her advisory roles, she has been involved with Center Grove Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients as well as institutional and charitable organizations. The firm uses a fact-finding and analytical approach to tailor recommendations aligned with client goals and supports its services through a large network of advisors and affiliated firms.

Steven Hennig is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with E*TRADE Capital Management and E*TRADE Securities. Outside of finance, he was involved with Cinco's Mexican Cantina from 2010 to 2018. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client decision-making.

Daniel Libow is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His work history includes roles at Morgan Stanley and academic positions at Florida State University, Tallahassee State College, and the University of North Florida. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models but generally acts in an advisory capacity without offering individual security recommendations as part of its standalone planning services.

Stephen Koehler is a financial advisor with Cetera in Johns Creek, GA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His career includes roles at Cetera, Johns Creek Advisors, NEXT Financial Group, Edward Jones, and COUNTRY Capital Management Company. Koehler serves as an elected board member of the Alpharetta Business Association, where he participates in community events and educational initiatives. Cetera is an SEC-registered adviser providing a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program platforms and third-party managers.

John Simmons is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and three years of industry experience. He previously worked at E*Trade Securities for four years and spent a decade at Verizon before entering the financial sector. Simmons is based in Alpharetta, GA. 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 financial planning services that incorporate comprehensive planning tools and modeling techniques without providing individual security recommendations as part of standalone plans.

Joshua Hamilton is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Morgan Stanley, he worked with E*TRADE Securities LLC and has held positions in the retail sector with Chick-fil-A. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling and planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Christopher Bryant is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 15 years of industry experience. He has been with Primerica Financial Services since 2016. His other business activities include management and operations of investment-related products. Primerica Advisors serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and discretionary separately managed account options.

Brendon Planz is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2023, he worked at Merrill Lynch, Pierce, Fenner & Smith/BOA for one year and owned a distribution business, RXD, from 2013 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, investment solutions, and affiliated capabilities with a nationwide network of financial advisors and branch offices.

Patrick Perrin 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 joining Morgan Stanley, he held various roles in sectors including fitness, education, and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services.

Kevin Lanzing is a financial advisor with Primerica Advisors, holding a Series 65 credential and six years of industry experience. He has worked at Primerica Financial Services since 2019 and previously held positions at The Tile Shop and Chattahoochee Tech College. Outside of finance, he is a designer of board games, including "Jurassic Parts," recently funded on Kickstarter, and "Flash Part: Fire Rescue," published by Indie Boards & Cards, earning royalties from both. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm employs an independent due-diligence process for selecting asset managers and uses a tiered wrap-fee structure.

Jeffrey Walters is a ChFC® with 31 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities Inc. for 24 years. Walters owns and manages J A Walters LLC, a legal passthrough entity through which he sells fixed life insurance, fixed annuities, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements supported by firm-approved software and also conducts educational seminars.

Dana Deer is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Primerica Advisors in 2020, Deer worked at Primerica Financial Services and Keller Williams. Outside of financial advising, Deer is involved in artistic media and event promotion through roles as managing partner or president of several multimedia and entertainment ventures based in Atlanta. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and operates a large network of financial advisors across numerous offices.

Tony Shewbert is a financial advisor with Edward Jones in Braselton, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

James Toney is a CFP®-designated financial advisor with LPL Financial, bringing 19 years of industry experience. Before joining LPL Financial in 2022, he spent 16 years at Cotton States Insurance/Country Financial/Country Capital Management. Outside of his advisory role, he is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by technology and oversight of substantial discretionary assets.

Maven Farmer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Maven completed an internship with Davey Tree Company as a trimmer trainee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Cristal De La Torre 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 joining Morgan Stanley, Cristal worked at COUNTRY Financial and Macerich and has a background connected to the University of Colorado Boulder. Outside of her advisory role, she has been involved with the Veterans Memorial Aquatic Center. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Nia Burrell is a financial advisor at Primerica Advisors with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at several companies such as Greenberg Traurig, LLP, Ogletree Deakins Nash et al, and Cox Enterprises. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and certain corporate and charitable clients. The firm offers model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established partners.

Regina Doby is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and eight years of industry experience. Her career includes roles at PFS Investments Inc., Primerica Financial Services, Harry Morse, LLC, and Duncan & Sevin, LLC. She also has experience with Covenant House and operated Doby Accounting Services, LLC for ten years. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-based investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Thomas Kohlrust is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Primerica Financial Services since 2017, with additional experience at Pfs Investments Inc and other roles prior to that. Outside of financial services, he has experience in retail and education settings. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven investment strategies supported by third-party asset managers.

Steven Julian is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and INVEST Financial Corporation. In addition to his advisory work, he hosts and co-hosts various podcasts and serves as treasurer for a local networking group in Suwanee, GA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party managers.