Brian Ferguson is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Voya Financial Advisors, Inc. for six years and maintains an active role at ING Advisors, LLC. Outside of his advisory work, he is involved in a family business, Dogwood Solutions & Design LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Nakisha Purdiman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and has experience in real estate and outsourcing. Outside of her advisory role, she owns a repair and lawn service business and has interests in real estate and other non-investment ventures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven process based on modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Emilio Betancourt is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2016 and has held several roles including Investment Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. His decade of experience at Fidelity has shaped his approach to providing straightforward and honest advice tailored to each client's needs. Throughout his career, Emilio has focused on understanding client priorities and offering clear, actionable options to help clients make confident financial decisions. He holds a California Insurance License, which supports his advisory capabilities. Outside of his professional life, Emilio enjoys spending time at the beach, engaging in comedy and movies, and participating in family activities and parenthood.

Wesley Jones is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at E*TRADE Capital Management and E*TRADE Securities, and has a background that includes a year at Dick's Sporting Goods. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a comprehensive investment approach.

Daniel Maldonado Mercado is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families create financial legacies by developing and implementing personalized wealth management strategies tailored to their individual goals. His areas of focus include college education planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel holds a Personal Investment Advisor (PIA) designation and completed his high school education at Nicolas Sevilla. He is bilingual in Spanish and English. Outside of his professional role, Daniel enjoys baseball, basketball, reading, woodworking, writing, traveling, spending time with his family, and watching movies.

John Eisenhauer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2025 and has prior experience at DCR Systems LLC. Outside of finance, he has been involved with St. Brigid Catholic Church and has worked in educational roles at Auburn University, Marist School, and Holy Redeemer Catholic School. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supports a wide range of investment programs and strategies.

Tonya Willis is a financial advisor with Mass Mutual Investors Services in Alpharetta, GA, holding Series 63 and Series 65 licenses. She has 32 years of experience in the financial services industry, including positions at J.P. Morgan Securities LLC, New York Life Insurance Company, and SunTrust Banks, Inc. Willis has worked in both brokerage and advisory roles throughout her career. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers specialized programs such as divorce planning, estate settlement, and employer-sponsored planning.

Christina Moore is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America, Merrill, and SunTrust (now Truist). Before entering finance, she worked in various industries including staffing and fitness. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a range of investment vehicles including insurance-related products and bank deposit sweep options.

John Nuckolls is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior roles include positions at Merrill, Bank of America, N.A., and BB&T. Outside the financial sector, he has worked at Carrabba's Italian Grill and Lipsey Logistics. 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 offers both brokerage and advisory solutions.

Jonathan Stuckey is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. He is also associated with Weeping Oaks Holdings, doing business as Cornerstone Private Client Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Peter Lincoln is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Financial Services since 2016. Outside of his advisory role, he serves as president of Lincoln Construction Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Howard Burke is a financial advisor with Equitable Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he owns and manages a direct marketing business. 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 third-party managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory platforms and offering both discretionary and non-discretionary investment services.

Alfredia Lewis is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2011. Outside of her advisory role, she is an owner of F & L Investment Properties, Inc. and serves as a board member for Families First, a nonprofit organization focused on supporting families facing complex challenges. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Vacante is a Series 65–licensed financial advisor with Primerica Advisors in Duluth, GA, and has 21 years of industry experience. She has been affiliated with Prim Finan SRVS since 1990, totaling 36 years in related financial services. Her other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight and authority over the investment models offered.

Derek Murphy is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and four years of industry experience. His career includes roles at E*Trade Securities and Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and a structured planning process.

Sarah Harris is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Bank of America and DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers and provides trading, account administration, and custody support.

Raymond Harrison is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Outside of his advisory role, he is an independent performing artist and songwriter with Far Out Family LLC and serves as an officer in a real estate business focused on renovating and selling affordable homes. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and research from its Global Investment Committee.

Paige Rossi is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. Her prior firms include Commonwealth Financial Network and Avantax Investment Services. Outside of advising, she owns Paige Rossi, LLC, which provides tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized employer advisory programs.

Steven Markel is a financial advisor at OSAIC with 28 years of industry experience. He held a prior position at Woodbury Financial Services for 21 years before joining OSAIC in 2024. In addition to his advisory work, he serves as president of Markel Financial Services, an insurance brokerage specializing in life, health, disability, long-term care, dental, and Medicare products. OSAIC serves a wide range of retail and institutional clients through a large network of advisers and platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts, with a complex corporate structure that includes multiple mergers and private-equity ownership.

Donald Smith is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2014. Outside of his advisory work, he serves as a power of attorney and estate administrator for family members. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutions.