Jany Brown is a financial advisor with UBS Financial Services in Atlanta, Georgia, holding a Series 63 designation and 28 years of industry experience. She has been with UBS since 2000. Outside of her advisory role, Brown serves on the board of directors for the Dunwoody Nature Center, participates in a family literacy grant-making committee with Literacy for All, and owns an e-commerce startup, Belated Goods LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based strategies with institutional trading capabilities to deliver tailored financial plans and wealth management services.

Chad Meisner is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2009. He is based in Atlanta, GA, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Meisner is involved with the Children’s Healthcare of Atlanta Foundation, participating in philanthropic planning and outreach activities. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Griffin Gilliam is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2018. Prior to that, he held roles at Park Avenue Securities and Guardian Life Insurance. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment decision process combining quantitative and qualitative research to manage globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Adam Corwin is a financial advisor with Cetera holding CFP® and Series 66 credentials and has 10 years of industry experience. He has worked at multiple firms including MML Investors Services, LLC and Mass Mutual Life Insurance Co. Corwin is also involved in other business activities as a financial professional at Totus Wealth Management and participates as an insurance agent and business owner in related fields. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base through a nationwide network of independent advisors. The firm offers diversified portfolio management, financial planning, and retirement services utilizing multiple program structures and investment strategies.

Lisa Greene is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, supporting clients in implementing and updating their plans.

Widmark Cano is a financial advisor at Edelman Financial Engines based in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Tmfs Advisors, LLC and Cross Coaching since 2015. Additionally, he is involved with Atlanta Cosmetology Educators. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, utilizing a committee-driven proprietary modeling process combined with planner delivery and online tools.

Alvin Floyd II is a financial advisor with MassMutual Investors Services based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at MassMutual and MissionSquare Retirement. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools to deliver written recommendations tailored to client goals.

Crystal Nesbit is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Avantax Advisory Services and 1 St Global Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies.

David Kanne is a financial advisor with LPL Financial in Decatur, GA, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Cetera and Regions Bank from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and technology-driven investment strategies.

John Gin is a CFP®-designated financial advisor with Ameriprise in Atlanta, GA, bringing 41 years of industry experience. He has been with Ameriprise since 2005, including its predecessor entities, and serves on the advisory board of ACE Louisiana. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Raymond Nelson Jr. is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding CFP® and Securities Industry designations with 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent five years at MetLife Securities Inc. In addition to his advisory role, Nelson is licensed as an insurance agent and a mortgage loan originator. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management through collaborative, annual engagements using firm-approved analytical tools.

Theresa Fabbrini is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds the Series 66 designation and has worked in various roles including at Wells Fargo Clearing, Pulte Homes, and Auburn University. She is the owner of Fabbrini Enterprises, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Adam Kazinec is a financial advisor with Cetera Investment Advisers LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including 15 years with Prudential Insurance Company of America and its affiliated firms. Outside of his advisory work, he serves on the boards of the Jewish Federation of Greater Atlanta and the Jewish Fertility Foundation, contributing to their governance and community engagement efforts. Cetera Investment Advisers LLC operates as a multi-manager platform serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Joel Barnett is a financial advisor at Edward Jones in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at LeaseQuery, ExecuSource, and Robert Half Finance & Accounting. 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 strategies supported by a nationwide network of over 23,700 financial advisors.

Garland Morgan is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 65 and Series 63 credentials and over 24 years of industry experience. His career includes longstanding roles at PFS Investments Inc. and Primerica Financial Services since the early 2000s, as well as a position with Merck & Co. Morgan is involved in the sale of home security and automation products through a Primerica affiliate, alongside his investment advisory work. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven strategies from third-party asset managers and provides advisory services through a large network of financial advisors.

Frederick Webb II is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services, and is also involved with Georgia Military College and Fulton County Substitute Services. Outside of advisory work, he receives compensation for part-time referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies through third-party asset managers and providing trade execution and custody services via established custodians.

Mir Ali Mohsin Moosvi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, Truist, and SunTrust Bank. Outside of finance, he has worked as an Uber driver on a part-time basis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Paul Harrison is a Series 66 licensed financial advisor with Edward Jones in Atlanta, GA, where he has worked since 2006. He has 19 years of industry experience. Outside of his advisory role, he maintains a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Danny Buchanan is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and General Electric. Buchanan also operates Buchanan Tax Services, providing tax preparation and accounting services. LPL Financial is a national 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 retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Kenneth Hayes is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at SunTrust Advisory Services and E*TRADE Securities. Outside of his advisory role, he manages Kenneth G Hayes Transportation LLC, a limited liability company providing rental and leasing services for automobiles and cargo vans. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.