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.

Carter Breeling is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Citizens Bank and has experience across several other service and hospitality roles. He has also been affiliated with educational institutions including EM Strasbourg Business School and Louisiana State University. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that incorporates firm‑approved tools and broad investment resources.

Ruth Mixon is a financial advisor with Primerica Advisors in Loganville, GA, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Primerica Financial Services since 2008. Outside of her advisory role, Mixon is involved in management and operations at Mixon and Associates Inc. and owns an online digital marketing business focused on weight loss and nutrition. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure rather than fixed fees.

Adil Ali is a financial advisor at Charles Schwab in Buford, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He previously worked at Scottrade, Inc. for 16 years and had a brief tenure at Synovous Bank before joining Schwab in 2019. 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 affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Christopher Burns is a financial advisor at Edward Jones in Cumming, GA, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis of Cumming and is involved in preaching at Berea Baptist Church in Commerce, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a comprehensive range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Arturo Aviles is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, TD Ameritrade, and Scottrade. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Jimison Johnson is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 registrations and over 31 years of industry experience. His prior roles include positions at J.D. Mellberg Financial, Secure Investment Management, Cetera, and Regions Bank. In addition to his advisory work, he is licensed as a real estate agent and is involved in related sales activities under The Jimison Group. 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 nearly 3,700 advisors and offers model-driven investment strategies supported by third-party asset managers and custodians.

Lubna Javaid is a Series 65-licensed financial advisor with Primerica Advisors in Atlanta, GA, bringing 23 years of industry experience. She has been with Primerica Financial Services since 2011. Her other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a curated selection of third-party asset managers and employs a tiered wrap-fee structure.

Gregory Lester is a financial advisor with Raymond James Financial Services Advisors Inc. in Peachtree Corners, GA, holding Series 63 and Series 65 credentials and totaling 46 years of industry experience. He has been with Raymond James since 2014. Outside of his primary role, he is also engaged as a financial advisor with Insight Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jerson Maldonado is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Morgan Stanley in 2024, his diverse work history includes roles at DoorDash, New York Life Insurance, and various other businesses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and analytical tools but does not include individual security recommendations as part of standalone plans.

Nathaniel Barrott is a Series 66-licensed financial advisor at Primerica Advisors with two years of industry experience. His prior work includes roles at Primerica Financial Services, The Impact Partnership, LLC, and the Moebes Law Firm. In addition to advising, he is involved in the management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offers advisory services through model-delivery strategies created by unaffiliated asset managers.

Jaedon Hands is a Series 66-licensed financial advisor with Morgan Stanley in Alpharetta, GA, with one year of industry experience. Prior to his current role, he was employed at Fidelity Investments for two years and has held multiple positions including work with Year Up and Georgia Southwestern State University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of individual and corporate financial planning arrangements.

Robert Agnone II is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America, N.A., and Merrill before joining Morgan Stanley in 2019. Outside of his advisory role, he is involved in managing rental properties in Atlanta, GA, and New Cumberland, PA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that utilize firm-approved tools and methodologies to model investment outcomes.

Linda Hertog is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Primerica Advisors in 2023, she worked at Deloitte & Touche LLP for 18 years and has served on a nonprofit board of directors since 2018. In addition to her advisory role, Hertog is self-employed as an auditor in Snellville, GA. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies and third-party asset managers to provide advisory services through a large network of financial advisors.

Nawal Nahra is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 and Series 63 licenses. Prior to her current role, Nahra worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank. 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 when recommending strategies.

Ashton Green is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing and currently has roles with Georgia Retirement Services, LLC and Progressive Tech Construction, where he serves as owner and manages bookkeeping. He is also Vice President of Georgia Benefits, Inc., an insurance services organization. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party investment strategies across various program structures.

Steven Fincher is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory role, he sells life and health insurance products and participates in community activities including serving as social chairperson for his homeowners association and fundraising for a charitable foundation supporting children with illnesses. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Jonathan Masters is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is also involved in independent insurance brokering, specializing in universal life insurance with New York Life. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Paul Jammeh is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked extensively with E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory role, he serves as the president of United Kalorn America, a social and philanthropic organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and corporate financial planning agreements.