William McClurg is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He supports clients and prospects by helping them understand the investment process through Fidelity's retail tools and resources, aiming to assist with their short, medium, and long-term financial goals. Prior to this position, William worked in several roles at Fidelity, including Relationship Manager, Workplace Planning Consultant II and I, and Workplace Planning Associate, reflecting his continuous growth and experience within the firm. He also gained experience as a Tax Intern at Blue & Co., LLC in 2022. Outside of his professional work, William has interests in baseball, cars, fishing, fitness, football, and golf.

Nathaniel Williams is a Financial Advisor at Merrill Lynch Wealth Management, operating as a Merrill Financial Solutions Advisor. In this role, he collaborates closely with individuals and families to develop personalized financial strategies tailored to their unique goals and circumstances. His approach involves understanding clients' priorities and providing ongoing advice and portfolio management to help them pursue their financial objectives. Nathaniel's areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, small business strategies, women and wealth, and retirement income. He holds a Bachelor's Degree from Mississippi State University and is designated as a Personal Investment Advisor (PIA). Outside of his professional work, Nathaniel is involved with the American Red Cross. He engages in personal interests such as boxing, camping, chess, fishing, hiking, horseback riding, reading, running, and spending time with his family.

Shane Johnson II 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 in 2025, he worked in education and with ThreatAdvice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Jeffrey Fortson is a CFP® professional with 34 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked for Woodbury Financial for 17 years. Outside of his advisory work, he is co-owner and CFO of Normaltown Brewing Co LLC, a microbrewery involved in brewing, canning, and sales operations. OSAIC serves a wide range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Christopher Sampers is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation. He has 29 years of industry experience and has worked at several firms including Private Client Services and Kestra Advisory. Outside of his advisory work, he is the owner of Strategis Advisory Group, which focuses on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals and provides a variety of investment implementation options across multiple custody platforms.

Brian Ferguson is a financial advisor with LPL Financial, holding a CFP® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including prior roles at Voya Financial Advisors and Eagle Strategies. In addition to his advisory work, he is involved in a family business, Dogwood Solutions & Design LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Marilou Frizzell is a financial advisor with Edward Jones in Gainesville, GA, holding a Series 66 designation and seven years of experience at the firm. Prior to joining Edward Jones, she worked at Sam's Club for over three decades. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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.

Russell Roush is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James and its affiliates since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools, and it supports a wide advisor network with specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.

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 34 years of industry experience. He has worked with Equitable Advisors since 1999, including during its period as AXA Advisors, LLC. Outside of advising, he owns and manages a direct marketing business. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs through a broad network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance to match them with advisory models or discretionary managers, utilizing both proprietary and third-party solutions.

Amy Jones is a financial advisor at OSAIC with 22 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for 13 years before joining her current firm. Outside of finance, she operates a sole proprietorship designing and selling University of Georgia game day apparel and accessories on Etsy. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with access to various third-party managers and uses firm-provided tools to construct and manage diversified portfolios.