Ty Goodbar is a CFP®-designated financial advisor with Edward Jones in Gainesville, GA, where he has worked since 2021. He has five years of industry experience and served nine years with the United States Marine Corps. He currently serves as an Intelligence Officer in the United States Marine Corps Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

Claret Porras is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2021, Porras worked at GEA Integral Solutions LLC from 2018 to 2021. Outside of finance, Porras is involved in several entertainment-related ventures, including roles in multiple casting companies focused on background work for TV shows and movies. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and modeling techniques.

Lynn Nicolaysen is a financial advisor at Merrill with Series 63 and Series 66 credentials, and has 30 years of industry experience. She has been with Merrill since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Garvin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at American Century Investment Services and Park Avenue Securities. Outside of his advisory work, he is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers multiple portfolio management options and access to proprietary and third-party strategies, with investment approaches tailored to client objectives.

Richard Poore is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Ashworth & Sullivan Wealth Management Group, LLC, and Triad Advisors, Inc. He is a licensed insurance agent involved in client needs assessment and policy delivery, and he is also a silent partner in a family-owned commercial property investment. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools and platforms to construct diversified portfolios and supports multiple account management options.

Victor Sze is a financial advisor with Raymond James Financial in Suwanee, GA, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Raymond James Financial since 1999 and founded Sze And Associates, LLC in 2001. Outside of advising, he serves as director of the nonprofit Hui Tz Inc and is CFO of the World Hope Foundation, managing its investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation supporting municipal and public finance work.

Elizabeth Smith is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. She previously worked at Arthur J. Gallagher & Co. and New York Life Insurance Company. Smith also engages in sales of investment-related products and receives compensation for referrals of home security, automation, and other home-related services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies primarily developed by unaffiliated asset managers. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Christian Roach is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he held positions at several financial institutions, including Employee Benefits of Atlanta, Group Resources, American Commerce Bank, Quantum National Bank, and First Horizon Bank/IberiaBank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Camp is a financial advisor with LPL Financial based in Hoschton, GA, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Raymond James Financial and A. G. Edwards & Sons, Inc. He has also operated his own firm, Dave Camp & Associates Inc., since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Keith Clemens is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill for 40 years, providing personalized wealth management strategies tailored to clients' individual financial goals. Keith works closely with clients to develop flexible strategies that adapt to changing market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. His expertise encompasses a broad range of client focus areas including college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Keith holds professional designations as a Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Manager Advisor (RMA). He earned a bachelor's degree from Florida State University. Keith is committed to community involvement and volunteers with local organizations, reflecting the Merrill tradition of community participation. Outside of work, his personal interests include adventure sports, fishing, golfing, running marathons, swimming, tennis, and yoga.

Daryl Holmes is a financial advisor with UBS Financial Services, holding a Series 66 designation and 25 years of industry experience. Prior to joining UBS in 2025, he spent over a decade at Morgan Stanley Private Bank and nearly two decades at Morgan Stanley. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Tyler Askey is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 65 and Series 63 licenses. Outside of his advisory role, he coaches athletes at Teknique Wrestling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that incorporates fundamental research, quantitative analysis, and algorithmic portfolio construction.