Kevin Johns is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Wilmington Trust, and Wells Fargo Advisors LLC. Outside of his advisory work, he coaches a travel lacrosse team in Marietta, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mark Tabak is a financial advisor with Ameriprise in Suwanee, GA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns Wireless Box Company, LLC, an electronics and telecommunications business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports through a centralized consulting team.

Ann Hintz is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding a Series 63 designation and 31 years of industry experience. She previously worked at Stifel from 2015 to 2017. Outside of her advisory role, she has been an independent consultant for Avon since 1993. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Michael Stokes is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and has 8 years of industry experience. His prior work includes roles at E*TRADE Securities LLC and State Farm. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning that utilizes firm-approved tools and methodologies to model client outcomes.

Darian Avery 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, Avery held roles at firms including TEKsystems, Splunk, and H&R Block, and was involved with Casino Party Aces and Enlightened Homes LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and extensive asset management.

Elizabeth Nelson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and beginning her industry career in 2024. Prior to joining Morgan Stanley, she worked at Havertys Furniture and has been operating a publishing business since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and broker-dealer capabilities.

James Mizell III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, TD Ameritrade Investment Management, and Scottrade, Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Christopher Harper is a financial advisor with Wells Fargo Clearing in Alpharetta, GA. He holds the CFP® and ChFC® designations and has 39 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing for the past 17 years. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Christopher Powell is a financial advisor with Merrill, holding a Series 66 designation and 6 years of industry experience. He has worked at Merrill since 2004 and previously at Bank of America, N.A. for one year. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional plans.

David Smith Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Truist Advisory Services and Wealth Enhancement Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Mike Verroi is the Vice President, Wealth Planner at Fidelity Investments, where he has worked since 2018. In this role, he focuses on helping families and philanthropies build a legacy of meaningful impact through a structured financial planning process. He has extensive experience in the financial services industry, having served as Vice President, Financial Consultant at Fidelity Investments from 2010 to 2018. Prior to that, he held positions including Vice President, Sales Development at Futurity First Insurance Group in 2009, Assistant Regional Marketing Director at MetLife in 2008, Managing Partner at New England Financial from 2003 to 2008, and Senior Partner at New York Life Insurance Company from 1991 to 2003. Outside of his professional work, Mike has interests in baseball, football, military service, outdoor adventures, and softball.

Anthony Chen is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Jhfn Sii from 2013 to 2018. Outside of his advisory work, Chen hosts the podcast Family Business Radio and serves as board member and president of the Exit Planning Exchange, a nonprofit for advisors focused on business succession planning. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services and utilizes a range of asset-allocation tools and third-party platforms to construct and manage tailored portfolios.

Joseph Polanski Jr. is a financial professional with 43 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at several firms including Prosperity Wealth Advisors and Summit Financial Group. In addition to advisory work, he also sells fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts through various program structures and affiliated relationships.

Stephen Pearson Jr. is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include multiple positions at E*Trade Securities LLC and Morgan Stanley Service Group, Inc. Outside of his advisory work, he is involved with two non-investment businesses, including an electronic engineering firm and a pool design company where he performs CAD drawings. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Herman Thompson Jr. is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 21 years of industry experience. Prior to joining OSAIC in 2018, he worked at Sii and John Hancock Mid-Atlantic Agency from 2004 to 2018. Thompson serves on the board of directors for The Frazer Center, a nonprofit organization focused on fostering learning and social opportunities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with customized portfolio construction supported by asset-allocation tools, risk assessment, and access to multiple third-party managed account platforms.

Ross Leikvoll is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Northwestern Mutual, Truist Bank, and multiple terms at Target. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive advisory approach without offering individual security recommendations as part of standalone plans.

Steven Marcu is a financial advisor with Charles Schwab in Alpharetta, GA, holding a Series 63 designation and with 27 years of industry experience. He has been with Charles Schwab and its affiliated bank since 1997 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research and due diligence.

John Schaars Jr. is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2015. His prior work includes positions at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Matthew Eggers is a financial advisor at Morgan Stanley in Alpharetta, GA, with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2023, following previous experience at E*TRADE Securities and a two-year tenure at Uber. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured process and various firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Terrie Clark is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc and various insurance carriers. She is president of TC3 Management Inc., a home-based business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.