Mark Baker is a Series 66-licensed financial advisor with Raymond James Financial in Suwanee, GA, bringing 22 years of industry experience. He has been with Raymond James since 2010 and previously worked at Merrill from 2004 to 2010. Outside of his advisory role, he is a co-owner of Atlanta Wealth Partners, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a large network of advisors with a focus on municipal and public finance as well as specialized retirement plan consulting.

Bryan Levy is a financial advisor with Primerica Advisors in Canton, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors since 2019 and previously worked in roles including Closets by Design Atlanta and First Watch. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Kristin Pinyan is a CFP® with 26 years of industry experience. She is affiliated with Cetera and has been associated with Cetera Advisors LLC since 2013. In addition to her advisory role, she owns and operates Financial Assets, Inc., a financial services business, and is involved in landscape design. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, utilizing a range of program structures and manager options.

Alan Gross is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the finance committee of Congregation Or-Hadash in Sandy Springs, GA. 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 combines research and analytics with diversification principles and offers a broad range of brokerage and advisory solutions.

Jacob Bivens is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Morgan Stanley since 2021 and previously at E*TRADE Securities from 2009 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes firm-approved tools and modeling techniques but does not provide individual security recommendations as part of standalone plans.

Ashaki Scott is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. Prior to joining Primerica in 2018, Scott worked at Charles Schwab from 2014 to 2017. Scott is involved in the management and operations of investment-related products. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies managed by third-party asset managers.

Anne Butz is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, she worked at E*Trade Securities and held various roles at Sherwin Williams. She also spent time engaged in extended travel and worked at Kennesaw State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Lawson Doherty 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 his current role, he worked at Asset Preservation Advisors and has experience in service and education sectors, including positions at Andy's Pool Service and Woodward Academy. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning using structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and corporate financial planning agreements.

Rajan Bedi is a Planning Consultant at Fidelity Investments. In this role, he partners with clients to align Fidelity's approaches to their goals, concerns, and priorities. He has held the position of Planning Consultant at Fidelity Investments during the year 2026. Outside of his professional life, Rajan has interests in baseball, comedy, social events with friends, soccer, and traveling.

Kristin Crockett is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Alpharetta, GA, and has 33 years of industry experience. She previously worked at Wells Fargo Clearing and Wachovia Securities, Inc. Crockett serves as treasurer of the Alpharetta Roundtable, a local business organization. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, utilizing proprietary research and tools to develop tailored recommendations across a broad range of planning areas.

George Gill Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at USAA and its affiliated entities from 2011 to 2020. He serves on the advisory board of USO of Georgia, a nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and proprietary tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Barry Meeks is a financial advisor with Cetera and holds the PFS™ designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience and has been operating Meeks & Associates LLC since 2011, where he also provides tax preparation and planning services. Prior to joining Cetera in 2025, Meeks worked at Avantax Advisory Services and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a broad range of portfolio management and financial planning services, utilizing various program structures and third-party managers to meet diverse client needs.

Mary George is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at NRP Advisors, Inc. and has been with LPL Financial since 2010, also serving as Vice President at Plan Sponsor Consultants, a division of HUB International. Outside of her advisory work, she owns a craft sales business called Skirl Nest. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, leveraging both proprietary research and third-party strategies across a broad asset base.

Virginia King is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 65 designation and 11 years of industry experience. She has been with Primerica Financial Services since 2014. Outside of her advisory role, she receives rental income from a property in Atlanta. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

David Moore is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Woodbury Financial Services and Equitable Advisors prior to joining OSAIC. He is also licensed as an insurance agent, focusing on life, long-term care, and disability insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services across various programs. The firm’s investment process centers on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party managed strategies.

Chris Kim is a financial advisor at Edward Jones with six years of industry experience and a Series 66 designation. Prior to joining Edward Jones in 2025, he worked at Cetera Advisors LLC and Massachusetts Mutual Life Insurance Company. He has also held leadership roles in telecommunications companies, including CEO positions at Global Telecommunications, LLC and Phones Unlimited, Inc., both of which he still retains residual interests in but no active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Syeda Farhat is a financial advisor at Morgan Stanley with 11 years of industry experience. She previously worked at Primerica Financial Services and JPMorgan Chase in various capacities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models to support tailored financial plans.

Joseph Farrar is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked at Intercontinental Hotels Group. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors who deliver model-based investment recommendations supported by third-party asset managers.

Thomas Fliss is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. He is based in Lilburn, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

David Vanhorn is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 17 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at UBS Financial Services for 15 years. Outside of his advisory role, he has ownership interests in several investment-related entities, including a family real estate holding corporation and private practices. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including cash-flow, retirement, and specialized planning, utilizing proprietary research and tools to develop tailored recommendations.