Justin Thai is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work experience includes roles at E*Trade Securities LLC and various positions outside finance, such as at Zaxby's and Chick-Fil-A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages a large asset base and employs structured planning tools that incorporate market return estimates and simulation models.

Bari Beilinson is a CFP® certificant with nine years of industry experience, currently affiliated with Charles Schwab. She has worked at Charles Schwab & Co., Inc. since 2017 and at Charles Schwab Bank, SSB since 2018. Prior to that, she was involved with the Education Leadership & Research Center and Texas A&M University. Outside of her advisory role, she teaches Sunday school, focusing on Hebrew and Jewish studies for first graders. Charles Schwab serves a large client base that primarily includes high- and ultra-high-net-worth individuals, offering both non-discretionary advisory services and access to discretionary separately managed accounts through affiliated investment managers. The firm integrates investment advisory, brokerage, custody, and cash management services across a broad scale.

John Ferris is a Series 66-licensed financial advisor with 16 years of industry experience, currently with OSAIC since 2023. His prior roles include positions at Fsc Securities Corp, Stratos Wealth Partners, Ltd, and Hornor, Townsend & Kent, LLC. He is also president of Waterstone Wealth Strategies, Inc., a business he owns and operates in Marietta, Georgia. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a range of investment programs including Unified Managed Accounts and third-party money manager offerings.

Mark Johnson is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and over 41 years of industry experience. His prior work includes roles at Next Financial Group Inc, Raymond James Financial Services, and Invest Financial Corporation. He is also involved in insurance sales related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational tools and a broad platform of non-advisory financial services.

Christian Raynor is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in September 1998 and focuses on personal retirement planning, portfolio management services, and retirement income strategies. Christian works with clients to develop personalized financial strategies tailored to their long-term goals. Christian graduated from Florida State University in 1995 and subsequently played professional golf for three years before joining Merrill Lynch. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Christian participates in community volunteering and enjoys football, golfing, running, and spending time with his family.

Marquise Williams is a financial advisor at Cetera with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at J.P. Morgan Securities, Bank of America, Merrill, and Fidelity Investments. Outside of financial services, he is the owner of Abditrade LLC, an e-commerce business focused on buying and selling trading cards online. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Eric Reynolds is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at several affiliated firms including Truist Advisory Services and Pinnacle Financial Partners. In addition to his advisory role, he is an associate at Pinnacle Asset Management, where he assists clients with banking and investment needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Lourdes Lima Wallace is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at FSC Securities Corporation and Cetera Advisors LLC before her current role. Outside of her advisory work, she co-owns and manages a real estate rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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 with access to affiliated and third-party managers.

Jackson Daigle is a financial advisor with Fidelity in Marietta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at LPL Enterprise and Pruco Securities LLC. Outside of finance, he has worked as a bakery associate at Whole Foods Market. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from mutual funds, ETFs, and ETPs.

James Weymouth is a financial advisor at Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at Raymond James since 2014 and previously spent 11 years at J.P. Morgan Securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Christian Bratton is a CFP® certificant with six years of industry experience, currently serving as an advisor at OSAIC since 2023. Prior to joining OSAIC, he held roles at FSC Securities / The Legacy One Group and worked at Wellstar Cobb Hospital for seven years. Outside of advising, Bratton is involved as an insurance agent licensed to sell life, disability, and health insurance, and he holds supervisory responsibilities through Singletrack Financial LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization, supported by a range of investment programs and third-party manager options.

Clark Turner III is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, and SunTrust Investment Services. Turner is also involved as an agent team member with insurance agencies affiliated with State Farm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs, with an emphasis on systematic methodologies and long-term asset allocation.

David Feroleto is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with 25 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he is the sole proprietor of a real estate rental property business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Jessica Hensley is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of her advisory role, she is co-owner of R.W. Duren, CFP, LLC and owner of JBH Enliven, LLC, both investment-related businesses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sandra Acosta Kaasbell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior work history includes positions at Berkshire Hathaway HomeServices Georgia Properties and FlightSafety International. Outside of her advisory role, she is an active real estate agent with VPR Virtual Properties Realty. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Margaret Orson is a CFP®-certified financial advisor with 28 years of industry experience. She is currently with Wells Fargo Clearing in Atlanta, GA, where she has worked since 2016, and she also has a long tenure at Wachovia Bank, N.A. beginning in 2002. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Tien Sun is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Atlanta and serving clients nationwide. He holds a bachelor's degree in finance and international management from the University of Massachusetts, Boston. As a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA), he specializes in helping high-income professionals, entrepreneurs, and emerging wealth builders translate financial success into intentional, lasting wealth. With a decade of industry experience, Tien's approach combines investment strategy, tax-aware planning, and legacy considerations. He guides clients through pivotal moments such as business exits, liquidity events, and divorce, working closely with their CPAs and attorneys to ensure alignment and strategic clarity. His client focus includes college education planning, family wealth management strategies, personal retirement planning, small business strategies, women and wealth, and retirement income. Outside of his professional responsibilities, Tien is involved in community organizations including the Asian Leadership Network at Bank of America, the National Association of Chinese Americans, and the National Association of Women Business Owners. He enjoys spending time with his three children and participates in activities such as drawing, hiking, music, reading, rock climbing, traveling, watching movies, and yoga.

Richard Lebel Jr. is a financial advisor with LPL Financial in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Cetera Advisor Networks, VOYA Financial Advisors, Magellan Planning Group, and First Citizens Investor Services. In addition to his advisory work, he has been involved as an independent agent in non-variable insurance since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging both proprietary and third-party strategies across various investment approaches.

Michael Ferrara is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Cetera. His prior work history includes a 15-year tenure at AT&T. Outside of his advisory role, he serves as a financial mentor at Buckhead Church, teaching budgeting and financial literacy, and he is the founder of the Lone Wolfpack Running Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, corporate, and charitable clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services across multiple program structures, emphasizing a multi-manager platform with access to third-party money managers and bespoke investment strategies.

Frederick Saavedra is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Edward Jones, Cornerstone Wealth Management, and Truist Investment Services. Saavedra also operates Fred Saavedra LLC, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.