Milton Martin is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Financial Services since 1985 and Primerica Advisors since 1999. In addition to his advisory role, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan clients.

Heather Horan is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Primerica Financial Services in 2020, she worked at the International Fashion Academy, United Lex, McKesson, and Emory University School of Law. Outside of her advisory role, she is involved in sales of non-investment home security and automation products through a co-located affiliate of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

William Bruning is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Bruning has ownership interests in two investment-related businesses, Alpha Wealth Advisors LLC and Ridgeback LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored client recommendations, with planning engagements typically being discrete and fees negotiated based on scope and complexity.

Kristopher Peed is a financial advisor with Primerica Advisors in Duluth, GA. He holds the Series 66 designation and has one year of industry experience, having been with Primerica Financial Services since 2015. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Joseph Consolo II is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018, following five years at State Farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Laurence Wajsman is a CFP®-credentialed financial advisor with 33 years of industry experience. He is currently with LPL Financial and has prior experience at Cuna Mutual Group and CUNA Brokerage Services, where he worked for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Dietrah Pegues Britton is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Morgan Stanley for ten years before joining UBS in 2025. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes research from its Chief Investment Office and UBS Global Research to tailor client plans.

Reese Fick is a financial advisor at Edward Jones in Lawrenceville, GA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Waffle House, Inc. from 2016 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Evan Meyer is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with nine years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC for seven years. Outside of his advisory role, Meyer is involved with Johns Creek Indoor Gun Range and GoodNeighbor Valet Services. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Jonathan Schuler is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been part of Fidelity Investments in various roles since 2015, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Client Management Representative. Prior to joining Fidelity, Jonathan held financial consultant and client service roles at E*TRADE from 2007 to 2014 and served as Director of Marketing at MRM Capital from 2014 to 2015. With over 14 years of experience in the brokerage and financial services industry, Jonathan brings a broad range of expertise to his work. He holds a California Insurance License and focuses on helping clients achieve their financial goals through innovative and strategic thinking. Jonathan balances his professional life with personal interests such as boating, family activities, football, social events, parenthood, and skiing. He is a husband and father of three children.

Jenna Burt is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at firms including ProEquities, Raymond James & Associates, Bank of America, Merrill, and JJBW Law. Outside of finance, she is involved with Richard Burt Architect in a professional capacity. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Sam Zaretsky is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2018. In this role, he leads a team of advisors and financial professionals, focusing on strategic growth, collaboration, and innovation within the branch. Prior to this, he served as a Regional Planning Consultant at Fidelity Investments from 2016 to 2018. Sam's financial services career began in 2007 and includes experience as a Financial Advisor at Ameriprise Financial and Mass Mutual, as well as positions at E*TRADE Securities, where he worked as a Financial Consultant and Regional Planning Consultant. His background reflects extensive experience in client-focused financial advising and branch leadership. Outside of his professional work, Sam enjoys outdoor and fitness activities such as camping, fishing, fitness, snowboarding, surfing, and traveling.

Christian Pellman is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at The Collegiate Hotel and has been involved with Dive since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured processes and firm-approved tools.

Cherry Mosienko is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012. 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 including tailored financial planning based on structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alexandra Negru is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. She has previously worked at Truist and Ameris Bank. Alexandra is listed as an owner of LinkedIOT Technologies LLC, a limited liability company, though she does not have active responsibilities in the business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

S Markham III is a CFP® and ChFC® with 20 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Commonwealth Financial Network and MH Wealth Management, where he remains involved. Outside of his advisory role, he owns and operates MH Benefits, LLC, focusing on insurance and human resources services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management and model-based solutions across multiple custody platforms.

Lewis Martin III is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services for 23 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

Kerri Jackson is a Series 66-licensed financial advisor with Merrill in Alpharetta, GA, where she has worked since 2017. She has eight years of industry experience. Outside of her advisory role, she serves as a power of attorney and successor trustee for her parents. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Grey Maples is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, Grey works with clients to define their financial goals and focuses on financial planning tailored to their individual needs. Prior to this, Grey served as a Financial Solutions Advisor at Merrill Lynch from 2012 to 2022. Grey's professional experience spans over a decade in financial advisory roles, emphasizing personalized client engagement and financial strategy development.

Brian Katz is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities. His work history also includes various roles outside finance in hospitality and food service. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and investment committee data.