Carly Spanolios is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and comprehensive investment strategies.

Karla Merritt is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory process.

Deyka Charneco is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. Prior to joining Cetera in 2026, she worked at Edward Jones for three years and was involved with Biome Soaps, LLC from 2015 to 2018. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Jackson Harris is a financial advisor with Edward Jones in Grayson, GA. He holds a Series 66 designation and has experience working since 2017 across several firms, including The Hardy Group and Reeves Young. Harris joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Christopher Phillips is a financial advisor at Wells Fargo Clearing in Alpharetta, GA, holding a Series 66 designation with 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.

Stephanie Lawson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation. She has been with Morgan Stanley since 2022 and has prior work experience in various industries including distribution and cleaning solutions. Outside of her advisory role, she is the sole proprietor of Earth Angel Compassion Initiative Inc., an elder care business based in Conyers, Georgia. 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 discovery processes and firm-approved planning tools.

Christopher Smith is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based 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 solutions.

Jerome Hansen is a CFP® and ChFC® with 44 years of experience in the financial industry. He has been with LPL Financial since 2010 and also worked at the University of Phoenix from 2006 to 2018. Hansen operates Hansen Financial Services, Inc., a business related to his advisory work at LPL. 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 a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced technology tools.

Roger Green is a financial advisor at Cetera with over 38 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Cetera and its affiliates since 2004. In addition to his advisory work, Green teaches retirement planning courses at Gwinnett Technical College and serves as secretary of a local religious organization as well as chairman of the board for a nonprofit assisting deaf children. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through multiple program platforms and third-party money managers.

Joshua Brown is a financial advisor at Osaic Wealth in Alpharetta, GA, holding a Series 66 designation. He has professional experience spanning several roles since 2015, including positions at Hiscox Inc. and Georgia College and State University. Osaic Wealth serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, wrap and non-wrap portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of discretionary and advisor-managed strategies.

Ian Cole is a financial advisor at Edward Jones in Dacula, GA, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Emmanuel College from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory services and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jackson Bentz is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, offering multi-asset model portfolios and a range of integrated brokerage, custody, and cash-sweep services.

Ziyi Peng is a financial advisor at Merrill with a Series 66 designation and four years of experience at the firm. Prior to Merrill, Peng worked at Bank of America, N.A. and has also served with the Fulton County Board of Education. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Boltax is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding a Series 63 designation and over 43 years of industry experience. He previously worked at A.G. Edwards & Sons, Inc. for five years before joining Wells Fargo in 2016. He also serves as a trustee for a family-related investment entity. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Stephen Goulbourne is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 66 and Series 63 licenses and has been with Wells Fargo Clearing Services since 2017. He also has experience at Wells Fargo Bank NA dating back to 2013. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Ryan Dolar is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He brings over 15 years of experience delivering customized financial planning and advice to individuals, families, and business owners. His expertise encompasses various facets of wealth management including risk management, retirement planning, banking and lending, portfolio construction, tax minimization strategies, trust and estate planning concepts, as well as distribution advice in retirement. Ryan holds a Bachelor's degree in Finance from Georgia Southern University and is a CERTIFIED FINANCIAL PLANNER (CFP) professional and a Personal Investment Advisor (PIA). His approach centers on understanding clients' life priorities to create personalized plans tailored to their goals, family needs, and aspirations. He resides in the Laurel Springs Golf Community in Suwanee, Georgia, with his wife Kimberly and their two children, Hudson and Margo. Ryan enjoys playing golf and tennis and values spending time with his family. He is a member of Northpoint Community Church and a long-time Atlanta Falcons season ticket holder.

Larry Shriver II is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of advisory work, he is involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and a limited range of separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on non-institutional clients rather than pension or profit-sharing plans.

Amanda Fischer is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds the Series 66 designation and has worked with firms including Securities America Advisors and OSAIC. Fischer is also a co-owner of Oster & Fischer LLC, a wealth management firm, and has involvement in insurance sales as part of her financial planning services. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies through its Founders Gate Capital brand.

Preston Nevil Rincon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Trinity Wealth Securities, LLC, and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of finance, he is associated with 30 Bar, a non-investment business activity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 supported by firm-approved tools and research.

Jose Nedumpurath is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His professional background includes roles at Intuit Inc, Cardtronics USA Inc, NCR, PFS Investments Inc, and Primerica Financial Services. Outside of advising, he serves as CEO of Jr Consultants Inc, a non-investment-related business. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.