Dajah Cherise Mitchell is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Jpmorgan Chase Bank. Outside of finance, her background includes roles in government, retail, and service industries. J.P. Morgan Securities LLC provides investment consulting services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

David Glover III is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he held roles at Decimal Technologies, DrFirst, Inc., Lead Forensics, and Innovative Technical Consultants. Outside of his advisory work, he is involved in consulting and sales/marketing through Stable, a business based in Vancouver, British Columbia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, with approximately $2.74 trillion in client assets under management. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, emphasizing advisory services without providing individual security recommendations in standalone plans.

James Mackler Jr. is a Series 66-credentialed financial advisor with 25 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2015. In addition to his advisory role, he serves as Managing Director and Branch Supervisor at Dogwood Wealth Advisors in Atlanta. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools to support client goals.

Courtney Fell is a financial advisor at Morgan Stanley with nine years of industry experience. Prior to joining Morgan Stanley in 2017, she worked for seven years at Chamberlain Hrdlicka White Williams & Aughtry. She holds a Series 66 designation. Outside of her advisory role, she is a partner in a real estate business based in Atlanta, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling techniques while generally acting in an advisory capacity rather than as an ERISA fiduciary.

Alfred Ponder is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has led The Ponder Private Wealth Group since 2016 and has prior experience with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse program options and over $256 billion in assets under management.

William Washington II is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Investacorp, Inc., Securities America, Inc., and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based strategies managed by external asset managers and supports trade execution and custody through established third parties.

Michael Halberg is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at IFP Securities, LLC and Independent Financial Partners. Outside of his advisory role, he occasionally assists friends and family with real estate transactions on weekends. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, charitable organizations, and trusts—by providing financial planning, investment management, and retirement advisory services. The firm offers both discretionary and non-discretionary investment solutions through proprietary models and third-party strategists, supported by a network of independent Financial Professionals.

Collin Huun is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and two years of industry experience. He has worked at several financial firms including Bank of America and The Prudential Insurance Company of America. Outside of advising, he is a sales representative for Freedom Forever Solar, where he assists homeowners interested in solar energy systems. 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.

Diane Coffman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at BancWest Investment Services, Wells Fargo Clearing, and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Roderick Washington is a CFP® with 22 years of experience in the financial services industry. He is currently an advisor at Cetera and has held various roles within Cetera and Avantax firms since 2005. Prior to joining Cetera, he spent nine years at 1ST Global Advisors, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors, with access to multiple program platforms, third-party money managers, and a multi-manager investment approach.

Grace Hayden Macnaught is a financial advisor at Cetera with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has held positions at Invesco and Jackson National Life Distributors, LLC. She is also involved with The Planning Studio LLC, a financial services business she owns and operates. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services across discretionary and non-discretionary program structures.

Therman Mc Daniel is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63, 65, and 66 credentials and 14 years of industry experience. He previously worked at Edward Jones for eight years and was involved with DriveTu.com. Outside of his advisory work, he provides educational support to a private investment club formed with high school friends during the pandemic. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools within a defined investment ecosystem.

Michael Jones is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018 with a brief tenure at other firms including Medtronic and Mutual of Omaha. Outside of his advisory role, he is a partner in a marketing business that serves professional clients such as actors, athletes, and authors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large national network of financial advisors and branch offices.

Marcus Thompson is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Wells Fargo Advisors. Thompson is based in Grayson, GA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Takilya Stewart is a financial advisor at Edward Jones with seven years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2018, she spent twelve years with Kimberly Clark Corporation. Stewart also had a brief role with Berean Christian Church in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Howard Wingfield is a financial advisor with Merrill based in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at Bank of America, Merrill, SunTrust Investment Services, and Fidelity Brokerage Services. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Christopher Schafer is a financial advisor with Cambridge Investment Research Advisors in Decatur, GA, holding a Series 66 credential and 16 years of industry experience. He has been affiliated with Cambridge since 2010 and also works as an independent insurance agent, selling variable products, long-term care, health, and life insurance. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent advisors, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Thomas Suydam is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Atlanta, GA. His work history includes roles at Wells Fargo and First Citizens prior to joining J.P. Morgan in 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jeana Salman is a financial advisor with LPL Financial based in Atlanta, GA, holding a CFP® designation and Series 63 and 66 licenses. She has 21 years of industry experience and has been with LPL Financial and Delta Community Credit Union since 2016. Outside of her advisory work, she also works part-time as a travel agent. 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 financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and alternative strategies.

Brian Hulsey is a financial advisor with Cetera and holds the Series 63 and Series 66 credentials. He has 25 years of industry experience and has been with Cetera and its affiliated entities since 2013. Outside of his advisory work, he is also involved in financial consulting and investment management through Chastain Park Capital Partners, LLC, and sells life, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including 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 that includes model portfolios, third-party managers, and customized strategies.