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.

William Galvin is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Play Anywhere Inc. and held various roles at institutions including ESMT Berlin and James Madison University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside investment modeling, providing advisory services without individual security recommendations as part of its standalone planning.

Peter Miralles is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Cambridge since 2007 and previously worked at Ameriprise Advisor Services from 2003 to 2007. Outside of his advisory role, he is involved in tax services and serves as president of a business entity unrelated to his advisory activities. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organization clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a network of financial professionals, offering both discretionary and non-discretionary management along with proprietary model strategies under the Founders Gate Capital brand.

Charles Major is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 designations with 13 years of industry experience. He previously worked at E*TRADE Securities LLC for 10 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies to support client planning needs.

James Gray is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 18 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Gray is involved in several real estate and manufacturing ventures and serves on the board of Orchard Resources, a civic and community organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing detailed financial planning and advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and tools, including economic projections and simulations, and offers a range of retail and institutional investment products.

Annette Walters is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with LPL Financial since 2011 and is also involved with the Mitchell Chase Jones Foundation, Inc. since 2010. 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 institutions. The firm offers a range of financial planning and investment management solutions supported by advanced research tools and maintains oversight of over $819 billion in discretionary assets.

Emily Delaney is a Series 65-licensed financial advisor at Primerica Advisors with three years of industry experience. Prior to her current role starting in 2022, she held various positions in the poultry science sector and worked in retail and education. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and emphasizes a tiered wrap-fee structure in its investment approach.

Joanne Ryan is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2001, concurrently affiliated with Bank of America since 2010. 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 plans, corporations, and charitable organizations.

David Morgan is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA. He holds the ChFC® designation and a Series 63 license, with 40 years of industry experience. Prior to his current role, he worked at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he serves as president of a social car club in Atlanta. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and investment management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved tools and offers various specialized programs including estate and employer-sponsored planning.

Gabriel Baawo is a financial advisor with Edward Jones in Woodstock, GA, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Invesco Distributors and ran Crystal Path Enterprises, a brand consulting firm. He currently consults startups on marketing and brand development through his own businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide 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 large network of advisors and branch offices nationwide.

Chaminda Mahawela is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MassMutual Investors Services and Equitable Advisors before joining J.P. Morgan in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility frameworks.

Brett Blackwelder is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Raymond James Financial and Gulf Winds Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to support tailored financial planning and portfolio management.

Matthew Atwood is a CFP® professional with seven years of industry experience. He is currently with Cetera and has previously worked with Avantax Advisory Services and several other financial firms. Outside of advising, he is involved with Timewise Financial LLC, providing accounting and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a diverse client base, offering a range of portfolio management and retirement services through a multi-manager platform with both discretionary and non-discretionary options.

Daniel Woodring is a financial advisor at Primerica Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Primerica entities since 2001. His background includes management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on a wrap-fee solution and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Richard Wilkes is a financial advisor at Edward Jones in Canton, GA, holding a Series 66 designation. He has one year of industry experience, with prior roles including work at Jorns & Associates LLC and several self-employed ventures. Outside of advising, he is co-owner of a local cleaning service, Super Clean Cans ATL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a large national network of advisors and branch offices.

Mark Bell is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wachovia Bank, N.A. beginning in 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support diversified portfolios and offering a range of products through affiliated banking and insurance entities.

John Stockmeyer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior experience includes roles at Techtronic Industries, Discount Tire Co., and Motorcar Studio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

DJ Marzetta is the Vice President and Branch Leader at Fidelity Investments, a position held since 2021. Prior to this role, he served as a Financial Consultant at Fidelity from 2019 to 2021. His career in financial services spans over 25 years, during which he has held various positions including Director of Wealth Management at USAA from 2014 to 2019, Account Executive at Fidelity Investments from 2013 to 2014, and Vice President - Partner at Met Life from 2011 to 2013. Marzetta's extensive experience also includes roles at Lincoln Financial Group from 2004 to 2011 where he was Regional Vice President, District Manager, and Retirement Consultant, as well as Financial Planner at First Command Financial Planning from 2000 to 2004. He emphasizes building strong relationships with Fidelity clients and colleagues. Outside of his professional career, DJ Marzetta has interests in baseball, football, lake activities, military service, reading, and traveling.

James Fiorentino is a financial advisor with LPL Financial, holding a Series 65 designation. He has no prior industry experience and joined LPL Financial in 2026 after working at Comcast. 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 financial planning and investment services delivered through a large network of advisors, utilizing various model portfolios and third-party subadvisors across discretionary and non-discretionary strategies.