Rachelle Flood Kupelian is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously worked at Citigroup and JP Morgan Chase Bank and has operated her own retail and online sales business for over a decade. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, focusing on tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment programs alongside comprehensive planning resources.

Jolette Landress is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Renasant Bank, Bank of America, Merrill, Wells Fargo Clearing, and Wachovia Bank. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Foley is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at Apple Inc. and Fleming's Prime Steakhouse & Wine Bar. Outside the financial industry, he has been involved with GEP Talent Services, LLC, a company associated with acting residuals in Burbank, California. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment vehicles.

Kelly Amato is a financial advisor with Raymond James & Associates in Milton, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Raymond James in 2023, Amato worked at StanCorp Investment Advisers, StanCorp Equities, and Standard Retirement Services from 2016 to 2023. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Mark Sullivan is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Melinda Harrity is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a wide range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with services covering various specialized planning needs.

Warren McClellan is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes over a decade at Pruco Securities, LLC, and ongoing roles since 2000 with Warren S. McClellan P.C. and McClellan & Associates, CPAs, LLC. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services delivered through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

John Cherry is a financial advisor at Thrivent Investment Management with six years of experience in the industry. He holds a Series 66 designation and previously worked at WestRock for six years. Outside of his advisory role, he serves as Chair of the Outreach Committee at Prince of Peace Lutheran Church, where he leads community engagement activities including support for local schools and nursing home visits. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary portfolio management, delivered through a large network of financial advisors.

Matthew Tarallo is a financial advisor at Wells Fargo Advisors with two years of industry experience. He previously worked at Morgan Stanley and spent five years at Penske Automotive. Tarallo holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services like business-owner transition and special-needs analysis, using proprietary research and planning tools.

Noah Dangar is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and with three years of industry experience. His prior work includes roles at E*Trade Securities and Horizon Counseling, as well as a background in insurance and real estate. Morgan Stanley Wealth Management is a large institution providing a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Bradley Roberson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Merrill for 12 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick Ballance is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a range of financial topics including investing, retirement planning, and saving for unexpected events. Patrick also facilitates access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University System of Georgia. Patrick's approach involves understanding clients' priorities to offer ongoing advice and support as their needs evolve.

Jacob Sanders is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Infinite Asset Management and Capital Asset Advisory Services, among others. He also operates Jacob Sanders Financial, LLC, a business entity for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

Massod Jamshidi is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2022 to 2024. His earlier experience includes positions at E*TRADE Financial, where he worked as a Financial Consultant from 2017 to 2022, a Branch Service Representative from 2016 to 2017, and a Senior Financial Services Representative from 2015 to 2016. Throughout his career, Massod has focused on developing customized financial plans that align with his clients' unique needs and goals. He emphasizes close communication to monitor and update financial strategies as life events occur, aiming to help clients successfully reach their financial objectives.

Andrew Bowie is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Before joining Morgan Stanley in 2023, he worked at E*TRADE Securities and E*TRADE Capital Management from 2015 to 2023 and had a brief tenure at Merrill in 2015. Outside of his advisory role, he serves as Treasurer for the Hyde Park Homeowners Association, where he manages the collection of dues and payment of community bills. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Barrett Brightwell is a Wealth Management Advisor at Merrill Lynch Wealth Management who specializes in Private Wealth Management for families and Corporate Retirement Plans. He has over 17 years of experience in customizing wealth strategies, with expertise in areas such as family wealth management strategies, legacy planning, philanthropic and values-based investing, tax minimization, and services for endowments, foundations, and non-profits. Barrett holds multiple professional designations, including Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated from the University of Tennessee at Chattanooga with a double major in Finance and Economics, attending on a full athletic scholarship and lettering four years as a tight end on the football team. Residing in Buckhead with his wife Rachael and their two sons, Barrett actively participates in competitive tennis through the United States Tennis Association (USTA) and Atlanta Lawn Tennis Association (ALTA). In addition to tennis, his personal interests include football, golf, music, reading, running, skiing, soccer, and traveling. Barrett emphasizes a holistic approach to financial advising with a focus on connecting all aspects of clients’ financial lives to help prioritize and pursue their most important goals.

James Krantz is a Certified Financial Planner® with 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following earlier roles at Bank of America and Merrill. Outside of his advisory work, he owns a rental property in Park City, Utah. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and focuses on advisory services without providing individual security recommendations as part of its standalone planning offerings.

Brian Meyer is a financial advisor with Robert W. Baird & Co. in Alpharetta, GA, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Robert W. Baird since 2005. Outside of his advisory role, he owns A Frozen Creation, a business focused on sales, marketing, and service operations, and serves as a brand ambassador for Engage Pickleball. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Mark Silva is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and 65 credentials and possessing 34 years of industry experience. His prior work includes roles at Prospera Financial Services and Triune Capital Advisors, LLC. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide advisor network.

Stephen Marcopulos is a financial advisor with Charles Schwab, holding a Series 66 designation and having 10 years of industry experience. He has worked at Charles Schwab since 2015 and Charles Schwab Bank since 2017. 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 offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.