Warren McClellan is a financial advisor at Osaic Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pruco Securities, LLC for 11 years. McClellan also operates Warren S. McClellan P.C. and McClellan & Associates, CPAs, LLC, both established in 2000. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party platforms to offer managed portfolios with a wide range of investment options.

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 with Wells Fargo Advisors in Alpharetta, GA, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes a year at Morgan Stanley and five years at Penske Automotive. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, leveraging firm research and planning tools to develop tailored client recommendations.

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.

Afua Bandoh is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. Her prior roles include positions at LPL Financial, CUNA Mutual Group, Horace Mann Companies, and BB&T Investments. Wells Fargo Advisors is a national securities firm providing 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 both brokerage and advisory solutions, leveraging research and analytics to guide investment decisions.

Carlton Ford is a financial advisor at Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Ford Motor Company, Schneider Electric, Southern Company, and Incomm Inc. He is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts with custodial services from Pershing.

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.

Joseph Richards is a financial advisor with Mass Mutual Investors Services who holds the CFA® designation and Series 65 and 66 licenses. He has five years of industry experience, including roles at Truist, Ardent Trust, and Financial Consultants Group, Inc. His current position at MassMutual began in 2026. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using advanced analytical tools and provides event-driven planning programs such as divorce and estate settlement planning.

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 at Morgan Stanley with 12 years of industry experience. He holds Series 65 and Series 63 designations and has worked primarily with E*TRADE Capital Management and Morgan Stanley since 2015. Outside of his advisory role, he serves as Treasurer for the Hyde Park Homeowners Association, managing dues collection and payment of communal expenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, delivering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based planning services.

Bryan Gruskowski is a financial advisor with Wells Fargo Clearing in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.

Hayley Norton is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Primerica in 2024, she worked in various roles including legal and administrative positions at firms such as Kaye Lembeck Hitt and French Family Law Firm and the HELP Clinic. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm employs model-driven investment strategies and operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

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.

Russell Clemmer IV is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously was with Kestra Financial Services and Legacy Advisory Partners. Clemmer serves as a finance committee member at First Baptist Church Alpharetta and is president of both Legacy Advisory Partners and Clemmer Consulting Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals using a variety of portfolio management and model-based solutions.