Charles Ikner is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including education planning, employee benefits planning, family wealth management strategies, services for defined benefit plans, international wealth management, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Mr. Ikner has over six years of banking experience and more than eight years of business and management experience. He holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University System of Georgia and is proficient in both English and Spanish. Beyond his professional commitments, Charles enjoys baseball, basketball, boxing, cooking, football, hiking, music, soccer, spending time with his family, and traveling. His mission is to provide personalized financial guidance that helps individuals and families make confident decisions, build lasting wealth, and achieve their most important goals.

Jairus Bethel is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked in various roles including at ProCare Therapy, Primerica, and served five years in the United States Navy. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, offering advisory services without individual security recommendations in standalone plans.

Elizabeth Sims is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2009. Outside of advisory work, she owns Wanderlust! Experiences, a company that plans exclusive travel experiences for small groups, and serves as president of the Glenridge Estates HOA in Atlanta. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

William Metzner is a CFP® professional at Equitable Advisors with eight years of experience in financial advisory roles. His career includes seven years at Stifel Independent Advisors and prior positions at SunTrust Robinson Humphrey and Stifel. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and various asset management programs. The firm emphasizes personalized client assessment and uses a combination of proprietary and third-party advisory models for investment management.

Dayna May is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019. Prior to that, she was employed by J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2012 to 2019. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including customized financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to develop comprehensive financial plans.

Scott Mackall is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005 and holds a Series 63 designation. Outside of his advisory role, he is involved in a business that provides expense management and personal services. Ameriprise serves clients primarily through its retirement-income planning service for individuals with substantial investable assets, offering tailored recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

Wyatt Duncan is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Morgan Stanley for three years and has held roles at Bank of America and CIBC Private Wealth US. Outside of finance, he has experience working in the restaurant industry at Mo'Nelisa Italian Restaurant and Pizzeria. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Walker is a financial advisor with Edward Jones in Alpharetta, GA, holding a Series 66 designation and 13 years of industry experience, all of which has been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Charles Simon is a financial advisor at Edward Jones in Canton, GA, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Fran Jones is a financial advisor with Merrill, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Prior to joining Merrill in 2022, Fran worked at Ameriprise and Bank of America, N.A., and has experience in home furnishings and nonprofit work with the Princeton Education Foundation. 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.

Monica Demichele is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Her previous work includes a role at CARE DAILY AI and freelance work from 2016 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a broader range of financial products than typical large institutional advisers.

Vincent Owens is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s financial planning approach relies on structured discovery, firm-approved tools, and modeling techniques such as Monte Carlo simulations.

Bryson Jenkins is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2024 and is the founder of Founder Financial, LLC, a non-investment support company. Jenkins also holds a Property and Casualty insurance license related to a referral arrangement with a yacht broker. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, nonprofits, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers unique services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting programs.

Jeffrey Hollis is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2022. Based in Ellijay, GA, he has been with Ameriprise since 2022. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized advice, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Matthew Koerwer is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 11 years of industry experience. He previously worked at E*TRADE Securities LLC from 2014 to 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outcome modeling.

Alexander Dodd is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. Before joining Morgan Stanley, he was involved with A2Z Installations LLC and Mobile Assembly LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Cassey Adams Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, Adams worked in various service and educational roles, including at Outback Steakhouse and Kennesaw State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Boyd Dailey is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Credit Analyst at United Community Bank from 2018 to 2020. Boyd works with high net worth clients to co-create and implement financial plans tailored to their individual situations and goals. He emphasizes the importance of a solid financial plan in achieving financial peace of mind. Outside of his professional work, Boyd's personal interests include baseball, cooking and baking, fitness, pets, and traveling.

John White Jr. is a financial advisor with OSAIC, holding the CFP® designation and Series 63 license, and has 35 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 31 years and has been affiliated with Guardian Life Insurance Company for over three decades. In addition to his advisory role, he offers fixed annuities and individual health insurance policies. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

C. Stephens is a financial advisor at Raymond James & Associates with 45 years of industry experience. He has been with Raymond James & Associates since 1995. He holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide network of advisers and affiliated research resources.