Darian Avery is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, Avery held roles at firms including TEKsystems, Splunk, and H&R Block, and was involved with Casino Party Aces and Enlightened Homes LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and extensive asset management.

Elizabeth Nelson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and beginning her industry career in 2024. Prior to joining Morgan Stanley, she worked at Havertys Furniture and has been operating a publishing business since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and broker-dealer capabilities.

Jeffrey Shibata is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at TTV Capital, Cox Enterprises, Emory University, SitusAMC, ArganoArbela, Jeffan International, DXC Technology, and positions at Georgia Institute of Technology. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

James Mizell III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at J.P. Morgan Securities LLC since 2019, J.P. Morgan Chase Bank, N.A. from 2019 to 2025, TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He is based in Suwanee, GA. 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 integrates centralized due diligence with systematic quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Christopher Harper is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding the CFP® and ChFC® designations and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Merrill and Northwestern Mutual Investment Management. Harper has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Powell is a financial advisor with Merrill, holding a Series 66 designation and 6 years of industry experience. He has worked at Merrill since 2004 and previously at Bank of America, N.A. for one year. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional plans.

David Smith Jr. is a financial advisor at LPL Financial with 21 years of industry experience and a Series 66 designation. His career includes roles at Morgan Stanley, UBS Financial Services, Truist Advisory Services, and Wealth Enhancement firms. He has worked in a variety of advisory capacities and locations, most recently joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs supported by LPL Research and third-party subadvisors.

Alan Crumley is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Mike Verroi is the Vice President, Wealth Planner at Fidelity Investments, where he has worked since 2018. In this role, he focuses on helping families and philanthropies build a legacy of meaningful impact through a structured financial planning process. He has extensive experience in the financial services industry, having served as Vice President, Financial Consultant at Fidelity Investments from 2010 to 2018. Prior to that, he held positions including Vice President, Sales Development at Futurity First Insurance Group in 2009, Assistant Regional Marketing Director at MetLife in 2008, Managing Partner at New England Financial from 2003 to 2008, and Senior Partner at New York Life Insurance Company from 1991 to 2003. Outside of his professional work, Mike has interests in baseball, football, military service, outdoor adventures, and softball.

Anthony Chen is a financial advisor with Osaic Wealth based in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Royal Alliance Associates and Jhfn Sii. Outside of advising, he hosts the podcast Family Business Radio and serves as president and board member of XPX - Exit Planning Exchange, a nonprofit focused on advisor networking and business owner succession planning. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supported by multiple custodial arrangements and alternative investment options.

Joseph Polanski Jr. is a financial professional with 43 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at several firms including Prosperity Wealth Advisors and Summit Financial Group. In addition to advisory work, he also sells fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts through various program structures and affiliated relationships.

Stephen Pearson Jr. is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include multiple positions at E*Trade Securities LLC and Morgan Stanley Service Group, Inc. Outside of his advisory work, he is involved with two non-investment businesses, including an electronic engineering firm and a pool design company where he performs CAD drawings. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Herman Thompson Jr. is a CFP® and ChFC® with 21 years of industry experience, currently advising at OSAIC since 2018. He previously worked at Sii and John Hancock Mid-Atlantic Agency from 2004 to 2018. Outside of his advisory role, he serves on the Board of Directors for The Frazer Center, a nonprofit organization focused on learning and social opportunities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, featuring model-based asset allocation, portfolio optimization, and a range of program options including Unified Managed Accounts and third-party money manager programs.

Kerry Bonselaar is an advisor with LPL Enterprise holding Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining LPL Enterprise in 2024, Kerry worked at Pruco Securities LLC from 2022 to 2024 and has been associated with Kelly M Squires since 2012. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ross Leikvoll is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual, Truist Bank, and Elevated Insurance Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Steven Marcu is a financial advisor with Charles Schwab in Alpharetta, GA, holding a Series 63 designation and with 27 years of industry experience. He has been with Charles Schwab and its affiliated bank since 1997 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research and due diligence.

Cynthia Matthews is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1998. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Schaars Jr. is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2015. His prior work includes positions at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Matthew Eggers is a financial advisor at Morgan Stanley in Alpharetta, GA, with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2023, following previous experience at E*TRADE Securities and a two-year tenure at Uber. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured process and various firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Terrie Clark is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with firms including Waddell & Reed and Mary Kay Inc, and is currently involved with Indigo Financial and TC3 Management Inc, where she serves as president. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions supported by advanced technological tools.