Nawal Nahra is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Jpmorgan Chase Bank, N.A. and Wells Fargo in various capacities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Jonathan Masters is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is also involved in independent insurance brokering, specializing in universal life insurance with New York Life. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Paul Jammeh is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked extensively with E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory role, he serves as the president of United Kalorn America, a social and philanthropic organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and corporate financial planning agreements.

Phillip Wallace is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has worked at LPL Financial since 2007 and previously worked at Raymond James Financial Services from 2004 to 2007. He also operates a separate business, Wallace Financial Group, which sells directly to long-term care companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Doris Cheek is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds a Series 66 credential and previously worked at Edward Jones from 2010 to 2019. Cheek serves on the missions committee of Wieuca Road Baptist Church and holds board positions with Lifespan Resources and the Druid Hills Civitan, contributing to community and senior advocacy activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated WealthPlan billing option while maintaining separate service delivery.

Kyle Lacivita is a financial advisor at Charles Schwab with a Series 66 credential and four years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., along with prior work outside the financial sector at Pauley's Original Crepe Bar and the University of Georgia. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Danica Rumney is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning both directly and through corporate agreements.

Andrew Yenn Batah is a financial advisor at Morgan Stanley Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Securities and MassMutual Investors Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies that utilize market modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.

Elisabeth Baldwin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her career includes multiple roles within Cetera and Avantax, spanning over a decade. She is active in community and nonprofit organizations, serving on the boards of Good News Clinics and Pay it Forward Scholarships, as well as holding treasurer positions for local soccer and volleyball booster clubs. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform offering a range of program options and manages over $256 billion in assets through a large network of advisors.

Taylor Robinson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley since 2023. Prior to that, he was employed by E*TRADE Securities LLC and Discover Financial Services. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, with financial planning services that incorporate firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Donna Joyner is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with individuals, families, and their businesses to help them understand the direction and scope of their financial lives. Donna emphasizes learning what clients want to accomplish with their wealth and resolving their concerns through tailored guidance. She has more than two decades of experience assisting clients with complex needs at the intersection of wealth, careers, families, and long-term goals. Donna holds a Bachelor's Degree from Georgia Southern University and is a CERTIFIED FINANCIAL PLANNER (CFP) as well as a Personal Investment Advisor (PIA). Her expertise includes college education planning, women and wealth, and tax minimization. She is recognized for her technical insight, empathy, and commitment to high standards of service. Donna and her team have been ranked multiple times by Forbes and Barron's, including #1 in Georgia on the Forbes "Best-in-State Wealth Advisors" list and inclusion in Barron's "Top 100 Women Financial Advisors". Engaged in her community, Donna supports organizations dedicated to the well-being of children and youth such as Murphy-Harpst Children's Center, Hopewell Youth Association, and BEATs Inc. In her personal time, she enjoys baseball, cooking, gardening, reading, spending time with her family, watching movies, and practicing yoga.

William Perkins is a financial advisor at Raymond James Financial with 44 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors. Perkins serves as a member of the Alpharetta Planning Commission. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support investment decisions.

Jeremy Edwards is a CFP® professional with six years of experience currently serving at Fisher Investments in Alpharetta, GA. His prior experience includes roles at Clemson University and First Harbor at Raymond James. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers a range of sub-advisory and retirement plan services.

Jack Erbs is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual and Creative Financial Group. Outside of his advisory role, he is associated with Founder Financial LLC in Roswell, GA. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance through specialized advisory services.

Nartasha Cooper is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at E*TRADE Securities and Capital Management prior to joining Morgan Stanley. Outside of her advisory role, she is involved with Intele Travel, a travel agency. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning and utilizing firm-approved tools and modeling techniques to support client outcomes.

Lauren Carney is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Prior to joining Morgan Stanley, she worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for over a decade. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that combine advisory planning with various investment and brokerage offerings.

Paul Lang is a financial advisor with Ameriprise in Roswell, GA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 34 years before joining Ameriprise Financial Services in 2017 and Ameriprise in 2020. Lang is also the owner of The Bear and Cub, LLC, a real estate business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver tailored retirement-income advice.

Dylan Herrick is a financial advisor at Fidelity with Series 66 credentials and approximately one year of industry experience. His background includes previous roles at Smurfit Westrock and various positions related to the University of Georgia and Uhaul Moving and Storage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and the use of systematic methodologies and AI in its investment process.

Keith Bowers is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 41 years of industry experience. He previously worked at Next Financial Group, Inc. for 18 years and Raymond James Financial Services, Inc. for 2 years. 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 portfolios, third-party asset management, and institutional platforms, with investment strategies that include discretionary and non-discretionary approaches supported by research tools.

Robert Buczek is a financial advisor at Edward Jones in Alpharetta, GA, with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, his work history includes roles in various companies such as Norwood Group and Malone Design/Fabrication. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.