Gisook Lim is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. Before joining Mass Mutual Investors Services in 2017, Lim worked at Metlife Securities, Inc. from 2011 to 2017. Outside of her advisory role, she is also a licensed realtor involved in real estate referrals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and offering a range of event-driven planning programs.

Dennis Woodall is a Series 65-licensed financial advisor with Primerica Advisors in Dahlonega, GA, where he has worked since 2013. He has 12 years of industry experience. His other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christopher Mays is a financial advisor at Edward Jones in Duluth, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior roles include positions at John Hancock Advisers, LLC and Jhfn Sii, where he worked for six and twelve years, respectively. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Adam Cohen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, Merrill, and E*Trade before joining J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Vivian Melillo is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with 12 years of industry experience. She has previously worked at Bank of America, Merrill, and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of retail and institutional offerings.

Bill Pinkerton is a ChFC® with over 43 years of industry experience, currently with Osaic Wealth, Inc. since 2023. Prior to joining Osaic, he spent 14 years at Sagepoint Financial, Inc. He is also the owner of Pinkerton Financial Resources, through which he conducts insurance and investment sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Timothy Vassy is a financial advisor at Ameriprise with 24 years of industry experience. He previously worked at Synovus Securities, Inc. for over two decades before joining Ameriprise in 2024. He holds Series 63 and Series 65 credentials and owns a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to offer tailored, non-discretionary recommendations through a centralized consulting team.

William Evans is a financial advisor at Morgan Stanley with two years of industry experience. His prior work includes roles at E*TRADE Capital Management, CARMAX, and General Dynamics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.

Matthew Sherbondy is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing and PNC Investments. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Robin Slaton is a financial advisor at Primerica Advisors with eight years of industry experience. Slaton holds Series 63 and Series 65 licenses and has worked with Primerica Financial Services since 1992. Outside of advising, Slaton is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Medhane Elias is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Citrin and E*Trade Securities LLC. Outside of finance, he has worked as a delivery driver for Uber Eats and DoorDash. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a discretionary wrap-fee asset management program that utilizes model-driven strategies developed by unaffiliated managers.

John Stephens is a financial advisor at Edward Jones in Loganville, Georgia, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles outside the financial sector at Academy Sports and Outdoors, Harbor Freight Tools, and Office Depot. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of advisors and branch offices. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Scott Haggas is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation and seven years of industry experience. His prior experience includes five years at First Command in various advisory and brokerage roles, along with 26 years of service in the US Army. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

James Jackson is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, he worked at Equitable Advisors, LLC and operated Jackson Auto Sales for five years. He has also been involved with the Boys and Girls Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Hettinger is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Primerica Financial Services since 2016. Prior to this, he was involved in futures brokerage and managed client futures trading accounts as an independent contractor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Raymond Levandoski Jr. is a financial advisor with Cetera, holding a Series 66 credential and 25 years of industry experience. His career includes roles at Avantax Investment Services, Coker James, and 1ST Global Advisors. Outside of advising, he is a shareholder in a payroll management company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including 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 delivered through a large nationwide network of independent advisors.

Galen Daugherty is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having eight years of industry experience. Before joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management and E*TRADE Securities from 2018 to 2023. Prior to his financial services career, he worked at P.F. Chang's Bistro from 2010 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Christian Pattillo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he worked at E*TRADE Securities and E*TRADE Capital Management. Outside of his advisory work, he owns and operates BuildingaBar, an online business selling bars. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans using firm-approved tools and methodologies, operating primarily in an advisory capacity.

Chris Tyas is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC and E*Trade Securities LLC, where he worked for over two decades. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Thomas Mc Dermott is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation. He began his career with Morgan Stanley in 2025 after serving eight years in the United States Army. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analyses to support its advisory services.