Thomas Moonan Jr. is a CFP®-designated financial advisor with 29 years of industry experience. He has worked at Merrill Lynch for 20 years and has been with Raymond James Financial Services Advisors, Inc. since 2017. He is also the owner of Moonan Wealth Management, a support company based in Roswell, GA. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tools such as risk profiling and probability modeling to tailor recommendations.

Joseph Audu is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 18 years of industry experience. He previously worked with E*TRADE Capital Management and E*TRADE Securities between 2008 and 2021. 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 financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its advisory services.

William McClurg is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He supports clients and prospects by helping them understand the investment process through Fidelity's retail tools and resources, aiming to assist with their short, medium, and long-term financial goals. Prior to this position, William worked in several roles at Fidelity, including Relationship Manager, Workplace Planning Consultant II and I, and Workplace Planning Associate, reflecting his continuous growth and experience within the firm. He also gained experience as a Tax Intern at Blue & Co., LLC in 2022. Outside of his professional work, William has interests in baseball, cars, fishing, fitness, football, and golf.

Nathaniel Williams is a Financial Advisor at Merrill Lynch Wealth Management, operating as a Merrill Financial Solutions Advisor. In this role, he collaborates closely with individuals and families to develop personalized financial strategies tailored to their unique goals and circumstances. His approach involves understanding clients' priorities and providing ongoing advice and portfolio management to help them pursue their financial objectives. Nathaniel's areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, small business strategies, women and wealth, and retirement income. He holds a Bachelor's Degree from Mississippi State University and is designated as a Personal Investment Advisor (PIA). Outside of his professional work, Nathaniel is involved with the American Red Cross. He engages in personal interests such as boxing, camping, chess, fishing, hiking, horseback riding, reading, running, and spending time with his family.

Shane Johnson II 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 in 2025, he worked in education and with ThreatAdvice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Benjamin Neville is a financial advisor with LPL Financial in Roswell, GA, holding a Series 66 designation and 17 years of experience at the firm. He has been active in the financial services industry for a total of 5 years in an advisory capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of financial planning, asset management, and institutional platforms, utilizing both proprietary research and third-party resources to support a range of investment strategies.

Perry Lundy is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at both Merrill and Bank of America since 2010. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Amy Borja is a financial advisor at Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to her current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, delivered through tailored recommendations supported by Wells Fargo research and planning tools.

Emilio Betancourt is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2016 and has held several roles including Investment Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. His decade of experience at Fidelity has shaped his approach to providing straightforward and honest advice tailored to each client's needs. Throughout his career, Emilio has focused on understanding client priorities and offering clear, actionable options to help clients make confident financial decisions. He holds a California Insurance License, which supports his advisory capabilities. Outside of his professional life, Emilio enjoys spending time at the beach, engaging in comedy and movies, and participating in family activities and parenthood.

R Smith is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and focuses on structured discovery conversations, with advice delivered in an advisory capacity.

Wesley Jones is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at E*TRADE Capital Management and E*TRADE Securities, and has a background that includes a year at Dick's Sporting Goods. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a comprehensive investment approach.

Sanjay Bedi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Wells Fargo in 2024, he worked at Bank of America and Merrill for over a decade each. 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 offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases.

Daniel Maldonado Mercado is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families create financial legacies by developing and implementing personalized wealth management strategies tailored to their individual goals. His areas of focus include college education planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel holds a Personal Investment Advisor (PIA) designation and completed his high school education at Nicolas Sevilla. He is bilingual in Spanish and English. Outside of his professional role, Daniel enjoys baseball, basketball, reading, woodworking, writing, traveling, spending time with his family, and watching movies.

Nancy Girard is a financial advisor at Edward Jones in Roswell, GA, with four years of industry experience. She holds the Series 66 designation and previously worked at Anhut & Associates, Inc for six years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds, tax-efficient services, and a fiduciary standard of care.

John Eisenhauer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2025 and has prior experience at DCR Systems LLC. Outside of finance, he has been involved with St. Brigid Catholic Church and has worked in educational roles at Auburn University, Marist School, and Holy Redeemer Catholic School. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supports a wide range of investment programs and strategies.

Tonya Willis is a financial advisor with Mass Mutual Investors Services in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has previously worked at New York Life Insurance Company, J.P. Morgan Securities LLC, and Suntrust Banks, Inc. among other firms. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning and asset management services using firm-approved analytical tools and structures planning as annual collaborative engagements.

Teresa Muir is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cantella & Co., Inc. and operates MuirCo, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management options, including proprietary models and third-party strategies, with a range of custody and platform arrangements tailored to client needs.

Brian Minto is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Merrill, Bank of America Corporation, Morgan Stanley, and BOFA Securities. Outside of his advisory work, he is an owner and partner of Minto Holdings, LLC, an entity involved in real estate investments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Joseph Leigner is a financial advisor with Osaic Wealth, Inc. in Alpharetta, Georgia, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years with Sagepoint Financial, Inc. He serves as a board member for the National Association of Insurance and Financial Advisors (NAIFA) Georgia chapter and is a partner at HR1, a company providing payroll services, HR support, and employee benefits. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment products.

Kelly Ellis is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Kelly worked in healthcare-related roles including positions at Stout Healthcare, Georgia Luna Care Physical Therapy, Wellstar Health System, and Aegis Therapies/Sava Senior Care. Kelly holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.