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.

Joseph Leigner is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of advising, he serves as a board member for the National Association of Insurance and Financial Advisors (NAIFA) Georgia chapter and is involved in a payroll services and employee benefits company as vice president. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Ajay Anand is a CFP® professional at OSAIC with nine years of industry experience. Prior to joining OSAIC in 2025, he worked at Kovack Advisors, Inc., Kovack Securities, Inc., and Royal Alliance Associates, Inc. He is involved in managing business operations for a child care facility through a related LLC. OSAIC serves a broad range of retail and institutional clients, offering both brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary models.

Howard Burke is a financial advisor with Equitable Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Equitable Advisors since 1999, including during its period as AXA Advisors, LLC. Outside of advising, he owns and manages a direct marketing business. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs through a broad network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance to match them with advisory models or discretionary managers, utilizing both proprietary and third-party solutions.

Amy Jones is a financial advisor at Osaic with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Equitable Advisors. Outside of her advisory role, she operates a sole proprietorship designing and selling University of Georgia game day apparel on Etsy. Osaic Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform, offering a range of brokerage and advisory services including financial planning, portfolio management, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by advanced risk assessment tools.

Ty Goodbar is a CFP®-designated financial advisor with Edward Jones in Gainesville, GA, where he has worked since 2021. He has five years of industry experience and served nine years with the United States Marine Corps. He currently serves as an Intelligence Officer in the United States Marine Corps Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Thomas Logan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as CEO of TRL Financial Services, LLC, a company formed to conduct his independent contracting business. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools to model potential outcomes and supports its broad network of advisors through a range of advisory programs and targeted consulting services.

Jeremy Mauldin is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets and Legg Mason Wood Walker. Outside of his advisory role, he owns land in Stephens County, GA, planned for long-term reforestation and harvest. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and resources.

Derek Murphy is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and four years of industry experience. His career includes roles at E*Trade Securities and Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and a structured planning process.

Raymond Harrison is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Outside of his advisory role, he is an independent performing artist and songwriter with Far Out Family LLC and serves as an officer in a real estate business focused on renovating and selling affordable homes. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and research from its Global Investment Committee.

Paige Rossi is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has eight years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Avantax Investment Services. Outside of advisory work, she owns Paige Rossi, LLC, which offers tax preparation services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning using risk profiling and analytical tools to help clients implement recommendations through its advisory programs or other providers.

Marykay Lindtner is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2014 to 2021 before joining Morgan Stanley in 2021. Outside of her advisory role, she is a part-time independent Avon representative, managing online catalog sales after business hours. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that utilizes firm-approved tools and methodologies such as Secular Return Estimates and Monte Carlo simulations.

Steven Markel is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 21 years and 1717 Capital Management Company for one year. Outside of his advisory role, Markel is president of Markel Financial Services, an insurance brokerage specializing in life, health, disability, long-term care, dental, and Medicare products. OSAIC Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Thomas Foster is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Financial in 2026, he worked at First Command Insurance Services, Advisory Services, and Brokerage Services from 2023 to 2026. Foster also served 25 years in the U.S. Coast Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Jeffrey Gray is a CFP®-certified financial advisor with 33 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at UBS Financial Services in 2003. Outside of his advisory role, he acts as power of attorney for his mother. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Donald Smith is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 65 credentials and having 34 years of industry experience. His prior work includes roles at PRUCO Securities, LLC and Equitable Advisors. Outside of his advisory role, he serves as a power of attorney and estate administrator for family members. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Claret Porras is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2021, Porras worked at GEA Integral Solutions LLC from 2018 to 2021. Outside of finance, Porras is involved in several entertainment-related ventures, including roles in multiple casting companies focused on background work for TV shows and movies. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and modeling techniques.

Lynn Nicolaysen is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 1994. The firm provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. Merrill offers both model-based and discretionary investment strategies developed by internal and third-party managers and provides trading, account administration, and custody support.

Gregory Garvin is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 20 years at American Century Investment Services and other roles at Park Avenue Securities and Guardian Life Insurance. Outside of advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms and third-party advisers.

Richard Poore is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ashworth & Sullivan Wealth Management Group, Triad Advisors, Inc., and Fidelity. Outside of advising, he is a partner in a commercial property venture with family members. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and third-party manager options.