Jeffery Smith is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked with Primerica Advisors since 2004 and with Primerica Financial Services since 2003. Outside of his advisory role, Smith operates a tax preparation business. Primerica Advisors is a large institution serving primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm delivers advisory services via model-driven strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Harvey Snider Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he began his career in 1981. He leads a multigenerational family team, serving clients through various stages of their lives and collaborating with both his teammates and clients' outside counselors. His approach involves fostering open dialogue and understanding client families to develop customized strategies that align with their life goals, emphasizing risk management and enhancing cash flow and tax efficiency to sustain and grow wealth. He holds multiple professional certifications, including Certified Investment Management Analyst (CIMA®), Certified Portfolio Manager (CPM®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Harvey graduated from the University of Alabama and serves on the Board of Visitors for the Culverhouse College of Business. He is also involved with the Norcross Touchdown Club, the Rober D. Fowler Family YMCA, and co-founded the Norcross High School Foundation for Excellence. Harvey's client focus areas include family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, retirement planning, philanthropic and socially responsible investing, and women and wealth. His personal interests include basketball, football, and gardening.

Robert Weber is a CFP® professional affiliated with OSAIC, bringing 43 years of industry experience. He has worked at OSAIC since 2023 and previously served at FSC Securities Corp and National Planning Corp. Weber is also the president of Weber Financial Advisory, Inc., a firm he has led since 1996, which markets and promotes his securities business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services supported by advanced asset-allocation tools and third-party managed account solutions.

Jennifer Wieland is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1994 and joined Merrill Lynch Wealth Management in 2006. Jennifer focuses on developing strategies and providing advice for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. Jennifer holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree in Financial Management from Clemson University. Her client focus areas include college education planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Jennifer is involved with the Girl Scouts of Greater Atlanta. She lives in Alpharetta with her husband and two children and enjoys camping, gardening, hiking, scuba diving, spending time with her family, and traveling.

Courtney Blake is a Series 66 licensed financial advisor with Primerica Advisors in Duluth, GA, and has five years of industry experience. Prior to joining Primerica in 2022, Blake held roles at H & L Equities, REIT Funding, and Najarian Capital, among others. Outside of advisory work, Blake has been involved in consulting and operations for affiliated non-investment businesses. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that delivers model-driven investment strategies through its large network of advisors.

Zachary Aumage is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2009 and has held roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Tommy Kim is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to his current role, he was involved with Pastries a Go Go, a restaurant business, and has held various positions in education. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving individuals and institutions with a variety of financial planning and investment services.

Michael Mchugh is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with LPL Financial since 1998. In addition to his advisory work, he owns a CPA firm, McHugh CPA Group, where he is involved in tax preparation and accounting. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Davis Blough is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. His prior work includes roles at Boehringer-Ingelheim, Pro Unlimited, Uber Technologies, Relaxing Air, NAVEX Global, PCM, and Mississippi State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Ryan Tennant is a financial advisor with LPL Enterprise in Johns Creek, GA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Tennant has also worked in the food service industry and has experience as a financial planner through Cornerstone Financial Partners LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and other entities through a large network of investment adviser representatives. The firm uses model-driven portfolio strategies, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products.

Cody Stimson is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 designations with five years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at John Hancock and John Hancock Distributors LLC from 2021 to 2024. He spent 19 years in full-time education before beginning his career in financial services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes a structured planning process supported by proprietary tools and provides various investment services through its extensive platform.

Gregg Corso is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has served since 2017. He holds the Certified Plan Fiduciary Advisor (CPFA) designation along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). In his role, he also functions as a Senior Portfolio Advisor, managing discretionary custom investment strategies and leveraging Merrill's model portfolios alongside third-party investment options. Gregg is a founding member of the Lea Corso Lee Group, focusing on working with closely held businesses, private equity firms, and non-profits. His expertise includes corporate retirement plans, cash management, liquidity events, and addressing challenges related to talent recruitment and retention, fiduciary liability, and plan administration. He emphasizes crafting personalized financial strategies tailored to client objectives through in-depth understanding and customized modeling analysis. His educational background includes a high school diploma from Marjory Stoneman Douglas High School and coursework at Santa Fe College and Florida Atlantic University. Outside of his professional responsibilities, Gregg volunteers with Habitat for Humanity of Northwest Metro Atlanta and enjoys cooking, football, hiking, and spending time with his family.

Jean Pasteur is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at PFS Investments Inc. since 2017 and has been affiliated with Primerica Life Insurance since 2015. Prior to his financial services career, Pasteur worked at United Parcel Service for 27 years. He also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-delivery investment strategies managed by third parties and supports trade execution and custody through established custodians, focusing on advisory services rather than institutional portfolio management.

Kristie Ingle is an Investment Consultant currently working at Fidelity Investments since 2026. Her role involves partnering with clients to provide clarity and assist them in making informed financial decisions. She collaborates with clients to create financial plans that help navigate major life events. Kristie has accumulated experience in the financial advisory field through various roles. She served as Director Retirement Planner at Fidelity Investments from 2025 to 2026 and as Central Relationship Manager at the same company between 2023 and 2025. Prior to this, she worked as a Client Service Advisor at Nicholas Wealth in 2023, a Branch Office Administrator at Edward Jones from 2021 to 2023, a Financial Advisor at AIG from 2020 to 2021, and at Edward Jones from 2019 to 2020. Outside of her professional responsibilities, Kristie has interests in beach activities, concerts, fitness, horseback riding, pets, and traveling.

Salvador Vargas is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments, Bank of America, Merrill Lynch, and Banner Bank. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Ana Torres De Pinho is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at E*Trade Securities LLC and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Troy Jarman is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC since 2015. Outside of his advisory work, he is involved in selling retail goods through various platforms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by tools such as Monte Carlo simulations.

Mason Kumiega is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials. He has served on the Advisory Board for the University of North Carolina at Chapel Hill's Kenan-Flagler Business School Center for Excellence in Investment Management, providing career advice to students. Prior to joining Morgan Stanley, his background includes experience with Face to Nails Etc., a day spa business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm’s financial planning process relies on structured discovery conversations and firm-approved tools, serving clients with tailored financial and estate planning solutions.

Hildegarde Parks is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 23 years of industry experience. She has worked with Primerica Financial Services since 2013 and is also involved with American Realty Professionals as a realtor. Additionally, Parks serves as president of Parks Management Group LLC, which focuses on residential property management outside of securities trading hours. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, using an operational model that includes oversight and due diligence for its investment offerings.

Nathan Smith is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 credential and previously worked at Thomasville National Bank Financial. Outside of his advisory role, he has experience in network technology solutions. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational support.