Christian Roach is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he held positions at several financial institutions, including Employee Benefits of Atlanta, Group Resources, American Commerce Bank, Quantum National Bank, and First Horizon Bank/IberiaBank. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Hardin is a financial advisor with Ameriprise in Roswell, GA, holding CFP®, Series 65, and Series 63 designations with 12 years of industry experience. Prior to joining Ameriprise in 2024, he worked at Bold Financial LLC, The Hardin Team, and Advisor Group. Outside of his advisory work, he performs and teaches percussion. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on income reliability and tax-aware withdrawal strategies.

Jack Richardson is a CFP® and CFA® with 39 years of industry experience, currently advising at LPL Financial since 2022. He previously worked at Triad Advisors, Inc. for 16 years and Robert Baird & Co. for three years. His prior business activity includes founding Richardson Investment Advisory, LLC, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad suite of financial products.

Keith Clemens is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill for 40 years, providing personalized wealth management strategies tailored to clients' individual financial goals. Keith works closely with clients to develop flexible strategies that adapt to changing market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. His expertise encompasses a broad range of client focus areas including college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Keith holds professional designations as a Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Manager Advisor (RMA). He earned a bachelor's degree from Florida State University. Keith is committed to community involvement and volunteers with local organizations, reflecting the Merrill tradition of community participation. Outside of work, his personal interests include adventure sports, fishing, golfing, running marathons, swimming, tennis, and yoga.

Daryl Holmes is a financial advisor with UBS Financial Services, holding a Series 66 designation and 25 years of industry experience. Prior to joining UBS in 2025, he spent over a decade at Morgan Stanley Private Bank and nearly two decades at Morgan Stanley. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

John Barich is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Equitable Advisors from 2000 to 2006. Outside of advisory work, he provides tax preparation services for both corporate and individual clients through his tax management business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Gary Schantz is a financial advisor with Raymond James Financial Services Advisors, Inc. and has 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. He is also the president and CEO of Legacy Wealth Management Group, Inc., where he dedicates significant time to the 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports advisory programs and institutional consulting through a large advisor network.

Zimanei Slocum is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2022, Slocum held roles at Lyft and Uber. Outside of advisory work, Slocum is involved with Uber in a customer service capacity. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized planning groups.

Robert Greisinger is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Merrill since 2009 and Bank of America, N.A. since 2011. He serves as a co-trustee for several entities outside of his advisory role. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategies and extensive manager-constructed offerings, with an emphasis on tax-efficient implementation and integration with Bank of America’s broader financial platform.

Seamus Worsley is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked with Hospitality South LLC and Infusia Inc., and has experience with College Hunks Hauling Junk & Moving. Outside of his advisory role, he is employed with DoorDash in a non-investment capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research to model outcomes.

Kevin O'Brien is a financial advisor at Ameriprise with 27 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with Ameriprise since 2005. O'Brien serves as president of the Suwanee Downtown Development Authority and is on the Board of Advisors for the North Gwinnett Schools Foundation. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Xuhan Song is a financial advisor with Merrill based in Alpharetta, GA. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior work experience includes roles at Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, Macy's, and Bloomingdale's. Merrill, together 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 individuals, high-net-worth clients, and institutional investors.

Mark Field is a financial advisor with Cetera, holding the CFP® and ChFC® designations and over 32 years of industry experience. He has worked with firms including Reliastar, VOYA Financial Advisors, and has been part owner of Legacy Financial Advisors since 2000. In addition to his advisory work, he operates as an independent insurance agent specializing in 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 multi-manager platform with diverse portfolio management options, including access to third-party money managers and bespoke strategies, supported by a nationwide network of over 10,000 advisors.

Jonathan Miller is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Cetera and Avantax Investment Services, and he also held a client service associate role at Legacy Capital Advisors. Miller’s background includes processing applications for annuities and alternative investments as well as supporting operational functions. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and investment advisory services, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

Kenneth Johnson is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James and its affiliates since 2013. Johnson is also the owner and CEO of Cumulus Capital Advisors, a business unrelated to investment advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers non-discretionary consulting tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Joseph Kennedy is a ChFC® and Series 66 licensed financial advisor with nine years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual Life Insurance, having previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he serves as treasurer for the Jarrard Burch Foundation, a nonprofit organization that puts on concerts for charitable causes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning engagements as annual, collaborative relationships using firm-approved software to analyze client goals.

Richard Henshaw III is a financial advisor at Merrill with Series 65 and Series 63 designations and eight years of industry experience. He has worked at Merrill and Bank of America since 2021 and previously at Prehmus Financial Partners, CANA Communications, and Telecom Network Solutions. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rebecca Stauffer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she volunteers at Crabapple Martial Arts, an educational organization in Alpharetta. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Ronald Lee Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2011. 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.

Scott Englehardt is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Stifel Nicolaus & Co Inc, Raymond James & Associates, Morgan Keegan & Company, LLC, and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.