Jeffrey Gray is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds power of attorney responsibilities for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Donald Smith is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2014. Outside of his advisory work, 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 both model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutions.

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.

Gregory Garvin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at American Century Investment Services and Park Avenue Securities. Outside of his advisory work, he is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers multiple portfolio management options and access to proprietary and third-party strategies, with investment approaches tailored to client objectives.

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 previously at Ashworth & Sullivan Wealth Management Group, LLC, and Triad Advisors, Inc. He is a licensed insurance agent involved in client needs assessment and policy delivery, and he is also a silent partner in a family-owned commercial property investment. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools and platforms to construct diversified portfolios and supports multiple account management options.

Christopher Fleming is a financial advisor at Edward Jones in Woodstock, GA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Mill Springs Academy and was involved with the Atlanta Humane Society. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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 CFP® professional with 12 years of industry experience, currently advising clients at Ameriprise in Roswell, GA. His prior roles include positions at Bold Financial LLC, The Hardin Team, and Advisor Group. Outside of financial advising, he performs and teaches percussion. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides clients with tailored retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Carson Ledford is a Series 66-licensed financial advisor currently with Thrivent Investment Management. He has worked at Thrivent and its affiliated entities since 2025. Prior to his advisory role, he has experience related to golf course operations at the University of Georgia Golf Course and Canton Golf Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning across various topics with periodic reviews, while keeping planning and managed accounts separate.

Jack Richardson is a financial advisor at LPL Financial with 38 years of industry experience. He holds the CFP® and CFA® designations and has worked at LPL Financial since 2022, following 16 years at Triad Advisors, Inc. He previously operated Richardson Investment Advisory, LLC as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research.

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 credentials and having 33 years of industry experience. He has been with LPL Financial since 2006 and manages a tax preparation and accounting business specializing in corporate and individual income taxes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Zimanei Slocum is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Morgan Stanley, Slocum held various roles including positions at Lyft, Inc. and Uber Technologies, Inc., where he worked in customer service. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment insights.

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 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, he was involved with Hospitality South LLC / Infusia Inc. and worked at College Hunks Hauling Junk & Moving. Outside of advising, he is employed by DoorDash. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and economic modeling techniques.

Mark Field is a financial advisor with Cetera, holding the CFP® and ChFC® designations and possessing 31 years of industry experience. His career includes roles at Cetera Wealth Services, Reliastar, VOYA Financial Advisors, and long-term involvement with Legacy Financial Advisors and Diversified Insurance Group. He is also a part owner of Legacy Financial Advisors and works as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

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.

Richard Henshaw III is a financial advisor at Merrill with eight years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Prehmus Financial Partners and CANA Communications. He is currently based in Alpharetta, GA. 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, 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.