Peter Lincoln is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Financial Services since 2016. Outside of his advisory role, he serves as president of Lincoln Construction Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

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 previously worked at Woodbury Financial Services, Inc. for 13 years before joining her current firm. Outside of finance, she operates a sole proprietorship designing and selling University of Georgia game day apparel and accessories on Etsy. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with access to various third-party managers and uses firm-provided tools to construct and manage diversified portfolios.

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.

Alfredia Lewis is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2011. Outside of her advisory role, she is an owner of F & L Investment Properties, Inc. and serves as a board member for Families First, a nonprofit organization focused on supporting families facing complex challenges. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Vacante is a Series 65–licensed financial advisor with Primerica Advisors in Duluth, GA, and has 21 years of industry experience. She has been affiliated with Prim Finan SRVS since 1990, totaling 36 years in related financial services. Her other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight and authority over the investment models offered.

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 with Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory role, he owns land in Stephens County, GA, planned for timber replanting and future harvest. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Charles Clements is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He previously worked at Avantax Advisory Services and related entities for 28 years. Outside of his advisory work, he owns and operates a tax preparation and accounting business and manages a family-owned tree farm in Georgia. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform for independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with portfolio management, financial planning, and access to third-party money managers. The firm offers a variety of discretionary and non-discretionary program options across multiple custodial relationships.

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.

Sarah Harris is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Bank of America and DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers and provides trading, account administration, and custody support.

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, holding a Series 66 designation and seven years of industry experience. Her prior firms include Commonwealth Financial Network and Avantax Investment Services. Outside of advising, she owns Paige Rossi, LLC, which provides tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized employer advisory programs.

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 held a prior position at Woodbury Financial Services for 21 years before joining OSAIC in 2024. In addition to his advisory work, he serves as president of Markel Financial Services, an insurance brokerage specializing in life, health, disability, long-term care, dental, and Medicare products. OSAIC serves a wide range of retail and institutional clients through a large network of advisers and platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary accounts, with a complex corporate structure that includes multiple mergers and private-equity ownership.

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.

Lynn Nicolaysen is a financial advisor at Merrill with Series 63 and Series 66 credentials, and has 30 years of industry experience. She has been with Merrill since 1994. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.