William Frechtman is a financial advisor with Mass Mutual Investors Services in Cumming, GA, holding Series 63 and Series 65 designations and having seven years of industry experience. He has been with Mass Mutual Investors Services since 2018 and has been associated with Mass Mutual Life Insurance Company since 2007. Outside of his advisory role, he is a member of The Connective Networking, which focuses on introducing individuals to membership opportunities. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements that use analytic tools to develop client recommendations, with implementation conducted through separate brokerage or insurance arrangements.

William Egan is a financial advisor with LPL Financial, holding a Series 66 designation. He has been in the industry for one year and previously worked at United Community Bank and Equitable Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing strategies supported by LPL Research and third-party subadvisors.

Tim Davis is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC for several years. Outside of his advisory role, he is the owner and operator of Chop Chop Yards, a landscaping services business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and market simulations.

Michael Edmonds is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 13 years of industry experience. His professional background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial planning through dedicated advisors and its Estate Planning Strategies Group.

Janet Reynolds is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. 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. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Colin Luke is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies before joining LPL Financial in 2021. He is also involved with Sumac Wealth Management Inc, a non-investment business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and various technologies.

Leidy Passow is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo, as well as in oral surgery and dental implant centers. 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, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Matthew Brown is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sarah Glover is a financial advisor at Charles Schwab with 27 years of industry experience. She holds a Series 63 designation and has been with Charles Schwab and Charles Schwab Bank since 1997 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a combination of non-discretionary and discretionary investment guidance, multi-asset model portfolios, and a centralized operational structure that supports its extensive client coverage.

Guillermo Parra is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 1995, advancing through various roles including Financial Consultant, Investments Representative, Retirements Specialist, and Mutual Fund Representative. Over his more than three decades at Fidelity Investments, Parra has focused on managing the complex financial needs of high-net-worth individuals and families. His professional efforts are aimed at bridging the gap between clients' personal goals and Fidelity's resources, developing and maintaining disciplined frameworks for retirement, income, and wealth preservation. Outside of his professional work, Parra enjoys family activities and tennis.

David Harms is a financial advisor with Primerica Advisors in Braselton, GA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, Harms is co-owner of Harms + Associates, Inc., an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Andre Vanhorn is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He previously worked at UBS Financial Services Inc for 15 years before joining Wells Fargo Advisors in 2023. Outside of advisory work, he is involved in several business ventures, including ownership interests in multiple financial practices and investment-related companies. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and planning tools, delivering tailored recommendations through meetings and written summaries.

Glenn Frank is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for nine years before joining Wells Fargo Advisors in 2023. Outside of his advisory role, he has full ownership of JBC Greenpoint LLC, an investment-related business based in Alpharetta, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu covering retirement, education, risk, wealth-transfer, and specialized planning areas. Advisors utilize Wells Fargo’s research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients selecting which services or brokerage options to implement.

Joshua Lewis is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

Thomas Ellis is a financial advisor with LPL Financial, holding a Series 66 designation. He has been working in the industry since 2024, with experience at several firms including Sullivan & Schlieman Wealth Management, BIP Wealth, and Pointe North Insurance Group. Prior to his financial career, he worked in education for several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party research, and advanced technology to support diversified investment strategies.

Kevin Watkins is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses. He joined Morgan Stanley in 2025 and has prior work experience outside the financial industry, including several years at Starbucks. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Robert Greisinger is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals. His approach integrates insights from Merrill as well as banking and lending solutions from Bank of America to provide comprehensive wealth management. Robert’s expertise includes employee benefits planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, socially responsible investing, tax minimization, and retirement income. He emphasizes a one-on-one relationship with clients to help them pursue long-term financial objectives. Robert is committed to community involvement and participates in local organizations through volunteer work. Outside of his professional role, he enjoys spending time with his family and engaging in activities such as baseball, fishing, football, golfing, racquetball, and tennis.

Christopher Hazelrigs is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1995. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to a variety of advisory and brokerage services through an integrated platform.

Dyan Echevarria is a financial advisor at Merrill with a Series 66 designation and 3 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Dawn Anderson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2025. Prior to her current role, she was a homemaker for 14 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced analytical tools.