Grace Harris is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, and Bank of America, N.A. Her career at Merrill spans two periods, from 2013 to 2018 and from 2022 to the present. 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 investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jared Mcclure is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2024, following a 16-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools.

Jackson Heinlen is a Series 66 licensed financial advisor with one year of industry experience. He is currently with Edward Jones and has prior experience at Equitable Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Gerry Hamill is a financial advisor with Osaic, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at The Lincoln National Life Insurance Company since 1997 and was with Lincoln Financial Advisors Corporation for 28 years. Hamill also serves as an agent offering traditional life insurance through a general agency. Osaic Wealth serves a diverse client base including retail and institutional investors, providing both brokerage and advisory services through various programs such as financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk assessments and offers discretionary and third-party managed investment strategies.

Michael Hynes is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at CUSO Financial Services, LP and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute along with third-party sources to support investment decisions.

Rod Bazarsky is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Tradebe Environmental Services from 2010 to 2018. 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 through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Corey Martin is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He previously worked for Morgan Stanley Smith Barney LLC for 14 years. He holds the Series 63 and Series 66 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

David Cauble IV is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding the Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked with Ferst Readers and Kennesaw State, and he has been involved with Stadia Church Planting. Cauble serves in several nonprofit roles, including as a board member and trustee for multiple foundations and colleges, providing strategic planning and governance support. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines client planning with managed-account options under a consolidated billing approach while maintaining separate service components.

Kathryn Montcalm is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Ridley International Inc. and ongoing work with PFS Investments Inc. She is also involved with Post Oak Baptist Church. In addition to advisory services, she receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. 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 uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Kenneth Whitley is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of advising, he is an owner of WVP Ventures LLC, an entity involved in leasing office space to his firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Samuel Vogelbacher is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previous work experience with firms including Fidelity Investments and Wells Fargo. Vogelbacher also maintains outside employment with Uber. 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, model portfolio programs, third-party asset management, and institutional platforms.

Leah Sesto is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 63 designation. Her prior work includes roles at JP Morgan Chase Bank, PNC Bank, and Premier Health Services. Outside of her advisory role, she owns an event equipment rental business, Poppies to Peaches LLC. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

David Nunez is a financial advisor with Merrill in Marietta, GA, holding a Series 66 designation. He has been with Merrill since 2021 and previously worked at Bank of America, N.A. since 2026. His background includes roles in both academic and staffing organizations. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Stephen Albritton is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Securities America Advisors, PNC Wealth Management, and TIAA-CREF. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Michael Pefferly is a financial advisor at Charles Schwab in Kennesaw, GA, holding Series 63 and Series 66 designations with 25 years of industry experience. He worked at Scottrade, Inc. for 12 years before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

David Tollin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved in tax preparation and accounting through Accounting Associates of GA, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Zachary Concha is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Thrivent Financial and work experience at Georgia State University, Cold Stone Creamery, and North Cobb High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning areas. The firm’s approach separates planning from managed-account services and does not provide portfolio management or institutional adviser selection.

William Mccartney Jr. is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Truist Bank and Regions Bank, as well as earlier positions at LPL Financial and Merrill. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets and a network of over 10,000 advisors.

Fanny Rivera Flores is a financial advisor with LPL Financial in Atlanta, GA. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining LPL Financial, she worked at Delta Community Credit Union and has been a business owner of The Solid Floor LLC since 2021. She is also a commissioned notary in the state of Georgia. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Carey Green is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously held roles at Avantax Advisory Services and Cumberland Financial Group. Green is also the treasurer and a board member of the Eagle Backers Athletic Booster Club. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides access to multiple platforms, discretionary and non-discretionary management, and proprietary model strategies.