Richard Goldman is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various capacities within Fidelity since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction within a systematic investment process.

Adam Carlock is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with 10 years of industry experience. He has worked at Morgan Stanley since 2023 and was previously employed at E*TRADE Securities LLC from 2016 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michael Reeves is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Morningstar Investment Services, Inc., First Horizon Advisors, and First Citizens Investor Services. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Bryan Levy is a financial advisor with Primerica Advisors in Canton, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors since 2019 and previously worked in roles including Closets by Design Atlanta and First Watch. Outside of advising, he is involved in the sale of home security and automation products 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 account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Kristin Pinyan is a CFP® with 26 years of industry experience. She is affiliated with Cetera and has been associated with Cetera Advisors LLC since 2013. In addition to her advisory role, she owns and operates Financial Assets, Inc., a financial services business, and is involved in landscape design. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, utilizing a range of program structures and manager options.

Alan Gross is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the finance committee of Congregation Or-Hadash in Sandy Springs, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and offers a broad range of brokerage and advisory solutions.

Jacob Bivens is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Morgan Stanley since 2021 and previously at E*TRADE Securities from 2009 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes firm-approved tools and modeling techniques but does not provide individual security recommendations as part of standalone plans.

Michael Hebdon is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2026. Prior to joining Edward Jones, he worked at The Vanguard Group, Inc. for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Steven Rothschild is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently associated with Osaic Wealth and has previously worked at Securities America and operated his own firm, Rothschild and Associates, where he also provided accounting and tax preparation services as a CPA. Osaic Wealth serves a wide range of clients, including retail and institutional investors, with services spanning financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and access to alternative investments through multiple custodial and affiliate platforms.

Virginia Jones Smith is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2014. She has been self-employed since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. 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.

Anne Butz is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, she worked at E*Trade Securities and held various roles at Sherwin Williams. She also spent time engaged in extended travel and worked at Kennesaw State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Lawson Doherty 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 his current role, he worked at Asset Preservation Advisors and has experience in service and education sectors, including positions at Andy's Pool Service and Woodward Academy. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning using structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and corporate financial planning agreements.

Kell Hermetz is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. Prior to joining J.P. Morgan, Hermetz held roles at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of finance, Hermetz has experience working in the restaurant industry with Carbonara Trattoria and Gus's Fried Chicken. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and an ESG eligibility framework.

Rajan Bedi is a Planning Consultant at Fidelity Investments. In this role, he partners with clients to align Fidelity's approaches to their goals, concerns, and priorities. He has held the position of Planning Consultant at Fidelity Investments during the year 2026. Outside of his professional life, Rajan has interests in baseball, comedy, social events with friends, soccer, and traveling.

Kristin Crockett is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Alpharetta, GA, and has 33 years of industry experience. She previously worked at Wells Fargo Clearing and Wachovia Securities, Inc. Crockett serves as treasurer of the Alpharetta Roundtable, a local business organization. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, utilizing proprietary research and tools to develop tailored recommendations across a broad range of planning areas.

George Gill Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at USAA and its affiliated entities from 2011 to 2020. He serves on the advisory board of USO of Georgia, a nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and proprietary tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Barry Meeks is a financial advisor with Cetera and holds the PFS™ designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience and has been operating Meeks & Associates LLC since 2011, where he also provides tax preparation and planning services. Prior to joining Cetera in 2025, Meeks worked at Avantax Advisory Services and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a broad range of portfolio management and financial planning services, utilizing various program structures and third-party managers to meet diverse client needs.

Mary George is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at NRP Advisors, Inc. and has been with LPL Financial since 2010, also serving as Vice President at Plan Sponsor Consultants, a division of HUB International. Outside of her advisory work, she owns a craft sales business called Skirl Nest. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, leveraging both proprietary research and third-party strategies across a broad asset base.

Jacob Reilly is a Series 66-licensed financial advisor with LPL Financial, based in Roswell, GA, and has four years of industry experience. He previously worked at Raymond James Financial Services Advisors and Raymond James Financial Services. Outside of his advisory work, he spent time with Reformation Brewery in 2020. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad spectrum of financial activities.

Michael Mulling is an advisor at Raymond James Financial with 50 years of industry experience. He holds Series 63 and Series 65 designations and has served in various roles at Stonewall Asset Management, Inc., where he is president and co-owner. He also performs financial planning and compliance duties at Stonewall alongside his co-owner. 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 plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, supports institutional portfolio management, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.