Raquel Valdez is a financial advisor at Primerica Advisors in Duluth, GA, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior work includes roles at Morgan Stanley, E*Trade Securities LLC, and Onepath. Outside of advising, she operates an online clothing resale business called Pretty Messy Closet. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through respected third parties, managing approximately $15.5 billion in assets under management.

Emmanuel Mirali is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in the hospitality sector at several hotels, including Holiday Inn Express & Suites and Hotel Pierre Loti. He is also the owner of Mirali LLC, an automotive and transportation-related business based in Norcross, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Tina Garrison Nunez is a financial advisor at Primerica Advisors in Duluth, GA, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Primerica Financial Services since 2014. She is involved in the management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies primarily delivered through its advisors.

Tondeleo Day is a Series 66-credentialed financial advisor with Edward Jones in Loganville, GA, having 13 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she has released music available on all digital platforms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Matthew Maddox is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Morgan Stanley in 2023, he spent over a decade at E*TRADE in various capital management and securities roles. Outside of his advisory work, he runs Maddox Photography, focusing on professional photo production and editing. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery and firm‑approved tools, managing approximately $2.74 trillion in client assets.

Jason Marshall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he has ownership interests in American Metal Technology, LLC and Fiberglass Unlimited, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Pacheco is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. He has previously worked at E*Trade Securities and Wells Fargo & Co, and had an early career period at Subway. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Thomas Mc Curdy is a financial advisor with Edward Jones in Dacula, GA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Causely from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

John Gomez is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in financial services. He specializes in advising high net worth clients, including executives, entrepreneurs, retirees, and families, on various financial matters such as retirement planning, business transitions, managing concentrated stock positions, coordinating multiple accounts, and legacy building. His client focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Mr. Gomez holds a Bachelor of Business Administration degree in Finance & Investment from Baruch College, Zicklin School of Business. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of professional organizations such as Cross Pointe Church and Carepointe and participates in community involvement with Cross Pointe Church, Latin American Association, Latino Leadership Alliance, and NSHMBA. Fluent in both English and Spanish, Mr. Gomez's approach to financial advising is guided by principles of clarity over confusion, discipline over emotion, and long-term purpose over short-term noise. He aims to help clients make informed decisions and avoid costly mistakes by turning financial complexity into clarity so their wealth supports what matters most. His faith in Christ informs his service ethic, emphasizing trust earned through integrity, accountability, and doing what is right even when no one is watching. Outside of his professional life, he enjoys baseball, basketball, bowling, cooking, golfing, hiking, music, spending time with family, traveling, and watching movies.

Giovanna Godina is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill, Morgan Stanley, T. Rowe Price, The TJX Companies Inc, and Georgia State University. 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 individuals, institutions, and charitable organizations.

Sara Gresham is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2015. Outside of her advisory role, she has a connection to a family-owned holding company and several spouse-operated businesses. 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, and institutions.

Robert Larsen is a Wealth Management Advisor at Merrill Lynch Wealth Management with nearly two decades of experience at the firm. He holds multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Larsen specializes in advising high net worth clients, families, and foundations on financial strategies, retirement services, wealth preservation, and transfer. He earned his bachelor's degree from the University System of Georgia and is a graduate of the Terry College of Business at The University of Georgia where he graduated cum laude with an honors degree in Business Administration with a concentration in Finance and Investment Management. Larsen is recognized for his mission to understand client priorities deeply and to design, implement, and track customized wealth management strategies that align with their goals. Larsen is active in his community and involved with The Jeannette Rankin Foundation. His client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, and retirement income, among others.

Brett David is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill for over 20 years, assisting high-net-worth families and business executives in executing financial strategies that align with their personal and business-related goals. Brett leads The Simmons – David Group, which has been providing financial advice and wealth management services for more than 35 years. Their clientele includes affluent families, corporate executives, and successful business owners, with an emphasis on comprehensive wealth management encompassing financial and portfolio strategies, wealth transfer and preservation, business services, retirement planning, and estate planning. Brett holds a Bachelor's degree from the Georgia Institute of Technology in Aerospace Engineering. Prior to joining Merrill, he worked in the petroleum industry managing a territory in the Mid-Atlantic states and contributed to the creation of an e-learning company focused on continuing education for large, not-for-profit organizations. He possesses professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He resides in Alpharetta, GA with his wife, Marni, and their children, Peyton, Caelin, and Maclaine. Brett's client focus areas include college education planning, legacy and family wealth management, personal retirement planning, portfolio management, tax minimization, and strategies tailored for women and wealth.

Nicholas Roth is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and E*Trade Securities LLC, as well as a position at Supermetrics Inc. He also spent four years at the University of North Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory process.

Louis Gary is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Dempsey Lord Smith, LLC for ten years. Outside of his advisory role, Gary serves as a board member for Point Foundation and The Springs Condominiums Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and custody arrangements.

Charles Frazier III is a CFP® professional with 40 years of industry experience. He is currently affiliated with Royal Alliance Associates, Inc. and has held prior roles at Signator Investors, Inc., CF Sub, LLC, and Transamerica Financial Advisors, Inc. He serves as a board member and treasurer of a local condominium owners association. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutional plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple managed account platforms incorporating a broad range of investment options.

Tyler Strickland is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored financial plans aligned with their unique goals. He has held various roles within Fidelity since 2015, including Investments Solutions Representative and High Net Worth Representative, and has also worked at TD Ameritrade as a Senior Financial Consultant and Financial Consultant. Throughout his career, Tyler has focused on helping clients make informed financial decisions by providing education and personalized guidance. His experience spans multiple facets of financial consulting, enabling him to support a diverse client base effectively. Outside of his professional work, Tyler has interests that include baseball, football, golf, music, family activities, and parenthood.

Richard Walters is a financial advisor at OSAIC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at John Hancock Financial Services and SII. Walters serves as secretary and board member for Creative Community Services, a nonprofit supporting youth with developmental disabilities and mental health needs in Georgia. OSAIC Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services with portfolios constructed using asset-allocation tools, risk-tolerance assessments, and a range of investment products managed through various platforms.

Lilian Wittwer is a financial advisor at Charles Schwab with eight years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2017, including roles at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily 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 mix of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.

Anthony Modica Jr. is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and over 35 years of industry experience. Prior to joining Wells Fargo Advisors in 2017, he worked at Bank of America and Merrill from 2009 to 2017. Outside of his advisory role, he is involved in family partnership land management and owns investment-related entities including an investment management firm that operates his financial practice. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory functions with a variety of financial products and referral channels.