Scott Mackall is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005 and holds a Series 63 designation. Outside of his advisory role, he is involved in a business that provides expense management and personal services. Ameriprise serves clients primarily through its retirement-income planning service for individuals with substantial investable assets, offering tailored recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

Wyatt Duncan is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Morgan Stanley for three years and has held roles at Bank of America and CIBC Private Wealth US. Outside of finance, he has experience working in the restaurant industry at Mo'Nelisa Italian Restaurant and Pizzeria. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Walker is a financial advisor with Edward Jones in Alpharetta, GA, holding a Series 66 designation and 13 years of industry experience, all of which has been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Fran Jones is a financial advisor with Merrill, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Prior to joining Merrill in 2022, Fran worked at Ameriprise and Bank of America, N.A., and has experience in home furnishings and nonprofit work with the Princeton Education Foundation. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Monica Demichele is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Her previous work includes a role at CARE DAILY AI and freelance work from 2016 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a broader range of financial products than typical large institutional advisers.

Vincent Owens is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. 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. The firm’s financial planning approach relies on structured discovery, firm-approved tools, and modeling techniques such as Monte Carlo simulations.

Ashley Davy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Wells Fargo Bank, NA since 2014 and Wells Fargo Clearing since 2016. Outside of her advisory role, she owns a trucking company and serves as treasurer for the South Gwinnett Boys Tip Off Club. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Buhm Nam is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He has previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual and holds a Series 63 designation. In addition to his advisory role, Nam is involved in insurance brokerage and serves as a managing partner at an insurance services firm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through structured, collaborative planning engagements.

Bryson Jenkins is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2024 and is the founder of Founder Financial, LLC, a non-investment support company. Jenkins also holds a Property and Casualty insurance license related to a referral arrangement with a yacht broker. 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, nonprofits, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers unique services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting programs.

Jeffrey Hollis is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2022. Based in Ellijay, GA, he has been with Ameriprise since 2022. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized advice, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Matthew Koerwer is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 11 years of industry experience. He previously worked at E*TRADE Securities LLC from 2014 to 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outcome modeling.

Alexander Dodd is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. His previous work includes roles at A2Z Installations LLC and Mobile Assembly LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Cassey Adams Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, Adams worked in various service and educational roles, including at Outback Steakhouse and Kennesaw State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

John White Jr. is a CFP® professional with 35 years of industry experience. He has worked at OSAIC since 2025 and previously spent over 30 years with Lincoln Financial Advisors Corporation. He also maintains a long-standing affiliation with Guardian Life Insurance Company. Outside of his advisory role, he offers fixed annuities and services individual health insurance policies. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plans, charities, and corporate clients. The firm utilizes a multi-advisor platform with model-based asset allocation and portfolio optimization tools, offering a range of brokerage and advisory services through affiliated broker-dealer and RIA relationships.

C. Stephens is a financial advisor at Raymond James & Associates with 45 years of industry experience. He has been with Raymond James & Associates since 1995. He holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide network of advisers and affiliated research resources.

Christian Watson is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has prior experience with firms including Bank of America, MassMutual Investors Services, and The Piedmont Group. Outside of finance, Watson has worked in various sectors including retail and real estate. 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.

Teyonna Harris is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Manning & Napier, Wells Fargo Clearing, TD Ameritrade, and Morgan Stanley. Outside of her advisory role, she is a partner in a decorative flooring company and also works as a substitute teacher. Fidelity’s Strategic Advisers provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment vehicles. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and its advisory role to multiple registered investment companies and fund-of-funds.

Leeza Snyderman is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at The Farrell Law Firm, KPMG, and Poole Huffman, LLC. She is involved in the management and operations of investment-related products outside of her advisory work. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party asset managers and custody services.

Edward Armstrong is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its related entities since 2014. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

Bekira Mark is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing Services since 2018 and has also worked with Wells Fargo Bank since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.