Christopher Powell is a financial advisor with Merrill, holding a Series 66 designation and 6 years of industry experience. He has worked at Merrill since 2004 and previously at Bank of America, N.A. for one year. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional plans.

Mike Verroi is the Vice President, Wealth Planner at Fidelity Investments, where he has worked since 2018. In this role, he focuses on helping families and philanthropies build a legacy of meaningful impact through a structured financial planning process. He has extensive experience in the financial services industry, having served as Vice President, Financial Consultant at Fidelity Investments from 2010 to 2018. Prior to that, he held positions including Vice President, Sales Development at Futurity First Insurance Group in 2009, Assistant Regional Marketing Director at MetLife in 2008, Managing Partner at New England Financial from 2003 to 2008, and Senior Partner at New York Life Insurance Company from 1991 to 2003. Outside of his professional work, Mike has interests in baseball, football, military service, outdoor adventures, and softball.

Anthony Chen is a financial advisor with Osaic Wealth based in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Royal Alliance Associates and Jhfn Sii. Outside of advising, he hosts the podcast Family Business Radio and serves as president and board member of XPX - Exit Planning Exchange, a nonprofit focused on advisor networking and business owner succession planning. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supported by multiple custodial arrangements and alternative investment options.

Stephen Pearson Jr. is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include multiple positions at E*Trade Securities LLC and Morgan Stanley Service Group, Inc. Outside of his advisory work, he is involved with two non-investment businesses, including an electronic engineering firm and a pool design company where he performs CAD drawings. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Herman Thompson Jr. is a CFP® and ChFC® with 21 years of industry experience, currently advising at OSAIC since 2018. He previously worked at Sii and John Hancock Mid-Atlantic Agency from 2004 to 2018. Outside of his advisory role, he serves on the Board of Directors for The Frazer Center, a nonprofit organization focused on learning and social opportunities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, featuring model-based asset allocation, portfolio optimization, and a range of program options including Unified Managed Accounts and third-party money manager programs.

Benjamin Thompson is a financial advisor with Primerica Advisors in Monroe, GA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Equitable Advisors LLC and self-employment in investment-related product management. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options within a wrap-fee structure.

Franklin Whitworth is a Wealth Management Advisor at Merrill Lynch Wealth Management, leveraging the investment resources of Merrill and the banking services of Bank of America to support clients' financial needs. He joined Merrill Lynch Wealth Management in 2005 and currently holds the Wealth Management Advisor title. He specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Franklin holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC)™, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Franklin earned a B.S. in Consumer Economics with a Family Financial Management Emphasis and a B.B.A. in Risk Management and Insurance from the University of Georgia. He resides in Suwanee with his wife and their two children. His personal interests include football, golfing, scuba diving, skiing, spending time with his family, and traveling.

Eleanor Pascual is a financial advisor at Cetera with four years of industry experience. She has previously worked at Minnesota Life Insurance Co, Securian Financial Services Inc, Providential Legacy Group, and Pruco Securities, LLC, and spent over two decades at State Farm Mutual Automobile Insurance Company. Outside of her advisory role, she serves on the boards of the Philippine American Chamber of Commerce of Georgia and Makabayan Georgia, Inc., focusing on community outreach and affairs, and is involved with the WWAAC Alliance Foundation, a nonprofit supporting Asian American communities. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement a variety of portfolio strategies, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Kerry Bonselaar is an advisor with LPL Enterprise holding Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining LPL Enterprise in 2024, Kerry worked at Pruco Securities LLC from 2022 to 2024 and has been associated with Kelly M Squires since 2012. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ross Leikvoll is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual, Truist Bank, and Elevated Insurance Solutions. 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 a structured discovery process.

Steven Marcu is a financial advisor with Charles Schwab in Alpharetta, GA, holding a Series 63 designation and with 27 years of industry experience. He has been with Charles Schwab and its affiliated bank since 1997 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research and due diligence.

Cynthia Matthews is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1998. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Schaars Jr. is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2015. His prior work includes positions at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Matthew Eggers is a financial advisor at Morgan Stanley in Alpharetta, GA, with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2023, following previous experience at E*TRADE Securities and a two-year tenure at Uber. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured process and various firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Capiz Calloway is a financial advisor with Raymond James Financial, holding CFP® and Series 66 credentials and 18 years of industry experience. Calloway has been with Raymond James Financial Advisors, Inc. since 2009 and is also associated with Advanced Financial Strategies. Outside of advising, Calloway serves as a power of attorney to assist in managing a family member’s financial affairs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a range of advisory programs and specialized services including municipal and public finance consulting.

Raymond Godleski III is a CFP® with 12 years of experience in the financial industry, currently affiliated with OSAIC since 2023. His prior experience includes roles at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and The Prudential Insurance Company of America. Outside of advisory work, he hosts the Finanically Fluent Podcast and serves as Treasurer on the Suwanee Arts Center Board of Directors. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization and offers a range of advisory and brokerage services through a multi-advisor platform.

Thomas Delahunt is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and bringing 12 years of industry experience. He has worked with Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients. The firm provides tailored financial planning supported by proprietary tools and models while managing approximately $2.74 trillion in client assets.

Jonathan Striefsky is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019. His prior experience includes roles at Bank of America, Merrill Lynch, City Lights, and Vida Cantina. 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 with a structured financial planning process that utilizes firm-approved tools and modeling techniques.

Lauren Russell serves as a Branch Leader at Fidelity Investments, a role she has held since 2023. She leads a team of financial professionals dedicated to partnering with families to pursue their financial goals. Lauren's approach emphasizes building meaningful, lasting relationships by understanding her clients' stories and supporting them through all stages of their lives while co-creating plans aligned with their definitions of success. Her experience at Fidelity Investments includes positions as a Planning Consultant from 2021 to 2023, Relationship Manager in 2021, Investor Center Financial Representative in 2020, and High Net Worth Service Associate from 2018 to 2020. This progression reflects her expertise in financial planning and client relationship management. Outside of her professional role, Lauren enjoys cooking and baking, fitness activities including Pilates, exploring culinary experiences as a foodie, socializing with friends, and traveling.

Michael Allee is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages rental properties in Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm is recognized for its extensive advisor and branch network and offers various discretionary and non-discretionary investment strategies under a fiduciary standard.