Sneha Satyanarayana Varanasi is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Sneha worked at Frost & Sullivan and ICICI Prudential Asset Management Company. She is the sole proprietor of OneNest LLC, an entity involved in organizing passive investments in real estate and startups. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of investment vehicles.

Chad Streetman is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2021, following four years at Edward Jones and three years at Verizon Wireless. Outside of his advisory work, he owns a rental property in Tupelo, Mississippi. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and models without providing individual security recommendations as part of standalone programs.

Ryan Stewart is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for nine years before joining Wells Fargo Advisors. Stewart has ownership interests in two investment-related entities, Dixie Hawk LLC and McHale Group LLC, both based in Alpharetta, GA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

Stephan Oster is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including over two decades at Securities America and a role as part owner and financial planner at Oster & Fischer, LLC. Oster's work includes financial planning with integrated insurance product recommendations as part of client strategies. Cambridge Investment Research Advisors serves a diverse client base through independent financial professionals, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides multiple implementation platforms and proprietary model strategies, combining institutional features with tailored advisory solutions.

Daniel Aiello is a CFP® with 32 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as a trustee for a family trust in Alpharetta, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

David Rosenfeld is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Charles Schwab since 1999, including roles at Charles Schwab Bank, SSB, and a brief period at TD Ameritrade Inc. from 2023 to 2024. Charles Schwab & Co., Inc. serves a large client base of 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 combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Gurminder Multani is a Certified Financial Planner® with 27 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Multani serves as a board member and officer of the Georgia Indo American Chamber of Commerce. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by advanced modeling tools.

Michael Thigpen is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc., Investacorp Advisory Services, and Equity Services, Inc. Outside of his advisory role, he is president of Evolutions Financial, LLC, a wealth management firm providing financial planning, investment, and risk management services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers a range of integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Erika Carper is a financial advisor with Wells Fargo Clearing, 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 an extended history with Wells Fargo Bank NA dating back to 2012. Outside of her advisory role, she has partial ownership in Black Tie Cafe, a mobile coffee business serving special events. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kenneth Shipp III is a financial advisor with Edward Jones in Lawrenceville, GA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Howard Sparrow is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo entities since 2012. Outside of his advisory role, he is a 50% owner of Peak View, LLC, an investment-related business he co-owns with his spouse. 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 uses research and analytics from Wells Fargo Investment Institute and third-party databases, applying diversification principles and modern portfolio theory in its investment approach.

Robert Carter is a financial advisor with Primerica Advisors, holding a Series 66 credential and nine years of industry experience. His previous roles include positions at Invesco and Edward Jones. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, using model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, providing advisory services supported by third-party custodians and overlay managers.

Robert Kurkjian Jr. is a financial advisor with Edward Jones in Cumming, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Daniel London is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Questar Asset Management, Inc. for seven years before joining Primerica Financial Services in 2016. Outside of his advisory role, he has been involved with Creative Financial Partners in managing investment-related products and providing notary services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies created by unaffiliated asset managers. The firm supports its advisory services with a large network of financial advisors and emphasizes various portfolio models including strategic, tactical, and tax-managed approaches.

Thomas Dortch is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Automotive Risk Management Partners, Nolan Transportation Group, Cole Hixon Insurance, and the University of Alabama. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across multiple areas, offering both one-time and ongoing engagements without discretionary trading authority.

Donald Goldsmith is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Goldsmith serves as a board member for Home Repairs Ministries, a nonprofit focused on providing safe and accessible homes to metro Atlanta homeowners at no cost. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning that covers retirement, income tax, estate, business continuation, divorce, and special needs planning, without including implementation of recommendations.

Robert Bishop is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Blackwell is a financial advisor with Wells Fargo Clearing in Conyers, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2014. Outside of his advisory role, he works as an independent voice actor and is involved in customer service at a grocery store. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Lee Stebbins is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at SunTrust Advisory Services and SunTrust Investment Services. In addition to his advisory work, he operates as an independent insurance agent through The Stebbins Bolen Group. Cambridge Investment Research Advisors serves 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 professionals utilizing a variety of portfolio management strategies and platform arrangements.

Thomas Arundale is a financial advisor with Charles Schwab in Alpharetta, GA. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior work includes positions at Bank of America, Merrill, and Northwestern Mutual Investment Services LLC. Charles Schwab serves a large client base primarily composed of 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 centralized operational infrastructure.