Steven Howell is a financial advisor with Equitable Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Equitable Advisors or its predecessor, Axa Advisors, LLC, since 1999. Howell serves on the investment policy committee for PST Advisors, LLC, an Equitable-approved RIA participating on the LPL MWP platform. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a combination of proprietary and third-party advisory programs, focusing on matching clients to appropriate investment models and discretionary managers.

Charles Tallman is a Wealth Management Advisor with The Tallman Team at Merrill Lynch Wealth Management. In his role, he advises and guides families along their financial journey, with a specific focus on investment analysis. Charles often coordinates the goals and priorities of young adults within larger family wealth management strategies to help each family build a financial foundation with clarity for their future. He emphasizes strong analytical ability, deep problem solving, and a thorough focus on learning as essential traits in his practice. Charles rigorously studies how markets perform in relation to families' evolving lives and applies his judgment to help clients overcome challenges and meet their priorities. Staying informed on global economic dynamics and current events is a top priority in providing support to clients. Charles holds a Bachelor's Degree from Clemson University and has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He is also a member of the Atlanta Clemson Club. Outside of work, Charles enjoys golfing, reading, and spending time with his family.

William Dyches is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cambridge Investment Research since 2010. Outside of his advisory role, he is involved in several family-owned and partnership real estate ventures in Savannah, GA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Jack Wang is a financial advisor with Wells Fargo Clearing in Roswell, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work history includes roles at PNC Investments LLC and PNC Bank. 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 from Wells Fargo Investment Institute and third-party databases in its investment approach.

Cristal De La Torre 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 joining Morgan Stanley, Cristal worked at COUNTRY Financial and Macerich and has a background connected to the University of Colorado Boulder. Outside of her advisory role, she has been involved with the Veterans Memorial Aquatic Center. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Andrew Sperry is a CFP® professional with 40 years of industry experience. He has worked at OSAIC since 2023 and was previously with FSC Securities Corporation for 27 years. He is the owner of Sperry Financial Services, where he offers insurance products as an independent insurance agent. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Tim Davis is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 10 years of industry experience. Before joining Morgan Stanley in 2023, he worked for E*TRADE Securities LLC from 2015 to 2023. Outside of his advisory role, he owns and operates a landscaping business called Chop Chop Yards. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm‑approved tools and analysis.

Michael Edmonds is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 13 years of industry experience. His professional background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. 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 models. The firm manages approximately $2.74 trillion in client assets and provides financial planning through dedicated advisors and its Estate Planning Strategies Group.

Janet Reynolds is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Henriques IV is a financial advisor with Primerica Advisors in Ball Ground, GA, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Primerica Advisors since 1997 and with Primerica Financial Services since 1996. Outside of advising, he is the owner of R&M Henriques Enterprises LLC, an entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed account options. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

John Michael Brunetti is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Kovack Advisors and Kovack Securities for 11 years. Outside of his advisory work, he is a silent partner in several restaurant businesses including Rock 'N' Taco Holdings and Cypress Street LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with a range of strategies and operational tools.

Colin Luke is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers from 2008 to 2021. He is also involved with Sumac Wealth Management Inc., a business entity for tax and investment purposes. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and extensive operational tools.

Leidy Passow is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo, as well as in oral surgery and dental implant centers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Matthew Brown is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sarah Glover is a financial advisor with Charles Schwab in Alpharetta, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Charles Schwab and its affiliated Charles Schwab Bank since 1997. 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 both non-discretionary and discretionary investment options supported by centralized supervision, custody, and research resources.

Guillermo Parra is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 1995, advancing through various roles including Financial Consultant, Investments Representative, Retirements Specialist, and Mutual Fund Representative. Over his more than three decades at Fidelity Investments, Parra has focused on managing the complex financial needs of high-net-worth individuals and families. His professional efforts are aimed at bridging the gap between clients' personal goals and Fidelity's resources, developing and maintaining disciplined frameworks for retirement, income, and wealth preservation. Outside of his professional work, Parra enjoys family activities and tennis.

Andre Vanhorn is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He previously worked at UBS Financial Services Inc for 15 years before joining Wells Fargo Advisors in 2023. Outside of advisory work, he is involved in several business ventures, including ownership interests in multiple financial practices and investment-related companies. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and planning tools, delivering tailored recommendations through meetings and written summaries.

Ben Rutledge is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge, he worked for over two decades at Anheuser-Busch Commercial Strategy, LLC. Outside of his advisory role, he is involved with Unique Remodel Concepts, LLC, serving as registered agent and managing bookkeeping duties. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm provides a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client goals.

Glenn Frank is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Raymond James & Associates, Morgan Keegan & Company, LLC, and UBS Financial Services. Outside of his advisory work, he is the sole owner of JBC Greenpoint LLC. 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 range of planning options that address diverse client needs, utilizing Wells Fargo research and tools to deliver tailored recommendations.

Joshua Lewis is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial planning supported by structured discovery and advanced modeling tools.