Andrew Sperry is a CFP® with 40 years of industry experience, currently serving at OSAIC since 2023. He previously worked at FSC Securities Corporation for 27 years. He also owns Sperry Financial Services, a sole proprietorship offering insurance products as an independent agent. Osaic Wealth serves a wide range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and offers various managed account programs and retirement plan consulting.

William Egan is a financial advisor at LPL Financial in Duluth, GA, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at United Community Bank and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of investment options, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party strategies.

Tim Davis is a financial advisor at Morgan Stanley in Alpharetta, GA, with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*TRADE Securities LLC. Outside of financial advising, he owns and operates Chop Chop Yards, a landscaping services business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and a structured planning process.

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.

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 in Alpharetta, GA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

David Harms is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 63 and Series 65 designations and with 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he is co-owner of Harms + Associates, Inc., an investment-related business formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-delivery investment strategies managed by unaffiliated asset managers and supporting discretionary separately managed accounts.

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.

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.

Thomas Ellis is a financial advisor with LPL Financial, holding a Series 66 designation and currently beginning his career in the industry. His work history includes experience at Sullivan & Schlieman Wealth Management, BIP Wealth, and Pointe North Insurance Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Watkins 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 in 2025, he worked at Starbucks for several years and was briefly employed at a local flower shop. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, including tailored financial planning that utilizes firm-approved planning tools and models but does not provide individual security recommendations as part of standalone plans.

Robert Greisinger is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Fidelity Investments, and Merrill. 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Hazelrigs is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 designations. His previous work includes a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated services.

Dawn Anderson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2025. Prior to her current role, she was a homemaker for 14 years. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced analytical tools.