Christopher Wallace is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles, including education and hospitality, before joining LPL Financial. Outside of his advisory role, he coaches at King's Academy in Woodstock, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across a variety of asset allocations.

Hermon Mason is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to his current role, he worked at Pruco Securities, LLC, and COUNTRY FINANCIAL. He serves on the Alumni Board of Averett University, a private Baptist university in Virginia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics without discretionary trading authority, emphasizing periodic reviews and a separation between planning and managed-account services.

Amita Webb is a financial advisor at Charles Schwab in Atlanta, GA, holding Series 63 and Series 65 licenses. She has prior experience at Morgan Stanley and Sagicor Investments JA LTD, among other roles. 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 a mix of non-discretionary and discretionary investment solutions, supported by comprehensive research and a large-scale, integrated operational platform.

Leigh Holbrook is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has worked at Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

James Nance is a CFP® professional with 26 years of industry experience, all spent at Edward Jones since 2000. He holds Series 63 and Series 66 licenses and is based in Acworth, GA. Outside of his advisory role, he serves as a U.S. Naval Reserve Military Intelligence Officer and unit security manager. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory services under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

Harris Konter is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he is the owner and proprietor of Manifesting Destiny LLC, where he is writing and publishing a children's book. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Robert Runkle Jr. is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and Morgan Stanley Private Bank, N.A. alongside Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Robert Wang is a CFP® with 25 years of industry experience currently with Ameriprise Financial Services in Atlanta, GA. He has been with Ameriprise in various capacities since 2015 and previously worked at Equitable Advisors for 13 years. In addition to his advisory role, he engages in independent insurance brokering specializing in disability income. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

Tom Ridge is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2022, he worked in the golf industry, including roles at Tom Ridge Golf and Bobby Jones Links Golf. 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 and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Andreas Wilder is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in several business ventures including co-owning a tax preparation firm and managing multiple LLCs related to consulting and business operations. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Chevyone Williams is a Series 63 licensed financial advisor with 20 years of industry experience, currently with Wells Fargo Advisors since 2024. Prior to this, Williams spent eight years at Wells Fargo Clearing. Outside of finance, Williams owns and operates Delightful Vegan, LLC, a health and wellness business based in Atlanta. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using Wells Fargo’s research and tools to develop tailored client recommendations.

Vijay Patel is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 15 years of experience in advising affluent individuals, businesses, and institutions across various locations including Boston, Frankfurt, and Atlanta. He specializes in areas such as corporate executive services, employee benefits planning, executive and equity compensation, family wealth management, legacy planning, liquidity management, managing new wealth, women and wealth, and tax minimization. Before joining Merrill Lynch Wealth Management, Vijay gained nearly a decade of international consulting experience in Germany and England. Since becoming a financial services professional in 2003, he has emphasized a process-driven approach to help clients preserve and grow their wealth through customized strategies and regular reviews. His expertise includes asset allocation, education and retirement planning, estate and trust services, securities-based lending, philanthropic gift planning, and capital management. Vijay holds an MBA from the University of Cambridge, a master's degree from Boston University, and a bachelor's degree from the University of Chicago. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, he is an active member of the University of Chicago Alumni Association in Atlanta and a father of three, including twins adopted from Ethiopia.

Wallace Hatcher is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he spent nine years with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a team of financial advisors.

Phillip Wallace is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has worked at LPL Financial since 2007 and previously worked at Raymond James Financial Services from 2004 to 2007. He also operates a separate business, Wallace Financial Group, which sells directly to long-term care companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Archana Gupta is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, PNC Bank, JP Morgan Securities, Citigroup Global Markets, USAA Financial Planning Services, and Ameriprise. 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.

Lucas Martins Vaz is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Prior to his current role, he worked in golf club management and pool repair, and he attended Florida Gulf Coast University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ne'quan Williams is a financial advisor at Merrill with Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Bank of America N.A., Wells Fargo Clearing Services LLC, The Vanguard Group, and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Andrea Leota is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. Her career includes roles at Fidelity Investments since 2013, as well as prior experience with Nationwide Investment Advisors, LLC and United Planners' Financial Services of America. Fidelity’s Strategic Advisers LLC, where Andrea is based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

David Lee is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Epiq Systems, Marietta City Schools, Kelly Education Services, Sykes Enterprises, Inc., PFS Investments Inc., and Teradata Corporation. He is also involved in the sale of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors is a large-scale institutional firm that manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies developed by unaffiliated asset managers and offers advisory services supported by third-party custodians and overlay managers.

Richard Tull is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. In addition to his advisory role, he is an insurance agent specializing in life, health, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated investment managers.