Matt Ellis is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo and Truist Advisory Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research, incorporates forward-looking capital market assumptions, and offers access to derivatives and commodities capabilities.

Joseph Mraz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2019, he worked at Capstone Financial and has held coaching and teaching roles, including serving as an assistant golf coach at Blessed Trinity High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional services supported by comprehensive research and multiple portfolio management approaches.

Agnieszka Chmielewski is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. Her prior work includes roles at PFS Investments Inc., Primerica Financial Services, and APCO. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports clients through a large network of advisors and offices.

Erik Williams is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, and Wells Fargo. He also founded Kreative Intelligence LLC, a business selling custom goods. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with tailored financial planning and consulting, offering a range of portfolio management styles supported by affiliated research and model managers.

Tommy Mills is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2017 and spent 26 years at Merrill prior to that. 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 supported by firm-approved tools and methodologies.

Antoinette Bryce is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing four years of industry experience. Her background includes roles at PFS Investment Inc and Hunter College City University of New York. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients, delivering advisory services through a large network of advisors supported by model-driven investment strategies.

Thomas Carlock is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Carlock is involved with the Wrestlers in Business Atlanta Chapter. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through a broad network and specialized advisory programs.

Lisa Gravlee is a financial advisor at Edward Jones in Peachtree Corners, GA. She holds a Series 66 designation and has nine years of experience with Edward Jones, along with prior roles as a self-employed advisor and with FAST Mentoring. 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 options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Christa Ross is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she serves as the Executive Sideline Director for the Alpharetta Junio Raiders Cheer program, a middle school cheer team. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Noah Brand is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses. He has been with Thrivent and its affiliates since 2025. Outside of financial services, Brand has experience managing small businesses in exterior cleaning and automotive repair. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic analyses covering a wide range of planning topics, with clients able to integrate planning with managed-account services under the WealthPlan billing option.

Diana Rosales Quintanilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2018 and has a longer tenure at Wells Fargo Bank NA beginning in 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Matthew Joines is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously held roles at Kestra Financial, NFP Securities, and Veracor. Outside of his primary advisory duties, Joines provides consulting and coaching services as a Retirement Operations Specialist. Cambridge Investment Research Advisors serves a diverse clientele, including individual investors and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base across multiple platforms and custodians, supporting both discretionary and non-discretionary management along with proprietary model strategies.

Bryant Thomas is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Byrd-Mclellan Agency, Inc. and The River Golf Club, as well as completing his education at Clemson University. 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 and uses structured financial planning tools supported by its Global Investment Committee.

James Reeves is a financial advisor at Morgan Stanley in Alpharetta, GA, with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and E*TRADE in various advisory roles. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate partnerships.

Scott Johnson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at E*TRADE Capital Management LLC and Fidelity Brokerage Service LLC. Outside of his advisory role, he operates a DIY credit repair business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and established tools, and it offers diverse investment solutions alongside traditional wealth management services.

Cynthia Skaggs is a CFP®-certified financial advisor with 23 years of industry experience. She has worked at LPL Financial since 2011 and previously held roles at Securities America Advisors, Inc. and Veravest Investment Advisors, Inc. Skaggs manages fixed insurance needs for her clients through The National Benefit Corporation, acting as her general agent for insurance analysis and case management. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a variety of strategies and research tools.

James Keel III is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 26-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

William Bearden is a financial advisor with MML Investors Services, LLC, a subsidiary of MassMutual, based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has four years of industry experience, including roles at MWA Financial Services, Modern Woodmen of America, Gwinnett County Public Schools, and the University of West Georgia. In addition to his advisory work, he is a partner and financial planner at Piedmont Strategic Advisors LLC. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and offers written recommendations through collaborative, annual planning engagements.

Elizabeth Walton is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, she worked at AchieveIt and has been involved with Greater Atlanta Christian School. Outside of finance, she is an independent contractor with Select Model Management Atlanta, a modeling agency. Morgan Stanley Wealth Management provides advisory programs and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools but does not offer individual security recommendations as part of its standalone planning services.

Lindsay Taylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has been with Primerica Financial Services since 2008. Outside of her advisory role, she is involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on a range of investment models implemented via established custodians.