Thomas Moonan Jr. is a CFP®-designated financial advisor with 29 years of industry experience. He has worked at Merrill Lynch for 20 years and has been with Raymond James Financial Services Advisors, Inc. since 2017. He is also the owner of Moonan Wealth Management, a support company based in Roswell, GA. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tools such as risk profiling and probability modeling to tailor recommendations.

Tommy Bowers is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Financial Services since 1999. Outside of his advisory role, he is involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, using an independent due-diligence consultant and delegating trading responsibilities to BNY Mellon Advisors.

Joseph Audu is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 18 years of industry experience. He previously worked with E*TRADE Capital Management and E*TRADE Securities between 2008 and 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its advisory services.

William McClurg is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He supports clients and prospects by helping them understand the investment process through Fidelity's retail tools and resources, aiming to assist with their short, medium, and long-term financial goals. Prior to this position, William worked in several roles at Fidelity, including Relationship Manager, Workplace Planning Consultant II and I, and Workplace Planning Associate, reflecting his continuous growth and experience within the firm. He also gained experience as a Tax Intern at Blue & Co., LLC in 2022. Outside of his professional work, William has interests in baseball, cars, fishing, fitness, football, and golf.

Nathaniel Williams is a Financial Advisor at Merrill Lynch Wealth Management, operating as a Merrill Financial Solutions Advisor. In this role, he collaborates closely with individuals and families to develop personalized financial strategies tailored to their unique goals and circumstances. His approach involves understanding clients' priorities and providing ongoing advice and portfolio management to help them pursue their financial objectives. Nathaniel's areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, small business strategies, women and wealth, and retirement income. He holds a Bachelor's Degree from Mississippi State University and is designated as a Personal Investment Advisor (PIA). Outside of his professional work, Nathaniel is involved with the American Red Cross. He engages in personal interests such as boxing, camping, chess, fishing, hiking, horseback riding, reading, running, and spending time with his family.

Shane Johnson II 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 in education and with ThreatAdvice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Christopher Sampers is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and Series 65 and 63 credentials, and has 30 years of industry experience. His career includes roles at Kestra Advisory, SFI Advisors, and Private Client Services. Outside of advisory work, he owns an insurance and benefits company, Strategis Advisory Group LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through multiple platforms and third-party advisers.

Brian Ferguson is a financial advisor with LPL Financial, holding a CFP® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including prior roles at Voya Financial Advisors and Eagle Strategies. In addition to his advisory work, he is involved in a family business, Dogwood Solutions & Design LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Benjamin Neville is a financial advisor with LPL Financial in Roswell, GA, holding a Series 66 designation and 17 years of experience at the firm. He has been active in the financial services industry for a total of 5 years in an advisory capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of financial planning, asset management, and institutional platforms, utilizing both proprietary research and third-party resources to support a range of investment strategies.

Amy Borja is a financial advisor at Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 66 designations with 29 years of industry experience. She worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. 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 addressing various client needs and integrates advisory services with other financial products and referral channels.

Nakisha Purdiman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and has experience in real estate and outsourcing. Outside of her advisory role, she owns a repair and lawn service business and has interests in real estate and other non-investment ventures. 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 follows an IPS-driven process based on modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Emilio Betancourt is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2016 and has held several roles including Investment Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. His decade of experience at Fidelity has shaped his approach to providing straightforward and honest advice tailored to each client's needs. Throughout his career, Emilio has focused on understanding client priorities and offering clear, actionable options to help clients make confident financial decisions. He holds a California Insurance License, which supports his advisory capabilities. Outside of his professional life, Emilio enjoys spending time at the beach, engaging in comedy and movies, and participating in family activities and parenthood.

R Smith is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and its related entities since 2003, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and analyses.

Wesley Jones is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at E*TRADE Capital Management and E*TRADE Securities, and has a background that includes a year at Dick's Sporting Goods. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a comprehensive investment approach.

Sanjay Bedi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Wells Fargo in 2024, he worked at Bank of America and Merrill for over a decade each. 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 and analytics from Wells Fargo Investment Institute and third-party databases.

Daniel Maldonado Mercado is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families create financial legacies by developing and implementing personalized wealth management strategies tailored to their individual goals. His areas of focus include college education planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel holds a Personal Investment Advisor (PIA) designation and completed his high school education at Nicolas Sevilla. He is bilingual in Spanish and English. Outside of his professional role, Daniel enjoys baseball, basketball, reading, woodworking, writing, traveling, spending time with his family, and watching movies.

Nancy Girard is a financial advisor at Edward Jones in Roswell, GA, with four years of industry experience. She holds the Series 66 designation and previously worked at Anhut & Associates, Inc for six years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds, tax-efficient services, and a fiduciary standard of care.

John Eisenhauer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2025 and has prior experience at DCR Systems LLC. Outside of finance, he has been involved with St. Brigid Catholic Church and has worked in educational roles at Auburn University, Marist School, and Holy Redeemer Catholic School. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supports a wide range of investment programs and strategies.

Tonya Willis is a financial advisor with Mass Mutual Investors Services in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has previously worked at New York Life Insurance Company, J.P. Morgan Securities LLC, and Suntrust Banks, Inc. among other firms. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning and asset management services using firm-approved analytical tools and structures planning as annual collaborative engagements.

Teresa Muir is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. She has 39 years of industry experience and has previously worked with Cantella & Co., Inc. and operates MuirCo, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a multi-billion-dollar platform with various proprietary and third-party strategies.