John Fisher is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Raymond James & Associates and previously worked at Morgan Stanley Private Bank and UBS Financial Services. He serves on the board and finance committee of The Schenck School, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and specialized municipal advisory services.

Karen Touchstone is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Wilmington Trust for 15 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Andrew Bacharach is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Fifth Third Bank for eight years and has been involved with Twin Farms since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including access to model portfolios, third-party subadvisors, and institutional platforms.

Ariel Croitoru is a financial advisor at Merrill based in Atlanta, GA, holding Series 63 and Series 66 credentials with five years of industry experience. His career includes roles at Bank of America and The Vanguard Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Dana Breland is a financial advisor with RBC Capital Markets based in Atlanta, GA. He holds the Series 63 designation and has 28 years of industry experience, including 25 years at UBS Financial Services before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide customized portfolio management and financial planning, utilizing both in-house and third-party managers.

Kristy Lungwitz is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services, Inc for 13 years. Outside of her advisory role, she serves as a Practice Relationship Manager for US Planning Group Inc. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and solutions across individual, retirement, and corporate segments.

Ana Ventura Trejo is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. Her prior work includes roles at Mohawk Industries and various positions related to healthcare and education. 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, combining non-discretionary client relationships with access to discretionary separately managed accounts and a comprehensive alternative investment program.

Collin Latsko is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to his current role, he held positions at Bank of America and Amazon, Inc. He also has experience working with UPMC Children's Hospital of Pittsburgh and at the University of Kentucky. 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 investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Carter Carew is a Financial Advisor with Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Carter has a Bachelor's Degree from Georgia Southern University.

David Izard is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 credential and over 23 years of industry experience. Prior to joining Morgan Stanley, he worked for J.P. Morgan Chase Bank and J.P. Morgan Securities for 11 years. Outside of his advisory role, he serves as a trustee for The Nature Conservancy in Georgia. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment insights.

Joseph Woo is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Mark Adams is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His career includes extensive tenure at Bank of America, N.A., and Merrill before joining J.P. Morgan in 2018. Adams serves on the boards of the Georgia State University Foundation and the Fox Theatre, where he participates in finance and investment committees. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative and qualitative research to develop model asset allocations within an ESG eligibility framework.

Margaret Greer is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Theodore Grant III is a financial advisor with Cambridge Investment Research Advisors who holds the Series 66 designation and has 12 years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Equitable Advisors. He is also involved with Brant Hickey, working on structured annuities for personal injury settlements. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services, operating through a large network of Financial Professionals and offering a range of platform and model strategy options.

Nicole Avery is a Series 66 licensed financial advisor with 21 years of industry experience. She currently works at J.P. Morgan Securities in Atlanta, GA, where she has been employed since 2021. Her prior experience includes roles at Prudential Insurance and Pruco Securities, as well as operating Nic Avery Coaching, LLC from 2021 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory program delivers non-discretionary, written asset allocation advice supported by centralized due diligence and incorporates a range of investment options, including ESG-eligible strategies.

Joshua Newman is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Donald Bodnar Jr. is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith since 2008 and Bank of America since 2019. Outside of his advisory work, he owns a modeling and acting business and operates a landscaping company. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Carnahan is a financial advisor at Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation with 20 years of industry experience. He previously worked for Merrill and Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations. The firm offers a broad range of planning services to clients meeting a net-worth threshold and integrates advisory services with various financial product offerings and referral channels.

Mitchell Stratton is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, he held roles at Université de Caen, Craft on Draft, and Valdosta State University. 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 strategies for a range of client types including individuals, high-net-worth clients, and institutional investors.

Leslie Ruiz is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2015. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.