Raphael Angone is a financial advisor with Primerica Advisors, holding a Series 65 credential and four years of industry experience. His prior work includes positions at Primerica Financial Services and CVS. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors who deliver model-based investment recommendations and manages approximately $15.5 billion in assets under management.

Nyasia George is a financial advisor at Edward Jones in Alpharetta, GA, with seven years of industry experience. She previously worked at J.P. Morgan Securities and Bank of America, and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary advisory strategies through a nationwide network of financial advisors and branch offices.

Adis Cukovic is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at Florida Financial Advisors and was involved with MV Productions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a large network of financial advisors.

Kwanza Ellis is a financial advisor at Merrill Lynch Wealth Management, specializing in wealth management services for successful individuals and small businesses. She works with women and Sports and Entertainment professionals to help preserve their legacy. Kwanza's approach involves partnering closely with clients to understand their unique objectives and providing thoughtful guidance, disciplined planning, and ongoing support. Kwanza holds a Bachelor's Degree from the University of Florida and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is also a member of Sigma Lambda Gamma National Sorority Inc. Her expertise includes helping clients make informed decisions about their money and preserving their assets and estate. Outside of her professional work, Kwanza's personal interests include music, reading, and yoga. Her personal philosophy is to help clients uncover what matters to them and their families to create strategies that pursue their financial goals.

Brandon Cable is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 24 years of industry experience. He previously worked at E*TRADE Capital Management LLC and TD Ameritrade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range 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.

Nicohlas Porter is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities and has roles at DoorDash and as a music artist outside of his advisory work. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, focusing on tailored financial planning and employing firm-approved tools to support client outcomes.

Larry Dennis Jr. is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Merrill, Bank of America, and PRUCO Securities. He has been with J.P. Morgan since 2018, working within both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers a range of approved funds and strategies on a non-discretionary basis, with services delivered by a select group of Wealth Advisors.

Steven Naylor is a CFP®-designated financial advisor with 12 years of industry experience. He is currently affiliated with Morgan Stanley and has previously worked at E*TRADE Capital Management, Raymond James & Associates, and UBS Financial Services. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Robert Evely is a financial advisor with Wells Fargo Advisors in Norcross, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010 and owns BEAM Financial Services, LLC, a separate investment-related practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides comprehensive investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting certain net-worth criteria, integrating advisory services with other financial products and referral channels.

Beth Morgan is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 22 years. Outside of her advisory role, she owns a freelance writing and editing business and serves as the secretary of a local church board, where she advises on and oversees financial records. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Jai Hong Park is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and offers a range of investment options through both proprietary and third-party programs.

Jonak Gonzalez is a financial advisor with J.P. Morgan Securities in Suwanee, GA, holding Series 63 and Series 66 credentials and bringing eleven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016, following a brief tenure at Massachusetts Mutual Life Insurance in 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Alexander Greene is a CFP® with 19 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2013 to 2016. He is based in Duluth, GA and holds the Series 66 designation. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Frank Chin is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored financial plans aimed at meeting their unique goals. Prior to his current role, he held positions as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Financial Services Representative at Primerica. His professional experience spans multiple roles within the financial services industry, focusing on client relationship management and financial planning. Frank holds a California Insurance License. Outside of his professional work, Frank engages in activities such as gardening, hiking, outdoor adventures, traveling, and volunteering.

James Prior is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 63 and Series 66 designations. Prior previously worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC from 2014 to 2023 before joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques such as Monte Carlo simulations in its financial planning process.

Scott Hogan is a CFP® with 36 years of industry experience. He is currently with Cetera, having joined the firm in 2021, and previously worked at VOYA Financial Advisors. Hogan also serves as secretary on the board of the Michael D Stephens Memorial Foundation. Cetera Investment Advisers LLC is a large SEC-registered adviser that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of investment solutions through affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Artavius Morgan is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles in pharmaceuticals, meal kit services, and investment-related product management. Morgan has been with Primerica Financial Services since 2022. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies with support from third-party asset managers and custodians.

Sebastian Sanabria is a financial advisor with Primerica Advisors in Lawrenceville, GA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Berkmar High School and Killian Hill Christian School. In addition to his advisory work, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies and operates at scale with approximately 3,935 financial advisors and $15.5 billion in assets under management.

Thomas Carney is a CFP®-designated financial advisor with Ameriprise in Atlanta, GA, bringing 36 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he serves on the Board of Directors and as Chair and Treasurer of the Finance Council at Holy Cross. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor recommendations delivered through a centralized consulting team.

Brittany Floyd is a Series 66-credentialed financial advisor with 12 years of industry experience. She is currently with Fidelity Investments and has prior experience at Wells Fargo and BB&T. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.