Claudia Pineda Padilla is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at Avantax Advisory Services, Grace M. Williams CPA, PC, and multiple positions within Primerica-affiliated firms. Outside of financial advising, she works as an independent contractor for Instacart. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

David Halpern is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 43 years of experience in the financial services industry. He has been with Merrill Lynch for 25 years, currently based in the Atlanta/Buckhead office, where he serves high net worth individuals, families, and nonprofit organizations. Prior to Merrill Lynch, David spent 18 years with New York Life Insurance Company focusing on estate, charitable, financial, retirement, and investment planning for business owners and high net worth clients. David holds a Bachelor of Science degree in Business Administration from The Ohio State University. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a former President of the National Association of Insurance and Financial Advisors (NAIFA), Atlanta Chapter, and is a member of the National Association of Plan Advisors and the National Defense Industrial Association (NDIA). David and his wife, Jody, live in Milton, Georgia, and have four children. He is actively involved in community service, volunteering and fundraising for organizations focused on heart, cancer, and brain health research. Outside of work, David enjoys basketball, music, and spending time with his family.

Jesus Huallanca is a financial advisor at Merrill with Series 66 credentials and six years of industry experience. He has worked at Bank of America and Merrill since 2013. 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 individuals, high-net-worth clients, and various institutional investors.

Nancy Tice is a Series 66-registered financial advisor at Merrill with 10 years of industry experience. She has held positions at Merrill since 2012, with a brief tenure at RBC Capital Markets from 2019 to 2021, and prior experience at IMG Sports Marketing. Nancy is based in Alpharetta, GA. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Todd Goldman is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at E*Trade Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Chris Stewart is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 63 designation and has worked with various Morgan Stanley entities since 2009. Outside of his advisory role, he is the sole proprietor of Treebeard, LLC, a non-investment-related business based in Marietta, GA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and serves clients through both direct and employer-based financial planning agreements.

Adam Holthouse is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with individuals, families, and business owners to develop tailored long-term planning strategies based on unique financial goals. He has 19 years of experience in the financial consulting field, having held positions at E*TRADE Securities from 2011 to 2023, Cambridge Financial from 2008 to 2011, and Ameriprise Financial Services from 2007 to 2008.

Charles Lister is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

James Adams is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Morgan Stanley, J.P. Morgan Securities, Bank of America, Merrill, and E*TRADE. Adams is currently based in Alpharetta, Georgia. 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 combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative investment onboarding process.

Christian Garrett is a financial advisor with Merrill based in Alpharetta, GA, holding the Series 66 designation and six years of industry experience. He has been with Merrill since 2000. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Argo is a financial advisor at Ameriprise with 36 years of industry experience. He holds the CFP®, ChFC®, and Series 63 credentials and has prior experience at Dempsey Lord Smith, LLC and Cambridge Investment Research Advisors. He is also president of AEGEUS Financial Solutions, Inc., a corporation focused on sales and service of investments, insurance, annuities, and fee-based planning. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning advice based on thorough analysis and collaboration between a centralized service team and the client's advisor.

Adrian Ganson is a financial advisor with Ameriprise in Roswell, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Ganson coaches youth and high school soccer, including positions at the Last Defense Goalkeeping Academy and Centennial High School. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Thomas Kikly is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and over 21 years of industry experience. He has worked at Merrill and Bank of America since 2018 and previously held positions at Accumulation Wealth Strategies, Inc. and Principal Securities. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Alexander Lindsey is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has three years of industry experience and has previously worked at E*Trade Securities and Paradigm Security. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through customized planning and broader financial solutions.

Dawnell Simms Codrington is a financial advisor at Morgan Stanley in Alpharetta, GA, with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, she worked at Fulton County schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to support personalized financial plans.

Adam Stowell is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Robert Gahwiler is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023, following roles at E*TRADE Securities and Wells Fargo. Prior to his financial career, he was employed by Kaldi's Coffee Company and attended Emory University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Elizabeth Seabolt is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2013. Additionally, she is associated with Creative Financial Team, LLC, where she performs operations support. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs, with notable capabilities in municipal advisory and specialized retirement plan services.

Noel Updyke is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at National Life Group through A.P.O.Gee Financial Partners. Outside of finance, his background includes roles in the food service industry and self-employment as a DoorDash delivery driver. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios including mutual funds, ETFs, and ETPs.

Ryan Ogden is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*Trade Securities, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.