Brian Frank is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 65 and Series 66 licenses and having 25 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in several investment-related business activities, including partnerships in real estate and lending ventures in Montana and Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenarios developed by its Global Investment Committee.

Robert Duerre is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to his current role at Merrill and Bank of America, he worked at E*TRADE Capital Management LLC and E*Trade Securities Inc. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Whitaker is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Stresser & Associates, P.C. from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Wagoner is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. Outside of finance, he was involved in the business Unwine'd & Tap. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm leverages research from Wells Fargo Investment Institute and third-party sources to evaluate investment options using diversification principles and modern portfolio theory while offering a broad range of brokerage and advisory solutions.

John Hoskins is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Merrill, and served in the United States Army Reserve. Outside of his advisory role, he is the sole owner of a rental property in Burton, Michigan. 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 combines research from Wells Fargo Investment Institute and third-party sources to offer diversified investment solutions through both brokerage and advisory platforms.

Mark Bloom is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 credential and eight years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Edward Jones, among other firms. Outside of his advisory role, he serves as an independent director on the board of Georgia Soccer and co-founded a nonprofit organization to support youth sports access in Atlanta. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides access to a range of investment strategies and affiliated resources, managing over $256 billion in assets.

Daniel Lewis is a financial advisor with Wells Fargo Advisors in Atlanta, holding a Series 66 designation and beginning his advisory career in 2025. His prior roles include positions at Savills and Rise Property Group, as well as experience in sports representation and capital partnerships. Lewis also has multiple years of involvement with YMCA Camp Thunderbird. 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 range of planning options, including specialized services such as business-owner transition and sports and entertainment planning, supported by Wells Fargo’s research and tools.

Michael Lowe is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in agricultural and farming activities through Millpond Farm and Timber. 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 wide range of clients, including individuals, institutions, pension plans, charitable organizations, and governmental entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

Timothy Evans is a CFP®-designated financial advisor with 39 years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at Avantax Advisory Services, UBS Financial Services, and Synovus Securities. He is also a CPA and operates a sole proprietorship providing tax preparation and accounting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pensions, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Joshua Steinert is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2007. Outside of his advisory role, he engages in content creation through a personal venture called Just Josh and His Watch. 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, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party databases.

Stephen Young Jr. is a financial advisor at Edward Jones in Roswell, GA, holding Series 65 and Series 63 credentials with six years of industry experience. His prior work includes roles at Apple Inc., Roam Innovative Workspace, and Aviem International Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of advisors and branch offices.

Rene Williams is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining LPL Financial in 2021, Williams held positions at Delta Community Credit Union, Amazon.com Inc., The Vanguard Group, Inc., Forge Consulting, LLC, and Assurant Specialty Property. 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 a range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Zack Napier is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he is involved in independent insurance brokering with multiple providers. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported guidance through a centralized consulting team.

Anthony Sodipo is a financial advisor with Ameriprise in Powder Springs, GA, holding Series 63 and Series 65 designations and over 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team working alongside financial advisors.

Patrick Warner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for more than five decades. Warner is also involved with Objective Financial Solutions, Inc., a business focused on insurance policy commissions and managed money investment fees. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation, alongside affiliated trust custody, insurance, and lending services.

Ryan Frantik is a financial advisor with Ameriprise in Smyrna, GA, holding a Series 66 designation and beginning his career in 2024. Prior to joining Ameriprise, he held various roles outside the financial industry, including work at Rookies Pub and Ambassador Wealth Management. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to create written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alec Reynolds is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Georgia and Mount Pisgah Christian School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Peter Gutschenritter is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with LPL Financial in Atlanta, GA, having joined in 2025 after 12 years at NEXT Financial Group Inc. Outside of his advisory role, he is involved with Ashford Financial, LLC, where he provides tax preparation and enrolled agent services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by various investment approaches, including model portfolios and third-party asset management.

Matthew Filla is a financial advisor with LPL Financial in Sandy Springs, GA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at LPL Financial since 2009, following six years at Ameriprise Advisor Services and one year at A.G. Edwards & Sons. He is also associated with Filla Wealth Management, LLC. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

Suzanne Dineen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing eight years of industry experience. She has worked with Wells Fargo Bank and Wells Fargo Clearing since 2021, following nine years at Quantum National Bank and a brief tenure at Piedmont Bank. 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 sources.