Scott Harwell is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, Inc., Private Asset Management LLC, and Brookstreet Securities Corporation. Outside of his advisory work, he serves as Treasurer for The Harwell Family Foundation Inc. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform emphasizing model-based asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

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.

Brian Minto is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America Corporation, Morgan Stanley, and BOFA Securities. Outside of his advisory role, he is an owner and partner of Minto Holdings, LLC, a real estate investment entity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG considerations.

Joseph Leigner is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of advising, he serves as a board member for the National Association of Insurance and Financial Advisors (NAIFA) Georgia chapter and is involved in a payroll services and employee benefits company as vice president. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Kelly Ellis is a Series 66 licensed financial advisor with Edward Jones, based in Canton, GA, and has two years of industry experience. Prior to joining Edward Jones in 2024, Kelly worked in healthcare-related roles at Stout Healthcare, Georgia Luna Care Physical Therapy, Wellstar Health System, and Aegis Therapies/Sava Senior Care. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Ajay Anand is a CFP® professional at OSAIC with nine years of industry experience. Prior to joining OSAIC in 2025, he worked at Kovack Advisors, Inc., Kovack Securities, Inc., and Royal Alliance Associates, Inc. He is involved in managing business operations for a child care facility through a related LLC. OSAIC serves a broad range of retail and institutional clients, offering both brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary models.

Alfredia Lewis is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2011. Outside of her advisory role, she is an owner of F & L Investment Properties, Inc. and serves as a board member for Families First, a nonprofit organization focused on supporting families facing complex challenges. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Scott is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked within various Raymond James entities since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports a broad network of advisors and affiliated firms.

Thomas Logan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as CEO of TRL Financial Services, LLC, a company formed to conduct his independent contracting business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools to model potential outcomes and supports its broad network of advisors through a range of advisory programs and targeted consulting services.

Jeremy Mauldin is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets and Legg Mason Wood Walker. Outside of his advisory role, he owns land in Stephens County, GA, planned for long-term reforestation and harvest. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and resources.

Charles Clements is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He previously worked at Avantax Advisory Services and related entities for 28 years. Outside of his advisory work, he owns and operates a tax preparation and accounting business and manages a family-owned tree farm in Georgia. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform for independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with portfolio management, financial planning, and access to third-party money managers. The firm offers a variety of discretionary and non-discretionary program options across multiple custodial relationships.

Derek Murphy is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and four years of industry experience. His career includes roles at E*Trade Securities and Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and a structured planning process.

Raymond Harrison is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Outside of his advisory role, he is an independent performing artist and songwriter with Far Out Family LLC and serves as an officer in a real estate business focused on renovating and selling affordable homes. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and research from its Global Investment Committee.

Paige Rossi is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has eight years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Avantax Investment Services. Outside of advisory work, she owns Paige Rossi, LLC, which offers tax preparation services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning using risk profiling and analytical tools to help clients implement recommendations through its advisory programs or other providers.